Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

ETF Opportunities Trust (HECA)

46 + 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
↓ -9
Streak
1Q ▼
Buyers last Q
44%

Smart Money Signals — HECA

Based on 46 hedge funds · latest filing: 2026 Q2 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 3Q
For 1 consecutive quarter, more hedge funds reduced or closed their HECA positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
📊

High ownership — 84% of 1.0Y peak

84% of all-time peak
46 funds currently hold this stock — 84% of the 1.0-year high of 55 funds (reached 2026 Q1). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
🟠

More sellers than buyers — 44% buying

28 buying35 selling
Last quarter: 35 funds reduced or exited vs 28 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.
⚠️

Fewer new buyers each quarter (-20 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 20 → 32 → 12. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
🔄

Mostly new holders — 91% entered in last year

■ 0% conviction (2yr+) ■ 9% medium ■ 91% 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.
💰

Price up while funds trimmed (-24% value, -39% shares)

Value
-23%
Shares
-38%
Last quarter: total value of institutional HECA holdings rose -24% even though funds reduced share count by 39%. The stock price increased enough to offset the selling. Institutions are quietly trimming into price strength — watch for rotation.
➡️

Steady discovery — ~12 new funds/quarter

20 → 32 → 12 new funds/Q
New funds entering each quarter: 20 → 32 → 12. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🌱

Early stage — 100% of holders entered in last year

■ 0% veterans ■ 0% 1-2yr ■ 100% new
Of 46 current holders: 46 (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.
✅

Strong quality — 20% AUM from major funds

20% from top-100 AUM funds
9 of 46 holders rank in the top 100 by AUM, accounting for 20% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
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 — HECA

In 2026 Q2, 28 hedge funds were net buyers of HECA (12 opened a new position, 16 added to an existing one), while 35 reduced or exited (14 trimmed, 21 sold completely) — a 44% buyer ratio, indicating roughly balanced activity. 20% of total institutional value in HECA is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: -9 funds (more exits than new entries). Total institutional holders: 46.

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

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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
1.3
/ 10
conviction
Hedge Fund Positioning: HECA
46 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 46 55 -16.36%
13F Shares 4M 7M -38.85%
Total Value $112M $147M -23.74%
New Positions 12 32 -20
Increased Positions 16 18 -2
Closed Positions 21 1 +20
Reduced Positions 14 3 +11
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: HECA

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Financial Highlights

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Institutional Holders (2026 Q2)

46 + 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 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 WMG Financial Advisors, LLC 4.78% 465,102 $12.7M
2 WNY Asset Management, LLC 2.84% 1,165,639 $31.8M
3 Persium Advisors, LLC 1.03% 57,600 $1.6M
4 Fortis Group Advisors, LLC 0.72% 164,864 $4.5M
5 Insight Advisors, LLC/ PA 0.70% 145,196 $4.0M
6 Haven Private, LLC 0.31% 29,455 $804K
7 Mowery & Schoenfeld Wealth Management, LLC 0.29% 7,811 $213K
8 Game Plan Financial Advisors, LLC 0.18% 17,664 $482K
9 Fiscal Wisdom Wealth Management, LLC 0.17% 7,385 $202K
10 Ergawealth Advisors, Inc. 0.13% 12,159 $332K
11 Panoramic Capital Partners, LLC 0.12% 9,661 $264K
12 Compass Ion Advisors, LLC 0.11% 48,341 $1.3M
13 FWG Holdings, LLC 0.11% 11,627 $317K
14 OneDigital Investment Advisors LLC 0.03% 141,752 $3.9M
15 Private Trust Co NA 0.03% 14,231 $389K
16 Brookwood Investment Group LLC 0.03% 10,098 $276K
17 Meridian Wealth Management, LLC 0.03% 31,195 $852K
18 Gts Securities LLC 0.02% 35,311 $964K
19 NewEdge Advisors, LLC 0.02% 224,036 $6.1M
20 Sigma Planning Corp 0.01% 21,265 $581K
21 Wealthcare Advisory Partners LLC 0.01% 25,700 $702K
22 Stratos Wealth Advisors, LLC 0.01% 8,559 $234K
23 Realta Investment Advisors 0.01% 1,460 $40K
24 Hrt Financial LP 0.01% 132,887 $3.6M
25 Stifel Financial Corp 0.01% 262,460 $7.2M
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?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their HECA 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 HECA?

More sellers than buyers — 44% buying: Last quarter: 35 funds reduced or exited vs 28 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

What is the fund quality score for HECA holders?

Strong quality — 20% AUM from major funds: 9 of 46 holders rank in the top 100 by AUM, accounting for 20% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held HECA?

Mostly new holders — 91% 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.

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