Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Fidelity Greenwood Street Tr (FYEE)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +10
Streak
4Q ▲
Buyers last Q
75%

Smart Money Signals — FYEE

Based on 53 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 4 quarters in a row

last 6Q
For 4 consecutive quarters, more hedge funds added FYEE 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
53 hedge funds hold FYEE right now — the highest count in 2.2 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 — +960% more funds vs a year ago

fund count last 6Q
+48 new funds entered over the past year (+960% 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 — 75% buying

43 buying14 selling
Last quarter: 43 funds were net buyers (16 opened a brand new position + 27 added to an existing one). Only 14 were sellers (8 trimmed + 6 sold completely). A clear majority buying is a strong confirmation signal.
➡️

Steady new buyers — ~16 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 17 → 23 → 11 → 16. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔄

Mostly new holders — 72% entered in last year

■ 0% conviction (2yr+) ■ 28% medium ■ 72% 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.
📊

Peak discovery — momentum slowing

1 → 17 → 23 → 11 → 16 new funds/Q
New funds entering each quarter: 17 → 23 → 11 → 16. FYEE is well-known in the hedge fund world, but fresh entries are gradually declining. The explosive phase of institutional discovery is likely behind us.
🌱

Early stage — 92% of holders entered in last year

■ 0% veterans ■ 8% 1-2yr ■ 92% new
Of 53 current holders: 49 (92%) 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.
📋

Smaller funds dominant — 15% AUM from top-100

15% from top-100 AUM funds
6 of 53 holders rank in the top 100 by AUM, but together hold only 15% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
6.8
out of 10
Moderate Exit Risk
Exit risk score 6.8/10 — 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 — FYEE

In 2026 Q2, 43 hedge funds were net buyers of FYEE (16 opened a new position, 27 added to an existing one), while 14 reduced or exited (8 trimmed, 6 sold completely) — a 75% buyer ratio, indicating clear institutional accumulation. This marks 4 consecutive quarters of net institutional buying — a persistent conviction signal. Net fund flow last quarter: +10 funds (more new holders than closures). Total institutional holders: 53.

Hedge Fund Ownership: FYEE

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

Market Analysis: FYEE

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: FYEE

-- --

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

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

1 top-rated funds 1 high-conviction
Consensus
1.3
/ 10
breadth
×
Elite
1.2
/ 10
conviction
Hedge Fund Positioning: FYEE
53 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 53 43 23.26%
13F Shares 4M 3M 14.65%
Total Value $101M $81M 25.71%
New Positions 16 11 +5
Increased Positions 27 22 +5
Closed Positions 6 9 -3
Reduced Positions 8 8 -
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: FYEE

View More

Valuation Measures Data as of: --

Market Cap --
Enterprise Value --
Trailing P/E --
Forward P/E --
PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
Levered Free Cash Flow (ttm) --

Institutional Holders (2026 Q2)

53 + investors

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

QUARTER:
Top 25 FYEE holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Sentinel Advisory Group, LLC 2.47% 209,505 $6.1M
2 Advisory Resource Group 1.27% 291,862 $8.4M
3 Mission Financial Group, LLC 0.98% 40,784 $1.2M
4 Kraematon Investment Advisors, Inc 0.78% 36,143 $1.0M
5 Resolute Capital, LLC 0.59% 58,696 $1.7M
6 TBH Global Asset Management, LLC 0.55% 104,136 $3.0M
7 Wealth Effects LLC 0.42% 53,812 $1.6M
8 Global Trust Asset Management, LLC 0.34% 37,791 $1.1M
9 San Luis Wealth Advisors LLC 0.30% 68,913 $2.0M
10 Financial Management Network Inc 0.16% 38,595 $1.1M
11 Summit Wealth Partners, LLC 0.16% 38,460 $1.1M
12 Hixon Zuercher, LLC 0.09% 10,054 $290K
13 NFSG Corp 0.08% 23,680 $684K
14 Bleakley Financial Group, LLC 0.07% 190,220 $5.5M
15 Traynor Capital Management, Inc. 0.07% 51,848 $1.5M
16 Concurrent Investment Advisors, LLC 0.06% 240,180 $6.9M
17 Kestra Private Wealth Services, LLC 0.04% 140,234 $4.1M
18 Roxbury Financial LLC 0.04% 1,706 $49K
19 Silver Oak Securities, Incorporated 0.03% 17,995 $520K
20 Commonwealth Equity Services, LLC 0.03% 701,686 $20.3M
21 Spire Wealth Management 0.02% 23,791 $687K
22 PFG Investments, LLC 0.02% 16,000 $462K
23 Aptus Capital Advisors, LLC 0.02% 77,763 $2.2M
24 RMR Wealth Builders 0.01% 7,792 $225K
25 Savvy Advisors, Inc. 0.01% 21,512 $621K
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 — Fidelity Greenwood Street Tr (FYEE)

What does the Smart Money Trend signal show for FYEE?

Buying streak — 4 quarters in a row: For 4 consecutive quarters, more hedge funds added FYEE 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 FYEE?

More buyers than sellers — 75% buying: Last quarter: 43 funds were net buyers (16 opened a brand new position + 27 added to an existing one). Only 14 were sellers (8 trimmed + 6 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for FYEE holders?

Smaller funds dominant — 15% AUM from top-100: 6 of 53 holders rank in the top 100 by AUM, but together hold only 15% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held FYEE?

Mostly new holders — 72% 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.

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.

Full history →