Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Global X Fds (GOEX)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -3
Streak
1Q ▼
Buyers last Q
40%

Smart Money Signals — GOEX

Based on 26 hedge funds · latest filing: 2026 Q1 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds reduced or closed their GOEX 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 — 90% of 3.0Y peak

90% of all-time peak
26 funds currently hold this stock — 90% of the 3.0-year high of 29 funds (reached 2025 Q4). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
🚀

Fast accumulation — +136% more funds vs a year ago

fund count last 6Q
+15 new funds entered over the past year (+136% 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. The peak was reached in just 3 quarters from the low — a sharp move.
🟠

More sellers than buyers — 40% buying

12 buying18 selling
Last quarter: 18 funds reduced or exited vs 12 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 — ~4 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 10 → 8 → 8 → 4. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

50% of holders stayed for 2+ years

■ 50% conviction (2yr+) ■ 12% medium ■ 38% new
13 out of 26 hedge funds have held GOEX 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.
📊

Peak discovery — momentum slowing

2 → 10 → 8 → 8 → 4 new funds/Q
New funds entering each quarter: 10 → 8 → 8 → 4. GOEX 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 — 52% veterans vs 41% newcomers

■ 52% veterans ■ 7% 1-2yr ■ 41% new
Entry-cohort mix of 27 holders: 14 (52%) are 2+ year veterans, 2 entered 1–2 years ago, and 11 (41%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 66% AUM from top-100 funds

66% from top-100 AUM funds
10 of 26 holders are among the 100 largest funds by AUM, controlling 66% of total institutional value in GOEX. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
5.1
out of 10
Moderate Exit Risk
Exit risk score 5.1/10 — 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 — GOEX

In 2026 Q1, 12 hedge funds were net buyers of GOEX (4 opened a new position, 8 added to an existing one), while 18 reduced or exited (11 trimmed, 7 sold completely) — a 40% buyer ratio, indicating roughly balanced activity. 66% of total institutional value in GOEX is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: -3 funds (more exits than new entries). Total institutional holders: 26.

Hedge Fund Ownership: GOEX

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

Market Analysis: GOEX

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: GOEX

-- --

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

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

Signal Freshness measures how much GOEX 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 · 24d ago
GOEX
+0.4%
SPY
-0.9%

GOEX outperformed SPY by +1.3% since June 30, 2026.

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.

1 top-rated funds 0 high-conviction
Consensus
1.3
/ 10
breadth
×
Elite
0.1
/ 10
conviction
Hedge Fund Positioning: GOEX
2026 Q2 Stats Unlock in 26 days 26 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 26 29 -10.34%
13F Shares 281K 539K -47.83%
Total Value $23M $43M -46.26%
New Positions 4 8 -4
Increased Positions 9 4 +5
Closed Positions 7 2 +5
Reduced Positions 10 13 -3
Total Calls 1 1 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: GOEX

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Valuation Measures Data as of: --

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PEG Ratio (5yr expected) --
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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) --
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Income Statement & Cash Flow
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Net Income Avi to Common (ttm) --
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Total Cash (mrq) --
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Institutional Holders (2026 Q1)

26 + investors

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

QUARTER:
Top 25 GOEX holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Approach Retirement Advisors, LLC 0.18% 2,495 $211K
2 Two Sigma Securities, LLC 0.05% 4,945 $419K
3 Hara Capital LLC 0.02% 480 $41K
4 Private Advisory Group LLC 0.02% 3,215 $272K
5 Old Mission Capital LLC 0.01% 8,905 $754K
6 International Assets Investment Management, LLC 0.01% 1,400 $125K
7 Federation des caisses Desjardins du Quebec 0.01% 25,018 $2.1M
8 United Capital Financial Advisors, LLC 0.00% 4,065 $344K
9 LPL Financial LLC 0.00% 62,849 $5.3M
10 Kestra Advisory Services, LLC 0.00% 4,086 $346K
11 Cibc World Market INC. 0.00% 5,997 $508K
12 Cetera Investment Advisers 0.00% 5,672 $480K
13 Raymond James Financial Inc 0.00% 19,029 $1.6M
14 Morgan Stanley 0.00% 76,339 $6.5M
15 HighTower Advisors, LLC 0.00% 4,117 $348K
16 Susquehanna International Group, LLP 0.00% 20,681 $1.8M
17 Citadel Advisors LLC 0.00% 7,226 $612K
18 Citadel Advisors LLC 0.00% 6,500 $550K
19 Osaic Holdings, INC. 0.00% 590 $50K
20 Envestnet Asset Management Inc 0.00% 2,994 $253K
21 Allworth Financial LP 0.00% 175 $15K
22 Jane Street Group, LLC 0.00% 4,787 $405K
23 Bank of Montreal /Can/ 0.00% 1,355 $115K
24 UBS Group AG 0.00% 2,395 $203K
25 Simplex Trading, LLC 0.00% 347 $29K
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 (GOEX)

What does the Smart Money Trend signal show for GOEX?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their GOEX 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 GOEX?

More sellers than buyers — 40% buying: Last quarter: 18 funds reduced or exited vs 12 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 GOEX holders?

Elite ownership — 66% AUM from top-100 funds: 10 of 26 holders are among the 100 largest funds by AUM, controlling 66% of total institutional value in GOEX. 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 GOEX?

50% of holders stayed for 2+ years: 13 out of 26 hedge funds have held GOEX 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 (GOEX) following the 2026 Q2 hedge fund 13F filings?

Since the quarter end (June 30, 2026), GOEX has gained +0.4% vs -0.9% 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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