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

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

As of today, CLIP 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), CLIP gained -0.1% 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 (CLIP)

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

Smart Money Signals — CLIP

Based on 144 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 CLIP positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

🏔️

At the ownership peak (99% of max)

99% of all-time peak

144 hedge funds hold CLIP 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 — +21% more funds vs a year ago

fund count last 6Q

+25 new funds entered over the past year (+21% 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 sellers than buyers — 48% buying

74 buying79 selling

Last quarter: 79 funds reduced or exited vs 74 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

⚠️

Fewer new buyers each quarter (-7 vs last Q)

new funds entering per quarter

Funds opening this position for the first time: 20 → 22 → 30 → 23. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.

🔄

Mostly new holders — 31% entered in last year

■ 15% conviction (2yr+) ■ 53% medium ■ 31% new

Only 22 funds (15%) 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.

📈

Growing discovery — still being found

34 → 20 → 22 → 30 → 23 new funds/Q

New funds entering each quarter: 20 → 22 → 30 → 23. A growing number of institutions are discovering CLIP each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.

📊

Mixed cohorts — 12% veterans, 46% new entrants

■ 12% veterans ■ 42% 1-2yr ■ 46% new

Of 144 current holders: 17 (12%) held 2+ years, 61 held 1–2 years, 66 (46%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.

📋

Smaller funds dominant — 18% AUM from top-100

18% from top-100 AUM funds

14 of 143 holders rank in the top 100 by AUM, but together hold only 18% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

4.2

out of 10

Moderate Exit Risk

Exit risk score 4.2/10 — 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	143	145	-1.38%
13F Shares	16M	13M	18.62%
Total Value	$1.30B	$1.04B	24.91%
New Positions	23	30	-7
Increased Positions	51	60	-9
Closed Positions	24	15	+9
Reduced Positions	55	43	+12
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

143

145

-1.38%

13F Shares

16M

13M

18.62%

Total Value

$1.30B

$1.04B

24.91%

New Positions

-7

Increased Positions

-9

Closed Positions

Reduced Positions

+12

Total Calls

Total Puts

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q2)

143 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in CLIP. 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 CLIP holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Rhl Group, LLC	32.30%	388,275	$38.8M
2	Altium Investment Strategies LLC	17.79%	123,364	$12.4M
3	Global X Japan Co., Ltd.	13.32%	3,610,000	$362.2M
4	Guild Investment Management, Inc.	9.60%	140,100	$14.1M
5	APS Management Group, Inc.	8.72%	113,080	$11.3M
6	Financial Network Wealth Advisors LLC	7.61%	74,694	$7.5M
7	Creekmur Asset Management LLC	5.71%	1,176	$118K
8	Chicago Wealth Management, Inc.	4.62%	129,887	$13.0M
9	3EDGE Asset Management, LP	4.50%	1,006,225	$101.0M
10	Tannin Capital LLC	3.78%	57,295	$5.7M
11	Alaethes Wealth, LLC	3.13%	107,308	$10.8M
12	Peterson Wealth Advisors, LLC	2.93%	246,852	$24.8M
13	Stapp Wealth Management, Pllc	2.86%	21,787	$2.2M
14	Life Planning Partners, Inc	2.73%	36,541	$3.7M
15	Pacific Sage Partners, LLC	2.28%	160,395	$16.1M
16	Thompson David Blair	2.18%	37,864	$3.8M
17	Denver Wealth Management, INC.	2.11%	73,573	$7.4M
18	Accurate Wealth Management, LLC	2.03%	212,895	$21.3M
19	Elm3 Financial Group, LLC	1.98%	28,742	$2.9M
20	Terril Brothers, INC.	1.88%	72,742	$7.3M
21	Ark Wealth Advisors LLC	1.83%	20,556	$2.1M
22	Sykon Capital LLC	1.71%	55,364	$5.6M
23	Curtis Advisory Group, LLC	1.70%	86,990	$8.7M
24	Bleakley Financial Group, LLC	1.50%	1,170,109	$117.4M
25	Woodard & Co Asset Management Group Inc /Adv	1.46%	100,926	$10.1M

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 (CLIP)

What does the Smart Money Trend signal show for CLIP?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their CLIP 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 CLIP?

More sellers than buyers — 48% buying: Last quarter: 79 funds reduced or exited vs 74 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

What is the fund quality score for CLIP holders?

Smaller funds dominant — 18% AUM from top-100: 14 of 143 holders rank in the top 100 by AUM, but together hold only 18% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held CLIP?

Mostly new holders — 31% entered in last year: Only 22 funds (15%) 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 (CLIP) following the 2026 Q2 hedge fund 13F filings?

As of today, CLIP 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), CLIP has gained -0.1% 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 (CLIP)

Smart Money Signals — CLIP

Selling streak — 1 quarter in a row

At the ownership peak (99% of max)

Fast accumulation — +21% more funds vs a year ago

More sellers than buyers — 48% buying

Fewer new buyers each quarter (-7 vs last Q)

Mostly new holders — 31% entered in last year

Growing discovery — still being found

Mixed cohorts — 12% veterans, 46% new entrants

Smaller funds dominant — 18% AUM from top-100

Institutional Sentiment Summary — CLIP

Hedge Fund Ownership: CLIP

Market Analysis: CLIP

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: CLIP

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

Hedge Fund Positioning: CLIP

Statistics: CLIP

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q2)

Frequently Asked Questions — Global X Fds (CLIP)

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