Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

PROSHARES TR (SMDV)

127 + Investors. Track Smart Money conviction in SMDV. 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
50%

Smart Money Signals — SMDV

Based on 127 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added SMDV 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 (97% of max)

97% of all-time peak
127 hedge funds hold SMDV 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.
〰️

Stable — ownership unchanged year-over-year

fund count last 6Q
The number of hedge funds holding SMDV is almost the same as a year ago (-4 funds, -3% change). No significant rush to buy or sell — institutional backing is holding steady.
🟡

Slight buying edge — 50% buying

56 buying56 selling
Last quarter: 56 funds bought or added vs 56 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 (+7 vs last Q)

new funds entering per quarter
Funds opening a new SMDV position: 8 → 7 → 7 → 14. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

69% of holders stayed for 2+ years

69% conviction (2yr+) 20% medium 11% new
88 out of 127 hedge funds have held SMDV 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.
📈

Growing discovery — still being found

18 → 8 → 7 → 7 → 14 new funds/Q
New funds entering each quarter: 8 → 7 → 7 → 14. A growing number of institutions are discovering SMDV each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Deep conviction — 72% of holders stayed 2+ years

72% veterans 17% 1-2yr 12% new
Of 127 current holders: 91 (72%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
🏆

Elite ownership — 50% AUM from top-100 funds

50% from top-100 AUM funds
16 of 127 holders are among the 100 largest funds by AUM, controlling 50% of total institutional value in SMDV. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.1
out of 10
Low Exit Risk
Exit risk score 3.1/10 — 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: SMDV

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

Market Analysis: SMDV

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: SMDV

-- --

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

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

9 top-rated funds 0 high-conviction
Consensus
4.3
/ 10
breadth
×
Elite
0.9
/ 10
conviction
Hedge Fund Positioning: SMDV
2026 Q1 Stats Unlock in 15 days 127 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 127 121 4.96%
13F Shares 5M 5M -1.64%
Total Value $333M $341M -2.47%
New Positions 14 7 +7
Increased Positions 42 51 -9
Closed Positions 8 9 -1
Reduced Positions 48 40 +8
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: SMDV

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Valuation Measures Data as of: --

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Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

127 + investors

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

Top 25 institutional holders of SMDV — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 TOTH FINANCIAL ADVISORY CORP 1.44% 190,213 $13.1M
2 Northwest Financial Advisors 1.28% 9,656 $664K
3 Landmark Wealth Management, LLC 1.21% 65,954 $4.5M
4 Arlington Trust Co LLC 0.78% 129,147 $8.9M
5 Capital Investment Advisors, LLC 0.44% 399,632 $27.5M
6 Trueblood Wealth Management, LLC 0.42% 15,529 $1.1M
7 GILPIN WEALTH MANAGEMENT, LLC 0.28% 5,136 $353K
8 United Advisor Group, LLC 0.27% 32,316 $2.2M
9 Bay Capital Advisors, LLC 0.19% 4,400 $303K
10 Lewis Asset Management, LLC 0.18% 6,534 $449K
11 Creekside Partners 0.16% 5,495 $378K
12 Heritage Wealth Management, Inc. 0.14% 4,035 $278K
13 Parcion Private Wealth LLC 0.11% 24,893 $1.7M
14 Total Clarity Wealth Management, Inc. 0.10% 6,282 $432K
15 United Asset Strategies, Inc. 0.10% 18,164 $1.2M
16 Atlas Brown,Inc. 0.09% 4,260 $293K
17 Acorn Wealth Advisors, LLC 0.09% 4,280 $294K
18 Essex Financial Services, Inc. 0.07% 17,660 $1.2M
19 NATIONS FINANCIAL GROUP INC, /IA/ /ADV 0.06% 16,566 $1.1M
20 PFG Investments, LLC 0.05% 14,199 $977K
21 KPP Advisory Services LLC 0.03% 3,490 $240K
22 WEDBUSH SECURITIES INC 0.03% 14,341
23 CFS Investment Advisory Services, LLC 0.03% 5,657 $413K
24 B. Riley Wealth Advisors, Inc. 0.02% 5,176 $353K
25 HOWE & RUSLING INC 0.02% 3,891 $268K
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 — PROSHARES TR (SMDV)

What does the Smart Money Trend signal show for SMDV?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added SMDV 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 SMDV?

Slight buying edge — 50% buying: Last quarter: 56 funds bought or added vs 56 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 SMDV holders?

Elite ownership — 50% AUM from top-100 funds: 16 of 127 holders are among the 100 largest funds by AUM, controlling 50% of total institutional value in SMDV. 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 SMDV?

69% of holders stayed for 2+ years: 88 out of 127 hedge funds have held SMDV 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.

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.