THORNBURG ETF TR (TXUE): Hedge Fund Ownership & Smart Money Signals (Q4 2025)

THORNBURG ETF TR (TXUE)

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

Smart Money Signals — TXUE

Based on 35 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 3 quarters in a row

last 3Q

For 3 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

35 hedge funds hold TXUE right now — the highest count in 1.0 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.

🟢

More buyers than sellers — 91% buying

30 buying3 selling

Last quarter: 30 funds were net buyers (5 opened a brand new position + 25 added to an existing one). Only 3 were sellers (3 trimmed + 0 sold completely). A clear majority buying is a strong confirmation signal.

➡️

Steady new buyers — ~5 new funds per quarter

new funds entering per quarter

Funds opening this position for the first time: 12 → 10 → 5. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.

🔄

Mostly new holders — 77% entered in last year

■ 0% conviction (2yr+) ■ 23% medium ■ 77% 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.

📊

Peak discovery — momentum slowing

12 → 10 → 5 new funds/Q

New funds entering each quarter: 12 → 10 → 5. TXUE is well-known in the hedge fund world, but fresh entries are gradually declining. The explosive phase of institutional discovery is likely behind us.

🌱

Early stage — 100% of holders entered in last year

■ 0% veterans ■ 0% 1-2yr ■ 100% new

Of 35 current holders: 35 (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 — 6% AUM from top-100

6% from top-100 AUM funds

3 of 35 holders rank in the top 100 by AUM, but together hold only 6% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

6.9

out of 10

Moderate Exit Risk

Exit risk score 6.9/10 — 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 (2025 Q4)	Prior (2025 Q3)	Change
Funds Holding	35	30	16.67%
13F Shares	8M	7M	23.72%
Total Value	$263M	$205M	27.99%
New Positions	5	10	-5
Increased Positions	25	18	+7
Closed Positions	0	1	-1
Reduced Positions	3	2	+1
Total Calls	0	0	-
Total Puts	0	0	-
PUT/CALL Ratio	0.0	0.0	Bullish

Metric

All 13F Filers (2025 Q4)

Prior (2025 Q3)

Change

Funds Holding

16.67%

13F Shares

23.72%

Total Value

$263M

$205M

27.99%

New Positions

-5

Increased Positions

Closed Positions

-1

Reduced Positions

Total Calls

Total Puts

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q1)

35 + investors

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

FILTER:All New Added To Reduced No Change | Overweight >5% | SHOW: Active managers + show index funds

Top 19 institutional holders of TXUE — 2025 Q4 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Financial Designs Corp	4.95%	276,500	$8.9M
2	FINANCIAL MANAGEMENT NETWORK INC	1.53%	296,619	$10.0M
3	Noble Wealth Management PBC	1.29%	79,985	$2.6M
4	Fermata Advisors, LLC	1.10%	151,167	$4.9M
5	SENTINEL PENSION ADVISORS, LLC	0.92%	194,357	$6.3M
6	Nautilus Advisors LLC	0.67%	30,339	$977K
7	Clay Northam Wealth Management, LLC	0.43%	24,025	$773K
8	Twelve Points Wealth Management LLC	0.32%	44,516	$1.4M
9	JM2 Capital Inc.	0.25%	9,327	$300K
10	THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.	0.23%	17,428	$561K
11	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.12%	1,866,122	$60.7M
12	OPPENHEIMER & CO INC	0.12%	304,341	$9.8M
13	LAUREL OAK WEALTH MANAGEMENT, LLC	0.10%	17,791	$573K
14	Patten Group, Inc.	0.07%	13,322	$429K
15	Cornerstone Wealth Group, LLC	0.04%	16,447	$553K
16	Ascentis Independent Advisors	0.03%	12,130	$390K
17	Janney Montgomery Scott LLC	0.00%	27,830	—
18	Kestra Advisory Services, LLC	0.00%	6,906	$222K
19	Sound Income Strategies, LLC	0.00%	158	$5K

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 — 3 quarters in a row: For 3 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 — 91% buying: Last quarter: 30 funds were net buyers (5 opened a brand new position + 25 added to an existing one). Only 3 were sellers (3 trimmed + 0 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for TXUE holders?

Smaller funds dominant — 6% AUM from top-100: 3 of 35 holders rank in the top 100 by AUM, but together hold only 6% 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 — 77% 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.

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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THORNBURG ETF TR (TXUE)

Smart Money Signals — TXUE

Buying streak — 3 quarters in a row

At the ownership peak (100% of max)

More buyers than sellers — 91% buying

Steady new buyers — ~5 new funds per quarter

Mostly new holders — 77% entered in last year

Peak discovery — momentum slowing

Early stage — 100% of holders entered in last year

Smaller funds dominant — 6% AUM from top-100

Hedge Fund Ownership: TXUE

Market Analysis: TXUE

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: TXUE

Hedge Fund Positioning: TXUE

Statistics: TXUE

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q1)

Frequently Asked Questions — THORNBURG ETF TR (TXUE)

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