FM ACCUM ULTRASHORT US FD (SGVA) Institutional Ownership Changes & 13F Activity
FM ACCUM ULTRASHORT US FD (SGVA). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q3 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Sugar Maple Asset Management, Llc and Bank Of Montreal.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Sugar Maple Asset Management, Llc | Buy | +16,000 | — | 16,000 | $1.62M | Q3 2026 | Oct 13, 2026 |
| Bank Of Montreal | Sell | -10,606 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 12, 2026 |
Frequently asked questions about SGVA activity
Which institutional owners are buying SGVA?
Institutional owners buying SGVA include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in SGVA activity?
"Buy" means an investor increased their reported position in SGVA compared to the prior reporting period. This reflects growing exposure to FM ACCUM ULTRASHORT US FD (SGVA) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in SGVA increasing?
Institutional interest in SGVA can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.