Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Global X Fds (GOEX)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -4
Streak
1Q ▼
Buyers last Q
39%

Smart Money Signals — GOEX

Based on 26 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 GOEX 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 — 87% of 3.0Y peak

87% of all-time peak
26 funds currently hold this stock — 87% of the 3.0-year high of 30 funds (reached 2025 Q4). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
🚀

Fast accumulation — +136% more funds vs a year ago

fund count last 6Q
+15 new funds entered over the past year (+136% 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 3 quarters from the low — a sharp move.
🔴

Heavy selling pressure — only 39% buying

12 buying19 selling
Last quarter: 19 funds sold vs only 12 buyers. This is widespread institutional distribution — not a few funds rebalancing, but a broad exit. High conviction bearish signal.
➡️

Steady new buyers — ~4 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 11 → 8 → 8 → 4. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

50% of holders stayed for 2+ years

■ 50% conviction (2yr+) ■ 12% medium ■ 38% new
13 out of 26 hedge funds have held GOEX 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

2 → 11 → 8 → 8 → 4 new funds/Q
New funds entering each quarter: 11 → 8 → 8 → 4. GOEX 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 — 52% veterans vs 41% newcomers

■ 52% veterans ■ 7% 1-2yr ■ 41% new
Entry-cohort mix of 27 holders: 14 (52%) are 2+ year veterans, 2 entered 1–2 years ago, and 11 (41%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 66% AUM from top-100 funds

66% from top-100 AUM funds
10 of 26 holders are among the 100 largest funds by AUM, controlling 66% of total institutional value in GOEX. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
4.9
out of 10
Moderate Exit Risk
Exit risk score 4.9/10 — 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 — GOEX

In 2026 Q1, 12 hedge funds were net buyers of GOEX (4 opened a new position, 8 added to an existing one), while 19 reduced or exited (11 trimmed, 8 sold completely) — a 39% buyer ratio, indicating net institutional distribution. 66% of total institutional value in GOEX is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: -4 funds (more exits than new entries). Total institutional holders: 26.

Hedge Fund Ownership: GOEX

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

Market Analysis: GOEX

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: GOEX

-- --

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

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

1 top-rated funds 0 high-conviction
Consensus
1.3
/ 10
breadth
×
Elite
0.1
/ 10
conviction
Hedge Fund Positioning: GOEX
2026 Q2 Stats Unlock in 3 days 26 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 26 29 -10.34%
13F Shares 281K 539K -47.83%
Total Value $23M $43M -46.26%
New Positions 4 8 -4
Increased Positions 9 4 +5
Closed Positions 7 2 +5
Reduced Positions 10 13 -3
Total Calls 1 1 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: GOEX

View More

Valuation Measures Data as of: --

Market Cap --
Enterprise Value --
Trailing P/E --
Forward P/E --
PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
Levered Free Cash Flow (ttm) --

Institutional Holders (2026 Q2)

26 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in GOEX. 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.
Top 25 GOEX holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 NewEdge Advisors, LLC 0.03% 151,159 $10.4M
2 Two Sigma Securities, LLC 0.02% 3,591 $248K
3 Hara Capital LLC 0.02% 480 $33K
4 Old Mission Capital LLC 0.01% 12,127 $838K
5 StoneX Group Inc. 0.01% 3,418 $265K
6 Global Retirement Partners, LLC 0.01% 8,696 $601K
7 Federation des caisses Desjardins du Quebec 0.01% 30,068 $2.1M
8 International Assets Investment Management, LLC 0.01% 1,400 $98K
9 IFG Advisory, LLC 0.00% 1,183 $82K
10 Kestra Advisory Services, LLC 0.00% 4,475 $309K
11 LPL Financial LLC 0.00% 52,274 $3.6M
12 Hrt Financial LP 0.00% 4,562 $315K
13 Cibc World Market INC. 0.00% 3,615 $250K
14 Cetera Investment Advisers 0.00% 5,892 $407K
15 Morgan Stanley 0.00% 76,010 $5.3M
16 HighTower Advisors, LLC 0.00% 4,107 $284K
17 Raymond James Financial Inc 0.00% 13,762 $951K
18 Susquehanna International Group, LLP 0.00% 26,646 $1.8M
19 Osaic Holdings, INC. 0.00% 1,603 $111K
20 Jane Street Group, LLC 0.00% 20,708 $1.4M
21 Citadel Advisors LLC 0.00% 12,853 $889K
22 Allworth Financial LP 0.00% 175 $12K
23 Citadel Advisors LLC 0.00% 4,900 $339K
24 Bank of Montreal /Can/ 0.00% 1,276 $88K
25 Simplex Trading, LLC 0.00% 330 $23K
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 (GOEX)

What does the Smart Money Trend signal show for GOEX?

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

Heavy selling pressure — only 39% buying: Last quarter: 19 funds sold vs only 12 buyers. This is widespread institutional distribution — not a few funds rebalancing, but a broad exit. High conviction bearish signal.

What is the fund quality score for GOEX holders?

Elite ownership — 66% AUM from top-100 funds: 10 of 26 holders are among the 100 largest funds by AUM, controlling 66% of total institutional value in GOEX. 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 GOEX?

50% of holders stayed for 2+ years: 13 out of 26 hedge funds have held GOEX 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.

Full history →