Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Alps ETF Tr (OGIG)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -7
Streak
1Q ▼
Buyers last Q
35%

Smart Money Signals — OGIG

Based on 59 hedge funds · latest filing: 2026 Q1 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds reduced or closed their OGIG positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
📊

High ownership — 89% of 3.0Y peak

89% of all-time peak
59 funds currently hold this stock — 89% of the 3.0-year high of 66 funds (reached 2025 Q4). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
📶

Steady growth — +11% more funds vs a year ago

fund count last 6Q
+6 new funds entered over the past year (+11% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🔴

Heavy selling pressure — only 35% buying

19 buying35 selling
Last quarter: 35 funds sold vs only 19 buyers. This is widespread institutional distribution — not a few funds rebalancing, but a broad exit. High conviction bearish signal.
➡️

Steady new buyers — ~6 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 7 → 11 → 10 → 6. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

61% of holders stayed for 2+ years

■ 61% conviction (2yr+) ■ 17% medium ■ 22% new
36 out of 59 hedge funds have held OGIG 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.
💎

Buying through price weakness — shares -0%, value -27%

Value
-27%
Shares
0%
Last quarter: funds added -0% more shares while total portfolio value only changed -27%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
➡️

Steady discovery — ~6 new funds/quarter

8 → 7 → 11 → 10 → 6 new funds/Q
New funds entering each quarter: 7 → 11 → 10 → 6. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 71% veterans vs 22% newcomers

■ 71% veterans ■ 7% 1-2yr ■ 22% new
Entry-cohort mix of 59 holders: 42 (71%) are 2+ year veterans, 4 entered 1–2 years ago, and 13 (22%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 49% AUM from top-100 funds

49% from top-100 AUM funds
10 of 59 holders are among the 100 largest funds by AUM, controlling 49% of total institutional value in OGIG. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
4.0
out of 10
Moderate Exit Risk
Exit risk score 4.0/10 — 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 — OGIG

In 2026 Q1, 19 hedge funds were net buyers of OGIG (6 opened a new position, 13 added to an existing one), while 35 reduced or exited (22 trimmed, 13 sold completely) — a 35% buyer ratio, indicating net institutional distribution. 49% of total institutional value in OGIG is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: -7 funds (more exits than new entries). Total institutional holders: 59.

Hedge Fund Ownership: OGIG

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

Market Analysis: OGIG

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: OGIG

-- --

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

Is It Too Late to Buy Alps ETF Tr (OGIG) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much OGIG 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 · 79d ago
OGIG
+8.9%
SPY
+13.9%

OGIG outperformed SPY by -5.0% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 34d ago
OGIG
-1.4%
SPY
+0.2%

Since the filing became public, OGIG outperformed SPY by -1.6% .

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.

1 top-rated funds 0 high-conviction
Consensus
1.3
/ 10
breadth
×
Elite
0.2
/ 10
conviction
Hedge Fund Positioning: OGIG
59 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 59 66 -10.61%
13F Shares 677K 679K -0.25%
Total Value $26M $36M -27.39%
New Positions 6 10 -4
Increased Positions 13 16 -3
Closed Positions 13 5 +8
Reduced Positions 22 17 +5
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: OGIG

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Beta (5Y Monthly) --
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Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

59 + investors

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

QUARTER:
Top 25 OGIG holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Henson-Edgewater Management, LLC 0.45% 17,170 $701K
2 Clay Northam Wealth Management, LLC 0.33% 14,507 $592K
3 Jacobs Equity LLC 0.31% 8,597 $351K
4 Thurston, Springer, Miller, Herd & Titak, INC. 0.08% 4,569 $186K
5 Diligent Investors, LLC 0.06% 6,390 $261K
6 Gts Securities LLC 0.06% 38,593 $1.6M
7 Triumph Capital Management 0.05% 6,306 $257K
8 Portus Wealth Advisors, LLC 0.04% 930 $38K
9 Private Trust Co NA 0.02% 4,620 $189K
10 Stratos Wealth Partners, LTD. 0.02% 34,443 $1.4M
11 Prudential plc 0.01% 62,228 $2.5M
12 Advisory Services Network, LLC 0.01% 25,865 $1.1M
13 Golden State Wealth Management, LLC 0.01% 2,774 $113K
14 Beacon Pointe Advisors, LLC 0.01% 50,081 $2.0M
15 KERR FINANCIAL PLANNING Corp 0.01% 151 $7K
16 Financial Perspectives, Inc 0.01% 521 $21K
17 Kestra Private Wealth Services, LLC 0.00% 7,776 $317K
18 Nbt Bank N A /Ny 0.00% 442 $18K
19 Kestra Advisory Services, LLC 0.00% 7,030 $287K
20 Smallwood Wealth Investment Management, LLC 0.00% 46 $2K
21 Citadel Advisors LLC 0.00% 97,896 $4.0M
22 LPL Financial LLC 0.00% 58,460 $2.4M
23 Osaic Holdings, INC. 0.00% 6,532 $267K
24 Mariner, LLC 0.00% 6,497 $265K
25 Ascentis Independent Advisors 0.00% 100 $4K
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 — Alps ETF Tr (OGIG)

What does the Smart Money Trend signal show for OGIG?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their OGIG 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 OGIG?

Heavy selling pressure — only 35% buying: Last quarter: 35 funds sold vs only 19 buyers. This is widespread institutional distribution — not a few funds rebalancing, but a broad exit. High conviction bearish signal.

What is the fund quality score for OGIG holders?

Elite ownership — 49% AUM from top-100 funds: 10 of 59 holders are among the 100 largest funds by AUM, controlling 49% of total institutional value in OGIG. 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 OGIG?

61% of holders stayed for 2+ years: 36 out of 59 hedge funds have held OGIG 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 Alps ETF Tr (OGIG) following the 2026 Q1 hedge fund 13F filings?

As of today, OGIG has moved -1.4% since the 2026 Q1 13F filing date (May 15, 2026), compared to +0.2% for the SPY sector ETF — an outperformance of -1.6%. Since the quarter end (March 31, 2026), OGIG has gained +8.9% vs +13.9% 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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