Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Global X Fds (FINX)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
→ 0
Streak
1Q —
Buyers last Q
45%

Smart Money Signals — FINX

Based on 79 hedge funds · latest filing: 2026 Q2 · updated quarterly

➡️

No change last quarter

last 6Q
The number of hedge funds holding this stock didn't change last quarter. Neither a buying nor selling signal on its own — watch the next quarter for direction.
📊

High ownership — 72% of 3.0Y peak

72% of all-time peak
79 funds currently hold this stock — 72% of the 3.0-year high of 110 funds (reached 2023 Q4). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
📉

Outflows — 19% fewer funds vs a year ago

fund count last 6Q
18 fewer hedge funds hold FINX compared to a year ago (-19% decline). When institutions consistently reduce their exposure, it's worth exploring the underlying fundamental reasons driving them away.
🟠

More sellers than buyers — 45% buying

34 buying42 selling
Last quarter: 42 funds reduced or exited vs 34 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.
➡️

Steady new buyers — ~14 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 17 → 11 → 12 → 14. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

70% of holders stayed for 2+ years

■ 70% conviction (2yr+) ■ 14% medium ■ 16% new
55 out of 79 hedge funds have held FINX for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
➡️

Steady discovery — ~14 new funds/quarter

19 → 17 → 11 → 12 → 14 new funds/Q
New funds entering each quarter: 17 → 11 → 12 → 14. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 71% veterans vs 16% newcomers

■ 71% veterans ■ 13% 1-2yr ■ 16% new
Entry-cohort mix of 79 holders: 56 (71%) are 2+ year veterans, 10 entered 1–2 years ago, and 13 (16%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 55% AUM from top-100 funds

55% from top-100 AUM funds
16 of 79 holders are among the 100 largest funds by AUM, controlling 55% of total institutional value in FINX. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
2.3
out of 10
Low Exit Risk
Exit risk score 2.3/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

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 — FINX

In 2026 Q2, 34 hedge funds were net buyers of FINX (14 opened a new position, 20 added to an existing one), while 42 reduced or exited (28 trimmed, 14 sold completely) — a 45% buyer ratio, indicating roughly balanced activity. 55% of total institutional value in FINX is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: flat (entries and exits balanced). Total institutional holders: 79.

Hedge Fund Ownership: FINX

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

Market Analysis: FINX

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: FINX

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

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

4 top-rated funds 1 high-conviction
Consensus
3.0
/ 10
breadth
×
Elite
1.1
/ 10
conviction
Hedge Fund Positioning: FINX
78 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 78 79 -1.27%
13F Shares 2M 3M -11.76%
Total Value $54M $58M -7.47%
New Positions 13 12 +1
Increased Positions 20 24 -4
Closed Positions 14 26 -12
Reduced Positions 28 27 +1
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: FINX

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Institutional Holders (2026 Q2)

78 + investors

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

QUARTER:
Top 25 FINX holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Blue Sky Capital Consultants Group, Inc. 1.60% 151,521 $3.7M
2 Lane Generational LLC 1.21% 55,700 $1.4M
3 Stamos Capital Partners, L.P. 0.35% 93,220 $2.3M
4 Cox Capital Mgt LLC 0.32% 23,479 $580K
5 Phoenix Wealth Advisors 0.28% 34,218 $845K
6 Mission Financial Group, LLC 0.22% 10,512 $260K
7 Sherman Asset Management, Inc. 0.20% 10,636 $263K
8 Carlson Financial, INC. 0.16% 9,115 $268K
9 Northbridge Financial Group, LLC 0.09% 9,262 $229K
10 Stelac Advisory Services LLC 0.06% 13,481 $333K
11 Archford Capital Strategies, LLC 0.06% 23,937 $591K
12 Moran Wealth Management, LLC 0.05% 77,507 $1.9M
13 Cdkv Holdings LLC 0.02% 1,210 $30K
14 Clearwater Capital Advisors, LLC 0.02% 9,259 $229K
15 Farther Finance Advisors, LLC 0.01% 64,189 $1.6M
16 IHT Wealth Management, LLC 0.01% 17,190 $424K
17 Valley National Advisers Inc 0.01% 2,737 $68K
18 Duncker Streett & Co Inc 0.00% 1,025 $25K
19 Harbor Asset Planning, Inc. 0.00% 217 $5K
20 Stratos Wealth Partners, LTD. 0.00% 12,236 $302K
21 Sanctuary Advisors, LLC 0.00% 13,557 $335K
22 Creative Financial Designs Inc /Adv 0.00% 1,019 $25K
23 SBI Securities Co., Ltd. 0.00% 1,892 $47K
24 Beacon Pointe Advisors, LLC 0.00% 8,600 $212K
25 Raymond James Financial Inc 0.00% 143,397 $3.5M
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 (FINX)

What does the Smart Money Trend signal show for FINX?

No change last quarter: The number of hedge funds holding this stock didn't change last quarter. Neither a buying nor selling signal on its own — watch the next quarter for direction.

What is the institutional breadth score for FINX?

More sellers than buyers — 45% buying: Last quarter: 42 funds reduced or exited vs 34 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

What is the fund quality score for FINX holders?

Elite ownership — 55% AUM from top-100 funds: 16 of 79 holders are among the 100 largest funds by AUM, controlling 55% of total institutional value in FINX. 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 FINX?

70% of holders stayed for 2+ years: 55 out of 79 hedge funds have held FINX for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

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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