Simplify Exchange Traded Fun (FOXY): Hedge Fund Ownership & Smart Money Signals (Q1 2026)

Q: Is it too late to buy Simplify Exchange Traded Fun (FOXY) following the 2026 Q1 hedge fund 13F filings?

As of today, FOXY has moved nan% since the 2026 Q1 13F filing date (May 15, 2026), compared to +1.3% for the SPY sector ETF — an outperformance of nan%. Since the quarter end (March 31, 2026), FOXY gained nan% vs +15.1% for SPY. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Simplify Exchange Traded Fun (FOXY)

31 + Investors. Track Smart Money conviction in FOXY. See who's accumulating, reducing, or initiating positions.

Smart Money Signals — FOXY

Based on 31 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 4 quarters in a row

last 4Q

For 4 consecutive quarters, more hedge funds added FOXY than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

🏔️

At the ownership peak (100% of max)

100% of all-time peak

31 hedge funds hold FOXY right now — the highest count in 1.2 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.

🚀

Fast accumulation — +520% more funds vs a year ago

fund count last 5Q

+26 new funds entered over the past year (+520% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks. The peak was reached in just 4 quarters from the low — a sharp move.

🟢

More buyers than sellers — 88% buying

28 buying4 selling

Last quarter: 28 funds were net buyers (10 opened a brand new position + 18 added to an existing one). Only 4 were sellers (3 trimmed + 1 sold completely). A clear majority buying is a strong confirmation signal.

➡️

Steady new buyers — ~10 new funds per quarter

new funds entering per quarter

Funds opening this position for the first time: 4 → 3 → 14 → 10. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.

🔄

Mostly new holders — 84% entered in last year

■ 0% conviction (2yr+) ■ 16% medium ■ 84% new

Only 0 funds (0%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.

➡️

Steady discovery — ~10 new funds/quarter

4 → 3 → 14 → 10 new funds/Q

New funds entering each quarter: 4 → 3 → 14 → 10. Consistent flow of new institutional buyers without clear acceleration or slowdown.

🌱

Early stage — 100% of holders entered in last year

■ 0% veterans ■ 0% 1-2yr ■ 100% new

Of 31 current holders: 31 (100%) entered in the past year, only 0 (0%) are 2+ year veterans. This is an early-phase institutional idea — still being discovered. High upside potential if the thesis plays out, but thin conviction base.

✅

Strong quality — 32% AUM from major funds

32% from top-100 AUM funds

4 of 31 holders rank in the top 100 by AUM, accounting for 32% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

7.1

out of 10

High Exit Risk

Exit risk score 7.1/10 — multiple crowding signals converge. Institutional ownership is at 100% of its all-time high — near peak crowding. Crowded trades can unwind fast — a single catalyst can trigger a cascade.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Metric	All 13F Filers (2026 Q1)	Prior (2025 Q4)	Change
Funds Holding	31	22	40.91%
13F Shares	3M	2M	96.01%
Total Value	$88M	$42M	109.86%
New Positions	10	14	-4
Increased Positions	18	6	+12
Closed Positions	1	2	-1
Reduced Positions	3	1	+2
Total Calls	0	0	-
Total Puts	0	0	-
PUT/CALL Ratio	0.0	0.0	Bullish

Metric

All 13F Filers (2026 Q1)

Prior (2025 Q4)

Change

Funds Holding

40.91%

13F Shares

96.01%

Total Value

$88M

$42M

109.86%

New Positions

-4

Increased Positions

+12

Closed Positions

-1

Reduced Positions

Total Calls

Total Puts

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q1)

31 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in FOXY. Verified SEC 13F-HR filings.

QUARTER:

FILTER:All New Added To Reduced No Change | Overweight >5%

Top 25 FOXY holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Key Capital Management, INC	2.62%	135,453	$4.0M
2	Elevated Capital Advisors, LLC	1.80%	243,929	$7.1M
3	FSA Advisors, Inc.	1.36%	70,422	$2.1M
4	Howard Bailey Securities, LLC	1.24%	103,529	$3.0M
5	Authentikos Wealth Advisory, LLC	1.02%	51,917	$1.5M
6	Park Edge Advisors, LLC	0.87%	128,359	$3.8M
7	Blackston Financial Advisory Group, LLC	0.75%	40,922	$1.2M
8	B.O.S.S. Retirement Advisors, LLC	0.71%	79,799	$2.3M
9	Encompass More Asset Management	0.64%	130,010	$3.8M
10	Networth Advisors, LLC	0.62%	30,089	$880K
11	WealthCare Asset Management, LLC	0.41%	13,155	$385K
12	Beacon Capital Management, LLC	0.29%	56,005	$1.6M
13	Pekin Hardy Strauss, Inc.	0.23%	74,790	$2.2M
14	POM Investment Strategies, LLC	0.23%	6,204	$181K
15	Decker Retirement Planning Inc.	0.12%	8,951	$262K
16	AE Wealth Management LLC	0.08%	512,020	$15.0M
17	CreativeOne Wealth, LLC	0.08%	111,364	$3.3M
18	Altiora Financial Group, LLC	0.06%	13,077	$382K
19	Principal Securities, INC.	0.06%	146,122	$4.3M
20	Belpointe Asset Management LLC	0.02%	19,252	$563K
21	Mather Group, LLC.	0.01%	37,382	$1.1M
22	BNP Paribas Financial Markets	0.01%	426,687	$12.5M
23	Nbc Securities, INC.	0.01%	2,547	$74K
24	Kestra Private Wealth Services, LLC	0.00%	7,815	$229K
25	Citigroup Inc	0.00%	177,600	$5.2M

Investor	Ownership History	% of Portfolio	Prev %	Rank	Conviction	Avg Buy Price	13F Score™ 3Y / 7Y	Sell Timing	Shares	Mkt Value	Change	Change %	Source	Quarter	Filed

Frequently Asked Questions — Simplify Exchange Traded Fun (FOXY)

What does the Smart Money Trend signal show for FOXY?

Buying streak — 4 quarters in a row: For 4 consecutive quarters, more hedge funds added FOXY than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for FOXY?

More buyers than sellers — 88% buying: Last quarter: 28 funds were net buyers (10 opened a brand new position + 18 added to an existing one). Only 4 were sellers (3 trimmed + 1 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for FOXY holders?

Strong quality — 32% AUM from major funds: 4 of 31 holders rank in the top 100 by AUM, accounting for 32% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held FOXY?

Mostly new holders — 84% entered in last year: Only 0 funds (0%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.

Is it too late to buy Simplify Exchange Traded Fun (FOXY) following the 2026 Q1 hedge fund 13F filings?

As of today, FOXY has moved nan% since the 2026 Q1 13F filing date (May 15, 2026), compared to +1.3% for the SPY sector ETF — an outperformance of nan%. Since the quarter end (March 31, 2026), FOXY has gained nan% vs +15.1% for SPY. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

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Simplify Exchange Traded Fun (FOXY)

Smart Money Signals — FOXY

Buying streak — 4 quarters in a row

At the ownership peak (100% of max)

Fast accumulation — +520% more funds vs a year ago

More buyers than sellers — 88% buying

Steady new buyers — ~10 new funds per quarter

Mostly new holders — 84% entered in last year

Steady discovery — ~10 new funds/quarter

Early stage — 100% of holders entered in last year

Strong quality — 32% AUM from major funds

Institutional Sentiment Summary — FOXY

Hedge Fund Ownership: FOXY

Market Analysis: FOXY

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: FOXY

Is It Too Late to Buy Simplify Exchange Traded Fun (FOXY) Based on Hedge Fund 13F Filings?

Hedge Fund Positioning: FOXY

Statistics: FOXY

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q1)

Frequently Asked Questions — Simplify Exchange Traded Fun (FOXY)

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