Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Columbia ETF Tr II (INCO)

60 + 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
↑ +2
Streak
1Q ▲
Buyers last Q
40%

Smart Money Signals — INCO

Based on 61 hedge funds · latest filing: 2026 Q2 · 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 — 81% of 3.0Y peak

81% of all-time peak
61 funds currently hold this stock — 81% 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 — 9% fewer funds vs a year ago

fund count last 6Q
6 fewer hedge funds hold INCO compared to a year ago (-9% decline). When institutions consistently reduce their exposure, it's worth exploring the underlying fundamental reasons driving them away.
🟠

More sellers than buyers — 40% buying

22 buying33 selling
Last quarter: 33 funds reduced or exited vs 22 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 — ~12 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 7 → 11 → 7 → 12. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

44% of holders stayed for 2+ years

■ 44% conviction (2yr+) ■ 34% medium ■ 21% new
27 out of 61 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 — ~12 new funds/quarter

7 → 7 → 11 → 7 → 12 new funds/Q
New funds entering each quarter: 7 → 11 → 7 → 12. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 41% veterans vs 23% newcomers

■ 41% veterans ■ 36% 1-2yr ■ 23% new
Entry-cohort mix of 61 holders: 25 (41%) are 2+ year veterans, 22 entered 1–2 years ago, and 14 (23%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 56% AUM from top-100 funds

56% from top-100 AUM funds
15 of 60 holders are among the 100 largest funds by AUM, controlling 56% 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.
3.1
out of 10
Low Exit Risk
Exit risk score 3.1/10 — 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 Q2, 22 hedge funds were net buyers of INCO (12 opened a new position, 10 added to an existing one), while 33 reduced or exited (23 trimmed, 10 sold completely) — a 40% buyer ratio, indicating roughly balanced activity. 56% of total institutional value in INCO 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: 61.

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

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

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Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

3 top-rated funds 1 high-conviction
Consensus
2.6
/ 10
breadth
×
Elite
1.2
/ 10
conviction
Hedge Fund Positioning: INCO
60 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 60 59 1.69%
13F Shares 2M 2M 5.26%
Total Value $109M $96M 14.29%
New Positions 12 7 +5
Increased Positions 10 16 -6
Closed Positions 10 14 -4
Reduced Positions 23 21 +2
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 Q2)

60 + 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 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 tru Independence LLC 2.38% 91,235 $5.4M
2 Kraematon Investment Advisors, Inc 1.13% 25,461 $1.5M
3 Integras Partners LLC 0.83% 25,274 $1.5M
4 Osborne Partners Capital Management, LLC 0.76% 230,518 $13.7M
5 Haven Private, LLC 0.69% 30,301 $1.8M
6 Aubrey Capital Management Ltd 0.63% 16,955 $1.0M
7 Dover Advisors, LLC 0.22% 8,162 $529K
8 Miller Global Investments, LLC 0.20% 4,099 $244K
9 WealthCare Investment Partners, LLC 0.17% 11,859 $707K
10 Ignite Planners, LLC 0.08% 9,523 $570K
11 Old Mission Capital LLC 0.06% 59,834 $3.6M
12 NORTHSTAR ASSET MANAGEMENT Co 0.05% 4,700 $279K
13 Sankala Group LLC 0.03% 783 $48K
14 Archford Capital Strategies, LLC 0.03% 4,354 $260K
15 Lyell Wealth Management, LP 0.02% 4,512 $269K
16 Graney & King, LLC 0.01% 480 $29K
17 Sigma Planning Corp 0.01% 5,670 $338K
18 Western Wealth Management, LLC 0.01% 4,349 $259K
19 Commonwealth Equity Services, LLC 0.01% 69,930 $4.2M
20 Valley National Advisers Inc 0.00% 569 $34K
21 Merit Financial Group, LLC 0.00% 9,966 $594K
22 Arax Advisory Partners 0.00% 5,766 $344K
23 Parallel Advisors, LLC 0.00% 2,410 $144K
24 Mcdonald Partners LLC 0.00% 150 $9K
25 Osaic Holdings, INC. 0.00% 27,298 $1.6M
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?

More sellers than buyers — 40% buying: Last quarter: 33 funds reduced or exited vs 22 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 — 56% AUM from top-100 funds: 15 of 60 holders are among the 100 largest funds by AUM, controlling 56% 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?

44% of holders stayed for 2+ years: 27 out of 61 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.

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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