Stock Analysis
Data Source: SEC EDGAR 13F
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ETF Ser Solutions (VUSE)

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

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Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +3
Streak
4Q ▲
Buyers last Q
54%

Smart Money Signals — VUSE

Based on 37 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 4 quarters in a row

last 6Q
For 4 consecutive quarters, more hedge funds added VUSE 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
37 hedge funds hold VUSE 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 — +48% more funds vs a year ago

fund count last 6Q
+12 new funds entered over the past year (+48% 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.
🟡

Slight buying edge — 54% buying

19 buying16 selling
Last quarter: 19 funds bought or added vs 16 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 — ~9 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 5 → 5 → 6 → 9. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

49% of holders stayed for 2+ years

49% conviction (2yr+) 22% medium 30% new
18 out of 37 hedge funds have held VUSE for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
💰

Value +16% but shares only +1% — price-driven

Value
+15%
Shares
+0%
Last quarter: the total dollar value of institutional holdings rose +16%, but actual share count only changed +1%. 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.
➡️

Steady discovery — ~9 new funds/quarter

4 → 5 → 5 → 6 → 9 new funds/Q
New funds entering each quarter: 5 → 5 → 6 → 9. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 49% veterans vs 38% newcomers

49% veterans 14% 1-2yr 38% new
Entry-cohort mix of 37 holders: 18 (49%) are 2+ year veterans, 5 entered 1–2 years ago, and 14 (38%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
📋

Smaller funds dominant — 1% AUM from top-100

1% from top-100 AUM funds
7 of 37 holders rank in the top 100 by AUM, but together hold only 1% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
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 — VUSE

In 2026 Q2, 19 hedge funds were net buyers of VUSE (9 opened a new position, 10 added to an existing one), while 16 reduced or exited (10 trimmed, 6 sold completely) — a 54% buyer ratio, indicating a slight buying edge. This marks 4 consecutive quarters of net institutional buying — a persistent conviction signal. Net fund flow last quarter: +3 funds (more new holders than closures). Total institutional holders: 37.

Hedge Fund Ownership: VUSE

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

Market Analysis: VUSE

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: VUSE

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

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Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

0 top-rated funds 0 high-conviction
Consensus
0.0
/ 10
breadth
×
Elite
0.7
/ 10
conviction
Hedge Fund Positioning: VUSE
37 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 37 34 8.82%
13F Shares 9M 9M 0.59%
Total Value $649M $561M 15.78%
New Positions 9 6 +3
Increased Positions 10 9 +1
Closed Positions 6 3 +3
Reduced Positions 10 14 -4
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: VUSE

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Financial Highlights

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Institutional Holders (2026 Q2)

37 + investors

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

QUARTER:
Top 25 VUSE holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Blue Trust, Inc. 5.95% 7,850,198 $567.7M
2 Willner & Heller, LLC 0.63% 13,897 $1.0M
3 Ethos Capital Management, Inc. 0.50% 9,783 $707K
4 Vident Advisory, LLC 0.44% 852,245 $61.6M
5 Virginia Estate & Retirement Planning Advisors Inc. 0.18% 917 $148K
6 Summit Investment Advisory Services, LLC 0.12% 6,651 $481K
7 LaSalle St. Investment Advisors, LLC 0.08% 8,503 $615K
8 Nova Wealth Management, Inc. 0.06% 1,443 $104K
9 Strategic Blueprint, LLC 0.05% 13,133 $950K
10 Kings Path Partners LLC 0.03% 1,208 $80K
11 Private Wealth Management Group, LLC 0.02% 1,105 $80K
12 OneAscent Financial Services LLC 0.01% 2,855 $206K
13 4Thought Financial Group Inc. 0.01% 173 $13K
14 Gts Securities LLC 0.01% 3,458 $250K
15 Sapient Capital LLC 0.01% 5,533 $400K
16 Orgel Wealth Management, LLC 0.00% 3,058 $221K
17 Osaic Holdings, INC. 0.00% 33,047 $2.4M
18 IMA Advisory Services, Inc. 0.00% 239 $17K
19 Hrt Financial LP 0.00% 7,837 $566K
20 Goldman Sachs Group Inc 0.00% 100,000 $7.2M
21 EverSource Wealth Advisors, LLC 0.00% 248 $18K
22 Commonwealth Equity Services, LLC 0.00% 6,383 $462K
23 Mercer Global Advisors Inc /Adv 0.00% 6,347 $459K
24 EP Wealth Advisors, LLC 0.00% 1,635 $118K
25 Keating Financial Advisory Services, Inc. 0.00% 46 $3K
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 — ETF Ser Solutions (VUSE)

What does the Smart Money Trend signal show for VUSE?

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

Slight buying edge — 54% buying: Last quarter: 19 funds bought or added vs 16 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 VUSE holders?

Smaller funds dominant — 1% AUM from top-100: 7 of 37 holders rank in the top 100 by AUM, but together hold only 1% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held VUSE?

49% of holders stayed for 2+ years: 18 out of 37 hedge funds have held VUSE for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

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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