Global X Fds (CEFA) Hedge Fund Ownership (Q1 2026)

Q: Is it too late to buy Global X Fds (CEFA) following the 2026 Q2 hedge fund 13F filings?

As of today, CEFA has moved +0.0% since the 2026 Q2 13F filing date (August 14, 2026), compared to +0.0% for the SPY sector ETF — an outperformance of +0.0%. Since the quarter end (June 30, 2026), CEFA gained +5.2% vs +4.0% 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.

Global X Fds (CEFA)

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

Smart Money Signals — CEFA

Based on 37 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 7 quarters in a row

last 6Q

For 7 consecutive quarters, more hedge funds added CEFA 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 CEFA 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 — +118% more funds vs a year ago

fund count last 6Q

+20 new funds entered over the past year (+118% 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 — 79% buying

23 buying6 selling

Last quarter: 23 funds were net buyers (10 opened a brand new position + 13 added to an existing one). Only 6 were sellers (4 trimmed + 2 sold completely). A clear majority buying is a strong confirmation signal.

➡️

Steady new buyers — ~10 new funds per quarter

new funds entering per quarter

Funds opening this position for the first time: 5 → 5 → 7 → 10. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.

🔄

Mostly new holders — 51% entered in last year

■ 14% conviction (2yr+) ■ 35% medium ■ 51% new

Only 5 funds (14%) 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.

➡️

Steady discovery — ~10 new funds/quarter

7 → 5 → 5 → 7 → 10 new funds/Q

New funds entering each quarter: 5 → 5 → 7 → 10. Consistent flow of new institutional buyers without clear acceleration or slowdown.

🌱

Early stage — 70% of holders entered in last year

■ 19% veterans ■ 11% 1-2yr ■ 70% new

Of 37 current holders: 26 (70%) entered in the past year, only 7 (19%) 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 — 6% AUM from top-100

6% from top-100 AUM funds

5 of 37 holders rank in the top 100 by AUM, but together hold only 6% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

5.5

out of 10

Moderate Exit Risk

Exit risk score 5.5/10 — 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.

Metric	All 13F Filers (2026 Q1)	Prior (2025 Q4)	Change
Funds Holding	37	29	27.59%
13F Shares	935K	582K	60.51%
Total Value	$35M	$22M	60.68%
New Positions	10	7	+3
Increased Positions	13	6	+7
Closed Positions	2	1	+1
Reduced Positions	4	4	-
Total Calls	0	0	-
Total Puts	0	0	-
PUT/CALL Ratio	0.0	0.0	Bullish

Metric

All 13F Filers (2026 Q1)

Prior (2025 Q4)

Change

Funds Holding

27.59%

13F Shares

935K

582K

60.51%

Total Value

$35M

$22M

60.68%

New Positions

Increased Positions

Closed Positions

Reduced Positions

Total Calls

Total Puts

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q2)

37 + investors

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

QUARTER:

2026 Q2 filings are still coming in. Only funds that have filed so far are shown — top holders may not have reported yet. Full 13F data typically settles by ~50 days after quarter-end.

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

Top 25 CEFA holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Signet Private Wealth LLC	1.03%	32,411	$1.3M
2	Harpswell Capital Advisors, LLC	0.51%	20,000	$794K
3	Pioneer Wealth Management Group	0.22%	23,302	$925K
4	Hirtle & Co., LLC	0.19%	149,300	$5.9M
5	Choate Investment Advisors	0.19%	275,628	$10.9M
6	Leith Wheeler Investment Counsel Ltd.	0.17%	58,021	$2.3M
7	Dagco, INC.	0.15%	19,900	$790K
8	Cdkv Holdings LLC	0.10%	3,200	$127K
9	eCIO, Inc.	0.07%	5,930	$235K
10	Sound View Wealth Advisors Group, LLC	0.05%	19,884	$789K
11	Curi Capital, LLC	0.03%	48,072	$1.9M
12	Courier Capital LLC	0.03%	14,388	$571K
13	HBK Sorce Advisory LLC	0.02%	21,909	$902K
14	Smith, Moore & CO.	0.01%	5,778	$229K
15	Brown Brothers Harriman & Co	0.01%	67,158	$2.7M
16	Argent Trust Co	0.01%	9,998	$397K
17	MCF Advisors LLC	0.01%	7,860	$314K
18	EverSource Wealth Advisors, LLC	0.01%	8,217	$326K
19	Alesco Advisors, LLC, An ESL Co	0.01%	11,850	$470K
20	RFG Advisory, LLC	0.01%	9,134	$363K
21	Chevy Chase Trust Holdings, LLC	0.00%	44,984	$1.8M
22	Gradient Investments LLC	0.00%	6,862	$272K
23	UMB Bank, n.a.	0.00%	6,296	$250K
24	Prospera Financial Services Inc	0.00%	5,295	$210K
25	Trust Co of Toledo NA /Oh/	0.00%	685	$27K

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 (CEFA)

What does the Smart Money Trend signal show for CEFA?

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

More buyers than sellers — 79% buying: Last quarter: 23 funds were net buyers (10 opened a brand new position + 13 added to an existing one). Only 6 were sellers (4 trimmed + 2 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for CEFA holders?

Smaller funds dominant — 6% AUM from top-100: 5 of 37 holders rank in the top 100 by AUM, but together hold only 6% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held CEFA?

Mostly new holders — 51% entered in last year: Only 5 funds (14%) 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.

Is it too late to buy Global X Fds (CEFA) following the 2026 Q2 hedge fund 13F filings?

As of today, CEFA has moved +0.0% since the 2026 Q2 13F filing date (August 14, 2026), compared to +0.0% for the SPY sector ETF — an outperformance of +0.0%. Since the quarter end (June 30, 2026), CEFA has gained +5.2% vs +4.0% 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.

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Global X Fds (CEFA)

Smart Money Signals — CEFA

Buying streak — 7 quarters in a row

At the ownership peak (100% of max)

Fast accumulation — +118% more funds vs a year ago

More buyers than sellers — 79% buying

Steady new buyers — ~10 new funds per quarter

Mostly new holders — 51% entered in last year

Steady discovery — ~10 new funds/quarter

Early stage — 70% of holders entered in last year

Smaller funds dominant — 6% AUM from top-100

Institutional Sentiment Summary — CEFA

Hedge Fund Ownership: CEFA

Market Analysis: CEFA

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: CEFA

Is It Too Late to Buy Global X Fds (CEFA) Based on Hedge Fund 13F Filings?

Hedge Fund Positioning: CEFA

Statistics: CEFA

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q2)

Frequently Asked Questions — Global X Fds (CEFA)

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