Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Thornburg ETF Tr (TXUE)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +14
Streak
4Q ▲
Buyers last Q
80%

Smart Money Signals — TXUE

Based on 49 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 4 quarters in a row

last 4Q
For 4 consecutive quarters, more hedge funds added TXUE 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
49 hedge funds hold TXUE right now — the highest count in 1.2 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 — +390% more funds vs a year ago

fund count last 5Q
+39 new funds entered over the past year (+390% 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. The peak was reached in just 4 quarters from the low — a sharp move.
🟢

More buyers than sellers — 80% buying

40 buying10 selling
Last quarter: 40 funds were net buyers (17 opened a brand new position + 23 added to an existing one). Only 10 were sellers (7 trimmed + 3 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+12 vs last Q)

new funds entering per quarter
Funds opening a new TXUE position: 12 → 10 → 5 → 17. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔄

Mostly new holders — 61% entered in last year

■ 0% conviction (2yr+) ■ 39% medium ■ 61% new
Only 0 funds (0%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.
➡️

Steady discovery — ~17 new funds/quarter

12 → 10 → 5 → 17 new funds/Q
New funds entering each quarter: 12 → 10 → 5 → 17. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🌱

Early stage — 100% of holders entered in last year

■ 0% veterans ■ 0% 1-2yr ■ 100% new
Of 49 current holders: 49 (100%) entered in the past year, only 0 (0%) are 2+ year veterans. This is an early-phase institutional idea — still being discovered. High upside potential if the thesis plays out, but thin conviction base.
📋

Smaller funds dominant — 7% AUM from top-100

7% from top-100 AUM funds
7 of 49 holders rank in the top 100 by AUM, but together hold only 7% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
6.5
out of 10
Moderate Exit Risk
Exit risk score 6.5/10 — 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 — TXUE

In 2026 Q1, 40 hedge funds were net buyers of TXUE (17 opened a new position, 23 added to an existing one), while 10 reduced or exited (7 trimmed, 3 sold completely) — a 80% buyer ratio, indicating clear institutional accumulation. This marks 4 consecutive quarters of net institutional buying — a persistent conviction signal. Net fund flow last quarter: +14 funds (more new holders than closures). Total institutional holders: 49.

Hedge Fund Ownership: TXUE

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

Market Analysis: TXUE

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: TXUE

-- --

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

Is It Too Late to Buy Thornburg ETF Tr (TXUE) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much TXUE 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 · 79d ago
TXUE
+7.2%
SPY
+13.9%

TXUE outperformed SPY by -6.7% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 34d ago
TXUE
+0.6%
SPY
+0.2%

Since the filing became public, TXUE outperformed SPY by +0.4% .

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.

2 top-rated funds 4 high-conviction
Consensus
2.1
/ 10
breadth
×
Elite
2.9
/ 10
conviction
Hedge Fund Positioning: TXUE
49 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 49 35 40.0%
13F Shares 9M 8M 11.8%
Total Value $293M $263M 11.52%
New Positions 17 5 +12
Increased Positions 23 25 -2
Closed Positions 3 0 +3
Reduced Positions 7 3 +4
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: TXUE

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Financial Highlights

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Institutional Holders (2026 Q1)

49 + investors

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

QUARTER:
Top 25 TXUE holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Cooper Capital Advisors LLC 7.07% 313,933 $10.1M
2 Financial Designs Corp 4.95% 276,500 $8.9M
3 Adapt Wealth Advisors, LLC 4.57% 391,897 $12.6M
4 Channel Wealth LLC 4.29% 550,775 $17.7M
5 IFC Advisors LLC 2.25% 488,245 $15.7M
6 One Charles Private Wealth Services, LLC 1.65% 204,515 $6.6M
7 Financial Management Network Inc 1.53% 296,619 $10.0M
8 Noble Wealth Management PBC 1.29% 79,985 $2.6M
9 Fermata Advisors, LLC 1.10% 151,167 $4.9M
10 Sentinel Pension Advisors, LLC 0.92% 194,357 $6.3M
11 Nautilus Advisors LLC 0.67% 30,339 $977K
12 Cascade Investment Group, INC. 0.60% 28,236 $909K
13 Clay Northam Wealth Management, LLC 0.43% 24,025 $773K
14 Twelve Points Wealth Management LLC 0.32% 44,516 $1.4M
15 JM2 Capital Inc. 0.25% 9,327 $300K
16 Thurston, Springer, Miller, Herd & Titak, INC. 0.23% 17,428 $561K
17 Wealth Enhancement Advisory Services, LLC 0.12% 1,866,122 $60.7M
18 Oppenheimer & Co Inc 0.12% 304,341 $9.8M
19 Laurel Oak Wealth Management, LLC 0.10% 17,791 $573K
20 D.A. Davidson & CO. 0.09% 468,050 $15.1M
21 Great Valley Advisor Group, INC. 0.08% 138,923 $4.5M
22 Patten Group, Inc. 0.07% 13,322 $429K
23 Empire Financial Management Company, LLC 0.06% 8,000 $258K
24 Dana Investment Advisors, Inc. 0.05% 51,846 $1.7M
25 HighTower Advisors, LLC 0.05% 1,393,719 $44.9M
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 — Thornburg ETF Tr (TXUE)

What does the Smart Money Trend signal show for TXUE?

Buying streak — 4 quarters in a row: For 4 consecutive quarters, more hedge funds added TXUE 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 TXUE?

More buyers than sellers — 80% buying: Last quarter: 40 funds were net buyers (17 opened a brand new position + 23 added to an existing one). Only 10 were sellers (7 trimmed + 3 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for TXUE holders?

Smaller funds dominant — 7% AUM from top-100: 7 of 49 holders rank in the top 100 by AUM, but together hold only 7% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held TXUE?

Mostly new holders — 61% entered in last year: Only 0 funds (0%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.

Is it too late to buy Thornburg ETF Tr (TXUE) following the 2026 Q1 hedge fund 13F filings?

As of today, TXUE has moved +0.6% since the 2026 Q1 13F filing date (May 15, 2026), compared to +0.2% for the SPY sector ETF — an outperformance of +0.4%. Since the quarter end (March 31, 2026), TXUE has gained +7.2% 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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