Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Global X Fds (AIQ)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +17
Streak
11Q ▲
Buyers last Q
63%

Smart Money Signals — AIQ

Based on 567 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 11 quarters in a row

last 6Q
For 11 consecutive quarters, more hedge funds added AIQ 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
567 hedge funds hold AIQ 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.
🚀

Fast accumulation — +63% more funds vs a year ago

fund count last 6Q
+220 new funds entered over the past year (+63% 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.
🟢

More buyers than sellers — 63% buying

335 buying200 selling
Last quarter: 335 funds were net buyers (75 opened a brand new position + 260 added to an existing one). Only 200 were sellers (142 trimmed + 58 sold completely). A clear majority buying is a strong confirmation signal.
⚠️

Fewer new buyers each quarter (-42 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 88 → 113 → 117 → 75. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
📌

Mixed — 26% long-term, 37% new

■ 26% conviction (2yr+) ■ 37% medium ■ 37% new
Of the 567 current holders: 150 (26%) held >2 years, 207 held 1–2 years, and 210 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.
➡️

Steady discovery — ~75 new funds/quarter

56 → 88 → 113 → 117 → 75 new funds/Q
New funds entering each quarter: 88 → 113 → 117 → 75. Consistent flow of new institutional buyers without clear acceleration or slowdown.
📊

Mixed cohorts — 25% veterans, 49% new entrants

■ 25% veterans ■ 26% 1-2yr ■ 49% new
Of 575 current holders: 142 (25%) held 2+ years, 149 held 1–2 years, 284 (49%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.
🏆

Elite ownership — 70% AUM from top-100 funds

70% from top-100 AUM funds
31 of 567 holders are among the 100 largest funds by AUM, controlling 70% of total institutional value in AIQ. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
4.7
out of 10
Moderate Exit Risk
Exit risk score 4.7/10 — 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 — AIQ

In 2026 Q1, 335 hedge funds were net buyers of AIQ (75 opened a new position, 260 added to an existing one), while 200 reduced or exited (142 trimmed, 58 sold completely) — a 63% buyer ratio, indicating clear institutional accumulation. This marks 11 consecutive quarters of net institutional buying — a persistent conviction signal. 70% of total institutional value in AIQ is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +17 funds (more new holders than closures). Total institutional holders: 567.

Hedge Fund Ownership: AIQ

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

Market Analysis: AIQ

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: AIQ

-- --

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

Is It Too Late to Buy Global X Fds (AIQ) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much AIQ has moved relative to its sector benchmark (SPY) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 74d ago
AIQ
+37.0%
SPY
+14.1%

AIQ outperformed SPY by +22.9% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 29d ago
AIQ
+4.8%
SPY
+0.3%

Since the filing became public, AIQ outperformed SPY by +4.5% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

21 top-rated funds 5 high-conviction
Consensus
5.8
/ 10
breadth
×
Elite
4.0
/ 10
conviction
Hedge Fund Positioning: AIQ
558 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 558 550 1.45%
13F Shares 83M 76M 9.27%
Total Value $3.84B $3.86B -0.7%
New Positions 75 117 -42
Increased Positions 254 247 +7
Closed Positions 67 44 +23
Reduced Positions 137 105 +32
Total Calls 5 6 -16.67%
Total Puts 5 5 -
PUT/CALL Ratio 1.0 0.83 Neutral

Statistics: AIQ

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Financial Highlights

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Institutional Holders (2026 Q1)

558 + investors

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

QUARTER:
Top 25 AIQ holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Arch Global Advisors, LLC 4.48% 184,112 $8.6M
2 Taylor Securities Services, Inc. 4.08% 187,465 $8.7M
3 Adapt Wealth Advisors, LLC 3.63% 214,719 $10.0M
4 Solutions 4 Wealth, Ltd 3.42% 48,733 $2.3M
5 Madrona Financial Services, LLC 3.31% 324,089 $15.1M
6 Richard P Slaughter Associates Inc 2.79% 277,008 $12.9M
7 Prudent Investors Network, INC. 2.39% 235,495 $11.0M
8 Valley Wealth Managers, INC. 2.25% 748,911 $35.0M
9 Clarus Group, Inc. 2.20% 131,727 $6.1M
10 Hancock Prospecting Pty Ltd 2.09% 1,494,534 $69.7M
11 Green Ridge Wealth Planning LLC 1.84% 74,949 $3.5M
12 Benson Wealth Management INC 1.81% 28,415 $1.3M
13 Balance Wealth, LLC 1.74% 119,743 $5.6M
14 Decker Wealth Management LLC 1.72% 162,158 $7.6M
15 Estate Planners Group, LLC 1.69% 76,654 $3.9M
16 Grange Capital, LLC 1.57% 33,869 $1.6M
17 5T Wealth, LLC 1.55% 84,037 $3.9M
18 Cooper Financial Group 1.55% 328,349 $15.3M
19 Byrne Financial Freedom, LLC 1.52% 68,209 $3.2M
20 ArborFi Advisors, LLC 1.52% 39,939 $1.9M
21 Curtis Advisory Group, LLC 1.44% 142,881 $6.7M
22 Centurion Wealth Management LLC 1.39% 132,549 $6.2M
23 Aspen Wealth Strategies, LLC 1.37% 54,863 $2.6M
24 Wealth Management Associates, Inc. 1.34% 83,056 $3.9M
25 Intelligence Driven Advisers, LLC 1.27% 156,427 $7.3M
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 (AIQ)

What does the Smart Money Trend signal show for AIQ?

Buying streak — 11 quarters in a row: For 11 consecutive quarters, more hedge funds added AIQ 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 AIQ?

More buyers than sellers — 63% buying: Last quarter: 335 funds were net buyers (75 opened a brand new position + 260 added to an existing one). Only 200 were sellers (142 trimmed + 58 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for AIQ holders?

Elite ownership — 70% AUM from top-100 funds: 31 of 567 holders are among the 100 largest funds by AUM, controlling 70% of total institutional value in AIQ. 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 AIQ?

Mixed — 26% long-term, 37% new: Of the 567 current holders: 150 (26%) held >2 years, 207 held 1–2 years, and 210 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.

Is it too late to buy Global X Fds (AIQ) following the 2026 Q1 hedge fund 13F filings?

As of today, AIQ has moved +4.8% since the 2026 Q1 13F filing date (May 15, 2026), compared to +0.3% for the SPY sector ETF — an outperformance of +4.5%. Since the quarter end (March 31, 2026), AIQ has gained +37.0% vs +14.1% for SPY. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

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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