Global X Fds (CLIP) Hedge Fund Ownership (Q2 2026)

Global X Fds (CLIP)

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

Smart Money Signals — CLIP

Based on 157 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q

For 1 consecutive quarter, more hedge funds added CLIP 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

157 hedge funds hold CLIP 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 — +28% more funds vs a year ago

fund count last 6Q

+34 new funds entered over the past year (+28% 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.

🟡

Slight buying edge — 50% buying

82 buying81 selling

Last quarter: 82 funds bought or added vs 81 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 (+7 vs last Q)

new funds entering per quarter

Funds opening a new CLIP position: 22 → 30 → 23 → 30. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.

🔄

Mostly new holders — 33% entered in last year

■ 18% conviction (2yr+) ■ 49% medium ■ 33% new

Only 28 funds (18%) 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.

💰

Price up while funds trimmed (+22% value, -0% shares)

Value

+21%

Last quarter: total value of institutional CLIP holdings rose +22% even though funds reduced share count by 0%. The stock price increased enough to offset the selling. Institutions are quietly trimming into price strength — watch for rotation.

➡️

Steady discovery — ~30 new funds/quarter

20 → 22 → 30 → 23 → 30 new funds/Q

New funds entering each quarter: 22 → 30 → 23 → 30. Consistent flow of new institutional buyers without clear acceleration or slowdown.

📊

Mixed cohorts — 16% veterans, 41% new entrants

■ 16% veterans ■ 43% 1-2yr ■ 41% new

Of 157 current holders: 25 (16%) held 2+ years, 67 held 1–2 years, 65 (41%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.

📋

Smaller funds dominant — 16% AUM from top-100

16% from top-100 AUM funds

14 of 157 holders rank in the top 100 by AUM, but together hold only 16% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

4.1

out of 10

Moderate Exit Risk

Exit risk score 4.1/10 — 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.

Metric	All 13F Filers (2026 Q2)	Prior (2026 Q1)	Change
Funds Holding	156	144	8.33%
13F Shares	16M	16M	-0.91%
Total Value	$1.57B	$1.30B	20.78%
New Positions	29	23	+6
Increased Positions	52	51	+1
Closed Positions	17	24	-7
Reduced Positions	64	55	+9
Total Calls	0	0	-
Total Puts	0	0	-
PUT/CALL Ratio	0.0	0.0	Bullish

Metric

All 13F Filers (2026 Q2)

Prior (2026 Q1)

Change

Funds Holding

156

144

8.33%

13F Shares

16M

-0.91%

Total Value

$1.57B

$1.30B

20.78%

New Positions

Increased Positions

Closed Positions

-7

Reduced Positions

Total Calls

Total Puts

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q2)

156 + investors

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

QUARTER:

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

Top 25 CLIP holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Rhl Group, LLC	32.30%	388,275	$38.8M
2	Altium Investment Strategies LLC	17.79%	123,364	$12.4M
3	Global X Japan Co., Ltd.	13.32%	3,610,000	$362.2M
4	Spectrum Advisors, Inc.	10.19%	128,506	$12.9M
5	Guild Investment Management, Inc.	9.60%	140,100	$14.1M
6	APS Management Group, Inc.	8.72%	113,080	$11.3M
7	Financial Network Wealth Advisors LLC	7.61%	74,694	$7.5M
8	Creekmur Asset Management LLC	5.71%	1,176	$118K
9	Chicago Wealth Management, Inc.	4.62%	129,887	$13.0M
10	3EDGE Asset Management, LP	4.50%	1,006,225	$101.0M
11	Tannin Capital LLC	3.78%	57,295	$5.7M
12	Alaethes Wealth, LLC	3.13%	107,308	$10.8M
13	Peterson Wealth Advisors, LLC	2.93%	246,852	$24.8M
14	Stapp Wealth Management, Pllc	2.86%	21,787	$2.2M
15	Life Planning Partners, Inc	2.73%	36,541	$3.7M
16	Pacific Sage Partners, LLC	2.28%	160,395	$16.1M
17	Thompson David Blair	2.18%	37,864	$3.8M
18	Denver Wealth Management, INC.	2.11%	73,573	$7.4M
19	Accurate Wealth Management, LLC	2.03%	212,895	$21.3M
20	Elm3 Financial Group, LLC	1.98%	28,742	$2.9M
21	Terril Brothers, INC.	1.88%	72,742	$7.3M
22	Ark Wealth Advisors LLC	1.83%	20,556	$2.1M
23	Sykon Capital LLC	1.71%	55,364	$5.6M
24	Curtis Advisory Group, LLC	1.70%	86,990	$8.7M
25	Bleakley Financial Group, LLC	1.50%	1,170,109	$117.4M

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 (CLIP)

What does the Smart Money Trend signal show for CLIP?

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

Slight buying edge — 50% buying: Last quarter: 82 funds bought or added vs 81 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 CLIP holders?

Smaller funds dominant — 16% AUM from top-100: 14 of 157 holders rank in the top 100 by AUM, but together hold only 16% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held CLIP?

Mostly new holders — 33% entered in last year: Only 28 funds (18%) 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.

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Global X Fds (CLIP)

Smart Money Signals — CLIP

Buying streak — 1 quarter in a row

At the ownership peak (100% of max)

Fast accumulation — +28% more funds vs a year ago

Slight buying edge — 50% buying

More new buyers each quarter (+7 vs last Q)

Mostly new holders — 33% entered in last year

Price up while funds trimmed (+22% value, -0% shares)

Steady discovery — ~30 new funds/quarter

Mixed cohorts — 16% veterans, 41% new entrants

Smaller funds dominant — 16% AUM from top-100

Institutional Sentiment Summary — CLIP

Hedge Fund Ownership: CLIP

Market Analysis: CLIP

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: CLIP

Hedge Fund Positioning: CLIP

Statistics: CLIP

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q2)

Frequently Asked Questions — Global X Fds (CLIP)

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