Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Natixis ETF Trust II (LSGR)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +10
Streak
9Q ▲
Buyers last Q
77%

Smart Money Signals — LSGR

Based on 52 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 9 quarters in a row

last 6Q
For 9 consecutive quarters, more hedge funds added LSGR 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 (100% of max)

100% of all-time peak
52 hedge funds hold LSGR right now — the highest count in 2.8 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.
🚀

Fast accumulation — +373% more funds vs a year ago

fund count last 6Q
+41 new funds entered over the past year (+373% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.
🟢

More buyers than sellers — 77% buying

44 buying13 selling
Last quarter: 44 funds were net buyers (17 opened a brand new position + 27 added to an existing one). Only 13 were sellers (6 trimmed + 7 sold completely). A clear majority buying is a strong confirmation signal.
➡️

Steady new buyers — ~17 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 9 → 16 → 15 → 17. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔄

Mostly new holders — 77% entered in last year

■ 2% conviction (2yr+) ■ 21% medium ■ 77% new
Only 1 funds (2%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.
💎

Buying through price weakness — shares +28%, value +13%

Value
+13%
Shares
+28%
Last quarter: funds added +28% more shares while total portfolio value only changed +13%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
📈

Growing discovery — still being found

4 → 9 → 16 → 15 → 17 new funds/Q
New funds entering each quarter: 9 → 16 → 15 → 17. A growing number of institutions are discovering LSGR each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🌱

Early stage — 92% of holders entered in last year

■ 0% veterans ■ 8% 1-2yr ■ 92% new
Of 52 current holders: 48 (92%) entered in the past year, only 0 (0%) are 2+ year veterans. This is an early-phase institutional idea — still being discovered. High upside potential if the thesis plays out, but thin conviction base.
✅

Strong quality — 23% AUM from major funds

23% from top-100 AUM funds
12 of 52 holders rank in the top 100 by AUM, accounting for 23% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
6.9
out of 10
Moderate Exit Risk
Exit risk score 6.9/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

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 — LSGR

In 2026 Q1, 44 hedge funds were net buyers of LSGR (17 opened a new position, 27 added to an existing one), while 13 reduced or exited (6 trimmed, 7 sold completely) — a 77% buyer ratio, indicating clear institutional accumulation. This marks 9 consecutive quarters of net institutional buying — a persistent conviction signal. 23% of total institutional value in LSGR is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +10 funds (more new holders than closures). Total institutional holders: 52.

Hedge Fund Ownership: LSGR

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

Market Analysis: LSGR

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: LSGR

-- --

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

Is It Too Late to Buy Natixis ETF Trust II (LSGR) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much LSGR 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 · 82d ago
LSGR
nan%
SPY
+15.1%

LSGR outperformed SPY by nan% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 37d ago
LSGR
nan%
SPY
+1.3%

Since the filing became public, LSGR outperformed SPY by nan% .

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.

2 top-rated funds 1 high-conviction
Consensus
2.1
/ 10
breadth
×
Elite
1.3
/ 10
conviction
Hedge Fund Positioning: LSGR
52 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 52 42 23.81%
13F Shares 17M 13M 28.45%
Total Value $675M $598M 13.04%
New Positions 17 15 +2
Increased Positions 27 15 +12
Closed Positions 7 3 +4
Reduced Positions 6 8 -2
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: LSGR

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Financial Highlights

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Institutional Holders (2026 Q1)

52 + investors

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

QUARTER:
Top 25 LSGR holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Greater Midwest Financial Group, LLC 7.39% 349,125 $13.8M
2 Clifford Group, LLC 5.15% 169,796 $6.7M
3 Loomis Sayles & Co L P 0.40% 7,487,001 $294.9M
4 Vestmark Advisory Solutions, Inc. 0.40% 906,908 $35.7M
5 Independence Asset Advisors, LLC 0.37% 26,250 $1.0M
6 IHT Wealth Management, LLC 0.25% 274,551 $10.8M
7 Atlanta Consulting Group Advisors, LLC 0.22% 26,374 $1.0M
8 Sugar Maple Asset Management, LLC 0.19% 7,979 $314K
9 Investment Counsel Co of Nevada 0.16% 1,769 $70K
10 Richmond Investment Services, LLC 0.15% 23,422 $923K
11 Legacy Capital Wealth Management, LLC 0.13% 5,659 $223K
12 Resurgent Financial Advisors LLC 0.12% 8,754 $345K
13 Avaii Wealth Management, LLC 0.08% 6,075 $239K
14 Drive Wealth Management, LLC 0.07% 8,971 $353K
15 Nations Financial Group Inc, /Ia/ /Adv 0.07% 34,783 $1.4M
16 Cerity Partners LLC 0.06% 1,145,674 $45.1M
17 Third View Private Wealth, LLC 0.06% 11,061 $436K
18 MAI Capital Management 0.05% 241,826 $9.5M
19 Apollon Wealth Management, LLC 0.05% 81,489 $3.2M
20 Sepio Capital, LP 0.04% 20,262 $798K
21 LPL Financial LLC 0.02% 2,229,330 $87.8M
22 Raymond James Financial Inc 0.02% 1,894,723 $74.6M
23 Stratos Wealth Partners, LTD. 0.01% 27,275 $1.1M
24 Mml Investors Services, LLC 0.01% 109,428 $4.3M
25 Mariner, LLC 0.01% 257,985 $10.2M
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 — Natixis ETF Trust II (LSGR)

What does the Smart Money Trend signal show for LSGR?

Buying streak — 9 quarters in a row: For 9 consecutive quarters, more hedge funds added LSGR 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 LSGR?

More buyers than sellers — 77% buying: Last quarter: 44 funds were net buyers (17 opened a brand new position + 27 added to an existing one). Only 13 were sellers (6 trimmed + 7 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for LSGR holders?

Strong quality — 23% AUM from major funds: 12 of 52 holders rank in the top 100 by AUM, accounting for 23% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held LSGR?

Mostly new holders — 77% entered in last year: Only 1 funds (2%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.

Is it too late to buy Natixis ETF Trust II (LSGR) following the 2026 Q1 hedge fund 13F filings?

As of today, LSGR has moved nan% since the 2026 Q1 13F filing date (May 15, 2026), compared to +1.3% for the SPY sector ETF — an outperformance of nan%. Since the quarter end (March 31, 2026), LSGR has gained nan% vs +15.1% 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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