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.

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Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -13
Streak
2Q ▼
Buyers last Q
41%

Smart Money Signals — FINX

Based on 79 hedge funds · latest filing: 2026 Q1 · updated quarterly

📉

Selling streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, more hedge funds reduced or closed their FINX positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
📊

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 — 16% fewer funds vs a year ago

fund count last 6Q
15 fewer hedge funds hold FINX compared to a year ago (-16% decline). When institutions consistently reduce their exposure, it's worth exploring the underlying fundamental reasons driving them away.
🟠

More sellers than buyers — 41% buying

36 buying52 selling
Last quarter: 52 funds reduced or exited vs 36 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 — ~12 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 18 → 17 → 11 → 12. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

62% of holders stayed for 2+ years

62% conviction (2yr+) 22% medium 16% new
49 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.
💎

Buying through price weakness — shares -22%, value -40%

Value
-40%
Shares
-22%
Last quarter: funds added -22% more shares while total portfolio value only changed -40%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
📊

Peak discovery — momentum slowing

15 → 18 → 17 → 11 → 12 new funds/Q
New funds entering each quarter: 18 → 17 → 11 → 12. FINX is well-known in the hedge fund world, but fresh entries are gradually declining. The explosive phase of institutional discovery is likely behind us.
🏛️

Veteran-anchored — 66% veterans vs 23% newcomers

66% veterans 11% 1-2yr 23% new
Entry-cohort mix of 79 holders: 52 (66%) are 2+ year veterans, 9 entered 1–2 years ago, and 18 (23%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 58% AUM from top-100 funds

58% from top-100 AUM funds
14 of 79 holders are among the 100 largest funds by AUM, controlling 58% 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.
2.5
out of 10
Low Exit Risk
Exit risk score 2.5/10 — 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 Q1, 36 hedge funds were net buyers of FINX (12 opened a new position, 24 added to an existing one), while 52 reduced or exited (27 trimmed, 25 sold completely) — a 41% buyer ratio, indicating roughly balanced activity. Net selling has persisted for two consecutive quarters. 58% of total institutional value in FINX is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: -13 funds (more exits than new entries). 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

-- --

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

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

Signal Freshness measures how much FINX 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 · 79d ago
FINX
+8.1%
SPY
+13.9%

FINX outperformed SPY by -5.8% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 34d ago
FINX
+0.5%
SPY
+0.2%

Since the filing became public, FINX outperformed SPY by +0.3% .

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.

4 top-rated funds 0 high-conviction
Consensus
3.0
/ 10
breadth
×
Elite
0.5
/ 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 Q1) Prior (2025 Q4) Change
Funds Holding 78 92 -15.22%
13F Shares 3M 3M -22.39%
Total Value $58M $97M -40.04%
New Positions 12 11 +1
Increased Positions 24 29 -5
Closed Positions 26 20 +6
Reduced Positions 27 26 +1
Total Calls 0 1 -100.0%
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: FINX

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Institutional Holders (2026 Q1)

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 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Blue Sky Capital Consultants Group, Inc. 1.44% 130,647 $3.0M
2 Stamos Capital Partners, L.P. 0.32% 88,738 $2.0M
3 Phoenix Wealth Advisors 0.31% 34,168 $789K
4 Mission Financial Group, LLC 0.25% 11,630 $269K
5 Northbridge Financial Group, LLC 0.10% 9,693 $233K
6 Moran Wealth Management, LLC 0.06% 89,744 $2.1M
7 Stelac Advisory Services LLC 0.06% 13,481 $311K
8 Archford Capital Strategies, LLC 0.06% 22,473 $519K
9 Gts Securities LLC 0.03% 39,414 $910K
10 Cdkv Holdings LLC 0.03% 1,257 $29K
11 Sherman Asset Management, Inc. 0.02% 1,157 $27K
12 EverSource Wealth Advisors, LLC 0.02% 9,992 $502K
13 Twin Peaks Wealth Advisors, LLC 0.01% 2,484 $57K
14 Farther Finance Advisors, LLC 0.01% 58,200 $1.3M
15 IHT Wealth Management, LLC 0.01% 23,305 $538K
16 Harbor Asset Planning, Inc. 0.01% 553 $13K
17 Gerber Kawasaki Wealth & Investment Management 0.01% 15,067 $292K
18 Toth Financial Advisory Corp 0.01% 2,033 $47K
19 Duncker Streett & Co Inc 0.00% 1,025 $24K
20 Stratos Wealth Partners, LTD. 0.00% 13,349 $308K
21 Portus Wealth Advisors, LLC 0.00% 158 $4K
22 Sanctuary Advisors, LLC 0.00% 27,047 $625K
23 Raymond James Financial Inc 0.00% 330,177 $7.6M
24 Banque Cantonale Vaudoise 0.00% 2,179 $50K
25 Creative Financial Designs Inc /Adv 0.00% 957 $22K
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?

Selling streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds reduced or closed their FINX positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for FINX?

More sellers than buyers — 41% buying: Last quarter: 52 funds reduced or exited vs 36 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 — 58% AUM from top-100 funds: 14 of 79 holders are among the 100 largest funds by AUM, controlling 58% 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?

62% of holders stayed for 2+ years: 49 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.

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

As of today, FINX has moved +0.5% since the 2026 Q1 13F filing date (May 15, 2026), compared to +0.2% for the SPY sector ETF — an outperformance of +0.3%. Since the quarter end (March 31, 2026), FINX has gained +8.1% vs +13.9% 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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