Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

HARTFORD FDS EXCHANGE TRADED (QUVU)

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

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Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -3
Streak
1Q ▼
Buyers last Q
26%

Smart Money Signals — QUVU

Based on 23 hedge funds · latest filing: 2025 Q4 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds reduced or closed their QUVU 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 — 88% of 2.2Y peak

88% of all-time peak
23 funds currently hold this stock — 88% of the 2.2-year high of 26 funds (reached 2025 Q3). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
🚀

Fast accumulation — +21% more funds vs a year ago

fund count last 6Q
+4 new funds entered over the past year (+21% 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.
🔴

Heavy selling pressure — only 26% buying

6 buying17 selling
Last quarter: 17 funds sold vs only 6 buyers. This is widespread institutional distribution — not a few funds rebalancing, but a broad exit. High conviction bearish signal.
➡️

Steady new buyers — ~3 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 3 → 4 → 6 → 3. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

43% of holders stayed for 2+ years

43% conviction (2yr+) 17% medium 39% new
10 out of 23 hedge funds have held QUVU 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.
💰

Price up while funds trimmed (+12% value, -40% shares)

Value
+11%
Shares
-39%
Last quarter: total value of institutional QUVU holdings rose +12% even though funds reduced share count by 40%. The stock price increased enough to offset the selling. Institutions are quietly trimming into price strength — watch for rotation.
➡️

Steady discovery — ~3 new funds/quarter

4 → 3 → 4 → 6 → 3 new funds/Q
New funds entering each quarter: 3 → 4 → 6 → 3. Consistent flow of new institutional buyers without clear acceleration or slowdown.
📊

Mixed cohorts — 0% veterans, 43% new entrants

0% veterans 57% 1-2yr 43% new
Of 23 current holders: 0 (0%) held 2+ years, 13 held 1–2 years, 10 (43%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.
🏆

Elite ownership — 49% AUM from top-100 funds

49% from top-100 AUM funds
5 of 23 holders are among the 100 largest funds by AUM, controlling 49% of total institutional value in QUVU. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
5.0
out of 10
Moderate Exit Risk
Exit risk score 5.0/10 — 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 — QUVU

In 2025 Q4, 6 hedge funds were net buyers of QUVU (3 opened a new position, 3 added to an existing one), while 17 reduced or exited (11 trimmed, 6 sold completely) — a 26% buyer ratio, indicating net institutional distribution. 49% of total institutional value in QUVU is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: -3 funds (more exits than new entries). Total institutional holders: 23.

Hedge Fund Ownership: QUVU

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

Market Analysis: QUVU

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: QUVU

-- --

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

Is It Too Late to Buy HARTFORD FDS EXCHANGE TRADED (QUVU) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much QUVU 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 · 50d ago
QUVU
+11.4%
SPY
+42.5%

QUVU outperformed SPY by -31.1% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 5d ago
QUVU
+0.3%
SPY
-1.8%

Since the filing became public, QUVU outperformed SPY by +2.1% .

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.

1 top-rated funds 0 high-conviction
Consensus
1.3
/ 10
breadth
×
Elite
0.0
/ 10
conviction
Hedge Fund Positioning: QUVU
30 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 30 23 30.43%
13F Shares 843K 746K 12.99%
Total Value $23M $20M 11.65%
New Positions 9 3 +6
Increased Positions 5 3 +2
Closed Positions 2 6 -4
Reduced Positions 6 11 -5
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: QUVU

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Financial Highlights

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Institutional Holders (2026 Q1)

30 + investors

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

QUARTER:
Top 25 institutional holders of QUVU — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Modern Wealth Management, LLC 0.08% 160,085 $4.4M
2 THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 0.04% 3,232 $88K
3 Ashton Thomas Private Wealth, LLC 0.01% 14,995 $408K
4 DAVENPORT & Co LLC 0.01% 47,174 $1.3M
5 JONES FINANCIAL COMPANIES LLLP 0.00% 376,967 $10.1M
6 Corient Private Wealth LLC 0.00% 72,692 $2.0M
7 AE Wealth Management LLC 0.00% 7,921 $215K
8 Capital Investment Advisory Services, LLC 0.00% 438 $12K
9 Ascentis Independent Advisors 0.00% 400 $11K
10 TSFG, LLC 0.00% 172
11 CREATIVE FINANCIAL DESIGNS INC /ADV 0.00% 350 $10K
12 NATIXIS ADVISORS, LLC 0.00% 10,950
13 LPL Financial LLC 0.00% 56,229 $1.5M
14 Rossby Financial, LCC 0.00% 66 $2K
15 HARBOUR INVESTMENTS, INC. 0.00% 808 $22K
16 COMMONWEALTH EQUITY SERVICES, LLC 0.00% 7,708 $210K
17 Cetera Investment Advisers 0.00% 8,798 $239K
18 RAYMOND JAMES FINANCIAL INC 0.00% 28,349 $771K
19 OSAIC HOLDINGS, INC. 0.00% 5,174 $141K
20 CWM, LLC 0.00% 1,594 $43K
21 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% 28,310 $770K
22 Steward Partners Investment Advisory, LLC 0.00% 373 $10K
23 EverSource Wealth Advisors, LLC 0.00% 101 $1K
24 MORGAN STANLEY 0.00% 8,239 $224K
25 ROYAL BANK OF CANADA 0.00% 1,364 $37K
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 — HARTFORD FDS EXCHANGE TRADED (QUVU)

What does the Smart Money Trend signal show for QUVU?

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

Heavy selling pressure — only 26% buying: Last quarter: 17 funds sold vs only 6 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 QUVU holders?

Elite ownership — 49% AUM from top-100 funds: 5 of 23 holders are among the 100 largest funds by AUM, controlling 49% of total institutional value in QUVU. 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 QUVU?

43% of holders stayed for 2+ years: 10 out of 23 hedge funds have held QUVU 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 HARTFORD FDS EXCHANGE TRADED (QUVU) following the 2026 Q1 hedge fund 13F filings?

As of today, QUVU has moved +0.3% since the 2026 Q1 13F filing date (May 15, 2026), compared to -1.8% for the SPY sector ETF — an outperformance of +2.1%. Since the quarter end (March 31, 2026), QUVU has gained +11.4% vs +42.5% 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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