Stock Analysis

Data Source: SEC EDGAR 13F

Updated Hourly

Q3 ALL-SEASON ACTIVE ROTATION ETF (QVOY)

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

Net Flow Q/Q

↓ -1

Streak

1Q ▼

Buyers last Q

36%

Smart Money Signals — QVOY

Based on 12 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 QVOY 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 — 86% of 3.0Y peak

86% of all-time peak

12 funds currently hold this stock — 86% of the 3.0-year high of 14 funds (reached 2024 Q2). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.

📉

Outflows — 14% fewer funds vs a year ago

fund count last 6Q

2 fewer hedge funds hold QVOY compared to a year ago (-14% decline). When institutions consistently reduce their exposure, it's worth exploring the underlying fundamental reasons driving them away.

🔴

Heavy selling pressure — only 36% buying

5 buying9 selling

Last quarter: 9 funds sold vs only 5 buyers. This is widespread institutional distribution — not a few funds rebalancing, but a broad exit. High conviction bearish signal.

➡️

Steady new buyers — ~2 new funds per quarter

new funds entering per quarter

Funds opening this position for the first time: 0 → 1 → 4 → 2. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.

📌

Mixed — 33% long-term, 25% new

■ 33% conviction (2yr+) ■ 42% medium ■ 25% new

Of the 12 current holders: 4 (33%) held >2 years, 5 held 1–2 years, and 3 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.

➡️

Steady discovery — ~2 new funds/quarter

2 → 0 → 1 → 4 → 2 new funds/Q

New funds entering each quarter: 0 → 1 → 4 → 2. Consistent flow of new institutional buyers without clear acceleration or slowdown.

📊

Mixed cohorts — 33% veterans, 25% new entrants

■ 33% veterans ■ 42% 1-2yr ■ 25% new

Of 12 current holders: 4 (33%) held 2+ years, 5 held 1–2 years, 3 (25%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.

📋

Smaller funds dominant — 0% AUM from top-100

0% from top-100 AUM funds

3 of 12 holders rank in the top 100 by AUM, but together hold only 0% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

3.6

out of 10

Low Exit Risk

Exit risk score 3.6/10 — 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.

Hedge Fund Ownership: QVOY

How many hedge funds hold QVOY — quarterly history vs. share price

Quarterly hedge fund ownership of QVOY vs. share price

Stock Performance

Real-time

Smart Money Signal ?

Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

2 top-rated funds 0 high-conviction

Consensus

2.1

/ 10

breadth

Elite

0.7

/ 10

conviction

Hedge Fund Positioning: QVOY

2026 Q1 Stats Unlock in 17 days 12 + Investors

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

Metric	All 13F Filers (2025 Q4)	Prior (2025 Q3)	Change
Funds Holding	12	13	-7.69%
13F Shares	1M	1M	-12.34%
Total Value	$35M	$42M	-17.55%
New Positions	2	4	-2
Increased Positions	3	2	+1
Closed Positions	3	2	+1
Reduced Positions	6	5	+1
Total Calls	0	0	-
Total Puts	0	0	-
PUT/CALL Ratio	0.0	0.0	Bullish

Statistics: QVOY

Valuation Measures Data as of: --

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Financial Highlights

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Institutional Holders (2026 Q1)

12 + investors

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

FILTER:All New Added To Reduced No Change | Overweight >5% | SHOW: Active managers + show index funds

Top 5 institutional holders of QVOY — 2025 Q4 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Q3 Asset Management	4.35%	638,758	$18K
2	Secure Asset Management, LLC	0.42%	94,288	$2.6M
3	SILVER OAK SECURITIES, INCORPORATED	0.07%	35,485	$996K
4	Cambridge Investment Research Advisors, Inc.	0.00%	57,920	$2K
5	CoreCap Advisors, LLC	0.00%	1,352	$38K

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 — Q3 ALL-SEASON ACTIVE ROTATION ETF (QVOY)

What does the Smart Money Trend signal show for QVOY?

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

Heavy selling pressure — only 36% buying: Last quarter: 9 funds sold vs only 5 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 QVOY holders?

Smaller funds dominant — 0% AUM from top-100: 3 of 12 holders rank in the top 100 by AUM, but together hold only 0% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held QVOY?

Mixed — 33% long-term, 25% new: Of the 12 current holders: 4 (33%) held >2 years, 5 held 1–2 years, and 3 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.

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.