Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

ETF SER SOLUTIONS (SMIG)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +9
Streak
1Q ▲
Buyers last Q
55%

Smart Money Signals — SMIG

Based on 54 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 SMIG 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
54 hedge funds hold SMIG 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 — +26% more funds vs a year ago

fund count last 6Q
+11 new funds entered over the past year (+26% 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 — 55% buying

31 buying25 selling
Last quarter: 31 funds bought or added vs 25 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 (+10 vs last Q)

new funds entering per quarter
Funds opening a new SMIG position: 8 → 10 → 6 → 16. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
📌

Mixed — 31% long-term, 31% new

■ 31% conviction (2yr+) ■ 37% medium ■ 31% new
Of the 54 current holders: 17 (31%) held >2 years, 20 held 1–2 years, and 17 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.
📈

Growing discovery — still being found

14 → 8 → 10 → 6 → 16 new funds/Q
New funds entering each quarter: 8 → 10 → 6 → 16. A growing number of institutions are discovering SMIG each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
📊

Mixed cohorts — 37% veterans, 43% new entrants

■ 37% veterans ■ 20% 1-2yr ■ 43% new
Of 54 current holders: 20 (37%) held 2+ years, 11 held 1–2 years, 23 (43%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.
🏆

Elite ownership — 83% AUM from top-100 funds

83% from top-100 AUM funds
8 of 54 holders are among the 100 largest funds by AUM, controlling 83% of total institutional value in SMIG. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.9
out of 10
Low Exit Risk
Exit risk score 3.9/10 — 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: SMIG

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

Market Analysis: SMIG

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: SMIG

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

No strong consensus or elite conviction detected among institutional holders.

6 top-rated funds 0 high-conviction
Consensus
3.7
/ 10
breadth
×
Elite
1.0
/ 10
conviction
Hedge Fund Positioning: SMIG
2026 Q1 Stats Unlock in 16 days 54 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 54 45 20.0%
13F Shares 25M 25M -0.41%
Total Value $723M $746M -3.16%
New Positions 16 6 +10
Increased Positions 15 25 -10
Closed Positions 7 10 -3
Reduced Positions 18 11 +7
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: SMIG

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Valuation Measures Data as of: --

Market Cap --
Enterprise Value --
Trailing P/E --
Forward P/E --
PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
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
Revenue (ttm) --
Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
Levered Free Cash Flow (ttm) --

Institutional Holders (2026 Q1)

54 + investors

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

Top 16 institutional holders of SMIG — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 CASTLE WEALTH MANAGEMENT LLC 2.10% 220,316 $6.5M
2 Heritage Wealth Management, Inc. 1.25% 85,820 $2.5M
3 PUREfi Wealth, LLC 0.25% 13,000 $382K
4 EdgeRock Capital LLC 0.24% 30,561 $897K
5 Wealthcare Advisory Partners LLC 0.03% 53,266 $1.6M
6 ELEVATION POINT WEALTH PARTNERS, LLC 0.03% 44,057 $1.3M
7 KESTRA PRIVATE WEALTH SERVICES, LLC 0.03% 69,996 $2.1M
8 PFG Investments, LLC 0.02% 15,347 $450K
9 FIFTH THIRD BANCORP 0.01% 228,492 $6.7M
10 TRUIST FINANCIAL CORP 0.01% 243,740 $7.2M
11 Cambridge Investment Research Advisors, Inc. 0.01% 116,444 $3K
12 SAPIENT CAPITAL LLC 0.00% 10,560 $310K
13 Janney Montgomery Scott LLC 0.00% 13,551 —
14 Blue Trust, Inc. 0.00% 2,926 $86K
15 Nemes Rush Group LLC 0.00% 116 $3K
16 Farther Finance Advisors, LLC 0.00% 812 $24K
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 — ETF SER SOLUTIONS (SMIG)

What does the Smart Money Trend signal show for SMIG?

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

Slight buying edge — 55% buying: Last quarter: 31 funds bought or added vs 25 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 SMIG holders?

Elite ownership — 83% AUM from top-100 funds: 8 of 54 holders are among the 100 largest funds by AUM, controlling 83% of total institutional value in SMIG. 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 SMIG?

Mixed — 31% long-term, 31% new: Of the 54 current holders: 17 (31%) held >2 years, 20 held 1–2 years, and 17 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.