Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

First Tr Exch Traded Fd III (HUSV)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +2
Streak
3Q ▲
Buyers last Q
48%

Smart Money Signals — HUSV

Based on 50 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 3 quarters in a row

last 6Q
For 3 consecutive quarters, more hedge funds added HUSV 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 — 94% of 3.0Y peak

94% of all-time peak
50 funds currently hold this stock — 94% of the 3.0-year high of 53 funds (reached 2025 Q1). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
〰️

Stable — ownership unchanged year-over-year

fund count last 6Q
The number of hedge funds holding HUSV is almost the same as a year ago (+1 funds, +2% change). No significant rush to buy or sell — institutional backing is holding steady.
🟠

More sellers than buyers — 48% buying

20 buying22 selling
Last quarter: 22 funds reduced or exited vs 20 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.
➡️

Steady new buyers — ~7 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 1 → 8 → 6 → 7. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

58% of holders stayed for 2+ years

■ 58% conviction (2yr+) ■ 22% medium ■ 20% new
29 out of 50 hedge funds have held HUSV 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.
➡️

Steady discovery — ~7 new funds/quarter

1 → 1 → 8 → 6 → 7 new funds/Q
New funds entering each quarter: 1 → 8 → 6 → 7. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 62% veterans vs 16% newcomers

■ 62% veterans ■ 22% 1-2yr ■ 16% new
Entry-cohort mix of 50 holders: 31 (62%) are 2+ year veterans, 11 entered 1–2 years ago, and 8 (16%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 59% AUM from top-100 funds

59% from top-100 AUM funds
11 of 50 holders are among the 100 largest funds by AUM, controlling 59% of total institutional value in HUSV. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.4
out of 10
Low Exit Risk
Exit risk score 3.4/10 — 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 — HUSV

In 2026 Q2, 20 hedge funds were net buyers of HUSV (7 opened a new position, 13 added to an existing one), while 22 reduced or exited (17 trimmed, 5 sold completely) — a 48% buyer ratio, indicating roughly balanced activity. This marks 3 consecutive quarters of net institutional buying — a persistent conviction signal. 59% of total institutional value in HUSV is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +2 funds (more new holders than closures). Total institutional holders: 50.

Hedge Fund Ownership: HUSV

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

Market Analysis: HUSV

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: HUSV

-- --

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.

2 top-rated funds 0 high-conviction
Consensus
2.1
/ 10
breadth
×
Elite
0.1
/ 10
conviction
Hedge Fund Positioning: HUSV
49 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 49 48 2.08%
13F Shares 2M 2M 0.86%
Total Value $59M $57M 3.64%
New Positions 6 6 -
Increased Positions 13 16 -3
Closed Positions 5 5 -
Reduced Positions 17 11 +6
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: HUSV

View More

Valuation Measures Data as of: --

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 --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
Levered Free Cash Flow (ttm) --

Institutional Holders (2026 Q2)

49 + investors

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

QUARTER:
Top 25 HUSV holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Asset Allocation Strategies LLC 0.43% 71,103 $2.8M
2 Golden State Wealth Management, LLC 0.40% 111,374 $4.4M
3 Carlson Financial, INC. 0.39% 17,327 $670K
4 LaSalle St. Investment Advisors, LLC 0.11% 23,625 $928K
5 United Advisor Group, LLC 0.03% 6,678 $262K
6 RFG Advisory, LLC 0.03% 45,040 $1.8M
7 Benjamin Edwards Inc 0.02% 64,598 $2.5M
8 Capital Investment Advisory Services, LLC 0.01% 5,240 $206K
9 Kovack Advisors, Inc. 0.01% 5,350 $212K
10 J.W. Cole Advisors, INC. 0.01% 10,002 $393K
11 Gts Securities LLC 0.01% 7,940 $312K
12 Cetera Investment Advisers 0.00% 136,124 $5.3M
13 Smartleaf Asset Management LLC 0.00% 2,621 $103K
14 International Assets Investment Management, LLC 0.00% 1,350 $53K
15 Prospera Financial Services Inc 0.00% 5,310 $209K
16 Envestnet Asset Management Inc 0.00% 277,623 $10.9M
17 Oppenheimer & Co Inc 0.00% 5,838 $229K
18 Orion Porfolio Solutions, LLC 0.00% 5,652 $222K
19 Truvestments Capital LLC 0.00% 263 $10K
20 Lanark Financial, INC. 0.00% 562 $22K
21 N.E.W. Advisory Services LLC 0.00% 509 $20K
22 Truist Financial Corp 0.00% 22,283 $875K
23 Farther Finance Advisors, LLC 0.00% 3,270 $128K
24 Kingdom Financial Group LLC. 0.00% 97 $4K
25 LPL Financial LLC 0.00% 108,800 $4.3M
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 (HUSV)

What does the Smart Money Trend signal show for HUSV?

Buying streak — 3 quarters in a row: For 3 consecutive quarters, more hedge funds added HUSV 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 HUSV?

More sellers than buyers — 48% buying: Last quarter: 22 funds reduced or exited vs 20 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 HUSV holders?

Elite ownership — 59% AUM from top-100 funds: 11 of 50 holders are among the 100 largest funds by AUM, controlling 59% of total institutional value in HUSV. 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 HUSV?

58% of holders stayed for 2+ years: 29 out of 50 hedge funds have held HUSV 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.

Full history →