Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Ssga Active ETF Tr (SRLN)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -7
Streak
2Q ▼
Buyers last Q
54%

Smart Money Signals — SRLN

Based on 478 hedge funds · latest filing: 2026 Q2 · updated quarterly

📉

Selling streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, more hedge funds reduced or closed their SRLN positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
📊

High ownership — 92% of 3.0Y peak

92% of all-time peak
478 funds currently hold this stock — 92% of the 3.0-year high of 518 funds (reached 2025 Q4). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
📉

Outflows — 7% fewer funds vs a year ago

fund count last 6Q
38 fewer hedge funds hold SRLN compared to a year ago (-7% decline). When institutions consistently reduce their exposure, it's worth exploring the underlying fundamental reasons driving them away.
🟡

Slight buying edge — 54% buying

265 buying223 selling
Last quarter: 265 funds bought or added vs 223 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 — ~55 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 45 → 83 → 50 → 55. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

68% of holders stayed for 2+ years

■ 68% conviction (2yr+) ■ 20% medium ■ 12% new
323 out of 478 hedge funds have held SRLN 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.
📊

Peak discovery — momentum slowing

68 → 45 → 83 → 50 → 55 new funds/Q
New funds entering each quarter: 45 → 83 → 50 → 55. SRLN is well-known in the hedge fund world, but fresh entries are gradually declining. The explosive phase of institutional discovery is likely behind us.
🏛️

Veteran-anchored — 69% veterans vs 16% newcomers

■ 69% veterans ■ 15% 1-2yr ■ 16% new
Entry-cohort mix of 480 holders: 329 (69%) are 2+ year veterans, 74 entered 1–2 years ago, and 77 (16%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 42% AUM from top-100 funds

42% from top-100 AUM funds
32 of 476 holders are among the 100 largest funds by AUM, controlling 42% of total institutional value in SRLN. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
2.9
out of 10
Low Exit Risk
Exit risk score 2.9/10 — 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.

Institutional Sentiment Summary — SRLN

In 2026 Q2, 265 hedge funds were net buyers of SRLN (55 opened a new position, 210 added to an existing one), while 223 reduced or exited (161 trimmed, 62 sold completely) — a 54% buyer ratio, indicating a slight buying edge. Net selling has persisted for two consecutive quarters. 42% of total institutional value in SRLN is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: -7 funds (more exits than new entries). Total institutional holders: 478.

Hedge Fund Ownership: SRLN

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

Market Analysis: SRLN

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: SRLN

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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.

9 top-rated funds 12 high-conviction
Consensus
4.3
/ 10
breadth
×
Elite
4.6
/ 10
conviction
Hedge Fund Positioning: SRLN
475 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 475 485 -2.06%
13F Shares 105M 98M 7.47%
Total Value $4.04B $3.74B 7.86%
New Positions 55 50 +5
Increased Positions 208 203 +5
Closed Positions 63 83 -20
Reduced Positions 161 179 -18
Total Calls 1 2 -50.0%
Total Puts 3 5 -40.0%
PUT/CALL Ratio 3.0 2.5 Bearish

Statistics: SRLN

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Institutional Holders (2026 Q2)

475 + investors

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

QUARTER:
Top 25 SRLN holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Aristotle Pacific Capital, LLC 26.13% 1,367,066 $54.9M
2 CNO Financial Group, Inc. 19.88% 862,000 $34.7M
3 American Beacon Advisors, Inc. 18.81% 64,500 $2.6M
4 Liberty Mutual Group Asset Management Inc. 16.53% 4,699,823 $189.4M
5 Arizona PSPRS Trust 9.71% 6,470,566 $260.7M
6 Whitford Management LLC 7.63% 212,000 $8.5M
7 Ocean Park Asset Management, LLC 6.14% 3,162,200 $127.4M
8 Donoghue Forlines LLC 5.62% 538,939 $21.7M
9 Blueline Advisors LLC 4.29% 153,628 $6.2M
10 Horizon Financial Services, LLC 4.00% 258,638 $10.4M
11 MRA Advisory Group 3.79% 259,585 $10.5M
12 Twelve Points Wealth Management LLC 3.73% 461,725 $18.6M
13 Live Oak Investment Partners 3.42% 157,789 $6.4M
14 Westview Management dba Westview Investment Advisors 3.11% 157,912 $6.4M
15 Fortem Financial Group, LLC 3.06% 372,511 $15.0M
16 Liberty Atlantic Advisors LLC 2.95% 101,900 $4.1M
17 S&A Financial Services, Inc. 2.88% 117,121 $4.7M
18 J Hagan Capital, INC. 2.59% 138,997 $5.6M
19 Risk Paradigm Group, LLC 2.41% 76,243 $3.1M
20 Coppell Advisory Solutions LLC 2.23% 1,248,706 $27.0M
21 Advisory Alpha, LLC 2.22% 2,246,592 $90.5M
22 Palogic Value Management, L.P. 2.16% 163,161 $6.6M
23 Secure Asset Management, LLC 2.14% 379,830 $15.3M
24 Vertrix Wealth Management, LLC 1.99% 146,567 $5.9M
25 Hofer & Associates. Inc 1.83% 93,745 $3.8M
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 — Ssga Active ETF Tr (SRLN)

What does the Smart Money Trend signal show for SRLN?

Selling streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds reduced or closed their SRLN positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for SRLN?

Slight buying edge — 54% buying: Last quarter: 265 funds bought or added vs 223 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 SRLN holders?

Elite ownership — 42% AUM from top-100 funds: 32 of 476 holders are among the 100 largest funds by AUM, controlling 42% of total institutional value in SRLN. 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 SRLN?

68% of holders stayed for 2+ years: 323 out of 478 hedge funds have held SRLN 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.

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