Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

GLOBAL X FDS (COPX)

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

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Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +65
Streak
3Q ▲
Buyers last Q
70%

Smart Money Signals — COPX

Based on 284 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 3 quarters in a row

last 6Q
For 3 consecutive quarters, more hedge funds added COPX 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
284 hedge funds hold COPX 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 — +52% more funds vs a year ago

fund count last 6Q
+97 new funds entered over the past year (+52% 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 — 70% buying

192 buying81 selling
Last quarter: 192 funds were net buyers (93 opened a brand new position + 99 added to an existing one). Only 81 were sellers (53 trimmed + 28 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+34 vs last Q)

new funds entering per quarter
Funds opening a new COPX position: 29 → 41 → 59 → 93. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
📌

Mixed — 34% long-term, 40% new

34% conviction (2yr+) 26% medium 40% new
Of the 284 current holders: 97 (34%) held >2 years, 74 held 1–2 years, and 113 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.
💎

Buying through price weakness — shares +810%, value +415%

Value
+414%
Shares
+809%
Last quarter: funds added +810% more shares while total portfolio value only changed +415%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
🚀

Acceleration phase — new buyers rushing in

38 → 29 → 41 → 59 → 93 new funds/Q
New funds entering each quarter: 29 → 41 → 59 → 93. The pace of institutional discovery is accelerating sharply. This is the 'hot idea' phase — the thesis is being passed from fund to fund. You are not late — the accumulation wave is still building.
🏛️

Deep conviction — 41% of holders stayed 2+ years

41% veterans 17% 1-2yr 41% new
Of 299 current holders: 124 (41%) 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 — 82% AUM from top-100 funds

82% from top-100 AUM funds
18 of 284 holders are among the 100 largest funds by AUM, controlling 82% of total institutional value in COPX. 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.

Hedge Fund Ownership: COPX

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

Market Analysis: COPX

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: COPX

-- --
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

28 top-rated funds 8 high-conviction
Consensus
6.3
/ 10
breadth
×
Elite
5.9
/ 10
conviction
Hedge Fund Positioning: COPX
2026 Q1 Stats Unlock in 17 days 299 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 299 231 29.44%
13F Shares 250M 27M 809.81%
Total Value $7.33B $1.42B 414.91%
New Positions 98 59 +39
Increased Positions 115 81 +34
Closed Positions 30 26 +4
Reduced Positions 64 72 -8
Total Calls 8 9 -11.11%
Total Puts 9 7 28.57%
PUT/CALL Ratio 1.12 0.78 Neutral

Statistics: COPX

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Valuation Measures Data as of: --

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

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
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Institutional Holders (2026 Q1)

299 + investors

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

Top 25 institutional holders of COPX — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Legend Financial Advisors, Inc. 4.33% 87,925 $6.7M
2 FNY Investment Advisers, LLC 3.99% 119,446 $9K
3 Black Swift Group, LLC 2.72% 203,384 $15.5M
4 Corecam Pte. Ltd. 2.36% 71,300 $5.4M
5 Lake Hills Wealth Management, LLC 2.32% 54,344 $4.1M
6 NORTHEAST PLANNING ASSOCIATES, INC. / NH / 2.17% 42,240 $3.2M
7 Corecam AG 2.13% 32,750 $2.5M
8 PCG Wealth Advisors, LLC 1.40% 72,474 $5.5M
9 Miller Global Investments, LLC 1.21% 17,229 $1.3M
10 Smart Portfolios, LLC 1.14% 14,961 $1.1M
11 BW Gestao de Investimentos Ltda. 1.04% 410,050 $31.3M
12 K.J. Harrison & Partners Inc 0.82% 65,297 $5.0M
13 RED CEDAR INVESTMENT MANAGEMENT, LLC 0.78% 98,674 $7.5M
14 FIDUCIARY FINANCIAL GROUP, LLC 0.77% 75,587 $5.8M
15 Ground Swell Capital, LLC 0.60% 4,009 $306K
16 Terra Nova Asset Management LLC 0.60% 10,555 $806K
17 MILESTONE ASSET MANAGEMENT, LLC 0.56% 39,497 $3.0M
18 Tactive Advisors, LLC 0.53% 24,450 $1.9M
19 Bayshore Capital Advisors, LLC 0.53% 16,332 $1.2M
20 EHRLICH FINANCIAL GROUP 0.42% 9,644 $736K
21 WT Wealth Management 0.40% 17,632 $1.3M
22 Bright Futures Wealth Management, LLC. 0.40% 7,645 $584K
23 BFI Infinity Ltd. 0.40% 9,233 $705K
24 MOULTON WEALTH MANAGEMENT, INC 0.38% 7,292 $561K
25 WOODWARD DIVERSIFIED CAPITAL, LLC 0.38% 9,585 $836K
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 (COPX)

What does the Smart Money Trend signal show for COPX?

Buying streak — 3 quarters in a row: For 3 consecutive quarters, more hedge funds added COPX 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 COPX?

More buyers than sellers — 70% buying: Last quarter: 192 funds were net buyers (93 opened a brand new position + 99 added to an existing one). Only 81 were sellers (53 trimmed + 28 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for COPX holders?

Elite ownership — 82% AUM from top-100 funds: 18 of 284 holders are among the 100 largest funds by AUM, controlling 82% of total institutional value in COPX. 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 COPX?

Mixed — 34% long-term, 40% new: Of the 284 current holders: 97 (34%) held >2 years, 74 held 1–2 years, and 113 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.

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.