Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Direxion Shares ETF Trust (NVDU)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -10
Streak
2Q ▼
Buyers last Q
42%

Smart Money Signals — NVDU

Based on 31 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 NVDU 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 66% of 3.0Y high

66% of all-time peak
Only 31 funds hold NVDU today versus a peak of 47 funds at 2025 Q3 — just 66% 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.
〰️

Stable — ownership unchanged year-over-year

fund count last 6Q
The number of hedge funds holding NVDU is almost the same as a year ago (+1 funds, +3% change). No significant rush to buy or sell — institutional backing is holding steady.
🟠

More sellers than buyers — 42% buying

20 buying28 selling
Last quarter: 28 funds reduced or exited vs 20 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: 14 → 13 → 8 → 7. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔄

Mostly new holders — 32% entered in last year

■ 13% conviction (2yr+) ■ 55% medium ■ 32% new
Only 4 funds (13%) 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 +3%, value -16%

Value
-16%
Shares
+2%
Last quarter: funds added +3% more shares while total portfolio value only changed -16%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
⚠️

Saturation — most institutions already know this story

10 → 14 → 13 → 8 → 7 new funds/Q
New funds entering each quarter: 14 → 13 → 8 → 7. Far fewer institutions are entering now vs. a year ago. When the pool of potential new buyers shrinks this fast, future price support from institutional inflows weakens significantly.
📊

Mixed cohorts — 13% veterans, 41% new entrants

■ 13% veterans ■ 46% 1-2yr ■ 41% new
Of 39 current holders: 5 (13%) held 2+ years, 18 held 1–2 years, 16 (41%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.
🏆

Elite ownership — 58% AUM from top-100 funds

58% from top-100 AUM funds
9 of 31 holders are among the 100 largest funds by AUM, controlling 58% of total institutional value in NVDU. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
2.5
out of 10
Low Exit Risk
Exit risk score 2.5/10 — 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 — NVDU

In 2026 Q1, 20 hedge funds were net buyers of NVDU (7 opened a new position, 13 added to an existing one), while 28 reduced or exited (11 trimmed, 17 sold completely) — a 42% buyer ratio, indicating roughly balanced activity. Net selling has persisted for two consecutive quarters. 58% of total institutional value in NVDU is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: -10 funds (more exits than new entries). Total institutional holders: 31.

Hedge Fund Ownership: NVDU

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

Market Analysis: NVDU

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: NVDU

-- --

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

Is It Too Late to Buy Direxion Shares ETF Trust (NVDU) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much NVDU 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 · 90d ago
NVDU
+13.5%
SPY
+12.4%

NVDU outperformed SPY by +1.1% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 45d ago
NVDU
-30.2%
SPY
-1.1%

Since the filing became public, NVDU outperformed SPY by -29.1% .

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
1.0
/ 10
conviction
Hedge Fund Positioning: NVDU
30 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 30 41 -26.83%
13F Shares 984K 959K 2.59%
Total Value $95M $113M -16.04%
New Positions 7 8 -1
Increased Positions 11 12 -1
Closed Positions 18 14 +4
Reduced Positions 9 14 -5
Total Calls 4 4 -
Total Puts 4 3 33.33%
PUT/CALL Ratio 1.0 0.75 Neutral

Statistics: NVDU

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)

30 + investors

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

QUARTER:
Top 25 NVDU holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 PayPay Securities Corp 1.68% 391 $48K
2 Dedeker Financial LLC 0.72% 8,525 $822K
3 Altfest L J & Co Inc 0.29% 28,307 $2.7M
4 Capstone Wealth Management Group LLC 0.17% 2,845 $274K
5 SBI Securities Co., Ltd. 0.10% 38,000 $3.7M
6 Beacon Capital Management, LLC 0.05% 3,176 $306K
7 Jump Financial, LLC 0.03% 20,310 $2.0M
8 NorthRock Partners, LLC 0.02% 14,400 $1.4M
9 Traynor Capital Management, Inc. 0.01% 2,868 $249K
10 SOA Wealth Advisors, LLC. 0.01% 448 $43K
11 Wealthcare Advisory Partners LLC 0.01% 4,222 $407K
12 Chicago Partners Investment Group LLC 0.01% 1,895 $244K
13 Susquehanna International Group, LLP 0.00% 330,400 $31.9M
14 Citadel Advisors LLC 0.00% 144,500 $13.9M
15 Belvedere Trading LLC 0.00% 18,500 $1.8M
16 Halbert Hargrove Global Advisors, LLC 0.00% 345 $33K
17 Goldman Sachs Group Inc 0.00% 123,795 $11.9M
18 Susquehanna International Group, LLP 0.00% 85,700 $8.3M
19 Citadel Advisors LLC 0.00% 52,800 $5.1M
20 Bogart Wealth, LLC 0.00% 200 $19K
21 Jane Street Group, LLC 0.00% 42,100 $4.1M
22 CoreCap Advisors, LLC 0.00% 150 $14K
23 Susquehanna International Group, LLP 0.00% 35,145 $3.4M
24 Larson Financial Group LLC 0.00% 113 $11K
25 PNC Financial Services Group, INC. 0.00% 5,471 $527K
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 — Direxion Shares ETF Trust (NVDU)

What does the Smart Money Trend signal show for NVDU?

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

More sellers than buyers — 42% buying: Last quarter: 28 funds reduced or exited vs 20 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 NVDU holders?

Elite ownership — 58% AUM from top-100 funds: 9 of 31 holders are among the 100 largest funds by AUM, controlling 58% of total institutional value in NVDU. 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 NVDU?

Mostly new holders — 32% entered in last year: Only 4 funds (13%) 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 Direxion Shares ETF Trust (NVDU) following the 2026 Q1 hedge fund 13F filings?

As of today, NVDU has moved -30.2% since the 2026 Q1 13F filing date (May 15, 2026), compared to -1.1% for the SPY sector ETF — an outperformance of -29.1%. Since the quarter end (March 31, 2026), NVDU has gained +13.5% vs +12.4% 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.

Full history →