Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Investment Managers Ser Tr I (FPAG)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +12
Streak
8Q ▲
Buyers last Q
88%

Smart Money Signals — FPAG

Based on 45 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 8 quarters in a row

last 6Q
For 8 consecutive quarters, more hedge funds added FPAG 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
45 hedge funds hold FPAG right now — the highest count in 3.0 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 — +105% more funds vs a year ago

fund count last 6Q
+23 new funds entered over the past year (+105% 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.
🟢

More buyers than sellers — 88% buying

35 buying5 selling
Last quarter: 35 funds were net buyers (12 opened a brand new position + 23 added to an existing one). Only 5 were sellers (5 trimmed + 0 sold completely). A clear majority buying is a strong confirmation signal.
➡️

Steady new buyers — ~12 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 4 → 2 → 8 → 12. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔄

Mostly new holders — 44% entered in last year

■ 2% conviction (2yr+) ■ 53% medium ■ 44% new
Only 1 funds (2%) 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.
📈

Growing discovery — still being found

4 → 4 → 2 → 8 → 12 new funds/Q
New funds entering each quarter: 4 → 2 → 8 → 12. A growing number of institutions are discovering FPAG each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
📊

Mixed cohorts — 2% veterans, 53% new entrants

■ 2% veterans ■ 44% 1-2yr ■ 53% new
Of 45 current holders: 1 (2%) held 2+ years, 20 held 1–2 years, 24 (53%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.
📋

Smaller funds dominant — 11% AUM from top-100

11% from top-100 AUM funds
7 of 45 holders rank in the top 100 by AUM, but together hold only 11% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
5.2
out of 10
Moderate Exit Risk
Exit risk score 5.2/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

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.

Institutional Sentiment Summary — FPAG

In 2026 Q1, 35 hedge funds were net buyers of FPAG (12 opened a new position, 23 added to an existing one), while 5 reduced or exited (5 trimmed their position) — a 88% buyer ratio, indicating clear institutional accumulation. This marks 8 consecutive quarters of net institutional buying — a persistent conviction signal. Net fund flow last quarter: +12 funds (more new holders than closures). Total institutional holders: 45.

Hedge Fund Ownership: FPAG

How many hedge funds hold FPAG — quarterly history vs. share price
Quarterly hedge fund ownership of FPAG vs. share price

Market Analysis: FPAG

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: FPAG

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Is It Too Late to Buy Investment Managers Ser Tr I (FPAG) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much FPAG has moved relative to its sector benchmark (SPY) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 79d ago
FPAG
+9.2%
SPY
+13.9%

FPAG outperformed SPY by -4.7% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 34d ago
FPAG
+2.2%
SPY
+0.2%

Since the filing became public, FPAG outperformed SPY by +2.0% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

3 top-rated funds 2 high-conviction
Consensus
2.6
/ 10
breadth
×
Elite
2.3
/ 10
conviction
Hedge Fund Positioning: FPAG
45 + Investors

Track Smart Money conviction in FPAG. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 45 33 36.36%
13F Shares 11M 6M 80.84%
Total Value $404M $230M 75.81%
New Positions 12 8 +4
Increased Positions 23 15 +8
Closed Positions 0 2 -2
Reduced Positions 5 4 +1
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: FPAG

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Financial Highlights

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Institutional Holders (2026 Q1)

45 + investors

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

QUARTER:
Top 25 FPAG holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 NavPoint Financial, Inc. 5.91% 402,838 $14.6M
2 Oxford Financial Group, LTD. LLC 4.98% 2,548,657 $92.5M
3 Verum Partners LLC 4.81% 698,058 $25.3M
4 Demming Financial Services Corp /Adv 2.73% 103,816 $3.8M
5 Mesirow Financial Investment Management, Inc. 2.56% 4,363,542 $158.3M
6 Eclectic Associates Inc /Adv 1.33% 276,249 $10.0M
7 New England Private Wealth Advisors LLC 1.09% 260,241 $9.4M
8 Goldstone Financial Group, LLC 0.88% 222,718 $8.1M
9 Allegheny Financial Group 0.71% 145,494 $5.3M
10 Certior Financial Group, LLC 0.54% 23,248 $843K
11 Mills Wealth Advisors LLC 0.31% 24,800 $900K
12 Onyx Bridge Wealth Group LLC 0.28% 72,762 $2.6M
13 Lakeside Advisors, INC. 0.26% 10,600 $385K
14 DKM Wealth Management, Inc. 0.25% 9,554 $347K
15 Compass Ion Advisors, LLC 0.21% 59,642 $2.2M
16 Tanglewood Wealth Management, Inc. 0.14% 47,179 $1.7M
17 Argent Trust Co 0.12% 101,149 $3.7M
18 SHP Wealth Management 0.07% 25,019 $908K
19 Mcdonald Partners LLC 0.06% 6,500 $236K
20 Mowery & Schoenfeld Wealth Management, LLC 0.03% 500 $18K
21 Stratos Wealth Partners, LTD. 0.02% 50,813 $1.8M
22 Private Advisor Group, LLC 0.01% 77,903 $2.8M
23 Joel Isaacson & Co., LLC 0.01% 7,823 $284K
24 Retirement Planning Group, LLC 0.01% 7,637 $277K
25 &Partners 0.01% 37,663 $1.4M
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 — Investment Managers Ser Tr I (FPAG)

What does the Smart Money Trend signal show for FPAG?

Buying streak — 8 quarters in a row: For 8 consecutive quarters, more hedge funds added FPAG 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 FPAG?

More buyers than sellers — 88% buying: Last quarter: 35 funds were net buyers (12 opened a brand new position + 23 added to an existing one). Only 5 were sellers (5 trimmed + 0 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for FPAG holders?

Smaller funds dominant — 11% AUM from top-100: 7 of 45 holders rank in the top 100 by AUM, but together hold only 11% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held FPAG?

Mostly new holders — 44% entered in last year: Only 1 funds (2%) 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 Investment Managers Ser Tr I (FPAG) following the 2026 Q1 hedge fund 13F filings?

As of today, FPAG has moved +2.2% since the 2026 Q1 13F filing date (May 15, 2026), compared to +0.2% for the SPY sector ETF — an outperformance of +2.0%. Since the quarter end (March 31, 2026), FPAG has gained +9.2% vs +13.9% 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.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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