Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

ETF Ser Solutions (SMIG)

64 + 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
↑ +1
Streak
3Q ▲
Buyers last Q
53%

Smart Money Signals — SMIG

Based on 64 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 3 quarters in a row

last 6Q
For 3 consecutive quarters, 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
64 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 — +23% more funds vs a year ago

fund count last 6Q
+12 new funds entered over the past year (+23% 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

33 buying29 selling
Last quarter: 33 funds bought or added vs 29 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.
➡️

Steady new buyers — ~10 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 7 → 16 → 12 → 10. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
📌

Mixed — 36% long-term, 23% new

■ 36% conviction (2yr+) ■ 41% medium ■ 23% new
Of the 64 current holders: 23 (36%) held >2 years, 26 held 1–2 years, and 15 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 — ~10 new funds/quarter

11 → 7 → 16 → 12 → 10 new funds/Q
New funds entering each quarter: 7 → 16 → 12 → 10. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 42% veterans vs 36% newcomers

■ 42% veterans ■ 22% 1-2yr ■ 36% new
Entry-cohort mix of 64 holders: 27 (42%) are 2+ year veterans, 14 entered 1–2 years ago, and 23 (36%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 84% AUM from top-100 funds

84% from top-100 AUM funds
12 of 64 holders are among the 100 largest funds by AUM, controlling 84% 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.
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 — SMIG

In 2026 Q2, 33 hedge funds were net buyers of SMIG (10 opened a new position, 23 added to an existing one), while 29 reduced or exited (20 trimmed, 9 sold completely) — a 53% buyer ratio, indicating a slight buying edge. This marks 3 consecutive quarters of net institutional buying — a persistent conviction signal. 84% of total institutional value in SMIG 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: 64.

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

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

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

2 top-rated funds 0 high-conviction
Consensus
2.1
/ 10
breadth
×
Elite
0.7
/ 10
conviction
Hedge Fund Positioning: SMIG
64 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 64 63 1.59%
13F Shares 29M 27M 6.86%
Total Value $946M $792M 19.51%
New Positions 10 12 -2
Increased Positions 23 31 -8
Closed Positions 9 7 +2
Reduced Positions 20 12 +8
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: SMIG

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Institutional Holders (2026 Q2)

64 + investors

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

QUARTER:
Top 25 SMIG holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Castle Wealth Management LLC 2.08% 214,231 $7.0M
2 Joseph Group Capital Management 1.40% 203,388 $6.7M
3 Heritage Wealth Management, Inc. 0.70% 85,820 $2.8M
4 Philadelphia Investment Partners, LLC 0.57% 28,016 $919K
5 Darden Wealth Group Inc 0.29% 22,600 $742K
6 EdgeRock Capital LLC 0.29% 38,359 $1.3M
7 Wealth Dimensions Group, Ltd. 0.25% 41,775 $1.4M
8 PUREfi Wealth, LLC 0.23% 13,000 $427K
9 ORBA Wealth Advisors, L.L.C. 0.18% 6,557 $215K
10 Pine Valley Investments Ltd Liability Co 0.16% 120,600 $4.0M
11 Prime Capital Investment Advisors, LLC 0.14% 446,824 $14.7M
12 Argentarii, LLC 0.10% 10,115 $335K
13 Sanctuary Advisors, LLC 0.09% 621,620 $20.4M
14 Strait & Sound Wealth Management LLC 0.08% 6,772 $222K
15 Cornerstone Financial Management LLC 0.07% 2,800 $92K
16 Weaver Consulting Group 0.06% 9,550 $313K
17 Transcend Capital Advisors, LLC 0.05% 21,401 $702K
18 Wealthcare Advisory Partners LLC 0.03% 50,194 $1.6M
19 Elevation Point Wealth Partners, LLC 0.03% 44,391 $1.5M
20 Kestra Private Wealth Services, LLC 0.03% 71,135 $2.3M
21 Atria Investments, Inc 0.02% 74,000 $2.4M
22 Bank of America Corp /de/ 0.02% 10,425,025 $342.0M
23 Equitable Holdings, Inc. 0.02% 106,795 $3.5M
24 PFG Investments, LLC 0.02% 15,356 $504K
25 Waverly Advisors, LLC 0.02% 82,789 $2.7M
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 — 3 quarters in a row: For 3 consecutive quarters, 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 — 53% buying: Last quarter: 33 funds bought or added vs 29 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 — 84% AUM from top-100 funds: 12 of 64 holders are among the 100 largest funds by AUM, controlling 84% 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 — 36% long-term, 23% new: Of the 64 current holders: 23 (36%) held >2 years, 26 held 1–2 years, and 15 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.

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