Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

GLOBAL X FDS (XYLD)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +15
Streak
1Q ▲
Buyers last Q
49%

Smart Money Signals — XYLD

Based on 260 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added XYLD 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 (100% of max)

100% of all-time peak
260 hedge funds hold XYLD 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.
📶

Steady growth — +8% more funds vs a year ago

fund count last 6Q
+19 new funds entered over the past year (+8% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟠

More sellers than buyers — 49% buying

124 buying130 selling
Last quarter: 130 funds reduced or exited vs 124 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 — ~39 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 41 → 34 → 39 → 39. 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+) ■ 27% medium ■ 23% new
131 out of 260 hedge funds have held XYLD 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 — ~39 new funds/quarter

48 → 41 → 34 → 39 → 39 new funds/Q
New funds entering each quarter: 41 → 34 → 39 → 39. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Deep conviction — 55% of holders stayed 2+ years

■ 55% veterans ■ 15% 1-2yr ■ 30% new
Of 264 current holders: 145 (55%) 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 — 49% AUM from top-100 funds

49% from top-100 AUM funds
13 of 260 holders are among the 100 largest funds by AUM, controlling 49% of total institutional value in XYLD. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.7
out of 10
Low Exit Risk
Exit risk score 3.7/10 — 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.

Hedge Fund Ownership: XYLD

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

Market Analysis: XYLD

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: XYLD

-- --

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.

18 top-rated funds 3 high-conviction
Consensus
5.6
/ 10
breadth
×
Elite
3.8
/ 10
conviction
Hedge Fund Positioning: XYLD
2026 Q1 Stats Unlock in 10 days 264 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 264 246 7.32%
13F Shares 29M 32M -7.52%
Total Value $1.17B $1.25B -6.51%
New Positions 39 39 -
Increased Positions 91 91 -
Closed Positions 24 40 -16
Reduced Positions 106 96 +10
Total Calls 3 1 200.0%
Total Puts 2 3 -33.33%
PUT/CALL Ratio 0.67 3.0 Bullish

Statistics: XYLD

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Valuation Measures Data as of: --

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Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

264 + investors

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

Top 25 institutional holders of XYLD — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 SIMS INVESTMENT MANAGEMENT, LLC 6.14% 426,982 $16.7M
2 Compass Financial Services Inc 2.39% 141,214 $5.5M
3 Global X Japan Co., Ltd. 2.36% 1,171,865 $45.9M
4 JUNCTURE WEALTH STRATEGIES, LLC 2.27% 173,562 $6.8M
5 J. Team Financial, Inc. 1.95% 44,437 $1.7M
6 PMG Family Office LLC 1.52% 34,698 $1.4M
7 Thrive Capital Management, LLC 1.24% 145,021 $5.7M
8 APS Management Group, Inc. 1.04% 31,091 $1.2M
9 ELCO Management Co., LLC 0.89% 47,400 $1.9M
10 Garner Asset Management Corp 0.85% 55,592 $2.2M
11 NFSG Corp 0.85% 132,201 $5.2M
12 PRAIRIEVIEW WEALTH PARTNERS, LLC 0.64% 19,824 $776K
13 Solutions 4 Wealth, Ltd 0.60% 10,214 $400K
14 KW WEALTH MANAGEMENT LLC 0.60% 9,660 $392K
15 City Center Advisors, LLC 0.54% 14,847 $581K
16 Atlantic Private Wealth, LLC 0.52% 20,278 $793K
17 BEAM WEALTH ADVISORS, INC. 0.51% 52,218 $2.0M
18 FIRST FOUNDATION ADVISORS 0.48% 302,959 $11.9M
19 FUKOKU MUTUAL LIFE INSURANCE CO 0.46% 178,000 $7.0M
20 Braeburn Wealth Management LLC 0.45% 20,000 $783K
21 XML Financial, LLC 0.44% 138,224 $5.4M
22 Tortuga Wealth Management, Inc 0.42% 9,854 $400K
23 Brookstone Capital Management 0.39% 876,139 $34.3M
24 San Luis Wealth Advisors LLC 0.34% 52,728 $2.1M
25 Comprehensive Money Management Services LLC 0.30% 11,772 $461K
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 (XYLD)

What does the Smart Money Trend signal show for XYLD?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added XYLD 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 XYLD?

More sellers than buyers — 49% buying: Last quarter: 130 funds reduced or exited vs 124 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 XYLD holders?

Elite ownership — 49% AUM from top-100 funds: 13 of 260 holders are among the 100 largest funds by AUM, controlling 49% of total institutional value in XYLD. 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 XYLD?

50% of holders stayed for 2+ years: 131 out of 260 hedge funds have held XYLD 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.