Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Proshares Tr II (SVXY)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -7
Streak
1Q ▼
Buyers last Q
39%

Smart Money Signals — SVXY

Based on 24 hedge funds · latest filing: 2026 Q1 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds reduced or closed their SVXY positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
🔻

Below peak — only 69% of 3.0Y high

69% of all-time peak
Only 24 funds hold SVXY today versus a peak of 35 funds at 2025 Q2 — just 69% of the maximum. Low institutional ownership can mean the stock is out of favor, but it also means there's a large pool of potential buyers if sentiment turns.
📶

Steady growth — +4% more funds vs a year ago

fund count last 6Q
+1 new funds entered over the past year (+4% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🔴

Heavy selling pressure — only 39% buying

13 buying20 selling
Last quarter: 20 funds sold vs only 13 buyers. This is widespread institutional distribution — not a few funds rebalancing, but a broad exit. High conviction bearish signal.
➡️

Steady new buyers — ~3 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 17 → 6 → 8 → 3. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

75% of holders stayed for 2+ years

■ 75% conviction (2yr+) ■ 12% medium ■ 12% new
18 out of 24 hedge funds have held SVXY 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.
⚠️

Saturation — most institutions already know this story

4 → 17 → 6 → 8 → 3 new funds/Q
New funds entering each quarter: 17 → 6 → 8 → 3. Far fewer institutions are entering now vs. a year ago. When the pool of potential new buyers shrinks this fast, future price support from institutional inflows weakens significantly.
🏛️

Deep conviction — 79% of holders stayed 2+ years

■ 79% veterans ■ 4% 1-2yr ■ 18% new
Of 28 current holders: 22 (79%) 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 — 87% AUM from top-100 funds

87% from top-100 AUM funds
9 of 24 holders are among the 100 largest funds by AUM, controlling 87% of total institutional value in SVXY. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
2.3
out of 10
Low Exit Risk
Exit risk score 2.3/10 — 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 — SVXY

In 2026 Q1, 13 hedge funds were net buyers of SVXY (3 opened a new position, 10 added to an existing one), while 20 reduced or exited (10 trimmed, 10 sold completely) — a 39% buyer ratio, indicating net institutional distribution. 87% of total institutional value in SVXY 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: 24.

Hedge Fund Ownership: SVXY

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

Market Analysis: SVXY

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: SVXY

-- --

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

Is It Too Late to Buy Proshares Tr II (SVXY) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much SVXY has moved relative to its sector benchmark (SPY) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 80d ago
SVXY
nan%
SPY
+13.9%

SVXY outperformed SPY by nan% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 35d ago
SVXY
nan%
SPY
+0.2%

Since the filing became public, SVXY outperformed SPY by nan% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

0 top-rated funds 0 high-conviction
Consensus
0.0
/ 10
breadth
×
Elite
0.1
/ 10
conviction
Hedge Fund Positioning: SVXY
24 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 24 31 -22.58%
13F Shares 1M 2M -35.17%
Total Value $47M $90M -47.59%
New Positions 3 8 -5
Increased Positions 7 6 +1
Closed Positions 10 7 +3
Reduced Positions 10 10 -
Total Calls 3 3 -
Total Puts 3 3 -
PUT/CALL Ratio 1.0 1.0 Neutral

Statistics: SVXY

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Valuation Measures Data as of: --

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Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

24 + investors

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

QUARTER:
Top 25 SVXY holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Ramsey Quantitative Systems 0.63% 38,475 $609K
2 Chicago Wealth Management, Inc. 0.37% 20,294 $929K
3 Clare Market Investments LLC 0.12% 12,500 $572K
4 IFS Advisors, LLC 0.02% 689 $32K
5 DV Trading LLC 0.02% 14,380 $659K
6 Horizon Kinetics Asset Management LLC 0.01% 23,986 $1.1M
7 DRW Securities, LLC 0.01% 11,199 $513K
8 Thomas J. Herzfeld Advisors, Inc. 0.00% 220 $10K
9 Jump Financial, LLC 0.00% 5,172 $237K
10 Wealth Enhancement Advisory Services, LLC 0.00% 21,200 $980K
11 Spire Wealth Management 0.00% 801 $37K
12 Susquehanna International Group, LLP 0.00% 223,916 $10.3M
13 Susquehanna International Group, LLP 0.00% 178,100 $8.2M
14 Jane Street Group, LLC 0.00% 151,700 $6.9M
15 Jane Street Group, LLC 0.00% 78,600 $3.6M
16 Susquehanna International Group, LLP 0.00% 84,400 $3.9M
17 Citadel Advisors LLC 0.00% 38,000 $1.7M
18 Morgan Stanley 0.00% 87,700 $4.0M
19 Tower Research Capital LLC (TRC) 0.00% 189 $9K
20 Citadel Advisors LLC 0.00% 28,900 $1.3M
21 IMC-Chicago, LLC 0.00% 12,852 $589K
22 Simplex Trading, LLC 0.00% 3,194 $146K
23 UBS Group AG 0.00% 13,865 $635K
24 Barclays plc 0.00% 5,810 $266K
25 MAI Capital Management 0.00% 74 $3K
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 II (SVXY)

What does the Smart Money Trend signal show for SVXY?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their SVXY 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 SVXY?

Heavy selling pressure — only 39% buying: Last quarter: 20 funds sold vs only 13 buyers. This is widespread institutional distribution — not a few funds rebalancing, but a broad exit. High conviction bearish signal.

What is the fund quality score for SVXY holders?

Elite ownership — 87% AUM from top-100 funds: 9 of 24 holders are among the 100 largest funds by AUM, controlling 87% of total institutional value in SVXY. 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 SVXY?

75% of holders stayed for 2+ years: 18 out of 24 hedge funds have held SVXY 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.

Is it too late to buy Proshares Tr II (SVXY) following the 2026 Q1 hedge fund 13F filings?

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

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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