Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Global X Fds (HERO)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -2
Streak
3Q ▼
Buyers last Q
35%

Smart Money Signals — HERO

Based on 55 hedge funds · latest filing: 2026 Q1 · updated quarterly

📉

Selling streak — 3 quarters in a row

last 6Q
For 3 consecutive quarters, more hedge funds reduced or closed their HERO 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 — 86% of 3.0Y peak

86% of all-time peak
55 funds currently hold this stock — 86% of the 3.0-year high of 64 funds (reached 2025 Q2). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
〰️

Stable — ownership unchanged year-over-year

fund count last 6Q
The number of hedge funds holding HERO is almost the same as a year ago (+0 funds, +0% change). No significant rush to buy or sell — institutional backing is holding steady.
🔴

Heavy selling pressure — only 35% buying

17 buying32 selling
Last quarter: 32 funds sold vs only 17 buyers. This is widespread institutional distribution — not a few funds rebalancing, but a broad exit. High conviction bearish signal.
➡️

Steady new buyers — ~8 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 15 → 8 → 8 → 8. 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
34 out of 55 hedge funds have held HERO 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

8 → 15 → 8 → 8 → 8 new funds/Q
New funds entering each quarter: 15 → 8 → 8 → 8. HERO 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 — 67% veterans vs 16% newcomers

■ 67% veterans ■ 16% 1-2yr ■ 16% new
Entry-cohort mix of 55 holders: 37 (67%) are 2+ year veterans, 9 entered 1–2 years ago, and 9 (16%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 69% AUM from top-100 funds

69% from top-100 AUM funds
10 of 55 holders are among the 100 largest funds by AUM, controlling 69% of total institutional value in HERO. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.5
out of 10
Low Exit Risk
Exit risk score 3.5/10 — 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 — HERO

In 2026 Q1, 17 hedge funds were net buyers of HERO (8 opened a new position, 9 added to an existing one), while 32 reduced or exited (22 trimmed, 10 sold completely) — a 35% buyer ratio, indicating net institutional distribution. This extends a 3-quarter selling streak, suggesting sustained institutional caution. 69% of total institutional value in HERO is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: -2 funds (more exits than new entries). Total institutional holders: 55.

Hedge Fund Ownership: HERO

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

Market Analysis: HERO

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: HERO

-- --

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

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

Signal Freshness measures how much HERO 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 · 82d ago
HERO
-4.0%
SPY
+15.1%

HERO outperformed SPY by -19.1% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 37d ago
HERO
-4.3%
SPY
+1.3%

Since the filing became public, HERO outperformed SPY by -5.6% .

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.

1 top-rated funds 0 high-conviction
Consensus
1.3
/ 10
breadth
×
Elite
0.1
/ 10
conviction
Hedge Fund Positioning: HERO
55 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 55 57 -3.51%
13F Shares 966K 1M -28.44%
Total Value $24M $40M -41.13%
New Positions 8 8 -
Increased Positions 9 9 -
Closed Positions 10 14 -4
Reduced Positions 22 26 -4
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: HERO

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Short % of Float --

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Institutional Holders (2026 Q1)

55 + investors

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

QUARTER:
Top 25 HERO holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Nano Cap New Millennium Growth Fund L P 0.36% 15,000 $386K
2 Archford Capital Strategies, LLC 0.04% 15,224 $392K
3 U.S. Capital Wealth Advisors, LLC 0.02% 26,873 $691K
4 Gts Securities LLC 0.01% 9,861 $254K
5 CreativeOne Wealth, LLC 0.01% 13,053 $336K
6 Daiwa Securities Group Inc. 0.01% 78,909 $2.0M
7 RFG Advisory, LLC 0.00% 10,014 $258K
8 Financial Perspectives, Inc 0.00% 544 $14K
9 Ameriflex Group, INC. 0.00% 260 $7K
10 SBI Securities Co., Ltd. 0.00% 4,727 $122K
11 Creative Financial Designs Inc /Adv 0.00% 1,691 $44K
12 Portus Wealth Advisors, LLC 0.00% 60 $2K
13 Farther Finance Advisors, LLC 0.00% 4,810 $126K
14 LPL Financial LLC 0.00% 134,787 $3.5M
15 Cetera Investment Advisers 0.00% 33,350 $858K
16 Bank of America Corp /de/ 0.00% 417,861 $10.8M
17 Osaic Holdings, INC. 0.00% 19,922 $512K
18 Western Wealth Management, LLC 0.00% 737 $19K
19 Focus Partners Wealth 0.00% 19,765 $509K
20 Wealthfront Advisers LLC 0.00% 8,493 $219K
21 Steigerwald, Gordon & Koch Inc. 0.00% 177 $5K
22 Harbour Investments, INC. 0.00% 1,163 $30K
23 Cwm, LLC 0.00% 5,925 $152K
24 Envestnet Asset Management Inc 0.00% 34,933 $899K
25 Ascentis Independent Advisors 0.00% 95 $2K
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 (HERO)

What does the Smart Money Trend signal show for HERO?

Selling streak — 3 quarters in a row: For 3 consecutive quarters, more hedge funds reduced or closed their HERO 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 HERO?

Heavy selling pressure — only 35% buying: Last quarter: 32 funds sold vs only 17 buyers. This is widespread institutional distribution — not a few funds rebalancing, but a broad exit. High conviction bearish signal.

What is the fund quality score for HERO holders?

Elite ownership — 69% AUM from top-100 funds: 10 of 55 holders are among the 100 largest funds by AUM, controlling 69% of total institutional value in HERO. 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 HERO?

62% of holders stayed for 2+ years: 34 out of 55 hedge funds have held HERO 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 (HERO) following the 2026 Q1 hedge fund 13F filings?

As of today, HERO has moved -4.3% since the 2026 Q1 13F filing date (May 15, 2026), compared to +1.3% for the SPY sector ETF — an outperformance of -5.6%. Since the quarter end (March 31, 2026), HERO has gained -4.0% 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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