Global X Fds (EFAS) Hedge Fund Ownership (Q2 2026)

Global X Fds (EFAS)

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

Smart Money Signals — EFAS

Based on 21 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 EFAS positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

📊

High ownership — 91% of 3.0Y peak

91% of all-time peak

21 funds currently hold this stock — 91% of the 3.0-year high of 23 funds (reached 2025 Q4). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.

🚀

Fast accumulation — +110% more funds vs a year ago

fund count last 6Q

+11 new funds entered over the past year (+110% 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. The peak was reached in just 4 quarters from the low — a sharp move.

🟡

Slight buying edge — 54% buying

13 buying11 selling

Last quarter: 13 funds bought or added vs 11 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

➡️

Steady new buyers — ~6 new funds per quarter

new funds entering per quarter

Funds opening this position for the first time: 7 → 8 → 6 → 6. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.

🔒

43% of holders stayed for 2+ years

■ 43% conviction (2yr+) ■ 0% medium ■ 57% new

9 out of 21 hedge funds have held EFAS for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

📊

Peak discovery — momentum slowing

3 → 7 → 8 → 6 → 6 new funds/Q

New funds entering each quarter: 7 → 8 → 6 → 6. EFAS is well-known in the hedge fund world, but fresh entries are gradually declining. The explosive phase of institutional discovery is likely behind us.

🏛️

Veteran-anchored — 43% veterans vs 52% newcomers

■ 43% veterans ■ 5% 1-2yr ■ 52% new

Entry-cohort mix of 21 holders: 9 (43%) are 2+ year veterans, 1 entered 1–2 years ago, and 11 (52%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.

📋

Smaller funds dominant — 11% AUM from top-100

11% from top-100 AUM funds

3 of 20 holders rank in the top 100 by AUM, but together hold only 11% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

5.2

out of 10

Moderate Exit Risk

Exit risk score 5.2/10 — 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 Q2)	Prior (2026 Q1)	Change
Funds Holding	22	21	4.76%
13F Shares	575K	336K	71.22%
Total Value	$12M	$6M	94.94%
New Positions	5	6	-1
Increased Positions	10	7	+3
Closed Positions	3	8	-5
Reduced Positions	4	3	+1
Total Calls	0	0	-
Total Puts	0	0	-
PUT/CALL Ratio	0.0	0.0	Bullish

Metric

All 13F Filers (2026 Q2)

Prior (2026 Q1)

Change

Funds Holding

4.76%

13F Shares

575K

336K

71.22%

Total Value

$12M

$6M

94.94%

New Positions

-1

Increased Positions

Closed Positions

-5

Reduced Positions

Total Calls

Total Puts

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q2)

22 + investors

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

QUARTER:

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

Top 22 EFAS holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Owen LaRue, LLC	0.19%	25,099	$536K
2	3EDGE Asset Management, LP	0.17%	176,867	$3.8M
3	Encompass More Asset Management	0.10%	32,214	$688K
4	Atlas Brown,Inc.	0.06%	9,910	$212K
5	Kingswood Wealth Advisors, LLC	0.02%	28,427	$607K
6	SWAN Capital LLC	0.01%	1,410	$30K
7	SHP Wealth Management	0.00%	2,512	$54K
8	Founders Financial Alliance, LLC	0.00%	906	$19K
9	Farther Finance Advisors, LLC	0.00%	11,094	$237K
10	Orion Porfolio Solutions, LLC	0.00%	10,906	$233K
11	Osaic Holdings, INC.	0.00%	62,961	$1.3M
12	Rockefeller Capital Management L.P.	0.00%	32,000	$684K
13	Commonwealth Equity Services, LLC	0.00%	35,930	$767K
14	Cetera Investment Advisers	0.00%	33,947	$725K
15	Brown Advisory Inc	0.00%	14,994	$320K
16	EP Wealth Advisors, LLC	0.00%	6,000	$128K
17	LPL Financial LLC	0.00%	28,535	$610K
18	Jane Street Group, LLC	0.00%	18,863	$403K
19	Susquehanna International Group, LLP	0.00%	14,967	$320K
20	UBS Group AG	0.00%	1,705	$36K
21	Morgan Stanley	0.00%	1	—
22	Wells Fargo & Company/Mn	0.00%	—	—

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 (EFAS)

What does the Smart Money Trend signal show for EFAS?

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

Slight buying edge — 54% buying: Last quarter: 13 funds bought or added vs 11 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for EFAS holders?

Smaller funds dominant — 11% AUM from top-100: 3 of 20 holders rank in the top 100 by AUM, but together hold only 11% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held EFAS?

43% of holders stayed for 2+ years: 9 out of 21 hedge funds have held EFAS for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

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 (EFAS)

Smart Money Signals — EFAS

Selling streak — 1 quarter in a row

High ownership — 91% of 3.0Y peak

Fast accumulation — +110% more funds vs a year ago

Slight buying edge — 54% buying

Steady new buyers — ~6 new funds per quarter

43% of holders stayed for 2+ years

Peak discovery — momentum slowing

Veteran-anchored — 43% veterans vs 52% newcomers

Smaller funds dominant — 11% AUM from top-100

Institutional Sentiment Summary — EFAS

Hedge Fund Ownership: EFAS

Market Analysis: EFAS

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: EFAS

Hedge Fund Positioning: EFAS

Statistics: EFAS

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q2)

Frequently Asked Questions — Global X Fds (EFAS)

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