Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Global X Fds (FINX)

78 + Investors. Track Smart Money conviction in FINX. 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
↓ -1
Streak
3Q ▼
Buyers last Q
44%

Smart Money Signals — FINX

Based on 78 hedge funds · latest filing: 2026 Q2 · updated quarterly

📉

Selling streak — 3 quarters in a row

last 6Q
For 3 consecutive quarters, more hedge funds reduced or closed their FINX 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 — 71% of 3.0Y peak

71% of all-time peak
78 funds currently hold this stock — 71% of the 3.0-year high of 110 funds (reached 2023 Q4). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
📉

Outflows — 20% fewer funds vs a year ago

fund count last 6Q
19 fewer hedge funds hold FINX compared to a year ago (-20% decline). When institutions consistently reduce their exposure, it's worth exploring the underlying fundamental reasons driving them away.
🟠

More sellers than buyers — 44% buying

33 buying42 selling
Last quarter: 42 funds reduced or exited vs 33 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.
➡️

Steady new buyers — ~13 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 17 → 11 → 12 → 13. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

71% of holders stayed for 2+ years

71% conviction (2yr+) 14% medium 15% new
55 out of 78 hedge funds have held FINX 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.
➡️

Steady discovery — ~13 new funds/quarter

19 → 17 → 11 → 12 → 13 new funds/Q
New funds entering each quarter: 17 → 11 → 12 → 13. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 72% veterans vs 15% newcomers

72% veterans 13% 1-2yr 15% new
Entry-cohort mix of 78 holders: 56 (72%) are 2+ year veterans, 10 entered 1–2 years ago, and 12 (15%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 56% AUM from top-100 funds

56% from top-100 AUM funds
16 of 78 holders are among the 100 largest funds by AUM, controlling 56% of total institutional value in FINX. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
2.2
out of 10
Low Exit Risk
Exit risk score 2.2/10 — 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 — FINX

In 2026 Q2, 33 hedge funds were net buyers of FINX (13 opened a new position, 20 added to an existing one), while 42 reduced or exited (28 trimmed, 14 sold completely) — a 44% buyer ratio, indicating roughly balanced activity. This extends a 3-quarter selling streak, suggesting sustained institutional caution. 56% of total institutional value in FINX is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: -1 funds (more exits than new entries). Total institutional holders: 78.

Hedge Fund Ownership: FINX

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

Market Analysis: FINX

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: FINX

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

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Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

4 top-rated funds 1 high-conviction
Consensus
3.0
/ 10
breadth
×
Elite
1.1
/ 10
conviction
Hedge Fund Positioning: FINX
78 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 78 79 -1.27%
13F Shares 2M 3M -11.76%
Total Value $54M $58M -7.47%
New Positions 13 12 +1
Increased Positions 20 24 -4
Closed Positions 14 26 -12
Reduced Positions 28 27 +1
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: FINX

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Institutional Holders (2026 Q2)

78 + investors

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

QUARTER:
Top 25 FINX holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Blue Sky Capital Consultants Group, Inc. 1.60% 151,521 $3.7M
2 Lane Generational LLC 1.21% 55,700 $1.4M
3 Stamos Capital Partners, L.P. 0.35% 93,220 $2.3M
4 Cox Capital Mgt LLC 0.32% 23,479 $580K
5 Phoenix Wealth Advisors 0.28% 34,218 $845K
6 Mission Financial Group, LLC 0.22% 10,512 $260K
7 Sherman Asset Management, Inc. 0.20% 10,636 $263K
8 Northbridge Financial Group, LLC 0.09% 9,262 $229K
9 Stelac Advisory Services LLC 0.06% 13,481 $333K
10 Archford Capital Strategies, LLC 0.06% 23,937 $591K
11 Moran Wealth Management, LLC 0.05% 77,507 $1.9M
12 Cdkv Holdings LLC 0.02% 1,210 $30K
13 Clearwater Capital Advisors, LLC 0.02% 9,259 $229K
14 Farther Finance Advisors, LLC 0.01% 64,189 $1.6M
15 IHT Wealth Management, LLC 0.01% 17,190 $424K
16 Valley National Advisers Inc 0.01% 2,737 $68K
17 Duncker Streett & Co Inc 0.00% 1,025 $25K
18 Harbor Asset Planning, Inc. 0.00% 217 $5K
19 Stratos Wealth Partners, LTD. 0.00% 12,236 $302K
20 Sanctuary Advisors, LLC 0.00% 13,557 $335K
21 Creative Financial Designs Inc /Adv 0.00% 1,019 $25K
22 SBI Securities Co., Ltd. 0.00% 1,892 $47K
23 Beacon Pointe Advisors, LLC 0.00% 8,600 $212K
24 Raymond James Financial Inc 0.00% 143,397 $3.5M
25 International Assets Investment Management, LLC 0.00% 625 $16K
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 (FINX)

What does the Smart Money Trend signal show for FINX?

Selling streak — 3 quarters in a row: For 3 consecutive quarters, more hedge funds reduced or closed their FINX 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 FINX?

More sellers than buyers — 44% buying: Last quarter: 42 funds reduced or exited vs 33 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 FINX holders?

Elite ownership — 56% AUM from top-100 funds: 16 of 78 holders are among the 100 largest funds by AUM, controlling 56% of total institutional value in FINX. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held FINX?

71% of holders stayed for 2+ years: 55 out of 78 hedge funds have held FINX 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.

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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