Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Dbx ETF Tr (SHYL)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +1
Streak
3Q ▲
Buyers last Q
43%

Smart Money Signals — SHYL

Based on 49 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 3 quarters in a row

last 6Q
For 3 consecutive quarters, more hedge funds added SHYL 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
49 hedge funds hold SHYL 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 — +32% more funds vs a year ago

fund count last 6Q
+12 new funds entered over the past year (+32% 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.
🟠

More sellers than buyers — 43% buying

22 buying29 selling
Last quarter: 29 funds reduced or exited vs 22 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.
➡️

Steady new buyers — ~9 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 9 → 10 → 10 → 9. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
📌

Mixed — 39% long-term, 27% new

■ 39% conviction (2yr+) ■ 35% medium ■ 27% new
Of the 49 current holders: 19 (39%) held >2 years, 17 held 1–2 years, and 13 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 — ~9 new funds/quarter

7 → 9 → 10 → 10 → 9 new funds/Q
New funds entering each quarter: 9 → 10 → 10 → 9. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 49% veterans vs 33% newcomers

■ 49% veterans ■ 18% 1-2yr ■ 33% new
Entry-cohort mix of 49 holders: 24 (49%) are 2+ year veterans, 9 entered 1–2 years ago, and 16 (33%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 59% AUM from top-100 funds

59% from top-100 AUM funds
9 of 48 holders are among the 100 largest funds by AUM, controlling 59% of total institutional value in SHYL. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
4.5
out of 10
Moderate Exit Risk
Exit risk score 4.5/10 — 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 — SHYL

In 2026 Q1, 22 hedge funds were net buyers of SHYL (9 opened a new position, 13 added to an existing one), while 29 reduced or exited (21 trimmed, 8 sold completely) — a 43% buyer ratio, indicating roughly balanced activity. This marks 3 consecutive quarters of net institutional buying — a persistent conviction signal. 59% of total institutional value in SHYL is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +1 funds (more new holders than closures). Total institutional holders: 49.

Hedge Fund Ownership: SHYL

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

Market Analysis: SHYL

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: SHYL

-- --

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

Is It Too Late to Buy Dbx ETF Tr (SHYL) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much SHYL 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 · 77d ago
SHYL
-0.1%
SPY
+15.9%

SHYL outperformed SPY by -16.0% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 32d ago
SHYL
+0.3%
SPY
+2.0%

Since the filing became public, SHYL outperformed SPY by -1.7% .

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.

2 top-rated funds 1 high-conviction
Consensus
2.1
/ 10
breadth
×
Elite
1.2
/ 10
conviction
Hedge Fund Positioning: SHYL
49 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 49 48 2.08%
13F Shares 3M 3M -0.27%
Total Value $113M $116M -2.95%
New Positions 9 10 -1
Increased Positions 13 22 -9
Closed Positions 8 4 +4
Reduced Positions 21 12 +9
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: SHYL

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Financial Highlights

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Institutional Holders (2026 Q1)

49 + investors

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

QUARTER:
Top 25 SHYL holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Seros Financial, LLC 2.91% 102,845 $4.6M
2 Trask Adam Roland 0.92% 22,000 $977K
3 ABLE Financial Group, LLC 0.66% 75,534 $3.4M
4 Cantor Fitzgerald Investment Advisors L.P. 0.32% 96,508 $4.3M
5 M.E. Allison & CO., INC. 0.26% 9,000 $400K
6 Encompass More Asset Management 0.24% 32,874 $1.5M
7 Rialto Wealth Management, LLC 0.22% 22,104 $981K
8 Braeburn Wealth Management LLC 0.20% 8,000 $355K
9 Concurrent Investment Advisors, LLC 0.09% 195,993 $8.7M
10 International Assets Investment Management, LLC 0.05% 16,265 $719K
11 Focus Financial Network, Inc. 0.05% 29,432 $1.3M
12 Mutual Advisors, LLC 0.04% 45,625 $2.0M
13 Copia Wealth Management 0.04% 1,392 $62K
14 PFG Advisors 0.04% 17,246 $766K
15 Financial Gravity Asset Management, Inc. 0.04% 4,612 $205K
16 Orion Porfolio Solutions, LLC 0.02% 54,211 $2.4M
17 Sanctuary Advisors, LLC 0.02% 82,399 $3.7M
18 Gladstone Institutional Advisory LLC 0.02% 10,825 $481K
19 Atria Investments, Inc 0.02% 32,951 $1.5M
20 Money Concepts Capital Corp 0.01% 5,525 $245K
21 Perigon Wealth Management, LLC 0.01% 14,788 $656K
22 Geneos Wealth Management Inc. 0.01% 8,888 $395K
23 Diversify Wealth Management, LLC 0.01% 8,747 $390K
24 LPL Financial LLC 0.01% 555,829 $24.7M
25 Osaic Holdings, INC. 0.00% 57,041 $2.5M
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 — Dbx ETF Tr (SHYL)

What does the Smart Money Trend signal show for SHYL?

Buying streak — 3 quarters in a row: For 3 consecutive quarters, more hedge funds added SHYL 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 SHYL?

More sellers than buyers — 43% buying: Last quarter: 29 funds reduced or exited vs 22 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

What is the fund quality score for SHYL holders?

Elite ownership — 59% AUM from top-100 funds: 9 of 48 holders are among the 100 largest funds by AUM, controlling 59% of total institutional value in SHYL. 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 SHYL?

Mixed — 39% long-term, 27% new: Of the 49 current holders: 19 (39%) held >2 years, 17 held 1–2 years, and 13 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.

Is it too late to buy Dbx ETF Tr (SHYL) following the 2026 Q1 hedge fund 13F filings?

As of today, SHYL has moved +0.3% since the 2026 Q1 13F filing date (May 15, 2026), compared to +2.0% for the SPY sector ETF — an outperformance of -1.7%. Since the quarter end (March 31, 2026), SHYL has gained -0.1% vs +15.9% 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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