Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Kraneshares Trust (IVOL)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -8
Streak
2Q ▼
Buyers last Q
47%

Smart Money Signals — IVOL

Based on 78 hedge funds · latest filing: 2026 Q1 · updated quarterly

📉

Selling streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, more hedge funds reduced or closed their IVOL positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
🔻

Below peak — only 59% of 3.0Y high

59% of all-time peak
Only 78 funds hold IVOL today versus a peak of 132 funds at 2023 Q4 — just 59% of the maximum. Low institutional ownership can mean the stock is out of favor, but it also means there's a large pool of potential buyers if sentiment turns.
📉

Outflows — 8% fewer funds vs a year ago

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

More sellers than buyers — 47% buying

40 buying46 selling
Last quarter: 46 funds reduced or exited vs 40 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 — ~13 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 12 → 22 → 14 → 13. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

63% of holders stayed for 2+ years

■ 63% conviction (2yr+) ■ 19% medium ■ 18% new
49 out of 78 hedge funds have held IVOL 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.
📊

Peak discovery — momentum slowing

10 → 12 → 22 → 14 → 13 new funds/Q
New funds entering each quarter: 12 → 22 → 14 → 13. IVOL is well-known in the hedge fund world, but fresh entries are gradually declining. The explosive phase of institutional discovery is likely behind us.
🏛️

Deep conviction — 70% of holders stayed 2+ years

■ 70% veterans ■ 9% 1-2yr ■ 21% new
Of 80 current holders: 56 (70%) 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.
📋

Smaller funds dominant — 19% AUM from top-100

19% from top-100 AUM funds
11 of 78 holders rank in the top 100 by AUM, but together hold only 19% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
1.6
out of 10
Low Exit Risk
Exit risk score 1.6/10 — 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 — IVOL

In 2026 Q1, 40 hedge funds were net buyers of IVOL (13 opened a new position, 27 added to an existing one), while 46 reduced or exited (25 trimmed, 21 sold completely) — a 47% buyer ratio, indicating roughly balanced activity. Net selling has persisted for two consecutive quarters. Net fund flow last quarter: -8 funds (more exits than new entries). Total institutional holders: 78.

Hedge Fund Ownership: IVOL

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

Market Analysis: IVOL

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: IVOL

-- --

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

Is It Too Late to Buy Kraneshares Trust (IVOL) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much IVOL 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 · 78d ago
IVOL
-7.2%
SPY
+15.9%

IVOL outperformed SPY by -23.1% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 33d ago
IVOL
-3.0%
SPY
+2.0%

Since the filing became public, IVOL outperformed SPY by -5.0% .

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.

3 top-rated funds 1 high-conviction
Consensus
2.6
/ 10
breadth
×
Elite
1.9
/ 10
conviction
Hedge Fund Positioning: IVOL
78 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 78 86 -9.3%
13F Shares 8M 13M -36.47%
Total Value $153M $251M -38.9%
New Positions 13 14 -1
Increased Positions 27 19 +8
Closed Positions 21 15 +6
Reduced Positions 25 42 -17
Total Calls 1 0 100%
Total Puts 1 0 100%
PUT/CALL Ratio 1.0 0.0 Neutral

Statistics: IVOL

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Financial Highlights

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Institutional Holders (2026 Q1)

78 + investors

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

QUARTER:
Top 25 IVOL holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 One Plus One Wealth Management, LLC 6.82% 864,082 $16.2M
2 Professional Financial Management, Inc. 3.40% 156,520 $3.0M
3 Adams Wealth Management 1.82% 443,506 $8.3M
4 CacheTech Inc. 1.70% 471,454 $8.8M
5 Financial Enhancement Group LLC 1.56% 676,284 $12.6M
6 Ballew Advisors, Inc 1.54% 147,432 $2.7M
7 BCS Private Wealth Management, Inc. 1.03% 181,845 $3.4M
8 Parkside Investments, LLC 0.92% 404,065 $7.6M
9 Avos Capital Management, LLC 0.69% 93,126 $1.7M
10 Opes Wealth Management LLC 0.52% 169,559 $3.2M
11 Hilltop Holdings Inc. 0.52% 309,674 $5.8M
12 Brookwood Investment Group LLC 0.52% 224,118 $4.2M
13 Pekin Hardy Strauss, Inc. 0.38% 192,472 $3.6M
14 Regal Investment Advisors LLC 0.27% 247,126 $4.6M
15 Fortis Group Advisors, LLC 0.13% 42,232 $775K
16 Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.10% 44,105 $825K
17 Mraz, Amerine & Associates, Inc. 0.09% 30,989 $580K
18 Faithward Advisors, LLC 0.08% 31,639 $592K
19 Prostatis Group LLC 0.08% 17,602 $329K
20 Bleakley Financial Group, LLC 0.07% 242,096 $4.5M
21 Ascentis Independent Advisors 0.05% 33,451 $626K
22 EPG Wealth Management LLC 0.04% 8,465 $158K
23 Chicago Partners Investment Group LLC 0.03% 72,263 $1.3M
24 Magnus Financial Group LLC 0.03% 16,692 $312K
25 Copia Wealth Management 0.01% 1,033 $19K
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 — Kraneshares Trust (IVOL)

What does the Smart Money Trend signal show for IVOL?

Selling streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds reduced or closed their IVOL 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 IVOL?

More sellers than buyers — 47% buying: Last quarter: 46 funds reduced or exited vs 40 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 IVOL holders?

Smaller funds dominant — 19% AUM from top-100: 11 of 78 holders rank in the top 100 by AUM, but together hold only 19% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held IVOL?

63% of holders stayed for 2+ years: 49 out of 78 hedge funds have held IVOL 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 Kraneshares Trust (IVOL) following the 2026 Q1 hedge fund 13F filings?

As of today, IVOL has moved -3.0% since the 2026 Q1 13F filing date (May 15, 2026), compared to +2.0% for the SPY sector ETF — an outperformance of -5.0%. Since the quarter end (March 31, 2026), IVOL has gained -7.2% vs +15.9% 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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