Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Global X Fds (CHPX)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +32
Streak
2Q ▲
Buyers last Q
90%

Smart Money Signals — CHPX

Based on 40 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 2Q
For 2 consecutive quarters, more hedge funds added CHPX 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
40 hedge funds hold CHPX right now — the highest count in 0.8 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.
🟢

More buyers than sellers — 90% buying

38 buying4 selling
Last quarter: 38 funds were net buyers (34 opened a brand new position + 4 added to an existing one). Only 4 were sellers (2 trimmed + 2 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+30 vs last Q)

new funds entering per quarter
Funds opening a new CHPX position: 4 → 34. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔄

Mostly new holders — 98% entered in last year

■ 0% conviction (2yr+) ■ 2% medium ■ 98% new
Only 0 funds (0%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.
💰

Value +3666% but shares only +1663% — price-driven

Value
+3666%
Shares
+1662%
Last quarter: the total dollar value of institutional holdings rose +3666%, but actual share count only changed +1663%. The gap is explained by the stock's price rising — not new buying. Strong value growth with weak share growth means the rally is price momentum, not fresh institutional demand.
🌱

Early stage — 100% of holders entered in last year

■ 0% veterans ■ 0% 1-2yr ■ 100% new
Of 42 current holders: 42 (100%) entered in the past year, only 0 (0%) are 2+ year veterans. This is an early-phase institutional idea — still being discovered. High upside potential if the thesis plays out, but thin conviction base.
✅

Strong quality — 37% AUM from major funds

37% from top-100 AUM funds
10 of 40 holders rank in the top 100 by AUM, accounting for 37% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
5.4
out of 10
Moderate Exit Risk
Exit risk score 5.4/10 — 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 — CHPX

In 2026 Q2, 38 hedge funds were net buyers of CHPX (34 opened a new position, 4 added to an existing one), while 4 reduced or exited (2 trimmed, 2 sold completely) — a 90% buyer ratio, indicating clear institutional accumulation. Net buying has persisted for two consecutive quarters, a positive momentum signal. 37% of total institutional value in CHPX is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +32 funds (more new holders than closures). Total institutional holders: 40.

Hedge Fund Ownership: CHPX

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

Market Analysis: CHPX

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: CHPX

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

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Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

1 top-rated funds 0 high-conviction
Consensus
1.3
/ 10
breadth
×
Elite
0.1
/ 10
conviction
Hedge Fund Positioning: CHPX
40 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 40 8 400.0%
13F Shares 2M 90K 1662.66%
Total Value $162M $4M 3666.45%
New Positions 34 4 +30
Increased Positions 4 2 +2
Closed Positions 2 1 +1
Reduced Positions 1 1 -
Total Calls 1 0 100%
Total Puts 1 0 100%
PUT/CALL Ratio 1.0 0.0 Neutral

Statistics: CHPX

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Valuation Measures Data as of: --

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PEG Ratio (5yr expected) --
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Price/Book (mrq) --
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Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Total Cash (mrq) --
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Institutional Holders (2026 Q2)

40 + investors

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

QUARTER:
Top 25 CHPX holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 RiverFront Investment Group, LLC 0.87% 617,631 $65.7M
2 Bluesphere Advisors LLC 0.08% 2,435 $259K
3 Old Mission Capital LLC 0.04% 23,639 $2.5M
4 Gts Securities LLC 0.03% 13,444 $1.4M
5 &Partners 0.02% 51,016 $5.4M
6 Berbice Capital Management LLC 0.02% 301 $32K
7 Summit Financial, LLC 0.01% 10,625 $1.1M
8 Independent Financial Group, LLC 0.01% 5,393 $573K
9 Flagship Harbor Advisors, LLC 0.01% 2,266 $241K
10 Envestnet Asset Management Inc 0.01% 340,674 $36.2M
11 Concurrent Investment Advisors, LLC 0.01% 6,641 $706K
12 Raymond James Financial Inc 0.00% 130,706 $13.9M
13 Kingsview Wealth Management, LLC 0.00% 2,826 $300K
14 EverSource Wealth Advisors, LLC 0.00% 420 $45K
15 Evolution Wealth Management INC. 0.00% 21 $2K
16 Goldman Sachs Group Inc 0.00% 127,551 $13.6M
17 Truist Financial Corp 0.00% 8,955 $952K
18 LPL Financial LLC 0.00% 44,005 $4.7M
19 Hrt Financial LP 0.00% 5,240 $557K
20 Harbour Investments, INC. 0.00% 589 $63K
21 Cetera Investment Advisers 0.00% 6,014 $639K
22 Jane Street Group, LLC 0.00% 59,406 $6.3M
23 Farther Finance Advisors, LLC 0.00% 575 $61K
24 Royal Bank of Canada 0.00% 27,580 $2.9M
25 Fifth Third Bancorp 0.00% 1,783 $190K
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 (CHPX)

What does the Smart Money Trend signal show for CHPX?

Buying streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds added CHPX 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 CHPX?

More buyers than sellers — 90% buying: Last quarter: 38 funds were net buyers (34 opened a brand new position + 4 added to an existing one). Only 4 were sellers (2 trimmed + 2 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for CHPX holders?

Strong quality — 37% AUM from major funds: 10 of 40 holders rank in the top 100 by AUM, accounting for 37% 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 CHPX?

Mostly new holders — 98% entered in last year: Only 0 funds (0%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.

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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