Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Global X Fds (COPX)

476 + 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
↑ +65
Streak
5Q ▲
Buyers last Q
64%

Smart Money Signals — COPX

Based on 494 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 5 quarters in a row

last 6Q
For 5 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
494 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 — +152% more funds vs a year ago

fund count last 6Q
+298 new funds entered over the past year (+152% 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 — 64% buying

307 buying170 selling
Last quarter: 307 funds were net buyers (119 opened a brand new position + 188 added to an existing one). Only 170 were sellers (116 trimmed + 54 sold completely). A clear majority buying is a strong confirmation signal.
⚠️

Fewer new buyers each quarter (-75 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 63 → 99 → 194 → 119. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
📌

Mixed — 26% long-term, 53% new

■ 26% conviction (2yr+) ■ 20% medium ■ 53% new
Of the 494 current holders: 129 (26%) held >2 years, 101 held 1–2 years, and 264 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.
🚀

Acceleration phase — new buyers rushing in

44 → 63 → 99 → 194 → 119 new funds/Q
New funds entering each quarter: 63 → 99 → 194 → 119. 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.
🌱

Early stage — 55% of holders entered in last year

■ 34% veterans ■ 11% 1-2yr ■ 55% new
Of 525 current holders: 288 (55%) entered in the past year, only 179 (34%) 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.
🏆

Elite ownership — 43% AUM from top-100 funds

43% from top-100 AUM funds
36 of 480 holders are among the 100 largest funds by AUM, controlling 43% 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.
6.2
out of 10
Moderate Exit Risk
Exit risk score 6.2/10 — 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 Q2, 307 hedge funds were net buyers of COPX (119 opened a new position, 188 added to an existing one), while 170 reduced or exited (116 trimmed, 54 sold completely) — a 64% buyer ratio, indicating clear institutional accumulation. This marks 5 consecutive quarters of net institutional buying — a persistent conviction signal. 43% of total institutional value in COPX is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +65 funds (more new holders than closures). Total institutional holders: 494.

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 Q2 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 June 30, 2026 · 87d ago
COPX
+12.1%
SPY
+3.1%

COPX outperformed SPY by +9.0% since June 30, 2026.

Since 13F Filing Date August 14, 2026 · 42d ago
COPX
+0.6%
SPY
-1.8%

Since the filing became public, COPX outperformed SPY by +2.4% .

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.

16 top-rated funds 9 high-conviction
Consensus
5.3
/ 10
breadth
×
Elite
4.4
/ 10
conviction
Hedge Fund Positioning: COPX
476 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 476 429 10.96%
13F Shares 63M 43M 45.64%
Total Value $4.39B $2.84B 54.44%
New Positions 116 194 -78
Increased Positions 183 139 +44
Closed Positions 55 63 -8
Reduced Positions 103 67 +36
Total Calls 26 14 85.71%
Total Puts 18 16 12.5%
PUT/CALL Ratio 0.69 1.14 Bullish

Statistics: COPX

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Valuation Measures Data as of: --

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Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q2)

476 + 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 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Glaxis Capital Management, LLC 6.79% 43,890 $3.4M
2 Fielder Capital Group LLC 4.73% 283,833 $21.8M
3 Sava Penzisko Drushtvo A.D. Skopje 3.59% 178,205 $13.4M
4 Legend Financial Advisors, Inc. 3.58% 81,970 $6.3M
5 Amitell Capital Pte Ltd 3.04% 43,135 $3.3M
6 Fwl Investment Management, LLC 2.74% 194,128 $14.9M
7 Bayshore Capital Advisors, LLC 2.69% 74,877 $5.8M
8 AGAVE CAPITAL MANAGEMENT Ltd 2.40% 285,724 $22.0M
9 Black Swift Group, LLC 2.27% 203,728 $15.7M
10 Northeast Planning Associates, INC. / Nh / 2.22% 42,156 $3.0M
11 Corecam AG 2.17% 33,010 $2.5M
12 Corecam Pte. Ltd. 2.11% 72,300 $5.6M
13 Ipsen Advisor Group LLC 1.97% 39,829 $3.1M
14 Lake Hills Wealth Management, LLC 1.90% 54,376 $4.2M
15 Fore Capital, LLC 1.82% 80,000 $6.2M
16 Beck Capital Management, LLC 1.48% 104,183 $8.0M
17 Red Cedar Investment Management, LLC 1.38% 189,927 $14.6M
18 Viewpoint Investment Partners Corp 1.33% 45,918 $3.9M
19 Authentikos Wealth Advisory, LLC 1.26% 25,709 $2.0M
20 PCG Wealth Advisors, LLC 1.26% 73,324 $5.6M
21 IronBridge Private Wealth, LLC 1.14% 45,183 $3.5M
22 K.J. Harrison & Partners Inc 1.10% 101,297 $7.8M
23 Miller Global Investments, LLC 1.10% 17,237 $1.3M
24 J.Safra Asset Management Corp 1.08% 303,306 $23.3M
25 Trivium Point Advisory, LLC 1.04% 148,714 $11.4M
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 (COPX)

What does the Smart Money Trend signal show for COPX?

Buying streak — 5 quarters in a row: For 5 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 — 64% buying: Last quarter: 307 funds were net buyers (119 opened a brand new position + 188 added to an existing one). Only 170 were sellers (116 trimmed + 54 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for COPX holders?

Elite ownership — 43% AUM from top-100 funds: 36 of 480 holders are among the 100 largest funds by AUM, controlling 43% 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 — 26% long-term, 53% new: Of the 494 current holders: 129 (26%) held >2 years, 101 held 1–2 years, and 264 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 Q2 hedge fund 13F filings?

As of today, COPX has moved +0.6% since the 2026 Q2 13F filing date (August 14, 2026), compared to -1.8% for the SPY sector ETF — an outperformance of +2.4%. Since the quarter end (June 30, 2026), COPX has gained +12.1% vs +3.1% 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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