Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

COLUMBIA ETF TR II (INCO)

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

Fetching live quote...
Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +2
Streak
1Q ▲
Buyers last Q
54%

Smart Money Signals — INCO

Based on 61 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 INCO 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 — 87% of 3.0Y peak

87% of all-time peak
61 funds currently hold this stock — 87% of the 3.0-year high of 70 funds (reached 2024 Q3). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
📉

Outflows — 8% fewer funds vs a year ago

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

Slight buying edge — 54% buying

29 buying25 selling
Last quarter: 29 funds bought or added vs 25 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
➡️

Steady new buyers — ~10 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 14 → 6 → 7 → 10. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
📌

Mixed — 36% long-term, 18% new

36% conviction (2yr+) 46% medium 18% new
Of the 61 current holders: 22 (36%) held >2 years, 28 held 1–2 years, and 11 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 — ~10 new funds/quarter

17 → 14 → 6 → 7 → 10 new funds/Q
New funds entering each quarter: 14 → 6 → 7 → 10. Consistent flow of new institutional buyers without clear acceleration or slowdown.
📊

Mixed cohorts — 39% veterans, 38% new entrants

39% veterans 23% 1-2yr 38% new
Of 61 current holders: 24 (39%) held 2+ years, 14 held 1–2 years, 23 (38%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.
🏆

Elite ownership — 45% AUM from top-100 funds

45% from top-100 AUM funds
12 of 61 holders are among the 100 largest funds by AUM, controlling 45% 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.

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.

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

9 top-rated funds 0 high-conviction
Consensus
4.3
/ 10
breadth
×
Elite
1.0
/ 10
conviction
Hedge Fund Positioning: INCO
2026 Q1 Stats Unlock in 15 days 61 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 61 59 3.39%
13F Shares 2M 2M 4.26%
Total Value $116M $111M 4.13%
New Positions 10 7 +3
Increased Positions 19 13 +6
Closed Positions 8 9 -1
Reduced Positions 17 24 -7
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: INCO

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 Q1)

61 + investors

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

Top 23 institutional holders of INCO — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 tru Independence LLC 2.32% 85,265 $4.7M
2 OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC 0.76% 263,029 $14.5M
3 Aubrey Capital Management Ltd 0.50% 16,955 $932K
4 WealthCare Investment Partners, LLC 0.26% 16,594 $924K
5 Miller Global Investments, LLC 0.21% 4,099 $225K
6 DOVER ADVISORS, LLC 0.16% 6,897 $379K
7 Ignite Planners, LLC 0.08% 8,959 $493K
8 Pictet North America Advisors SA 0.04% 7,182 $395K
9 Archford Capital Strategies, LLC 0.03% 4,086 $225K
10 Clear Creek Financial Management, LLC 0.02% 4,333 $238K
11 Sigma Planning Corp 0.01% 5,847 $321K
12 COMMONWEALTH EQUITY SERVICES, LLC 0.01% 76,852 $4.2M
13 Merit Financial Group, LLC 0.00% 11,639 $640K
14 VALLEY NATIONAL ADVISERS INC 0.00% 569
15 Cambridge Investment Research Advisors, Inc. 0.00% 16,891
16 NBC SECURITIES, INC. 0.00% 300 $16K
17 Geneos Wealth Management Inc. 0.00% 900 $49K
18 CoreCap Advisors, LLC 0.00% 582 $32K
19 ATWOOD & PALMER INC 0.00% 330 $18K
20 ENVESTNET ASSET MANAGEMENT INC 0.00% 8,996 $495K
21 UBS Group AG 0.00% 14,109 $776K
22 Blue Trust, Inc. 0.00% 8
23 Merkkuri Wealth Advisors LLC 0.00%
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?

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

Slight buying edge — 54% buying: Last quarter: 29 funds bought or added vs 25 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for INCO holders?

Elite ownership — 45% AUM from top-100 funds: 12 of 61 holders are among the 100 largest funds by AUM, controlling 45% 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?

Mixed — 36% long-term, 18% new: Of the 61 current holders: 22 (36%) held >2 years, 28 held 1–2 years, and 11 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.

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.