Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Exchange Traded Concepts Tru (HTEC)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +6
Streak
1Q ▲
Buyers last Q
71%

Smart Money Signals — HTEC

Based on 27 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added HTEC 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.
📊

High ownership — 75% of 3.0Y peak

75% of all-time peak
27 funds currently hold this stock — 75% of the 3.0-year high of 36 funds (reached 2023 Q4). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
🚀

Fast accumulation — +23% more funds vs a year ago

fund count last 6Q
+5 new funds entered over the past year (+23% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.
🟢

More buyers than sellers — 71% buying

15 buying6 selling
Last quarter: 15 funds were net buyers (6 opened a brand new position + 9 added to an existing one). Only 6 were sellers (6 trimmed + 0 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+6 vs last Q)

new funds entering per quarter
Funds opening a new HTEC position: 6 → 3 → 0 → 6. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

74% of holders stayed for 2+ years

■ 74% conviction (2yr+) ■ 15% medium ■ 11% new
20 out of 27 hedge funds have held HTEC 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.
📊

Peak discovery — momentum slowing

0 → 6 → 3 → 0 → 6 new funds/Q
New funds entering each quarter: 6 → 3 → 0 → 6. HTEC is well-known in the hedge fund world, but fresh entries are gradually declining. The explosive phase of institutional discovery is likely behind us.
🏛️

Veteran-anchored — 78% veterans vs 15% newcomers

■ 78% veterans ■ 7% 1-2yr ■ 15% new
Entry-cohort mix of 27 holders: 21 (78%) are 2+ year veterans, 2 entered 1–2 years ago, and 4 (15%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 77% AUM from top-100 funds

77% from top-100 AUM funds
7 of 27 holders are among the 100 largest funds by AUM, controlling 77% of total institutional value in HTEC. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
2.1
out of 10
Low Exit Risk
Exit risk score 2.1/10 — 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 — HTEC

In 2026 Q1, 15 hedge funds were net buyers of HTEC (6 opened a new position, 9 added to an existing one), while 6 reduced or exited (6 trimmed their position) — a 71% buyer ratio, indicating clear institutional accumulation. 77% of total institutional value in HTEC is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +6 funds (more new holders than closures). Total institutional holders: 27.

Hedge Fund Ownership: HTEC

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

Market Analysis: HTEC

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: HTEC

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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 0 high-conviction
Consensus
1.3
/ 10
breadth
×
Elite
0.1
/ 10
conviction
Hedge Fund Positioning: HTEC
29 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 29 27 7.41%
13F Shares 751K 728K 3.18%
Total Value $28M $24M 18.62%
New Positions 6 6 -
Increased Positions 4 9 -5
Closed Positions 4 0 +4
Reduced Positions 12 6 +6
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: HTEC

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Valuation Measures Data as of: --

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Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q2)

29 + investors

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

QUARTER:
Top 25 HTEC holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Clay Northam Wealth Management, LLC 0.29% 16,000 $597K
2 Capital Square, LLC 0.14% 8,346 $319K
3 Ellis Investment Partners, LLC 0.11% 20,003 $746K
4 Stelac Advisory Services LLC 0.09% 12,800 $477K
5 Regal Investment Advisors LLC 0.01% 6,727 $251K
6 Arax Advisory Partners 0.00% 19,575 $730K
7 Migdal Insurance & Financial Holdings Ltd. 0.00% 13,286 $495K
8 Duncker Streett & Co Inc 0.00% 490 $18K
9 Tidal Investments LLC 0.00% 45,589 $1.7M
10 LifeSteps Financial, Inc. 0.00% 125 $5K
11 Vontobel Holding Ltd. 0.00% 18,000 $671K
12 Beacon Pointe Advisors, LLC 0.00% 9,113 $340K
13 UBS Group AG 0.00% 298,175 $11.1M
14 Trust Co 0.00% 126 $5K
15 Royal Bank of Canada 0.00% 64,534 $2.4M
16 Corient Private Wealth LP 0.00% 6,878 $256K
17 Citigroup Inc 0.00% 23,082 $861K
18 Morgan Stanley 0.00% 105,642 $3.9M
19 Raymond James Financial Inc 0.00% 17,901 $668K
20 Osaic Holdings, INC. 0.00% 3,997 $149K
21 Valley National Advisers Inc 0.00% 36 $1K
22 LPL Financial LLC 0.00% 16,857 $629K
23 Citadel Advisors LLC 0.00% 23,164 $864K
24 Rockefeller Capital Management L.P. 0.00% 1,575 $59K
25 Jane Street Group, LLC 0.00% 17,961 $670K
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 — Exchange Traded Concepts Tru (HTEC)

What does the Smart Money Trend signal show for HTEC?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added HTEC 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 HTEC?

More buyers than sellers — 71% buying: Last quarter: 15 funds were net buyers (6 opened a brand new position + 9 added to an existing one). Only 6 were sellers (6 trimmed + 0 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for HTEC holders?

Elite ownership — 77% AUM from top-100 funds: 7 of 27 holders are among the 100 largest funds by AUM, controlling 77% of total institutional value in HTEC. 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 HTEC?

74% of holders stayed for 2+ years: 20 out of 27 hedge funds have held HTEC 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.

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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