Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Global X Fds (CLIP)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
→ 0
Streak
1Q —
Buyers last Q
49%

Smart Money Signals — CLIP

Based on 144 hedge funds · latest filing: 2026 Q1 · updated quarterly

➡️

No change last quarter

last 6Q
The number of hedge funds holding this stock didn't change last quarter. Neither a buying nor selling signal on its own — watch the next quarter for direction.
🏔️

At the ownership peak (100% of max)

100% 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 — 49% buying

74 buying78 selling
Last quarter: 78 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: 19 → 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 → 19 → 22 → 30 → 23 new funds/Q
New funds entering each quarter: 19 → 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
13 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.

Institutional Sentiment Summary — CLIP

In 2026 Q1, 74 hedge funds were net buyers of CLIP (23 opened a new position, 51 added to an existing one), while 78 reduced or exited (55 trimmed, 23 sold completely) — a 49% buyer ratio, indicating roughly balanced activity. Net fund flow last quarter: flat (entries and exits balanced). Total institutional holders: 144.

Hedge Fund Ownership: CLIP

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

Market Analysis: CLIP

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: CLIP

-- --

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

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

Signal Freshness measures how much CLIP 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 · 86d ago
CLIP
-0.1%
SPY
+13.0%

CLIP outperformed SPY by -13.1% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 41d ago
CLIP
+0.4%
SPY
-0.5%

Since the filing became public, CLIP outperformed SPY by +0.9% .

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.

6 top-rated funds 10 high-conviction
Consensus
3.7
/ 10
breadth
×
Elite
3.5
/ 10
conviction
Hedge Fund Positioning: CLIP
142 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 142 144 -1.39%
13F Shares 16M 13M 17.64%
Total Value $1.29B $1.04B 23.66%
New Positions 22 30 -8
Increased Positions 50 59 -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

Statistics: CLIP

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Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

142 + 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:
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 24.95% 291,146 $29.2M
2 Altium Investment Strategies LLC 18.89% 64,136 $6.4M
3 APS Management Group, Inc. 10.15% 118,121 $11.9M
4 Guild Investment Management, Inc. 9.44% 131,685 $13.2M
5 Creekmur Asset Management LLC 9.27% 1,225 $123K
6 Stapp Wealth Management, Pllc 8.29% 64,701 $6.5M
7 Financial Network Wealth Advisors LLC 6.43% 62,645 $6.3M
8 Global X Japan Co., Ltd. 6.30% 1,221,614 $122.6M
9 Tannin Capital LLC 5.86% 80,425 $8.1M
10 3EDGE Asset Management, LP 5.30% 1,092,311 $109.6M
11 Ark Wealth Advisors LLC 3.71% 37,326 $3.7M
12 Peterson Wealth Advisors, LLC 3.17% 237,507 $23.8M
13 Alaethes Wealth, LLC 3.02% 105,806 $10.6M
14 Life Planning Partners, Inc 2.72% 35,548 $3.6M
15 Curtis Advisory Group, LLC 2.25% 104,042 $10.4M
16 Accurate Wealth Management, LLC 2.20% 182,383 $18.3M
17 Pacific Sage Partners, LLC 2.17% 137,279 $13.8M
18 Terril Brothers, INC. 2.03% 73,957 $7.4M
19 Maridea Wealth Management LLC 1.89% 129,343 $13.0M
20 Denver Wealth Management, INC. 1.73% 50,091 $5.0M
21 Bleakley Financial Group, LLC 1.68% 1,069,071 $107.3M
22 Woodard & Co Asset Management Group Inc /Adv 1.62% 100,768 $10.1M
23 Highline Wealth Partners LLC 1.60% 62,427 $6.3M
24 Capital Investment Advisors, LLC 1.34% 833,341 $83.6M
25 Verus Capital Partners, LLC 0.92% 134,145 $13.5M
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?

No change last quarter: The number of hedge funds holding this stock didn't change last quarter. Neither a buying nor selling signal on its own — watch the next quarter for direction.

What is the institutional breadth score for CLIP?

More sellers than buyers — 49% buying: Last quarter: 78 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: 13 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 Q1 hedge fund 13F filings?

As of today, CLIP has moved +0.4% since the 2026 Q1 13F filing date (May 15, 2026), compared to -0.5% for the SPY sector ETF — an outperformance of +0.9%. Since the quarter end (March 31, 2026), CLIP has gained -0.1% vs +13.0% 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.

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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