Ssga Active Tr (HYBL) Hedge Fund Ownership (Q2 2026)

Ssga Active Tr (HYBL)

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

Smart Money Signals — HYBL

Based on 97 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q

For 2 consecutive quarters, more hedge funds added HYBL 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

97 hedge funds hold HYBL right now — the highest count in 3.0 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.

🚀

Fast accumulation — +35% more funds vs a year ago

fund count last 6Q

+25 new funds entered over the past year (+35% 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 — 60% buying

58 buying39 selling

Last quarter: 58 funds were net buyers (14 opened a brand new position + 44 added to an existing one). Only 39 were sellers (30 trimmed + 9 sold completely). A clear majority buying is a strong confirmation signal.

⚠️

Fewer new buyers each quarter (-6 vs last Q)

new funds entering per quarter

Funds opening this position for the first time: 26 → 8 → 20 → 14. 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.

📌

Mixed — 29% long-term, 34% new

■ 29% conviction (2yr+) ■ 37% medium ■ 34% new

Of the 97 current holders: 28 (29%) held >2 years, 36 held 1–2 years, and 33 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.

➡️

Steady discovery — ~14 new funds/quarter

12 → 26 → 8 → 20 → 14 new funds/Q

New funds entering each quarter: 26 → 8 → 20 → 14. Consistent flow of new institutional buyers without clear acceleration or slowdown.

📊

Mixed cohorts — 27% veterans, 46% new entrants

■ 27% veterans ■ 27% 1-2yr ■ 46% new

Of 97 current holders: 26 (27%) held 2+ years, 26 held 1–2 years, 45 (46%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.

✅

Strong quality — 31% AUM from major funds

31% from top-100 AUM funds

11 of 97 holders rank in the top 100 by AUM, accounting for 31% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

4.1

out of 10

Moderate Exit Risk

Exit risk score 4.1/10 — 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	97	92	5.43%
13F Shares	16M	15M	6.46%
Total Value	$433M	$409M	5.83%
New Positions	14	20	-6
Increased Positions	44	38	+6
Closed Positions	9	13	-4
Reduced Positions	30	24	+6
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

5.43%

13F Shares

16M

15M

6.46%

Total Value

$433M

$409M

5.83%

New Positions

-6

Increased Positions

Closed Positions

-4

Reduced Positions

Total Calls

Total Puts

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q2)

97 + investors

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

QUARTER:

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

Top 25 HYBL holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	ZEGA Investments, LLC	5.55%	1,933,377	$54.0M
2	Concord Asset Management, LLC/VA	5.13%	1,185,108	$33.1M
3	Concord Wealth Partners	4.04%	1,262,818	$35.3M
4	Luken Investment Analytics, LLC	2.89%	296,160	$8.3M
5	Decker Wealth Management LLC	2.23%	375,667	$10.5M
6	ORBA Wealth Advisors, L.L.C.	2.07%	86,707	$2.4M
7	OneAscent Wealth Management LLC	1.24%	148,273	$4.1M
8	OneAscent Family Office, LLC	1.22%	86,560	$2.4M
9	Auour Investments LLC	1.19%	148,579	$4.2M
10	Hedeker Wealth, LLC	1.16%	217,379	$6.1M
11	Midwest Financial Network, LLC	0.98%	51,126	$1.4M
12	Wealth Watch Advisors, INC	0.97%	107,230	$3.0M
13	SK Wealth Management, LLC	0.45%	71,958	$2.0M
14	Legacy Wealth Managment, LLC/ID	0.40%	34,680	$969K
15	OneAscent Financial Services LLC	0.38%	282,794	$7.9M
16	Advance Capital Management, Inc.	0.37%	410,330	$11.5M
17	Coppell Advisory Solutions LLC	0.28%	227,894	$3.4M
18	Breakwater Investment Management	0.27%	28,645	$801K
19	Authentikos Wealth Advisory, LLC	0.25%	14,075	$393K
20	BayBridge Capital Group, LLC	0.25%	16,980	$475K
21	Thompson Davis & CO., INC.	0.23%	13,800	$386K
22	M.E. Allison & CO., INC.	0.23%	14,000	$391K
23	Collaborative Wealth Managment Inc.	0.21%	18,331	$512K
24	Hanover Advisors Inc	0.21%	20,481	$572K
25	Inspire Advisors, LLC	0.15%	76,555	$2.1M

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 — Ssga Active Tr (HYBL)

What does the Smart Money Trend signal show for HYBL?

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

More buyers than sellers — 60% buying: Last quarter: 58 funds were net buyers (14 opened a brand new position + 44 added to an existing one). Only 39 were sellers (30 trimmed + 9 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for HYBL holders?

Strong quality — 31% AUM from major funds: 11 of 97 holders rank in the top 100 by AUM, accounting for 31% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held HYBL?

Mixed — 29% long-term, 34% new: Of the 97 current holders: 28 (29%) held >2 years, 36 held 1–2 years, and 33 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.

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.

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Ssga Active Tr (HYBL)

Smart Money Signals — HYBL

Buying streak — 2 quarters in a row

At the ownership peak (100% of max)

Fast accumulation — +35% more funds vs a year ago

More buyers than sellers — 60% buying

Fewer new buyers each quarter (-6 vs last Q)

Mixed — 29% long-term, 34% new

Steady discovery — ~14 new funds/quarter

Mixed cohorts — 27% veterans, 46% new entrants

Strong quality — 31% AUM from major funds

Institutional Sentiment Summary — HYBL

Hedge Fund Ownership: HYBL

Market Analysis: HYBL

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: HYBL

Hedge Fund Positioning: HYBL

Statistics: HYBL

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q2)

Frequently Asked Questions — Ssga Active Tr (HYBL)

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