Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Lattice Strategies Tr (HDUS)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -1
Streak
1Q ▼
Buyers last Q
62%

Smart Money Signals — HDUS

Based on 34 hedge funds · latest filing: 2026 Q1 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds reduced or closed their HDUS positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
🏔️

At the ownership peak (97% of max)

97% of all-time peak
34 hedge funds hold HDUS 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 HDUS is almost the same as a year ago (+0 funds, +0% change). No significant rush to buy or sell — institutional backing is holding steady.
🟢

More buyers than sellers — 62% buying

21 buying13 selling
Last quarter: 21 funds were net buyers (6 opened a brand new position + 15 added to an existing one). Only 13 were sellers (6 trimmed + 7 sold completely). A clear majority buying is a strong confirmation signal.
➡️

Steady new buyers — ~6 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 6 → 5 → 5 → 6. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
📌

Mixed — 38% long-term, 26% new

■ 38% conviction (2yr+) ■ 35% medium ■ 26% new
Of the 34 current holders: 13 (38%) held >2 years, 12 held 1–2 years, and 9 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.
➡️

Steady discovery — ~6 new funds/quarter

6 → 6 → 5 → 5 → 6 new funds/Q
New funds entering each quarter: 6 → 5 → 5 → 6. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 44% veterans vs 26% newcomers

■ 44% veterans ■ 29% 1-2yr ■ 26% new
Entry-cohort mix of 34 holders: 15 (44%) are 2+ year veterans, 10 entered 1–2 years ago, and 9 (26%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 51% AUM from top-100 funds

51% from top-100 AUM funds
9 of 34 holders are among the 100 largest funds by AUM, controlling 51% of total institutional value in HDUS. 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 — HDUS

In 2026 Q1, 21 hedge funds were net buyers of HDUS (6 opened a new position, 15 added to an existing one), while 13 reduced or exited (6 trimmed, 7 sold completely) — a 62% buyer ratio, indicating clear institutional accumulation. 51% of total institutional value in HDUS is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: -1 funds (more exits than new entries). Total institutional holders: 34.

Hedge Fund Ownership: HDUS

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

Market Analysis: HDUS

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: HDUS

-- --

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

Is It Too Late to Buy Lattice Strategies Tr (HDUS) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much HDUS 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 · 80d ago
HDUS
+12.4%
SPY
+13.9%

HDUS outperformed SPY by -1.5% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 35d ago
HDUS
+0.5%
SPY
+0.2%

Since the filing became public, HDUS outperformed SPY by +0.3% .

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.

1 top-rated funds 0 high-conviction
Consensus
1.3
/ 10
breadth
×
Elite
0.1
/ 10
conviction
Hedge Fund Positioning: HDUS
34 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 34 35 -2.86%
13F Shares 2M 2M 5.78%
Total Value $149M $150M -0.68%
New Positions 6 5 +1
Increased Positions 15 12 +3
Closed Positions 7 4 +3
Reduced Positions 6 12 -6
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: HDUS

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Financial Highlights

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Institutional Holders (2026 Q1)

34 + investors

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

QUARTER:
Top 25 HDUS holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 RiverFront Investment Group, LLC 0.80% 822,680 $51.9M
2 Koshinski Asset Management, Inc. 0.04% 9,959 $629K
3 Sowell Financial Services LLC 0.01% 5,346 $337K
4 Envestnet Asset Management Inc 0.01% 669,072 $42.2M
5 Annis Gardner Whiting Capital Advisors, LLC 0.01% 1,059 $67K
6 Private Trust Co NA 0.01% 1,861 $117K
7 Nicolet Bankshares Inc 0.01% 3,557 $226K
8 LPL Financial LLC 0.01% 326,898 $20.6M
9 Raymond James Financial Inc 0.00% 229,042 $14.5M
10 Kingsview Wealth Management, LLC 0.00% 4,190 $264K
11 Lummis Asset Management, LP 0.00% 61 $4K
12 Stifel Financial Corp 0.00% 33,198 $2.1M
13 &Partners 0.00% 5,787 $365K
14 GAMMA Investing LLC 0.00% 540 $34K
15 Royal Bank of Canada 0.00% 140,791 $8.9M
16 Truist Financial Corp 0.00% 16,287 $1.0M
17 Commonwealth Equity Services, LLC 0.00% 12,791 $807K
18 Savant Capital, LLC 0.00% 3,512 $222K
19 Jones Financial Companies Lllp 0.00% 30,933 $1.9M
20 Advisory Services Network, LLC 0.00% 747 $47K
21 Cetera Investment Advisers 0.00% 7,702 $486K
22 TD Private Client Wealth LLC 0.00% 385 $24K
23 Harbour Investments, INC. 0.00% 506 $32K
24 Fifth Third Bancorp 0.00% 3,178 $201K
25 Spire Wealth Management 0.00% 104 $7K
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 — Lattice Strategies Tr (HDUS)

What does the Smart Money Trend signal show for HDUS?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their HDUS positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for HDUS?

More buyers than sellers — 62% buying: Last quarter: 21 funds were net buyers (6 opened a brand new position + 15 added to an existing one). Only 13 were sellers (6 trimmed + 7 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for HDUS holders?

Elite ownership — 51% AUM from top-100 funds: 9 of 34 holders are among the 100 largest funds by AUM, controlling 51% of total institutional value in HDUS. 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 HDUS?

Mixed — 38% long-term, 26% new: Of the 34 current holders: 13 (38%) held >2 years, 12 held 1–2 years, and 9 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.

Is it too late to buy Lattice Strategies Tr (HDUS) following the 2026 Q1 hedge fund 13F filings?

As of today, HDUS has moved +0.5% since the 2026 Q1 13F filing date (May 15, 2026), compared to +0.2% for the SPY sector ETF — an outperformance of +0.3%. Since the quarter end (March 31, 2026), HDUS has gained +12.4% 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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