Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

ETF Opportunities Trust (HECA)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +31
Streak
2Q ▲
Buyers last Q
93%

Smart Money Signals — HECA

Based on 55 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 2Q
For 2 consecutive quarters, more hedge funds added HECA 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
55 hedge funds hold HECA right now — the highest count in 0.8 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.
🟢

More buyers than sellers — 93% buying

50 buying4 selling
Last quarter: 50 funds were net buyers (32 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.
📈

More new buyers each quarter (+12 vs last Q)

new funds entering per quarter
Funds opening a new HECA position: 20 → 32. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔄

Mostly new holders — 100% entered in last year

■ 0% conviction (2yr+) ■ 0% medium ■ 100% 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.
💎

Buying through price weakness — shares +310%, value +214%

Value
+213%
Shares
+310%
Last quarter: funds added +310% more shares while total portfolio value only changed +214%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
🌱

Early stage — 100% of holders entered in last year

■ 0% veterans ■ 0% 1-2yr ■ 100% new
Of 55 current holders: 55 (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.
📋

Smaller funds dominant — 7% AUM from top-100

7% from top-100 AUM funds
6 of 55 holders rank in the top 100 by AUM, but together hold only 7% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
5.5
out of 10
Moderate Exit Risk
Exit risk score 5.5/10 — 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 — HECA

In 2026 Q1, 50 hedge funds were net buyers of HECA (32 opened a new position, 18 added to an existing one), while 4 reduced or exited (3 trimmed, 1 sold completely) — a 93% buyer ratio, indicating clear institutional accumulation. Net buying has persisted for two consecutive quarters, a positive momentum signal. Net fund flow last quarter: +31 funds (more new holders than closures). Total institutional holders: 55.

Hedge Fund Ownership: HECA

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

Market Analysis: HECA

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: HECA

-- --

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

Is It Too Late to Buy ETF Opportunities Trust (HECA) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much HECA 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 · 83d ago
HECA
-6.5%
SPY
+14.9%

HECA outperformed SPY by -21.4% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 38d ago
HECA
-1.8%
SPY
+1.1%

Since the filing became public, HECA outperformed SPY by -2.9% .

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.

2 top-rated funds 2 high-conviction
Consensus
2.1
/ 10
breadth
×
Elite
2.0
/ 10
conviction
Hedge Fund Positioning: HECA
54 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 54 24 125.0%
13F Shares 6M 2M 268.55%
Total Value $127M $47M 170.04%
New Positions 31 20 +11
Increased Positions 18 4 +14
Closed Positions 1 3 -2
Reduced Positions 3 0 +3
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: HECA

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Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

54 + investors

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

QUARTER:
Top 25 HECA holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Reyes Financial Architecture, Inc. 5.77% 244,463 $7.1M
2 WMG Financial Advisors, LLC 4.72% 392,213 $11.3M
3 Spectrum Asset Management, Inc. (NB/CA) 3.18% 346,494 $10.0M
4 Mowery & Schoenfeld Wealth Management, LLC 3.00% 68,085 $2.0M
5 WNY Asset Management, LLC 2.12% 710,802 $20.5M
6 WESPAC Advisors, LLC 1.56% 98,477 $2.8M
7 Stegent Equity Advisors, Inc. 1.34% 54,468 $1.6M
8 FWG Holdings, LLC 1.25% 116,178 $3.3M
9 Insight Advisors, LLC/ PA 0.61% 110,976 $3.2M
10 Ferguson Shapiro LLC 0.55% 62,500 $1.8M
11 Game Plan Financial Advisors, LLC 0.52% 40,114 $1.2M
12 Fortis Group Advisors, LLC 0.37% 81,439 $2.3M
13 Worth Asset Management, LLC 0.25% 23,592 $681K
14 Fiscal Wisdom Wealth Management, LLC 0.24% 8,785 $254K
15 South Shore Capital Advisors 0.20% 9,500 $274K
16 Compass Ion Advisors, LLC 0.17% 60,369 $1.7M
17 Ergawealth Advisors, Inc. 0.15% 11,459 $331K
18 Basso Capital Management, L.P. 0.09% 4,900 $141K
19 Brookwood Investment Group LLC 0.04% 12,124 $350K
20 OneDigital Investment Advisors LLC 0.04% 138,090 $4.0M
21 Private Advisor Group, LLC 0.04% 270,695 $7.8M
22 Truist Financial Corp 0.02% 639,427 $18.5M
23 RFG Advisory, LLC 0.02% 43,584 $1.3M
24 HighTower Advisors, LLC 0.02% 528,873 $15.3M
25 Stratos Wealth Advisors, LLC 0.02% 8,969 $259K
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 — ETF Opportunities Trust (HECA)

What does the Smart Money Trend signal show for HECA?

Buying streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds added HECA 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 HECA?

More buyers than sellers — 93% buying: Last quarter: 50 funds were net buyers (32 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 HECA holders?

Smaller funds dominant — 7% AUM from top-100: 6 of 55 holders rank in the top 100 by AUM, but together hold only 7% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held HECA?

Mostly new holders — 100% 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 ETF Opportunities Trust (HECA) following the 2026 Q1 hedge fund 13F filings?

As of today, HECA has moved -1.8% since the 2026 Q1 13F filing date (May 15, 2026), compared to +1.1% for the SPY sector ETF — an outperformance of -2.9%. Since the quarter end (March 31, 2026), HECA has gained -6.5% vs +14.9% 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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