Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

GLOBAL X FDS (BITS)

11 + Investors. Track Smart Money conviction in BITS. 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
↓ -5
Streak
1Q ▼
Buyers last Q
31%

Smart Money Signals — BITS

Based on 11 hedge funds · latest filing: 2026 Q1 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds reduced or closed their BITS positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
🔻

Below peak — only 69% of 3.0Y high

69% of all-time peak
Only 11 funds hold BITS today versus a peak of 16 funds at 2025 Q4 — just 69% of the maximum. Low institutional ownership can mean the stock is out of favor, but it also means there's a large pool of potential buyers if sentiment turns.
〰️

Stable — ownership unchanged year-over-year

fund count last 6Q
The number of hedge funds holding BITS is almost the same as a year ago (+0 funds, +0% change). No significant rush to buy or sell — institutional backing is holding steady.
🔴

Heavy selling pressure — only 31% buying

4 buying9 selling
Last quarter: 9 funds sold vs only 4 buyers. This is widespread institutional distribution — not a few funds rebalancing, but a broad exit. High conviction bearish signal.
➡️

Steady new buyers — ~2 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 4 → 5 → 6 → 2. 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+) 27% medium 36% new
Of the 11 current holders: 4 (36%) held >2 years, 3 held 1–2 years, and 4 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.
➡️

Steady discovery — ~2 new funds/quarter

4 → 4 → 5 → 6 → 2 new funds/Q
New funds entering each quarter: 4 → 5 → 6 → 2. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🌱

Early stage — 55% of holders entered in last year

36% veterans 9% 1-2yr 55% new
Of 11 current holders: 6 (55%) entered in the past year, only 4 (36%) 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.
📋

Smaller funds dominant — 0% AUM from top-100

0% from top-100 AUM funds
3 of 11 holders rank in the top 100 by AUM, but together hold only 0% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
3.4
out of 10
Low Exit Risk
Exit risk score 3.4/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

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 — BITS

In 2026 Q1, 4 hedge funds were net buyers of BITS (2 opened a new position, 2 added to an existing one), while 9 reduced or exited (2 trimmed, 7 sold completely) — a 31% buyer ratio, indicating net institutional distribution. Net fund flow last quarter: -5 funds (more exits than new entries). Total institutional holders: 11.

Hedge Fund Ownership: BITS

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

Market Analysis: BITS

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: BITS

-- --

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

Is It Too Late to Buy GLOBAL X FDS (BITS) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much BITS 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 · 54d ago
BITS
+33.7%
SPY
+14.7%

BITS outperformed SPY by +19.0% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 9d ago
BITS
-0.6%
SPY
+0.9%

Since the filing became public, BITS outperformed SPY by -1.5% .

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.

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

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 11 16 -31.25%
13F Shares 20K 44K -55.28%
Total Value $1M $3M -63.5%
New Positions 2 6 -4
Increased Positions 2 3 -1
Closed Positions 7 4 +3
Reduced Positions 2 1 +1
Total Calls 0 1 -100.0%
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: BITS

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Financial Highlights

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Institutional Holders (2026 Q1)

11 + investors

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

QUARTER:
Top 11 institutional holders of BITS — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Sigma Planning Corp 0.03% 19,010 $979K
2 Kilter Group LLC 0.00% 177 $9K
3 THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 0.00% 155 $8K
4 Financial Perspectives, Inc 0.00% 28 $1K
5 NBC SECURITIES, INC. 0.00% 76 $4K
6 Larson Financial Group LLC 0.00% 76 $4K
7 Federation des caisses Desjardins du Quebec 0.00% 80 $4K
8 WHITTIER TRUST CO 0.00% 4
9 SIMPLEX TRADING, LLC 0.00% 7
10 UBS Group AG 0.00% 7
11 MORGAN STANLEY 0.00% 2
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 — GLOBAL X FDS (BITS)

What does the Smart Money Trend signal show for BITS?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their BITS positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for BITS?

Heavy selling pressure — only 31% buying: Last quarter: 9 funds sold vs only 4 buyers. This is widespread institutional distribution — not a few funds rebalancing, but a broad exit. High conviction bearish signal.

What is the fund quality score for BITS holders?

Smaller funds dominant — 0% AUM from top-100: 3 of 11 holders rank in the top 100 by AUM, but together hold only 0% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held BITS?

Mixed — 36% long-term, 36% new: Of the 11 current holders: 4 (36%) held >2 years, 3 held 1–2 years, and 4 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 GLOBAL X FDS (BITS) following the 2026 Q1 hedge fund 13F filings?

As of today, BITS has moved -0.6% since the 2026 Q1 13F filing date (May 15, 2026), compared to +0.9% for the SPY sector ETF — an outperformance of -1.5%. Since the quarter end (March 31, 2026), BITS has gained +33.7% vs +14.7% 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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