ETF Opportunities Trust (HEFT) Hedge Fund Ownership (Q2 2026)

ETF Opportunities Trust (HEFT)

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

Smart Money Signals — HEFT

Based on 24 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 2Q

For 2 consecutive quarters, more hedge funds added HEFT 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

24 hedge funds hold HEFT 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.

🟡

Slight buying edge — 58% buying

14 buying10 selling

Last quarter: 14 funds bought or added vs 10 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.

⚠️

Fewer new buyers each quarter (-7 vs last Q)

new funds entering per quarter

Funds opening this position for the first time: 16 → 9. 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 — 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.

🌱

Early stage — 100% of holders entered in last year

■ 0% veterans ■ 0% 1-2yr ■ 100% new

Of 24 current holders: 24 (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 — 3% AUM from top-100

3% from top-100 AUM funds

6 of 24 holders rank in the top 100 by AUM, but together hold only 3% 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.

Metric	All 13F Filers (2026 Q2)	Prior (2026 Q1)	Change
Funds Holding	24	17	41.18%
13F Shares	2M	1M	24.91%
Total Value	$44M	$35M	24.31%
New Positions	9	16	-7
Increased Positions	5	1	+4
Closed Positions	2	1	+1
Reduced Positions	8	0	+8
Total Calls	0	0	-
Total Puts	0	0	-
PUT/CALL Ratio	0.0	0.0	Bullish

Metric

All 13F Filers (2026 Q2)

Prior (2026 Q1)

Change

Funds Holding

41.18%

13F Shares

24.91%

Total Value

$44M

$35M

24.31%

New Positions

-7

Increased Positions

Closed Positions

Reduced Positions

Total Calls

Total Puts

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q2)

24 + investors

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

QUARTER:

FILTER:All New Added To Reduced No Change | Overweight >5%

Top 24 HEFT holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Fourpath Capital Management, LLC	4.04%	1,157,091	$30.7M
2	WMG Financial Advisors, LLC	0.28%	27,575	$731K
3	Slocum, Gordon & Co LLP	0.16%	9,016	$239K
4	Gunpowder Capital Management, LLC dba Oliver Wealth Management	0.12%	6,654	$176K
5	Crown Wealth Group, LLC	0.09%	13,880	$368K
6	Essex Financial Services, Inc.	0.05%	36,914	$979K
7	Gts Securities LLC	0.04%	64,228	$1.7M
8	Game Plan Financial Advisors, LLC	0.03%	2,700	$72K
9	Realta Investment Advisors	0.01%	665	$18K
10	Benjamin Edwards Inc	0.00%	14,610	$387K
11	HighTower Advisors, LLC	0.00%	118,955	$3.2M
12	Truist Financial Corp	0.00%	74,203	$2.0M
13	OneDigital Investment Advisors LLC	0.00%	10,095	$268K
14	&Partners	0.00%	14,089	$374K
15	Highline Wealth Partners LLC	0.00%	180	$5K
16	Mml Investors Services, LLC	0.00%	9,818	$260K
17	Envestnet Asset Management Inc	0.00%	26,810	$711K
18	Citadel Advisors LLC	0.00%	23,546	$624K
19	Tower Research Capital LLC (TRC)	0.00%	99	$3K
20	Susquehanna International Group, LLP	0.00%	28,816	$764K
21	Bank of Montreal /Can/	0.00%	2,000	$53K
22	Royal Bank of Canada	0.00%	2,391	$64K
23	UBS Group AG	0.00%	1,170	$31K
24	Wells Fargo & Company/Mn	0.00%	92	$2K

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 (HEFT)

What does the Smart Money Trend signal show for HEFT?

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

Slight buying edge — 58% buying: Last quarter: 14 funds bought or added vs 10 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 HEFT holders?

Smaller funds dominant — 3% AUM from top-100: 6 of 24 holders rank in the top 100 by AUM, but together hold only 3% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held HEFT?

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.

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.

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	--

Profit Margin	--
Return on Assets (ttm)	--
Return on Equity (ttm)	--

Revenue (ttm)	--
Net Income Avi to Common (ttm)	--
Diluted EPS (ttm)	--
Total Cash (mrq)	--
Total Debt/Equity (mrq)	--
Levered Free Cash Flow (ttm)	--

ETF Opportunities Trust (HEFT)

Smart Money Signals — HEFT

Buying streak — 2 quarters in a row

At the ownership peak (100% of max)

Slight buying edge — 58% buying

Fewer new buyers each quarter (-7 vs last Q)

Mostly new holders — 100% entered in last year

Early stage — 100% of holders entered in last year

Smaller funds dominant — 3% AUM from top-100

Institutional Sentiment Summary — HEFT

Hedge Fund Ownership: HEFT

Market Analysis: HEFT

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: HEFT

Hedge Fund Positioning: HEFT

Statistics: HEFT

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q2)

Frequently Asked Questions — ETF Opportunities Trust (HEFT)

Welcome to 13Foresight!