Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Columbia ETF Tr II (INCO)

58 + Investors. Track Smart Money conviction in INCO. 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
40%

Smart Money Signals — INCO

Based on 59 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 INCO 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 — 79% of 3.0Y peak

79% of all-time peak
59 funds currently hold this stock — 79% of the 3.0-year high of 75 funds (reached 2025 Q1). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
📉

Outflows — 21% fewer funds vs a year ago

fund count last 6Q
16 fewer hedge funds hold INCO compared to a year ago (-21% decline). When institutions consistently reduce their exposure, it's worth exploring the underlying fundamental reasons driving them away.
🟠

More sellers than buyers — 40% buying

23 buying34 selling
Last quarter: 34 funds reduced or exited vs 23 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: 6 → 7 → 11 → 7. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

41% of holders stayed for 2+ years

■ 41% conviction (2yr+) ■ 46% medium ■ 14% new
24 out of 59 hedge funds have held INCO 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

16 → 6 → 7 → 11 → 7 new funds/Q
New funds entering each quarter: 6 → 7 → 11 → 7. Consistent flow of new institutional buyers without clear acceleration or slowdown.
📊

Mixed cohorts — 37% veterans, 25% new entrants

■ 37% veterans ■ 37% 1-2yr ■ 25% new
Of 59 current holders: 22 (37%) held 2+ years, 22 held 1–2 years, 15 (25%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.
🏆

Elite ownership — 51% AUM from top-100 funds

51% from top-100 AUM funds
15 of 58 holders are among the 100 largest funds by AUM, controlling 51% of total institutional value in INCO. 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 — INCO

In 2026 Q1, 23 hedge funds were net buyers of INCO (7 opened a new position, 16 added to an existing one), while 34 reduced or exited (21 trimmed, 13 sold completely) — a 40% buyer ratio, indicating roughly balanced activity. 51% of total institutional value in INCO is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: -6 funds (more exits than new entries). Total institutional holders: 59.

Hedge Fund Ownership: INCO

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

Market Analysis: INCO

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: INCO

-- --

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

Is It Too Late to Buy Columbia ETF Tr II (INCO) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much INCO 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 · 85d ago
INCO
+7.6%
SPY
+14.9%

INCO outperformed SPY by -7.3% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 40d ago
INCO
+2.0%
SPY
+1.1%

Since the filing became public, INCO outperformed SPY by +0.9% .

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.

4 top-rated funds 1 high-conviction
Consensus
3.0
/ 10
breadth
×
Elite
1.2
/ 10
conviction
Hedge Fund Positioning: INCO
58 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 58 65 -10.77%
13F Shares 2M 2M -3.44%
Total Value $96M $117M -18.43%
New Positions 6 11 -5
Increased Positions 16 20 -4
Closed Positions 13 9 +4
Reduced Positions 21 17 +4
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: INCO

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Financial Highlights

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Institutional Holders (2026 Q1)

58 + investors

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

QUARTER:
Top 25 INCO holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 tru Independence LLC 2.32% 85,265 $4.7M
2 Kraematon Investment Advisors, Inc 1.38% 30,839 $1.7M
3 Haven Private, LLC 1.00% 41,726 $2.3M
4 Integras Partners LLC 0.91% 25,330 $1.4M
5 Osborne Partners Capital Management, LLC 0.76% 263,029 $14.5M
6 Aubrey Capital Management Ltd 0.50% 16,955 $932K
7 WealthCare Investment Partners, LLC 0.26% 16,594 $924K
8 Miller Global Investments, LLC 0.21% 4,099 $225K
9 Dover Advisors, LLC 0.16% 6,897 $379K
10 Old Mission Capital LLC 0.08% 91,269 $5.0M
11 Ignite Planners, LLC 0.08% 8,959 $493K
12 Pictet North America Advisors SA 0.04% 7,182 $395K
13 Flagship Wealth Advisors, LLC 0.03% 1,200 $78K
14 Archford Capital Strategies, LLC 0.03% 4,086 $225K
15 Clear Creek Financial Management, LLC 0.02% 4,333 $238K
16 Lyell Wealth Management, LP 0.02% 4,512 $248K
17 Graney & King, LLC 0.01% 480 $26K
18 Arax Advisory Partners 0.01% 5,852 $322K
19 Western Wealth Management, LLC 0.01% 4,519 $248K
20 Sigma Planning Corp 0.01% 5,847 $321K
21 Larson Financial Group LLC 0.01% 4,801 $264K
22 Commonwealth Equity Services, LLC 0.01% 76,852 $4.2M
23 Merit Financial Group, LLC 0.00% 11,639 $640K
24 Hrt Financial LP 0.00% 32,250 $1.8M
25 Evelyn Partners Asset Management Ltd 0.00% 300 $16K
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 — Columbia ETF Tr II (INCO)

What does the Smart Money Trend signal show for INCO?

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

More sellers than buyers — 40% buying: Last quarter: 34 funds reduced or exited vs 23 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 INCO holders?

Elite ownership — 51% AUM from top-100 funds: 15 of 58 holders are among the 100 largest funds by AUM, controlling 51% of total institutional value in INCO. 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 INCO?

41% of holders stayed for 2+ years: 24 out of 59 hedge funds have held INCO 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 Columbia ETF Tr II (INCO) following the 2026 Q1 hedge fund 13F filings?

As of today, INCO has moved +2.0% since the 2026 Q1 13F filing date (May 15, 2026), compared to +1.1% for the SPY sector ETF — an outperformance of +0.9%. Since the quarter end (March 31, 2026), INCO has gained +7.6% vs +14.9% 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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