Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Proshares Tr II (VIXY)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +4
Streak
1Q ▲
Buyers last Q
53%

Smart Money Signals — VIXY

Based on 45 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added VIXY 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
45 hedge funds hold VIXY 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 — +25% more funds vs a year ago

fund count last 6Q
+9 new funds entered over the past year (+25% 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 3 quarters from the low — a sharp move.
🟡

Slight buying edge — 53% buying

26 buying23 selling
Last quarter: 26 funds bought or added vs 23 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 — ~14 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 7 → 19 → 19 → 14. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
📌

Mixed — 36% long-term, 36% new

■ 36% conviction (2yr+) ■ 29% medium ■ 36% new
Of the 45 current holders: 16 (36%) held >2 years, 13 held 1–2 years, and 16 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.
💰

Value +53% but shares only +17% — price-driven

Value
+52%
Shares
+17%
Last quarter: the total dollar value of institutional holdings rose +53%, but actual share count only changed +17%. The gap is explained by the stock's price rising — not new buying. Strong value growth with weak share growth means the rally is price momentum, not fresh institutional demand.
📈

Growing discovery — still being found

14 → 7 → 19 → 19 → 14 new funds/Q
New funds entering each quarter: 7 → 19 → 19 → 14. A growing number of institutions are discovering VIXY each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 62% veterans vs 28% newcomers

■ 62% veterans ■ 10% 1-2yr ■ 28% new
Entry-cohort mix of 50 holders: 31 (62%) are 2+ year veterans, 5 entered 1–2 years ago, and 14 (28%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
✅

Strong quality — 33% AUM from major funds

33% from top-100 AUM funds
8 of 43 holders rank in the top 100 by AUM, accounting for 33% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
4.3
out of 10
Moderate Exit Risk
Exit risk score 4.3/10 — 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 — VIXY

In 2026 Q1, 26 hedge funds were net buyers of VIXY (14 opened a new position, 12 added to an existing one), while 23 reduced or exited (13 trimmed, 10 sold completely) — a 53% buyer ratio, indicating a slight buying edge. 33% of total institutional value in VIXY is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +4 funds (more new holders than closures). Total institutional holders: 45.

Hedge Fund Ownership: VIXY

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

Market Analysis: VIXY

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: VIXY

-- --

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

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

Signal Freshness measures how much VIXY 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 · 81d ago
VIXY
-36.2%
SPY
+14.8%

VIXY outperformed SPY by -51.0% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 36d ago
VIXY
-18.8%
SPY
+1.0%

Since the filing became public, VIXY outperformed SPY by -19.8% .

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 2 high-conviction
Consensus
2.1
/ 10
breadth
×
Elite
2.5
/ 10
conviction
Hedge Fund Positioning: VIXY
45 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 45 41 9.76%
13F Shares 2M 2M 17.18%
Total Value $82M $54M 52.5%
New Positions 14 19 -5
Increased Positions 12 7 +5
Closed Positions 10 19 -9
Reduced Positions 10 9 +1
Total Calls 4 4 -
Total Puts 3 3 -
PUT/CALL Ratio 0.75 0.75 Neutral

Statistics: VIXY

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Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

45 + investors

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

QUARTER:
Top 25 VIXY holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Gruss & Co., LLC 2.41% 30,000 $1.0M
2 UG Investment Advisers Ltd. 2.06% 88,730 $3.0M
3 Mercuria Capital Strategies, LLC 1.97% 150,000 $5.2M
4 SMA Capital LLC 1.25% 84,105 $2.9M
5 Diametric Capital, LP 0.65% 73,228 $2.5M
6 Alamea Verwaltungs GmbH 0.51% 20,000 $687K
7 One Plus One Wealth Management, LLC 0.48% 33,447 $1.1M
8 Verity Asset Management, Inc. 0.13% 9,342 $321K
9 Prelude Capital Management, LLC 0.06% 21,037 $723K
10 Clean Yield Group 0.03% 3,200 $110K
11 Hbw Advisory Services LLC 0.03% 8,006 $275K
12 Jump Financial, LLC 0.02% 49,619 $1.7M
13 DRW Securities, LLC 0.02% 37,402 $1.3M
14 Dearborn Partners LLC 0.02% 9,300 $319K
15 Arkadios Wealth Advisors 0.01% 17,500 $601K
16 Wealthcare Advisory Partners LLC 0.01% 12,031 $413K
17 CreativeOne Wealth, LLC 0.01% 8,050 $277K
18 WFA of San Diego, LLC 0.01% 200 $7K
19 World Investment Advisors 0.00% 8,275 $284K
20 Evoke Wealth, LLC 0.00% 5,845 $201K
21 Horizon Kinetics Asset Management LLC 0.00% 6,100 $244K
22 Susquehanna International Group, LLP 0.00% 594,600 $20.4M
23 Schonfeld Strategic Advisors LLC 0.00% 7,300 $251K
24 Susquehanna International Group, LLP 0.00% 399,400 $13.7M
25 Maytree Asset Management Ltd 0.00% 48 $2K
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 (VIXY)

What does the Smart Money Trend signal show for VIXY?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added VIXY 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 VIXY?

Slight buying edge — 53% buying: Last quarter: 26 funds bought or added vs 23 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 VIXY holders?

Strong quality — 33% AUM from major funds: 8 of 43 holders rank in the top 100 by AUM, accounting for 33% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held VIXY?

Mixed — 36% long-term, 36% new: Of the 45 current holders: 16 (36%) held >2 years, 13 held 1–2 years, and 16 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.

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

As of today, VIXY has moved -18.8% since the 2026 Q1 13F filing date (May 15, 2026), compared to +1.0% for the SPY sector ETF — an outperformance of -19.8%. Since the quarter end (March 31, 2026), VIXY has gained -36.2% vs +14.8% 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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