Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Flexshares Tr (RAVI)

72 + Investors. Track Smart Money conviction in RAVI. 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
↑ +8
Streak
1Q ▲
Buyers last Q
53%

Smart Money Signals — RAVI

Based on 74 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added RAVI than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
74 hedge funds hold RAVI 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.
🚀

Fast accumulation — +37% more funds vs a year ago

fund count last 6Q
+20 new funds entered over the past year (+37% 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.
🟡

Slight buying edge — 53% buying

39 buying35 selling
Last quarter: 39 funds bought or added vs 35 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.
📈

More new buyers each quarter (+9 vs last Q)

new funds entering per quarter
Funds opening a new RAVI position: 15 → 17 → 12 → 21. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

54% of holders stayed for 2+ years

54% conviction (2yr+) 19% medium 27% new
40 out of 74 hedge funds have held RAVI 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 — ~21 new funds/quarter

9 → 15 → 17 → 12 → 21 new funds/Q
New funds entering each quarter: 15 → 17 → 12 → 21. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 58% veterans vs 32% newcomers

58% veterans 9% 1-2yr 32% new
Entry-cohort mix of 74 holders: 43 (58%) are 2+ year veterans, 7 entered 1–2 years ago, and 24 (32%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 96% AUM from top-100 funds

96% from top-100 AUM funds
12 of 74 holders are among the 100 largest funds by AUM, controlling 96% of total institutional value in RAVI. 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 — RAVI

In 2026 Q1, 39 hedge funds were net buyers of RAVI (21 opened a new position, 18 added to an existing one), while 35 reduced or exited (22 trimmed, 13 sold completely) — a 53% buyer ratio, indicating a slight buying edge. 96% of total institutional value in RAVI is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +8 funds (more new holders than closures). Total institutional holders: 74.

Hedge Fund Ownership: RAVI

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

Market Analysis: RAVI

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: RAVI

-- --

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

Is It Too Late to Buy Flexshares Tr (RAVI) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much RAVI 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
RAVI
-0.2%
SPY
+13.9%

RAVI outperformed SPY by -14.1% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 34d ago
RAVI
+0.3%
SPY
+0.2%

Since the filing became public, RAVI outperformed SPY by +0.1% .

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.

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

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 72 66 9.09%
13F Shares 17M 17M 2.47%
Total Value $1.28B $1.25B 2.38%
New Positions 20 12 +8
Increased Positions 17 19 -2
Closed Positions 14 13 +1
Reduced Positions 22 20 +2
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: RAVI

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Institutional Holders (2026 Q1)

72 + investors

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

QUARTER:
Top 25 RAVI holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Interactive Financial Advisors, INC. 6.24% 126,541 $9.5M
2 Tactive Advisors, LLC 3.22% 151,270 $11.4M
3 Cim, LLC 0.86% 78,818 $5.9M
4 Keynote Financial Services LLC 0.55% 13,714 $1.0M
5 Boltwood Capital Management 0.39% 20,073 $1.5M
6 Auour Investments LLC 0.37% 15,479 $1.2M
7 Legacy Wealth Managment, LLC/ID 0.22% 5,888 $444K
8 Beacon Financial Advisory LLC 0.21% 12,162 $917K
9 VestGen Investment Management 0.14% 3,469 $262K
10 Raab & Moskowitz Asset Management LLC 0.14% 8,050 $607K
11 1776 Wealth LLC 0.13% 4,413 $333K
12 RPg Family Wealth Advisory, LLC 0.09% 5,647 $426K
13 Flynn Zito Capital Management, LLC 0.07% 2,943 $222K
14 Emerald Investment Advisers, LLC 0.07% 10,116 $763K
15 Calton & Associates, INC. 0.06% 5,807 $438K
16 Independent Financial Group, LLC 0.04% 19,252 $1.5M
17 Silver Oak Securities, Incorporated 0.04% 6,987 $527K
18 Flaharty Asset Management, LLC 0.04% 4,040 $305K
19 Cambient Family Office, LLC 0.04% 3,423 $258K
20 Sloy Dahl & Holst, LLC 0.03% 3,285 $248K
21 Walkner Condon Financial Advisors LLC 0.03% 3,415 $258K
22 Birchwood Financial Partners, Inc. 0.03% 375 $28K
23 Private Trust Co NA 0.02% 2,943 $222K
24 Founders Financial Securities LLC 0.02% 3,697 $278K
25 Mml Investors Services, LLC 0.01% 63,455 $4.8M
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 — Flexshares Tr (RAVI)

What does the Smart Money Trend signal show for RAVI?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added RAVI than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for RAVI?

Slight buying edge — 53% buying: Last quarter: 39 funds bought or added vs 35 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 RAVI holders?

Elite ownership — 96% AUM from top-100 funds: 12 of 74 holders are among the 100 largest funds by AUM, controlling 96% of total institutional value in RAVI. 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 RAVI?

54% of holders stayed for 2+ years: 40 out of 74 hedge funds have held RAVI 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 Flexshares Tr (RAVI) following the 2026 Q1 hedge fund 13F filings?

As of today, RAVI has moved +0.3% since the 2026 Q1 13F filing date (May 15, 2026), compared to +0.2% for the SPY sector ETF — an outperformance of +0.1%. Since the quarter end (March 31, 2026), RAVI has gained -0.2% 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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