Stock Analysis
Data Source: SEC EDGAR 13F
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FIRST TR EXCH TRADED FD III (HSMV)

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

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Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -1
Streak
1Q ▼
Buyers last Q
60%

Smart Money Signals — HSMV

Based on 16 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 HSMV 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 — 89% of 3.0Y peak

89% of all-time peak
16 funds currently hold this stock — 89% of the 3.0-year high of 18 funds (reached 2024 Q3). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
📉

Outflows — 11% fewer funds vs a year ago

fund count last 6Q
2 fewer hedge funds hold HSMV compared to a year ago (-11% decline). When institutions consistently reduce their exposure, it's worth exploring the underlying fundamental reasons driving them away.
🟢

More buyers than sellers — 60% buying

9 buying6 selling
Last quarter: 9 funds were net buyers (1 opened a brand new position + 8 added to an existing one). Only 6 were sellers (4 trimmed + 2 sold completely). A clear majority buying is a strong confirmation signal.
➡️

Steady new buyers — ~1 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 2 → 1 → 2 → 1. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

69% of holders stayed for 2+ years

69% conviction (2yr+) 19% medium 12% new
11 out of 16 hedge funds have held HSMV for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
💎

Buying through price weakness — shares +1%, value -14%

Value
-14%
Shares
+0%
Last quarter: funds added +1% more shares while total portfolio value only changed -14%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
➡️

Steady discovery — ~1 new funds/quarter

3 → 2 → 1 → 2 → 1 new funds/Q
New funds entering each quarter: 2 → 1 → 2 → 1. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Deep conviction — 69% of holders stayed 2+ years

69% veterans 19% 1-2yr 12% new
Of 16 current holders: 11 (69%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
🏆

Elite ownership — 68% AUM from top-100 funds

68% from top-100 AUM funds
5 of 16 holders are among the 100 largest funds by AUM, controlling 68% of total institutional value in HSMV. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
2.8
out of 10
Low Exit Risk
Exit risk score 2.8/10 — 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 — HSMV

In 2026 Q1, 9 hedge funds were net buyers of HSMV (1 opened a new position, 8 added to an existing one), while 6 reduced or exited (4 trimmed, 2 sold completely) — a 60% buyer ratio, indicating clear institutional accumulation. 68% of total institutional value in HSMV 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: 16.

Hedge Fund Ownership: HSMV

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

Market Analysis: HSMV

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: HSMV

-- --

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

Is It Too Late to Buy FIRST TR EXCH TRADED FD III (HSMV) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much HSMV 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 · 62d ago
HSMV
+21.9%
SPY
+16.3%

HSMV outperformed SPY by +5.6% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 17d ago
HSMV
+0.6%
SPY
+2.3%

Since the filing became public, HSMV outperformed SPY by -1.7% .

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 0 high-conviction
Consensus
2.1
/ 10
breadth
×
Elite
0.1
/ 10
conviction
Hedge Fund Positioning: HSMV
16 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 16 17 -5.88%
13F Shares 945K 940K 0.59%
Total Value $29M $33M -14.45%
New Positions 1 2 -1
Increased Positions 8 9 -1
Closed Positions 2 2 -
Reduced Positions 4 3 +1
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: HSMV

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Institutional Holders (2026 Q1)

16 + investors

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

QUARTER:
Top 15 institutional holders of HSMV — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 CERTIOR FINANCIAL GROUP, LLC 0.18% 7,830 $283K
2 Cambridge Investment Research Advisors, Inc. 0.01% 153,022 $6K
3 Tower Research Capital LLC (TRC) 0.01% 13,157 $476K
4 PRINCIPAL SECURITIES, INC. 0.01% 16,550 $599K
5 Orion Porfolio Solutions, LLC 0.01% 28,353 $1.0M
6 Cetera Investment Advisers 0.01% 184,609 $6.7M
7 ENVESTNET ASSET MANAGEMENT INC 0.00% 221,618 $8.0M
8 LPL Financial LLC 0.00% 171,828 $6.2M
9 Truvestments Capital LLC 0.00% 227 $8K
10 INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 0.00% 286 $10K
11 OSAIC HOLDINGS, INC. 0.00% 3,727 $135K
12 Horizon Investments, LLC 0.00% 128 $5K
13 ROYAL BANK OF CANADA 0.00% 339 $12K
14 Russell Investments Group, Ltd. 0.00% 1
15 UBS Group AG 0.00% 3
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 — FIRST TR EXCH TRADED FD III (HSMV)

What does the Smart Money Trend signal show for HSMV?

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

More buyers than sellers — 60% buying: Last quarter: 9 funds were net buyers (1 opened a brand new position + 8 added to an existing one). Only 6 were sellers (4 trimmed + 2 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for HSMV holders?

Elite ownership — 68% AUM from top-100 funds: 5 of 16 holders are among the 100 largest funds by AUM, controlling 68% of total institutional value in HSMV. 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 HSMV?

69% of holders stayed for 2+ years: 11 out of 16 hedge funds have held HSMV for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Is it too late to buy FIRST TR EXCH TRADED FD III (HSMV) following the 2026 Q1 hedge fund 13F filings?

As of today, HSMV has moved +0.6% since the 2026 Q1 13F filing date (May 15, 2026), compared to +2.3% for the SPY sector ETF — an outperformance of -1.7%. Since the quarter end (March 31, 2026), HSMV has gained +21.9% vs +16.3% 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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