Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Palmer Square Funds Tr (PSQO)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -1
Streak
1Q ▼
Buyers last Q
58%

Smart Money Signals — PSQO

Based on 18 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 PSQO 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 (95% of max)

95% of all-time peak
18 hedge funds hold PSQO right now — the highest count in 1.8 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 — +80% more funds vs a year ago

fund count last 6Q
+8 new funds entered over the past year (+80% 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. The peak was reached in just 4 quarters from the low — a sharp move.
🟡

Slight buying edge — 58% buying

14 buying10 selling
Last quarter: 14 funds bought or added vs 10 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
➡️

Steady new buyers — ~5 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 3 → 3 → 7 → 5. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔄

Mostly new holders — 50% entered in last year

■ 0% conviction (2yr+) ■ 50% medium ■ 50% new
Only 0 funds (0%) 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.
➡️

Steady discovery — ~5 new funds/quarter

6 → 3 → 3 → 7 → 5 new funds/Q
New funds entering each quarter: 3 → 3 → 7 → 5. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🌱

Early stage — 67% of holders entered in last year

■ 0% veterans ■ 33% 1-2yr ■ 67% new
Of 18 current holders: 12 (67%) 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.
📋

Smaller funds dominant — 1% AUM from top-100

1% from top-100 AUM funds
2 of 18 holders rank in the top 100 by AUM, but together hold only 1% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
5.5
out of 10
Moderate Exit Risk
Exit risk score 5.5/10 — 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 — PSQO

In 2026 Q1, 14 hedge funds were net buyers of PSQO (5 opened a new position, 9 added to an existing one), while 10 reduced or exited (4 trimmed, 6 sold completely) — a 58% buyer ratio, indicating a slight buying edge. Net fund flow last quarter: -1 funds (more exits than new entries). Total institutional holders: 18.

Hedge Fund Ownership: PSQO

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

Market Analysis: PSQO

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: PSQO

-- --

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

Is It Too Late to Buy Palmer Square Funds Tr (PSQO) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much PSQO 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 · 81d ago
PSQO
+1.7%
SPY
+15.1%

PSQO outperformed SPY by -13.4% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 36d ago
PSQO
+0.6%
SPY
+1.3%

Since the filing became public, PSQO outperformed SPY by -0.7% .

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 2 high-conviction
Consensus
2.6
/ 10
breadth
×
Elite
2.3
/ 10
conviction
Hedge Fund Positioning: PSQO
18 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 18 19 -5.26%
13F Shares 8M 5M 69.4%
Total Value $169M $100M 68.54%
New Positions 5 7 -2
Increased Positions 9 10 -1
Closed Positions 6 0 +6
Reduced Positions 4 2 +2
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: PSQO

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Financial Highlights

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Institutional Holders (2026 Q1)

18 + investors

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

QUARTER:
Top 19 PSQO holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Providence Financial Advisors, LLC 5.95% 509,141 $10.4M
2 Advisory Resource Group 3.35% 949,382 $19.5M
3 Atwood & Palmer Inc 2.34% 2,019,239 $41.4M
4 Lake Street Private Wealth, LLC 1.89% 724,769 $14.9M
5 BlackDiamond Wealth Management, LLC 0.86% 87,232 $1.8M
6 Prime Capital Investment Advisors, LLC 0.57% 2,385,079 $48.9M
7 Accurate Wealth Management, LLC 0.18% 73,945 $1.5M
8 Navis Wealth Advisors, LLC 0.13% 12,611 $259K
9 Endeavor Private Wealth, INC. 0.08% 13,625 $280K
10 Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.08% 30,389 $624K
11 Savvy Advisors, Inc. 0.04% 65,716 $1.3M
12 Mariner, LLC 0.03% 1,253,784 $25.7M
13 OneDigital Investment Advisors LLC 0.01% 34,065 $699K
14 Mgo One Seven LLC 0.00% 9,935 $204K
15 FAS Wealth Partners, Inc. 0.00% 2,525 $52K
16 AE Wealth Management LLC 0.00% 28,418 $583K
17 Farther Finance Advisors, LLC 0.00% 785 $16K
18 Goldman Sachs Group Inc 0.00% 30,867 $633K
19 Jane Street Group, LLC 0.00% 18,177 $373K
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 — Palmer Square Funds Tr (PSQO)

What does the Smart Money Trend signal show for PSQO?

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

Slight buying edge — 58% buying: Last quarter: 14 funds bought or added vs 10 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for PSQO holders?

Smaller funds dominant — 1% AUM from top-100: 2 of 18 holders rank in the top 100 by AUM, but together hold only 1% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held PSQO?

Mostly new holders — 50% entered in last year: Only 0 funds (0%) 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 Palmer Square Funds Tr (PSQO) following the 2026 Q1 hedge fund 13F filings?

As of today, PSQO has moved +0.6% since the 2026 Q1 13F filing date (May 15, 2026), compared to +1.3% for the SPY sector ETF — an outperformance of -0.7%. Since the quarter end (March 31, 2026), PSQO has gained +1.7% 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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