Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Global X Fds (BOTZ)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +1
Streak
4Q ▲
Buyers last Q
59%

Smart Money Signals — BOTZ

Based on 442 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 4 quarters in a row

last 6Q
For 4 consecutive quarters, more hedge funds added BOTZ 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
442 hedge funds hold BOTZ 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 — +19% more funds vs a year ago

fund count last 6Q
+70 new funds entered over the past year (+19% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 59% buying

250 buying177 selling
Last quarter: 250 funds bought or added vs 177 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.
⚠️

Fewer new buyers each quarter (-29 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 52 → 60 → 86 → 57. 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.
🔒

55% of holders stayed for 2+ years

■ 55% conviction (2yr+) ■ 21% medium ■ 24% new
243 out of 442 hedge funds have held BOTZ 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

51 → 52 → 60 → 86 → 57 new funds/Q
New funds entering each quarter: 52 → 60 → 86 → 57. A growing number of institutions are discovering BOTZ each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Deep conviction — 57% of holders stayed 2+ years

■ 57% veterans ■ 15% 1-2yr ■ 27% new
Of 447 current holders: 257 (57%) 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 — 61% AUM from top-100 funds

61% from top-100 AUM funds
28 of 442 holders are among the 100 largest funds by AUM, controlling 61% of total institutional value in BOTZ. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.9
out of 10
Low Exit Risk
Exit risk score 3.9/10 — 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 — BOTZ

In 2026 Q1, 250 hedge funds were net buyers of BOTZ (57 opened a new position, 193 added to an existing one), while 177 reduced or exited (121 trimmed, 56 sold completely) — a 59% buyer ratio, indicating a slight buying edge. This marks 4 consecutive quarters of net institutional buying — a persistent conviction signal. 61% of total institutional value in BOTZ is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +1 funds (more new holders than closures). Total institutional holders: 442.

Hedge Fund Ownership: BOTZ

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

Market Analysis: BOTZ

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: BOTZ

-- --

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

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

Signal Freshness measures how much BOTZ 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
BOTZ
+11.7%
SPY
+14.1%

BOTZ outperformed SPY by -2.4% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 29d ago
BOTZ
-7.7%
SPY
+0.3%

Since the filing became public, BOTZ outperformed SPY by -8.0% .

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.

16 top-rated funds 0 high-conviction
Consensus
5.3
/ 10
breadth
×
Elite
1.4
/ 10
conviction
Hedge Fund Positioning: BOTZ
433 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 433 441 -1.81%
13F Shares 34M 145M -76.51%
Total Value $1.11B $9.49B -88.35%
New Positions 56 86 -30
Increased Positions 184 140 +44
Closed Positions 64 44 +20
Reduced Positions 120 98 +22
Total Calls 4 5 -20.0%
Total Puts 3 5 -40.0%
PUT/CALL Ratio 0.75 1.0 Neutral

Statistics: BOTZ

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Institutional Holders (2026 Q1)

433 + investors

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

QUARTER:
Top 25 BOTZ holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 TPG Financial Advisors, LLC 2.36% 218,473 $7.3M
2 Sage Capital Management, LLC 1.47% 94,432 $3.1M
3 Black Swift Group, LLC 1.25% 215,180 $7.1M
4 Ascent Advisors, LLC 1.25% 13,388 $680K
5 1 North Wealth Services LLC 1.18% 98,770 $3.3M
6 Clearwater Capital Advisors, LLC 1.00% 373,424 $12.4M
7 Portland Financial Advisors Inc 1.00% 14,444 $480K
8 Obsidian Cio, LLC 0.97% 32,630 $1.1M
9 Tepp RIA, LLC 0.91% 35,064 $1.2M
10 Foguth Wealth Management, LLC. 0.86% 182,799 $7.3M
11 APS Management Group, Inc. 0.81% 28,477 $946K
12 Sterling Investment Advisors, Ltd. 0.75% 124,465 $4.1M
13 Koa Wealth Management, LLC 0.59% 24,540 $815K
14 Intrepid Financial Planning Group LLC 0.55% 41,350 $1.4M
15 Paragon Private Wealth Management, LLC 0.46% 44,347 $1.5M
16 Cascade Investment Group, INC. 0.45% 20,805 $691K
17 Arta Finance Wealth Management LLC 0.45% 27,626 $918K
18 Henson-Edgewater Management, LLC 0.44% 20,630 $685K
19 Sterling Investment Counsel, LLC 0.40% 42,811 $1.4M
20 Endowment Wealth Management, Inc. 0.39% 26,370 $876K
21 Phoenix Wealth Advisors 0.35% 26,833 $891K
22 Sun Group Wealth Partners 0.33% 12,609 $419K
23 Mission Hills Financial Advisory, LLC 0.32% 19,079 $634K
24 Flagstar Advisors Inc 0.31% 25,564 $849K
25 Estate Planners Group, LLC 0.31% 19,490 $706K
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 (BOTZ)

What does the Smart Money Trend signal show for BOTZ?

Buying streak — 4 quarters in a row: For 4 consecutive quarters, more hedge funds added BOTZ 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 BOTZ?

Slight buying edge — 59% buying: Last quarter: 250 funds bought or added vs 177 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 BOTZ holders?

Elite ownership — 61% AUM from top-100 funds: 28 of 442 holders are among the 100 largest funds by AUM, controlling 61% of total institutional value in BOTZ. 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 BOTZ?

55% of holders stayed for 2+ years: 243 out of 442 hedge funds have held BOTZ 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.

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

As of today, BOTZ has moved -7.7% since the 2026 Q1 13F filing date (May 15, 2026), compared to +0.3% for the SPY sector ETF — an outperformance of -8.0%. Since the quarter end (March 31, 2026), BOTZ has gained +11.7% 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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