Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Alps ETF Tr (OUSA)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -5
Streak
1Q ▼
Buyers last Q
46%

Smart Money Signals — OUSA

Based on 129 hedge funds · latest filing: 2026 Q2 · updated quarterly

📉

Selling streak — 1 quarter in a row

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

At the ownership peak (96% of max)

96% of all-time peak
129 hedge funds hold OUSA right now — the highest count in 3.0 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.
📶

Steady growth — +6% more funds vs a year ago

fund count last 6Q
+7 new funds entered over the past year (+6% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟠

More sellers than buyers — 46% buying

51 buying60 selling
Last quarter: 60 funds reduced or exited vs 51 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 — ~14 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 18 → 16 → 16 → 14. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

64% of holders stayed for 2+ years

■ 64% conviction (2yr+) ■ 17% medium ■ 19% new
82 out of 129 hedge funds have held OUSA 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 — ~14 new funds/quarter

10 → 18 → 16 → 16 → 14 new funds/Q
New funds entering each quarter: 18 → 16 → 16 → 14. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 61% veterans vs 23% newcomers

■ 61% veterans ■ 16% 1-2yr ■ 23% new
Entry-cohort mix of 129 holders: 79 (61%) are 2+ year veterans, 20 entered 1–2 years ago, and 30 (23%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 61% AUM from top-100 funds

61% from top-100 AUM funds
20 of 129 holders are among the 100 largest funds by AUM, controlling 61% of total institutional value in OUSA. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.5
out of 10
Low Exit Risk
Exit risk score 3.5/10 — 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 — OUSA

In 2026 Q2, 51 hedge funds were net buyers of OUSA (14 opened a new position, 37 added to an existing one), while 60 reduced or exited (41 trimmed, 19 sold completely) — a 46% buyer ratio, indicating roughly balanced activity. 61% of total institutional value in OUSA is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: -5 funds (more exits than new entries). Total institutional holders: 129.

Hedge Fund Ownership: OUSA

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

Market Analysis: OUSA

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: OUSA

-- --

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

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

5 top-rated funds 0 high-conviction
Consensus
3.4
/ 10
breadth
×
Elite
0.7
/ 10
conviction
Hedge Fund Positioning: OUSA
129 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 129 134 -3.73%
13F Shares 6M 6M -3.25%
Total Value $339M $333M 1.79%
New Positions 14 16 -2
Increased Positions 37 41 -4
Closed Positions 19 15 +4
Reduced Positions 41 45 -4
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: OUSA

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 Q2)

129 + investors

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

QUARTER:
Top 25 OUSA holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Avant Capital LLC 1.27% 34,639 $2.0M
2 Thurston, Springer, Miller, Herd & Titak, INC. 0.87% 40,932 $2.4M
3 BXM Wealth LLC 0.62% 19,400 $1.1M
4 KERR FINANCIAL PLANNING Corp 0.55% 8,420 $491K
5 Mgo One Seven LLC 0.26% 274,456 $16.0M
6 Apollon Financial, LLC 0.20% 28,640 $1.7M
7 Sovereign Financial Group, Inc. 0.20% 22,087 $1.3M
8 Intrepid Financial Planning Group LLC 0.16% 8,314 $485K
9 Tempo Wealth, LLC 0.16% 18,682 $1.1M
10 Capstone Wealth Management Group, Inc. 0.16% 4,530 $264K
11 Park Edge Advisors, LLC 0.16% 12,724 $742K
12 Symphony Financial Services, Inc. 0.15% 5,537 $323K
13 Mtm Financial Group, LLC 0.14% 5,483 $320K
14 Caldwell Trust Co 0.14% 28,797 $1.7M
15 Grandview Asset Management LLC 0.13% 9,197 $525K
16 Burns Matteson Capital Management, LLC 0.12% 6,662 $389K
17 Ameritas Advisory Services, LLC 0.11% 96,857 $5.6M
18 Elmwood Wealth Management, Inc. 0.11% 7,236 $422K
19 USA Financial Formulas 0.10% 9,500 $554K
20 Beaumont Financial Advisors, LLC 0.10% 26,285 $1.5M
21 Blue Water Asset Management 0.10% 5,183 $302K
22 Beacon Financial Advisory LLC 0.08% 6,699 $391K
23 Allied Private Wealth LLC 0.08% 2,017 $120K
24 Diligent Investors, LLC 0.08% 5,780 $337K
25 Kestra Private Wealth Services, LLC 0.07% 113,309 $6.6M
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 — Alps ETF Tr (OUSA)

What does the Smart Money Trend signal show for OUSA?

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

More sellers than buyers — 46% buying: Last quarter: 60 funds reduced or exited vs 51 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 OUSA holders?

Elite ownership — 61% AUM from top-100 funds: 20 of 129 holders are among the 100 largest funds by AUM, controlling 61% of total institutional value in OUSA. 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 OUSA?

64% of holders stayed for 2+ years: 82 out of 129 hedge funds have held OUSA 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.

Full history →