Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

GLOBAL X FDS (QYLD)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +22
Streak
2Q ▲
Buyers last Q
53%

Smart Money Signals — QYLD

Based on 405 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, more hedge funds added QYLD than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (99% of max)

99% of all-time peak
405 hedge funds hold QYLD 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.
〰️

Stable — ownership unchanged year-over-year

fund count last 6Q
The number of hedge funds holding QYLD is almost the same as a year ago (+8 funds, +2% change). No significant rush to buy or sell — institutional backing is holding steady.
🟡

Slight buying edge — 53% buying

207 buying183 selling
Last quarter: 207 funds bought or added vs 183 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.
📈

More new buyers each quarter (+8 vs last Q)

new funds entering per quarter
Funds opening a new QYLD position: 58 → 32 → 51 → 59. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

57% of holders stayed for 2+ years

■ 57% conviction (2yr+) ■ 25% medium ■ 18% new
230 out of 405 hedge funds have held QYLD 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.
📈

Growing discovery — still being found

62 → 58 → 32 → 51 → 59 new funds/Q
New funds entering each quarter: 58 → 32 → 51 → 59. A growing number of institutions are discovering QYLD each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Deep conviction — 59% of holders stayed 2+ years

■ 59% veterans ■ 15% 1-2yr ■ 27% new
Of 408 current holders: 239 (59%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
🏆

Elite ownership — 53% AUM from top-100 funds

53% from top-100 AUM funds
15 of 405 holders are among the 100 largest funds by AUM, controlling 53% of total institutional value in QYLD. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.4
out of 10
Low Exit Risk
Exit risk score 3.4/10 — 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 — QYLD

In 2025 Q4, 207 hedge funds were net buyers of QYLD (59 opened a new position, 148 added to an existing one), while 183 reduced or exited (146 trimmed, 37 sold completely) — a 53% buyer ratio, indicating a slight buying edge. Net buying has persisted for two consecutive quarters, a positive momentum signal. 53% of total institutional value in QYLD is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +22 funds (more new holders than closures). Total institutional holders: 405.

Hedge Fund Ownership: QYLD

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

Market Analysis: QYLD

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: QYLD

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

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

35 top-rated funds 5 high-conviction
Consensus
6.8
/ 10
breadth
×
Elite
4.5
/ 10
conviction
Hedge Fund Positioning: QYLD
2026 Q1 Stats Unlock in 9 days 408 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 408 388 5.15%
13F Shares 103M 105M -1.62%
Total Value $1.90B $1.78B 6.73%
New Positions 59 52 +7
Increased Positions 152 151 +1
Closed Positions 38 50 -12
Reduced Positions 151 138 +13
Total Calls 5 3 66.67%
Total Puts 2 3 -33.33%
PUT/CALL Ratio 0.4 1.0 Bullish

Statistics: QYLD

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Institutional Holders (2026 Q1)

408 + investors

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

Top 25 institutional holders of QYLD — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Global X Japan Co., Ltd. 13.91% 15,775,171 $270.5M
2 Solutions 4 Wealth, Ltd 8.64% 334,859 $5.7M
3 SIMS INVESTMENT MANAGEMENT, LLC 7.24% 1,148,308 $19.7M
4 Mission Hills Financial Advisory, LLC 6.93% 788,765 $13.5M
5 Beta Wealth Group, Inc. 3.73% 525,927 $9.0M
6 RETIREMENT PLANNING GROUP, LLC / NY 3.00% 271,541 $4.7M
7 Significant Wealth Partners LLC 2.24% 106,250 $1.8M
8 SOL Capital Management CO 2.19% 276,719 $4.5M
9 J. Team Financial, Inc. 1.97% 102,444 $1.8M
10 Perissos Private Wealth Management, LLC 1.71% 114,598 $2.0M
11 Atlas Private Wealth Advisors 1.68% 415,818 $7.1M
12 PMG Family Office LLC 1.61% 83,839 $1.4M
13 APS Management Group, Inc. 1.55% 105,766 $1.8M
14 Compass Financial Services Inc 1.51% 203,817 $3.5M
15 Thrive Capital Management, LLC 1.47% 390,162 $6.7M
16 Astra Wealth Partners LLC 1.21% 118,000 $2.0M
17 SHARPEPOINT LLC 1.04% 101,802 $1.7M
18 Ulland Investment Advisors, LLC 1.03% 70,027 $1K
19 Tortuga Wealth Management, Inc 0.94% 50,685 $896K
20 ARQ WEALTH ADVISORS, LLC 0.91% 294,731 $5.1M
21 NFSG Corp 0.86% 305,009 $5.2M
22 Sound Income Strategies, LLC 0.85% 1,020,591 $17.6M
23 Benchmark Financial, LLC 0.81% 52,500 $900K
24 BKM Wealth Management, LLC 0.63% 99,990 $1.7M
25 KW WEALTH MANAGEMENT LLC 0.61% 22,885 $404K
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 (QYLD)

What does the Smart Money Trend signal show for QYLD?

Buying streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds added QYLD than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for QYLD?

Slight buying edge — 53% buying: Last quarter: 207 funds bought or added vs 183 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 QYLD holders?

Elite ownership — 53% AUM from top-100 funds: 15 of 405 holders are among the 100 largest funds by AUM, controlling 53% of total institutional value in QYLD. 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 QYLD?

57% of holders stayed for 2+ years: 230 out of 405 hedge funds have held QYLD 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.