ETF Ser Solutions (SMIG): Hedge Fund Ownership & Smart Money Signals (Q1 2026)

Q: Is it too late to buy ETF Ser Solutions (SMIG) following the 2026 Q1 hedge fund 13F filings?

As of today, SMIG has moved +3.3% since the 2026 Q1 13F filing date (May 15, 2026), compared to +0.2% for the SPY sector ETF — an outperformance of +3.1%. Since the quarter end (March 31, 2026), SMIG gained +9.3% vs +13.9% 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.

ETF Ser Solutions (SMIG)

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

Smart Money Signals — SMIG

Based on 62 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q

For 2 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

62 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 — +29% more funds vs a year ago

fund count last 6Q

+14 new funds entered over the past year (+29% 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 buyers than sellers — 69% buying

43 buying19 selling

Last quarter: 43 funds were net buyers (12 opened a brand new position + 31 added to an existing one). Only 19 were sellers (11 trimmed + 8 sold completely). A clear majority buying is a strong confirmation signal.

➡️

Steady new buyers — ~12 new funds per quarter

new funds entering per quarter

Funds opening this position for the first time: 11 → 7 → 16 → 12. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.

📌

Mixed — 26% long-term, 34% new

■ 26% conviction (2yr+) ■ 40% medium ■ 34% new

Of the 62 current holders: 16 (26%) held >2 years, 25 held 1–2 years, and 21 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

8 → 11 → 7 → 16 → 12 new funds/Q

New funds entering each quarter: 11 → 7 → 16 → 12. A growing number of institutions are discovering SMIG each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.

📊

Mixed cohorts — 35% veterans, 44% new entrants

■ 35% veterans ■ 21% 1-2yr ■ 44% new

Of 62 current holders: 22 (35%) held 2+ years, 13 held 1–2 years, 27 (44%) 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

14 of 62 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.

4.3

out of 10

Moderate Exit Risk

Exit risk score 4.3/10 — 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.

Metric	All 13F Filers (2026 Q1)	Prior (2025 Q4)	Change
Funds Holding	62	58	6.9%
13F Shares	27M	25M	6.55%
Total Value	$787M	$729M	8.07%
New Positions	12	16	-4
Increased Positions	31	17	+14
Closed Positions	8	7	+1
Reduced Positions	11	18	-7
Total Calls	0	0	-
Total Puts	0	0	-
PUT/CALL Ratio	0.0	0.0	Bullish

Metric

All 13F Filers (2026 Q1)

Prior (2025 Q4)

Change

Funds Holding

6.9%

13F Shares

27M

25M

6.55%

Total Value

$787M

$729M

8.07%

New Positions

-4

Increased Positions

+14

Closed Positions

Reduced Positions

-7

Total Calls

Total Puts

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q1)

62 + 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:

FILTER:All New Added To Reduced No Change | Overweight >5%

Top 25 SMIG holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Castle Wealth Management LLC	2.10%	220,316	$6.5M
2	Joseph Group Capital Management	1.51%	205,528	$6.0M
3	Heritage Wealth Management, Inc.	1.25%	85,820	$2.5M
4	Philadelphia Investment Partners, LLC	0.56%	28,222	$828K
5	PUREfi Wealth, LLC	0.25%	13,000	$382K
6	EdgeRock Capital LLC	0.24%	30,561	$897K
7	Wealth Dimensions Group, Ltd.	0.24%	41,775	$1.2M
8	Pine Valley Investments Ltd Liability Co	0.20%	147,123	$4.3M
9	Prime Capital Investment Advisors, LLC	0.11%	336,636	$9.9M
10	Argentarii, LLC	0.10%	9,578	$281K
11	Sanctuary Advisors, LLC	0.09%	559,405	$16.4M
12	Cornerstone Financial Management LLC	0.08%	2,800	$82K
13	Weaver Consulting Group	0.07%	9,550	$280K
14	Transcend Capital Advisors, LLC	0.06%	27,121	$796K
15	Dorsey & Whitney Trust CO LLC	0.05%	33,365	$979K
16	Wealthcare Advisory Partners LLC	0.03%	53,266	$1.6M
17	Elevation Point Wealth Partners, LLC	0.03%	44,057	$1.3M
18	Equitable Holdings, Inc.	0.03%	139,087	$4.0M
19	Kestra Private Wealth Services, LLC	0.03%	69,996	$2.1M
20	Atria Investments, Inc	0.02%	73,625	$2.2M
21	Bank of America Corp /de/	0.02%	10,098,541	$296.4M
22	PFG Investments, LLC	0.02%	15,347	$450K
23	Waverly Advisors, LLC	0.02%	82,981	$2.4M
24	Vestmark Advisory Solutions, Inc.	0.01%	43,904	$1.3M
25	Gotham Asset Management, LLC	0.01%	145,154	$4.3M

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 — 2 quarters in a row: For 2 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?

More buyers than sellers — 69% buying: Last quarter: 43 funds were net buyers (12 opened a brand new position + 31 added to an existing one). Only 19 were sellers (11 trimmed + 8 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for SMIG holders?

Elite ownership — 83% AUM from top-100 funds: 14 of 62 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 — 26% long-term, 34% new: Of the 62 current holders: 16 (26%) held >2 years, 25 held 1–2 years, and 21 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 ETF Ser Solutions (SMIG) following the 2026 Q1 hedge fund 13F filings?

As of today, SMIG has moved +3.3% since the 2026 Q1 13F filing date (May 15, 2026), compared to +0.2% for the SPY sector ETF — an outperformance of +3.1%. Since the quarter end (March 31, 2026), SMIG has gained +9.3% vs +13.9% 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.

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ETF Ser Solutions (SMIG)

Smart Money Signals — SMIG

Buying streak — 2 quarters in a row

At the ownership peak (100% of max)

Fast accumulation — +29% more funds vs a year ago

More buyers than sellers — 69% buying

Steady new buyers — ~12 new funds per quarter

Mixed — 26% long-term, 34% new

Growing discovery — still being found

Mixed cohorts — 35% veterans, 44% new entrants

Elite ownership — 83% AUM from top-100 funds

Institutional Sentiment Summary — SMIG

Hedge Fund Ownership: SMIG

Market Analysis: SMIG

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: SMIG

Is It Too Late to Buy ETF Ser Solutions (SMIG) Based on Hedge Fund 13F Filings?

Hedge Fund Positioning: SMIG

Statistics: SMIG

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q1)

Frequently Asked Questions — ETF Ser Solutions (SMIG)

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