Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

INVESTMENT MANAGERS SER TR I (RGTU)

7 + Investors. Track Smart Money conviction in RGTU. 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
↓ -6
Streak
1Q ▼
Buyers last Q
36%

Smart Money Signals — RGTU

Based on 4 hedge funds · latest filing: 2025 Q4 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 2Q
For 1 consecutive quarter, more hedge funds reduced or closed their RGTU positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
🔻

Below peak — only 40% of 0.8Y high

40% of all-time peak
Only 4 funds hold RGTU today versus a peak of 10 funds at 2025 Q3 — just 40% of the maximum. Low institutional ownership can mean the stock is out of favor, but it also means there's a large pool of potential buyers if sentiment turns.
🔴

Heavy selling pressure — only 36% buying

4 buying7 selling
Last quarter: 7 funds sold vs only 4 buyers. This is widespread institutional distribution — not a few funds rebalancing, but a broad exit. High conviction bearish signal.
⚠️

Fewer new buyers each quarter (-9 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 9 → 0. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
🔄

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.
💎

Buying through price weakness — shares +131%, value -75%

Value
-75%
Shares
+131%
Last quarter: funds added +131% more shares while total portfolio value only changed -75%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
🌱

Early stage — 100% of holders entered in last year

0% veterans 0% 1-2yr 100% new
Of 7 current holders: 7 (100%) 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 — 14% AUM from top-100

14% from top-100 AUM funds
1 of 4 holders rank in the top 100 by AUM, but together hold only 14% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
2.0
out of 10
Low Exit Risk
Exit risk score 2.0/10 — 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: RGTU

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

Market Analysis: RGTU

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: RGTU

-- --
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

3 top-rated funds 0 high-conviction
Consensus
2.6
/ 10
breadth
×
Elite
0.0
/ 10
conviction
Hedge Fund Positioning: RGTU
2026 Q1 Stats Unlock in 21 days 7 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 7 12 -41.67%
13F Shares 90K 39K 131.4%
Total Value $1M $6M -75.48%
New Positions 0 11 -11
Increased Positions 9 0 +9
Closed Positions 6 0 +6
Reduced Positions 3 1 +2
Total Calls 2 4 -50.0%
Total Puts 2 2 -
PUT/CALL Ratio 1.0 0.5 Neutral

Statistics: RGTU

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Valuation Measures Data as of: --

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PEG Ratio (5yr expected) --
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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
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Net Income Avi to Common (ttm) --
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Total Cash (mrq) --
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Institutional Holders (2026 Q1)

7 + investors

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

Top 7 institutional holders of RGTU — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Belvedere Trading LLC 0.00% 11,700 $176K
2 Belvedere Trading LLC 0.00% 6,800 $102K
3 Optiver Holding B.V. 0.00% 17,681 $266K
4 CITADEL ADVISORS LLC 0.00% 20,800 $313K
5 CITADEL ADVISORS LLC 0.00% 20,300 $305K
6 UBS Group AG 0.00% 12,254 $184K
7 Belvedere Trading LLC 0.00% 730 $11K
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 — INVESTMENT MANAGERS SER TR I (RGTU)

What does the Smart Money Trend signal show for RGTU?

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

Heavy selling pressure — only 36% buying: Last quarter: 7 funds sold vs only 4 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 RGTU holders?

Smaller funds dominant — 14% AUM from top-100: 1 of 4 holders rank in the top 100 by AUM, but together hold only 14% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held RGTU?

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.

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.