Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Etfis Ser Tr I (UTES)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +3
Streak
9Q ▲
Buyers last Q
66%

Smart Money Signals — UTES

Based on 183 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 9 quarters in a row

last 6Q
For 9 consecutive quarters, more hedge funds added UTES 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
183 hedge funds hold UTES 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 — +95% more funds vs a year ago

fund count last 6Q
+89 new funds entered over the past year (+95% 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 — 66% buying

130 buying67 selling
Last quarter: 130 funds were net buyers (32 opened a brand new position + 98 added to an existing one). Only 67 were sellers (38 trimmed + 29 sold completely). A clear majority buying is a strong confirmation signal.
➡️

Steady new buyers — ~32 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 45 → 52 → 36 → 32. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔄

Mostly new holders — 40% entered in last year

■ 16% conviction (2yr+) ■ 44% medium ■ 40% new
Only 29 funds (16%) 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

20 → 45 → 52 → 36 → 32 new funds/Q
New funds entering each quarter: 45 → 52 → 36 → 32. UTES 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 — 57% of holders entered in last year

■ 15% veterans ■ 28% 1-2yr ■ 57% new
Of 185 current holders: 106 (57%) entered in the past year, only 27 (15%) 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.
🏆

Elite ownership — 42% AUM from top-100 funds

42% from top-100 AUM funds
16 of 181 holders are among the 100 largest funds by AUM, controlling 42% of total institutional value in UTES. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
4.8
out of 10
Moderate Exit Risk
Exit risk score 4.8/10 — 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 — UTES

In 2026 Q2, 130 hedge funds were net buyers of UTES (32 opened a new position, 98 added to an existing one), while 67 reduced or exited (38 trimmed, 29 sold completely) — a 66% buyer ratio, indicating clear institutional accumulation. This marks 9 consecutive quarters of net institutional buying — a persistent conviction signal. 42% of total institutional value in UTES is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +3 funds (more new holders than closures). Total institutional holders: 183.

Hedge Fund Ownership: UTES

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

Market Analysis: UTES

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: UTES

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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.

5 top-rated funds 3 high-conviction
Consensus
3.4
/ 10
breadth
×
Elite
2.8
/ 10
conviction
Hedge Fund Positioning: UTES
180 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 180 180 -
13F Shares 10M 9M 14.24%
Total Value $721M $654M 10.18%
New Positions 31 36 -5
Increased Positions 97 78 +19
Closed Positions 29 24 +5
Reduced Positions 38 49 -11
Total Calls 3 2 50.0%
Total Puts 1 0 100%
PUT/CALL Ratio 0.33 0.0 Bullish

Statistics: UTES

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Institutional Holders (2026 Q2)

180 + investors

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

QUARTER:
Top 25 UTES holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 XP Advisory US, Inc. 6.24% 139,273 $11.4M
2 Ted Buchan & Co 3.62% 135,212 $11.1M
3 Adamsbrown Wealth Consultants LLC 2.56% 165,841 $13.6M
4 Kraft, Davis & Associates, LLC 2.28% 135,728 $10.9M
5 Macro Advisors, Inc. 2.15% 82,502 $6.7M
6 Blue Water Asset Management 2.07% 78,357 $6.4M
7 Members Advisory Group LLC 2.00% 87,475 $7.2M
8 BostonPremier Wealth LLC 1.98% 57,076 $4.7M
9 Riggs Asset Managment Co. Inc. 1.67% 114,582 $9.4M
10 Heffernan Advisory, Inc 1.31% 19,146 $1.6M
11 Flaharty Asset Management, LLC 1.27% 10,904 $885K
12 Royal Harbor Partners, LLC 1.18% 46,604 $3.8M
13 Atlas Wealth Partners, LLC 1.14% 12,752 $1.0M
14 Comprehensive Wealth Management, LLC 1.01% 27,007 $2.2M
15 Quadcap Wealth Management, LLC 0.97% 122,431 $10.0M
16 Aprio Wealth Management, LLC 0.90% 223,983 $18.3M
17 Financial Freedom, LLC 0.89% 23,634 $1.9M
18 Family Legacy, Inc. 0.85% 38,902 $3.2M
19 Sunbeam Capital Management, LLC 0.82% 21,911 $1.8M
20 Vermillion & White Wealth Management Group, LLC 0.80% 19,242 $1.6M
21 Elm3 Financial Group, LLC 0.69% 12,276 $1.0M
22 BTG Pactual Asset Management US LLC 0.51% 103,391 $8.2M
23 Oregon Pacific Wealth Management, LLC 0.51% 6,625 $542K
24 Larry Mathis Financial Planning, LLC 0.50% 7,659 $626K
25 Red Mountain Financial, LLC 0.49% 7,077 $579K
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 — Etfis Ser Tr I (UTES)

What does the Smart Money Trend signal show for UTES?

Buying streak — 9 quarters in a row: For 9 consecutive quarters, more hedge funds added UTES 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 UTES?

More buyers than sellers — 66% buying: Last quarter: 130 funds were net buyers (32 opened a brand new position + 98 added to an existing one). Only 67 were sellers (38 trimmed + 29 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for UTES holders?

Elite ownership — 42% AUM from top-100 funds: 16 of 181 holders are among the 100 largest funds by AUM, controlling 42% of total institutional value in UTES. 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 UTES?

Mostly new holders — 40% entered in last year: Only 29 funds (16%) 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.

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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