Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

First Tr Exchange-Traded Fd (FXU)

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

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Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +4
Streak
1Q ▲
Buyers last Q
55%

Smart Money Signals — FXU

Based on 199 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added FXU 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
199 hedge funds hold FXU 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.
〰️

Stable — ownership unchanged year-over-year

fund count last 6Q
The number of hedge funds holding FXU is almost the same as a year ago (+2 funds, +1% change). No significant rush to buy or sell — institutional backing is holding steady.
🟡

Slight buying edge — 55% buying

108 buying88 selling
Last quarter: 108 funds bought or added vs 88 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
➡️

Steady new buyers — ~32 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 17 → 27 → 33 → 32. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

50% of holders stayed for 2+ years

50% conviction (2yr+) 30% medium 21% new
99 out of 199 hedge funds have held FXU for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
📈

Growing discovery — still being found

39 → 17 → 27 → 33 → 32 new funds/Q
New funds entering each quarter: 17 → 27 → 33 → 32. A growing number of institutions are discovering FXU each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 56% veterans vs 25% newcomers

56% veterans 19% 1-2yr 25% new
Entry-cohort mix of 199 holders: 111 (56%) are 2+ year veterans, 38 entered 1–2 years ago, and 50 (25%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 57% AUM from top-100 funds

57% from top-100 AUM funds
18 of 199 holders are among the 100 largest funds by AUM, controlling 57% of total institutional value in FXU. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.5
out of 10
Low Exit Risk
Exit risk score 3.5/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

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 — FXU

In 2026 Q2, 108 hedge funds were net buyers of FXU (32 opened a new position, 76 added to an existing one), while 88 reduced or exited (60 trimmed, 28 sold completely) — a 55% buyer ratio, indicating a slight buying edge. 57% of total institutional value in FXU is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +4 funds (more new holders than closures). Total institutional holders: 199.

Hedge Fund Ownership: FXU

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

Market Analysis: FXU

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: FXU

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

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Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

8 top-rated funds 0 high-conviction
Consensus
4.1
/ 10
breadth
×
Elite
1.2
/ 10
conviction
Hedge Fund Positioning: FXU
198 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 198 195 1.54%
13F Shares 12M 13M -10.33%
Total Value $559M $638M -12.35%
New Positions 31 33 -2
Increased Positions 76 57 +19
Closed Positions 28 34 -6
Reduced Positions 60 74 -14
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: FXU

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Institutional Holders (2026 Q2)

198 + investors

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

QUARTER:
Top 25 FXU holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Delos Wealth Advisors, LLC 4.30% 169,859 $8.4M
2 Rockport Wealth LLC 1.82% 219,489 $10.8M
3 Earned Wealth Advisors, LLC 1.17% 368,598 $18.2M
4 Fig Financial Advisory Services Inc /Adv 0.93% 36,065 $1.4M
5 HFG Advisors, Inc. 0.72% 23,400 $1.2M
6 Csenge Advisory Group 0.52% 261,881 $12.9M
7 Winebrenner Capital Management LLC 0.48% 16,042 $792K
8 Milestones Private Investment Advisors LLC 0.44% 11,154 $550K
9 Carlson Financial, INC. 0.36% 13,973 $629K
10 Cottonwood Capital Advisors, LLC 0.36% 12,106 $597K
11 Persium Advisors, LLC 0.34% 10,650 $525K
12 Fiduciary Alliance LLC 0.33% 97,807 $4.8M
13 PKS Advisory Services, LLC 0.31% 39,106 $1.9M
14 Risk Paradigm Group, LLC 0.30% 7,786 $384K
15 Proactive Wealth Strategies LLC 0.28% 35,797 $1.8M
16 Schrum Private Wealth Management LLC 0.26% 7,668 $254K
17 Trueblood Wealth Management, LLC 0.26% 15,018 $741K
18 ROI Financial Advisors, LLC 0.24% 9,509 $469K
19 Park Square Financial Group, LLC 0.23% 511 $25K
20 Urban Wealth Management, LLC 0.22% 5,152 $254K
21 Asset Allocation Strategies LLC 0.22% 28,721 $1.4M
22 Resurgent Financial Advisors LLC 0.19% 13,641 $673K
23 Harmony Asset Management LLC 0.15% 11,113 $548K
24 Core Wealth Partners LLC 0.14% 6,560 $324K
25 Beto Financial Group, LLC 0.13% 5,204 $257K
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 — First Tr Exchange-Traded Fd (FXU)

What does the Smart Money Trend signal show for FXU?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added FXU 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 FXU?

Slight buying edge — 55% buying: Last quarter: 108 funds bought or added vs 88 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for FXU holders?

Elite ownership — 57% AUM from top-100 funds: 18 of 199 holders are among the 100 largest funds by AUM, controlling 57% of total institutional value in FXU. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held FXU?

50% of holders stayed for 2+ years: 99 out of 199 hedge funds have held FXU for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

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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