Global X Fds (BUG): Hedge Fund Ownership & Smart Money Signals (Q1 2026)

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

As of today, BUG has moved +6.2% since the 2026 Q1 13F filing date (May 15, 2026), compared to +0.2% for the SPY sector ETF — an outperformance of +6.0%. Since the quarter end (March 31, 2026), BUG gained +34.0% vs +13.9% 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.

Global X Fds (BUG)

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

Smart Money Signals — BUG

Based on 196 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q

For 1 consecutive quarter, more hedge funds added BUG 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 (96% of max)

96% of all-time peak

196 hedge funds hold BUG 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 — +17% more funds vs a year ago

fund count last 6Q

+28 new funds entered over the past year (+17% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.

🟡

Slight buying edge — 53% buying

109 buying96 selling

Last quarter: 109 funds bought or added vs 96 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 (+11 vs last Q)

new funds entering per quarter

Funds opening a new BUG position: 51 → 27 → 31 → 42. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.

🔒

46% of holders stayed for 2+ years

■ 46% conviction (2yr+) ■ 29% medium ■ 25% new

91 out of 196 hedge funds have held BUG 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 — ~42 new funds/quarter

27 → 51 → 27 → 31 → 42 new funds/Q

New funds entering each quarter: 51 → 27 → 31 → 42. Consistent flow of new institutional buyers without clear acceleration or slowdown.

🏛️

Veteran-anchored — 51% veterans vs 33% newcomers

■ 51% veterans ■ 17% 1-2yr ■ 33% new

Entry-cohort mix of 206 holders: 105 (51%) are 2+ year veterans, 34 entered 1–2 years ago, and 67 (33%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.

✅

Strong quality — 35% AUM from major funds

35% from top-100 AUM funds

20 of 195 holders rank in the top 100 by AUM, accounting for 35% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

3.5

out of 10

Low Exit Risk

Exit risk score 3.5/10 — 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.

Metric	All 13F Filers (2026 Q1)	Prior (2025 Q4)	Change
Funds Holding	195	191	2.09%
13F Shares	16M	12M	27.74%
Total Value	$348M	$304M	14.57%
New Positions	41	31	+10
Increased Positions	66	63	+3
Closed Positions	37	40	-3
Reduced Positions	56	65	-9
Total Calls	6	4	50.0%
Total Puts	5	5	-
PUT/CALL Ratio	0.83	1.25	Neutral

Metric

All 13F Filers (2026 Q1)

Prior (2025 Q4)

Change

Funds Holding

195

191

2.09%

13F Shares

16M

12M

27.74%

Total Value

$348M

$304M

14.57%

New Positions

+10

Increased Positions

Closed Positions

-3

Reduced Positions

-9

Total Calls

50.0%

Total Puts

PUT/CALL Ratio

0.83

1.25

Neutral

Institutional Holders (2026 Q1)

195 + investors

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

QUARTER:

FILTER:All New Added To Reduced No Change | Overweight >5%

Top 25 BUG holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Moss Adams Wealth Advisors LLC	2.66%	1,446,480	$36.3M
2	Farrow Financial, Inc.	1.23%	86,085	$2.2M
3	Cassady Wealth & Retirement Planning, LLC	0.94%	47,214	$1.4M
4	Biltmore Family Office, LLC	0.85%	241,243	$6.1M
5	Waycross Investment Management Co	0.84%	35,113	$882K
6	TigerOak Management, L.L.C.	0.78%	98,784	$2.5M
7	Anson Funds Management LP	0.66%	300,000	$7.5M
8	Spectrum Strategic Capital Management, LLC	0.46%	34,123	$857K
9	Hamilton Capital, LLC	0.40%	308,176	$7.7M
10	NCM Capital Management, LLC	0.38%	41,947	$1.1M
11	Cox Capital Mgt LLC	0.32%	19,464	$489K
12	Phoenix Wealth Advisors	0.30%	30,172	$758K
13	Capital Asset Advisory Services LLC	0.29%	281,300	$7.5M
14	Integras Partners LLC	0.26%	15,955	$401K
15	Joseph P. Lucia & Associates, LLC	0.25%	27,437	$689K
16	Intesa Sanpaolo Wealth Management	0.22%	35,970	$903K
17	First Interstate Bank	0.22%	152,851	$3.8M
18	Guardian Asset Advisors, LLC	0.21%	14,093	$354K
19	Granite Bay Wealth Management, LLC	0.19%	35,975	$903K
20	Sterling Investment Counsel, LLC	0.19%	27,095	$680K
21	Quadrature Capital Ltd	0.18%	614,119	$15.4M
22	O'ROURKE & COMPANY, Inc	0.17%	17,124	$430K
23	OMNI 360 Wealth, Inc.	0.17%	12,780	$321K
24	Accel Wealth Management	0.15%	23,013	$578K
25	Nautilus Advisors LLC	0.15%	8,475	$213K

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 (BUG)

What does the Smart Money Trend signal show for BUG?

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

Slight buying edge — 53% buying: Last quarter: 109 funds bought or added vs 96 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 BUG holders?

Strong quality — 35% AUM from major funds: 20 of 195 holders rank in the top 100 by AUM, accounting for 35% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held BUG?

46% of holders stayed for 2+ years: 91 out of 196 hedge funds have held BUG 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 (BUG) following the 2026 Q1 hedge fund 13F filings?

As of today, BUG has moved +6.2% since the 2026 Q1 13F filing date (May 15, 2026), compared to +0.2% for the SPY sector ETF — an outperformance of +6.0%. Since the quarter end (March 31, 2026), BUG has gained +34.0% vs +13.9% 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.

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Global X Fds (BUG)

Smart Money Signals — BUG

Buying streak — 1 quarter in a row

At the ownership peak (96% of max)

Steady growth — +17% more funds vs a year ago

Slight buying edge — 53% buying

More new buyers each quarter (+11 vs last Q)

46% of holders stayed for 2+ years

Steady discovery — ~42 new funds/quarter

Veteran-anchored — 51% veterans vs 33% newcomers

Strong quality — 35% AUM from major funds

Institutional Sentiment Summary — BUG

Hedge Fund Ownership: BUG

Market Analysis: BUG

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: BUG

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

Hedge Fund Positioning: BUG

Statistics: BUG

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q1)

Frequently Asked Questions — Global X Fds (BUG)

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