Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Global X Fds (COPX)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +132
Streak
4Q ▲
Buyers last Q
71%

Smart Money Signals — COPX

Based on 429 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 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
429 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 — +129% more funds vs a year ago

fund count last 6Q
+242 new funds entered over the past year (+129% 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 — 71% buying

337 buying138 selling
Last quarter: 337 funds were net buyers (194 opened a brand new position + 143 added to an existing one). Only 138 were sellers (76 trimmed + 62 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+95 vs last Q)

new funds entering per quarter
Funds opening a new COPX position: 43 → 63 → 99 → 194. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
📌

Mixed — 26% long-term, 54% new

■ 26% conviction (2yr+) ■ 20% medium ■ 54% new
Of the 429 current holders: 112 (26%) held >2 years, 86 held 1–2 years, and 231 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.
💰

Price up while funds trimmed (-61% value, -83% shares)

Value
-61%
Shares
-82%
Last quarter: total value of institutional COPX holdings rose -61% even though funds reduced share count by 83%. The stock price increased enough to offset the selling. Institutions are quietly trimming into price strength — watch for rotation.
🚀

Acceleration phase — new buyers rushing in

31 → 43 → 63 → 99 → 194 new funds/Q
New funds entering each quarter: 43 → 63 → 99 → 194. 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.
📊

Mixed cohorts — 35% veterans, 52% new entrants

■ 35% veterans ■ 13% 1-2yr ■ 52% new
Of 452 current holders: 158 (35%) held 2+ years, 60 held 1–2 years, 234 (52%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.
✅

Strong quality — 38% AUM from major funds

38% from top-100 AUM funds
31 of 422 holders rank in the top 100 by AUM, accounting for 38% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
5.9
out of 10
Moderate Exit Risk
Exit risk score 5.9/10 — 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 — COPX

In 2026 Q1, 337 hedge funds were net buyers of COPX (194 opened a new position, 143 added to an existing one), while 138 reduced or exited (76 trimmed, 62 sold completely) — a 71% buyer ratio, indicating clear institutional accumulation. This marks 4 consecutive quarters of net institutional buying — a persistent conviction signal. 38% of total institutional value in COPX is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +132 funds (more new holders than closures). Total institutional holders: 429.

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

-- --

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

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

Signal Freshness measures how much COPX 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 · 83d ago
COPX
+12.0%
SPY
+15.1%

COPX outperformed SPY by -3.1% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 38d ago
COPX
+2.9%
SPY
+1.3%

Since the filing became public, COPX outperformed SPY by +1.6% .

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.

20 top-rated funds 5 high-conviction
Consensus
5.7
/ 10
breadth
×
Elite
3.3
/ 10
conviction
Hedge Fund Positioning: COPX
424 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 424 297 42.76%
13F Shares 43M 251M -82.89%
Total Value $2.84B $7.33B -61.31%
New Positions 192 99 +93
Increased Positions 137 96 +41
Closed Positions 65 30 +35
Reduced Positions 66 51 +15
Total Calls 14 8 75.0%
Total Puts 16 9 77.78%
PUT/CALL Ratio 1.14 1.12 Neutral

Statistics: COPX

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Valuation Measures Data as of: --

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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 Q1)

424 + investors

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

QUARTER:
Top 25 COPX holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Fielder Capital Group LLC 4.77% 286,898 $21.9M
2 Legend Financial Advisors, Inc. 4.33% 87,925 $6.7M
3 Glaxis Capital Management, LLC 3.76% 39,390 $3.0M
4 Fwl Investment Management, LLC 3.08% 183,761 $14.0M
5 Black Swift Group, LLC 2.72% 203,384 $15.5M
6 Corecam Pte. Ltd. 2.36% 71,300 $5.4M
7 Lake Hills Wealth Management, LLC 2.32% 54,344 $4.1M
8 Northeast Planning Associates, INC. / Nh / 2.17% 42,240 $3.2M
9 Corecam AG 2.13% 32,750 $2.5M
10 Ipsen Advisor Group LLC 2.13% 39,828 $3.0M
11 Gemsstock Ltd. 1.94% 241,200 $18.4M
12 Beck Capital Management, LLC 1.82% 104,000 $7.9M
13 III Capital Management 1.81% 82,000 $6.2M
14 Nearwater Capital Markets, Ltd 1.68% 934,400 $71.3M
15 Authentikos Wealth Advisory, LLC 1.47% 28,562 $2.2M
16 PCG Wealth Advisors, LLC 1.40% 72,474 $5.5M
17 J.Safra Asset Management Corp 1.23% 298,129 $22.8M
18 Miller Global Investments, LLC 1.21% 17,229 $1.3M
19 Dynamic Wealth Strategies, LLC 1.20% 27,105 $2.1M
20 Smart Portfolios, LLC 1.14% 14,961 $1.1M
21 IronBridge Private Wealth, LLC 1.11% 45,207 $3.5M
22 BW Gestao de Investimentos Ltda. 1.04% 410,050 $31.3M
23 K2 Principal Fund, L.P. 1.03% 194,000 $14.8M
24 Valence8 US LP 0.99% 37,018 $2.8M
25 Risk Paradigm Group, LLC 0.92% 14,127 $1.1M
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 — 4 quarters in a row: For 4 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 — 71% buying: Last quarter: 337 funds were net buyers (194 opened a brand new position + 143 added to an existing one). Only 138 were sellers (76 trimmed + 62 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for COPX holders?

Strong quality — 38% AUM from major funds: 31 of 422 holders rank in the top 100 by AUM, accounting for 38% 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 COPX?

Mixed — 26% long-term, 54% new: Of the 429 current holders: 112 (26%) held >2 years, 86 held 1–2 years, and 231 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.

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

As of today, COPX has moved +2.9% since the 2026 Q1 13F filing date (May 15, 2026), compared to +1.3% for the SPY sector ETF — an outperformance of +1.6%. Since the quarter end (March 31, 2026), COPX has gained +12.0% vs +15.1% 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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