Stock Analysis

Data Source: SEC EDGAR 13F

Updated Hourly

ROUNDHILL ETF TRUST (HOOW)

Q: Is it too late to buy ROUNDHILL ETF TRUST (HOOW) following the 2026 Q1 hedge fund 13F filings?

As of today, HOOW has moved +6.9% since the 2026 Q1 13F filing date (May 15, 2026), compared to +2.7% for the SPY sector ETF — an outperformance of +4.2%. Since the quarter end (March 31, 2026), HOOW gained +7.9% vs +16.8% 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.

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

Net Flow Q/Q

↓ -5

Streak

1Q ▼

Buyers last Q

50%

Smart Money Signals — HOOW

Based on 7 hedge funds · latest filing: 2026 Q1 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 2Q

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

🔻

Below peak — only 58% of 0.8Y high

58% of all-time peak

Only 7 funds hold HOOW today versus a peak of 12 funds at 2025 Q4 — just 58% of the maximum. Low institutional ownership can mean the stock is out of favor, but it also means there's a large pool of potential buyers if sentiment turns.

🟡

Slight buying edge — 50% buying

7 buying7 selling

Last quarter: 7 funds bought or added vs 7 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.

➡️

Steady new buyers — ~1 new funds per quarter

new funds entering per quarter

Funds opening this position for the first time: 6 → 1. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.

🔄

Mostly new holders — 86% entered in last year

■ 0% conviction (2yr+) ■ 14% medium ■ 86% 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 8 current holders: 8 (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.

🏆

Elite ownership — 64% AUM from top-100 funds

64% from top-100 AUM funds

2 of 7 holders are among the 100 largest funds by AUM, controlling 64% of total institutional value in HOOW. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

3.0

out of 10

Low Exit Risk

Exit risk score 3.0/10 — 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 — HOOW

In 2026 Q1, 7 hedge funds were net buyers of HOOW (1 opened a new position, 6 added to an existing one), while 7 reduced or exited (1 trimmed, 6 sold completely) — a 50% buyer ratio, indicating a slight buying edge. 64% of total institutional value in HOOW is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: -5 funds (more exits than new entries). Total institutional holders: 7.

Hedge Fund Ownership: HOOW

How many hedge funds hold HOOW — quarterly history vs. share price

Quarterly hedge fund ownership of HOOW vs. share price

Stock Performance

Real-time

Is It Too Late to Buy ROUNDHILL ETF TRUST (HOOW) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much HOOW 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 · 64d ago

HOOW

+7.9%

SPY

+16.8%

HOOW outperformed SPY by -8.9% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 19d ago

HOOW

+6.9%

SPY

+2.7%

Since the filing became public, HOOW outperformed SPY by +4.2% .

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.

0 top-rated funds 0 high-conviction

Consensus

0.0

/ 10

breadth

Elite

0.0

/ 10

conviction

Hedge Fund Positioning: HOOW

6 + Investors

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

Metric	All 13F Filers (2026 Q1)	Prior (2025 Q4)	Change
Funds Holding	6	12	-50.0%
13F Shares	111K	553K	-79.94%
Total Value	$2M	$26M	-90.55%
New Positions	0	6	-6
Increased Positions	5	6	-1
Closed Positions	6	4	+2
Reduced Positions	1	0	+1
Total Calls	1	2	-50.0%
Total Puts	1	2	-50.0%
PUT/CALL Ratio	1.0	1.0	Neutral

Statistics: HOOW

Valuation Measures Data as of: --

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Financial Highlights

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Institutional Holders (2026 Q1)

6 + investors

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

QUARTER:

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

Top 8 institutional holders of HOOW — 2026 Q1 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	CENTAURUS FINANCIAL, INC.	0.02%	17,096	$382K
2	Wellington Grp LLC	0.00%	218	$10K
3	Wilmington Savings Fund Society, FSB	0.00%	1,666	$37K
4	GROUP ONE TRADING LLC	0.00%	20,444	$457K
5	CITADEL ADVISORS LLC	0.00%	52,000	$1.2M
6	SIMPLEX TRADING, LLC	0.00%	6,640	$149K
7	CITADEL ADVISORS LLC	0.00%	12,900	$289K
8	Farther Finance Advisors, LLC	0.00%	134	$3K

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 — ROUNDHILL ETF TRUST (HOOW)

What does the Smart Money Trend signal show for HOOW?

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

Slight buying edge — 50% buying: Last quarter: 7 funds bought or added vs 7 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 HOOW holders?

Elite ownership — 64% AUM from top-100 funds: 2 of 7 holders are among the 100 largest funds by AUM, controlling 64% of total institutional value in HOOW. 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 HOOW?

Mostly new holders — 86% 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 ROUNDHILL ETF TRUST (HOOW) following the 2026 Q1 hedge fund 13F filings?

As of today, HOOW has moved +6.9% since the 2026 Q1 13F filing date (May 15, 2026), compared to +2.7% for the SPY sector ETF — an outperformance of +4.2%. Since the quarter end (March 31, 2026), HOOW has gained +7.9% vs +16.8% 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.