Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

FIRST TR EXCHANGE-TRADED FD (HYLS)

202 + Investors. Track Smart Money conviction in HYLS. 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
↑ +9
Streak
1Q ▲
Buyers last Q
61%

Smart Money Signals — HYLS

Based on 202 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added HYLS 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 (96% of max)

96% of all-time peak
202 hedge funds hold HYLS 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.
📉

Outflows — 4% fewer funds vs a year ago

fund count last 6Q
8 fewer hedge funds hold HYLS compared to a year ago (-4% decline). When institutions consistently reduce their exposure, it's worth exploring the underlying fundamental reasons driving them away.
🟢

More buyers than sellers — 61% buying

127 buying80 selling
Last quarter: 127 funds were net buyers (29 opened a brand new position + 98 added to an existing one). Only 80 were sellers (60 trimmed + 20 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+11 vs last Q)

new funds entering per quarter
Funds opening a new HYLS position: 26 → 18 → 18 → 29. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

65% of holders stayed for 2+ years

65% conviction (2yr+) 19% medium 15% new
132 out of 202 hedge funds have held HYLS 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 — ~29 new funds/quarter

34 → 26 → 18 → 18 → 29 new funds/Q
New funds entering each quarter: 26 → 18 → 18 → 29. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Deep conviction — 65% of holders stayed 2+ years

65% veterans 12% 1-2yr 23% new
Of 202 current holders: 131 (65%) 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 — 59% AUM from top-100 funds

59% from top-100 AUM funds
11 of 202 holders are among the 100 largest funds by AUM, controlling 59% of total institutional value in HYLS. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.2
out of 10
Low Exit Risk
Exit risk score 3.2/10 — 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.

Hedge Fund Ownership: HYLS

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

Market Analysis: HYLS

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: HYLS

-- --
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

17 top-rated funds 2 high-conviction
Consensus
5.5
/ 10
breadth
×
Elite
2.9
/ 10
conviction
Hedge Fund Positioning: HYLS
2026 Q1 Stats Unlock in 20 days 202 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 202 193 4.66%
13F Shares 26M 24M 7.2%
Total Value $1.13B $1.02B 10.51%
New Positions 29 18 +11
Increased Positions 98 88 +10
Closed Positions 20 24 -4
Reduced Positions 60 64 -4
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: HYLS

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Short % of Float --

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Institutional Holders (2026 Q1)

202 + investors

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

Top 25 institutional holders of HYLS — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Fearless Solutions, LLC dba Best Invest 4.09% 166,892 $6.8M
2 QP WEALTH MANAGEMENT, LLC 1.95% 27,986 $1.1M
3 Randall & Associates Wealth Management 1.66% 60,614 $2.5M
4 TRUE BLUE FINANCIAL, LLC 1.56% 48,744 $2.0M
5 Quad-Cities Investment Group, LLC 1.44% 88,901 $3.6M
6 KMG FIDUCIARY PARTNERS, LLC 1.24% 413,297 $16.8M
7 RiverTree Advisors, LLC 0.89% 34,795 $1.4M
8 WINEBRENNER CAPITAL MANAGEMENT LLC 0.75% 28,782 $1.2M
9 COTTONWOOD CAPITAL ADVISORS, LLC 0.73% 25,542 $1.0M
10 Holos Integrated Wealth LLC 0.69% 33,646 $1.4M
11 Clear Creek Financial Management, LLC 0.68% 218,522 $8.9M
12 Ramiah Investment Group 0.62% 15,124 $614K
13 BAM Wealth Management, LLC 0.50% 16,456 $668K
14 Lighthouse Wealth Management Inc. 0.42% 15,377 $624K
15 Walker Asset Management, LLC 0.42% 18,947 $769K
16 Aurora Private Wealth, Inc. 0.36% 12,228
17 PARK NATIONAL CORP /OH/ 0.36% 292,954 $11.9M
18 APS Management Group, Inc. 0.36% 10,366 $421K
19 Murphy, Middleton, Hinkle & Parker, Inc. 0.27% 14,555 $591K
20 ELEVATION POINT WEALTH PARTNERS, LLC 0.26% 275,331 $11.2M
21 Merkkuri Wealth Advisors LLC 0.16% 6,092 $247K
22 Wagner Wealth Management, LLC 0.13% 16,406 $666K
23 Proactive Wealth Strategies LLC 0.13% 16,409 $666K
24 Independent Wealth Network Inc. 0.12% 10,220 $415K
25 IAMS WEALTH MANAGEMENT, LLC 0.08% 5,997 $243K
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 EXCHANGE-TRADED FD (HYLS)

What does the Smart Money Trend signal show for HYLS?

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

More buyers than sellers — 61% buying: Last quarter: 127 funds were net buyers (29 opened a brand new position + 98 added to an existing one). Only 80 were sellers (60 trimmed + 20 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for HYLS holders?

Elite ownership — 59% AUM from top-100 funds: 11 of 202 holders are among the 100 largest funds by AUM, controlling 59% of total institutional value in HYLS. 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 HYLS?

65% of holders stayed for 2+ years: 132 out of 202 hedge funds have held HYLS 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.