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Early or late? Ten seconds.
How crowded is APWEX?
Not an opinion, a read of the evidence. We rank all 10,000+ funds that must disclose their trades by how their disclosed buys performed, follow only the specialists, and place every name on the conviction curve: early, well positioned, or late.
Early or late? Ten seconds.
Any stock, ETF or fund you own. Free, no account.
31% of the fund by weight sits in late-stage names
25% Consensus · 24% Early Conviction · 23% Fading · 8% Crowded · 20% not covered
The crowded weight: GEV 4.7% · BKR 4.2% · SLB 4.2% · FTI 3.9% · LBRT 3% …
31% of the fund by weight sits in late-stage names (Crowded or Fading). This read covers 80% of the book; the rest sits outside our US equity coverage (cash, bonds, non-US names).
Watch this fund and we'll tell you when it crosses 50% crowded.
How the read works · The live record vs the S&P 500 · Every past call, timestamped