Tema ETF Trust (VOLT) Hedge Fund Ownership (Q2 2026)

Tema ETF Trust (VOLT)

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

Smart Money Signals — VOLT

Based on 134 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 7 quarters in a row

last 6Q

For 7 consecutive quarters, more hedge funds added VOLT 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

134 hedge funds hold VOLT 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 — +1118% more funds vs a year ago

fund count last 6Q

+123 new funds entered over the past year (+1118% 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 — 87% buying

111 buying16 selling

Last quarter: 111 funds were net buyers (60 opened a brand new position + 51 added to an existing one). Only 16 were sellers (11 trimmed + 5 sold completely). A clear majority buying is a strong confirmation signal.

📈

More new buyers each quarter (+27 vs last Q)

new funds entering per quarter

Funds opening a new VOLT position: 6 → 40 → 33 → 60. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.

🔄

Mostly new holders — 89% entered in last year

■ 0% conviction (2yr+) ■ 11% medium ■ 89% 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.

💰

Value +99% but shares only +61% — price-driven

Value

+99%

+60%

Last quarter: the total dollar value of institutional holdings rose +99%, but actual share count only changed +61%. 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.

🚀

Acceleration phase — new buyers rushing in

3 → 6 → 40 → 33 → 60 new funds/Q

New funds entering each quarter: 6 → 40 → 33 → 60. The pace of institutional discovery is accelerating sharply. This is the 'hot idea' phase — the thesis is being passed from fund to fund. You are not late — the accumulation wave is still building.

🌱

Early stage — 91% of holders entered in last year

■ 2% veterans ■ 7% 1-2yr ■ 91% new

Of 134 current holders: 122 (91%) entered in the past year, only 3 (2%) 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.

✅

Strong quality — 29% AUM from major funds

29% from top-100 AUM funds

13 of 133 holders rank in the top 100 by AUM, accounting for 29% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

7.2

out of 10

High Exit Risk

Exit risk score 7.2/10 — multiple crowding signals converge. Institutional ownership is at 100% of its all-time high — near peak crowding. Crowded trades can unwind fast — a single catalyst can trigger a cascade.

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 (2026 Q2)	Prior (2026 Q1)	Change
Funds Holding	131	79	65.82%
13F Shares	8M	5M	60.74%
Total Value	$287M	$144M	99.09%
New Positions	59	33	+26
Increased Positions	51	27	+24
Closed Positions	6	6	-
Reduced Positions	11	9	+2
Total Calls	1	0	100%
Total Puts	0	0	-
PUT/CALL Ratio	0.0	0.0	Bullish

Metric

All 13F Filers (2026 Q2)

Prior (2026 Q1)

Change

Funds Holding

131

65.82%

13F Shares

60.74%

Total Value

$287M

$144M

99.09%

New Positions

+26

Increased Positions

+24

Closed Positions

Reduced Positions

Total Calls

100%

Total Puts

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q2)

131 + investors

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

QUARTER:

FILTER:All New Added To Reduced No Change | Overweight >5%

Top 25 VOLT holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Members Advisory Group LLC	5.62%	480,790	$20.1M
2	Avid Wealth Partners LLC	3.87%	190,962	$8.0M
3	Torrey-Payne Wealth Management, LLC	2.77%	80,411	$3.4M
4	Fortis Advisors, LLC	2.51%	127,977	$5.4M
5	Sbe LLC Dba Cedar Cove Wealth Partners	2.45%	124,234	$5.2M
6	Arrow Financial Corp	1.88%	501,273	$21.0M
7	Benson Wealth Management INC	1.72%	40,797	$1.7M
8	Saxon Interests, INC.	0.95%	81,670	$3.4M
9	Hengehold Capital Management LLC	0.68%	209,235	$8.8M
10	San Luis Wealth Advisors LLC	0.67%	106,857	$4.5M
11	FreeGulliver LLC	0.61%	41,592	$1.7M
12	Unique Wealth Strategies, LLC	0.61%	53,984	$1.6M
13	Avaii Wealth Management, LLC	0.52%	42,155	$1.8M
14	Oder Investment Management, LLC	0.50%	17,934	$751K
15	Channel Wealth LLC	0.49%	51,698	$2.2M
16	APS Management Group, Inc.	0.45%	14,107	$591K
17	IAM Advisory, LLC	0.44%	53,763	$2.3M
18	Outlook Wealth Advisors, LLC	0.38%	41,750	$1.7M
19	Mezzasalma Advisors, LLC	0.31%	37,245	$1.6M
20	Old Port Advisors	0.31%	37,178	$1.6M
21	PCG Wealth Advisors, LLC	0.28%	30,407	$1.3M
22	MWA Asset Management	0.23%	11,894	$498K
23	Willner & Heller, LLC	0.22%	8,547	$358K
24	Mustico Financial Group, INC.	0.22%	8,912	$340K
25	Rothschild Capital Partners, LLC	0.22%	24,512	$1.0M

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 — Tema ETF Trust (VOLT)

What does the Smart Money Trend signal show for VOLT?

Buying streak — 7 quarters in a row: For 7 consecutive quarters, more hedge funds added VOLT 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 VOLT?

More buyers than sellers — 87% buying: Last quarter: 111 funds were net buyers (60 opened a brand new position + 51 added to an existing one). Only 16 were sellers (11 trimmed + 5 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for VOLT holders?

Strong quality — 29% AUM from major funds: 13 of 133 holders rank in the top 100 by AUM, accounting for 29% 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 VOLT?

Mostly new holders — 89% 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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Tema ETF Trust (VOLT)

Smart Money Signals — VOLT

Buying streak — 7 quarters in a row

At the ownership peak (100% of max)

Fast accumulation — +1118% more funds vs a year ago

More buyers than sellers — 87% buying

More new buyers each quarter (+27 vs last Q)

Mostly new holders — 89% entered in last year

Value +99% but shares only +61% — price-driven

Acceleration phase — new buyers rushing in

Early stage — 91% of holders entered in last year

Strong quality — 29% AUM from major funds

Institutional Sentiment Summary — VOLT

Hedge Fund Ownership: VOLT

Market Analysis: VOLT

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: VOLT

Hedge Fund Positioning: VOLT

Statistics: VOLT

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q2)

Frequently Asked Questions — Tema ETF Trust (VOLT)

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