Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Global X Fds (PFFD)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +2
Streak
2Q ▲
Buyers last Q
52%

Smart Money Signals — PFFD

Based on 283 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, more hedge funds added PFFD 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 (99% of max)

99% of all-time peak
283 hedge funds hold PFFD 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.
〰️

Stable — ownership unchanged year-over-year

fund count last 6Q
The number of hedge funds holding PFFD is almost the same as a year ago (-4 funds, -1% change). No significant rush to buy or sell — institutional backing is holding steady.
🟡

Slight buying edge — 52% buying

138 buying126 selling
Last quarter: 138 funds bought or added vs 126 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
➡️

Steady new buyers — ~34 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 22 → 30 → 39 → 34. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

60% of holders stayed for 2+ years

■ 60% conviction (2yr+) ■ 23% medium ■ 17% new
169 out of 283 hedge funds have held PFFD 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.
📈

Growing discovery — still being found

35 → 22 → 30 → 39 → 34 new funds/Q
New funds entering each quarter: 22 → 30 → 39 → 34. A growing number of institutions are discovering PFFD each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 63% veterans vs 22% newcomers

■ 63% veterans ■ 15% 1-2yr ■ 22% new
Entry-cohort mix of 284 holders: 178 (63%) are 2+ year veterans, 44 entered 1–2 years ago, and 62 (22%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
✅

Strong quality — 31% AUM from major funds

31% from top-100 AUM funds
20 of 283 holders rank in the top 100 by AUM, accounting for 31% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
3.4
out of 10
Low Exit Risk
Exit risk score 3.4/10 — 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 — PFFD

In 2026 Q2, 138 hedge funds were net buyers of PFFD (34 opened a new position, 104 added to an existing one), while 126 reduced or exited (94 trimmed, 32 sold completely) — a 52% buyer ratio, indicating a slight buying edge. Net buying has persisted for two consecutive quarters, a positive momentum signal. 31% of total institutional value in PFFD is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +2 funds (more new holders than closures). Total institutional holders: 283.

Hedge Fund Ownership: PFFD

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

Market Analysis: PFFD

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: PFFD

-- --

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.

5 top-rated funds 1 high-conviction
Consensus
3.4
/ 10
breadth
×
Elite
2.0
/ 10
conviction
Hedge Fund Positioning: PFFD
282 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 282 281 0.36%
13F Shares 65M 65M 1.05%
Total Value $1.19B $1.16B 2.48%
New Positions 34 39 -5
Increased Positions 104 103 +1
Closed Positions 33 36 -3
Reduced Positions 93 89 +4
Total Calls 1 0 100%
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: PFFD

View More

Valuation Measures Data as of: --

Market Cap --
Enterprise Value --
Trailing P/E --
Forward P/E --
PEG Ratio (5yr expected) --
Price/Sales (ttm) --
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) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
Levered Free Cash Flow (ttm) --

Institutional Holders (2026 Q2)

282 + investors

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

QUARTER:
Top 25 PFFD holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 State of Wisconsin - Board of Commissioners of Public Lands 16.41% 1,341,305 $25.1M
2 Tiller Private Wealth, Inc. 6.10% 1,042,759 $19.5M
3 Collective Family Office LLC 2.97% 777,208 $14.5M
4 Flaharty Asset Management, LLC 2.60% 97,614 $1.8M
5 Orgel Wealth Management, LLC 2.42% 6,826,192 $127.6M
6 Global X Japan Co., Ltd. 2.26% 3,283,546 $61.4M
7 Rational Advisors, INC. 2.16% 1,262,475 $23.6M
8 Columbus Macro, LLC 2.04% 1,121,532 $21.0M
9 Prairiewood Capital, LLC 1.93% 397,610 $7.4M
10 Fukoku Mutual Life Insurance Co 1.69% 1,551,000 $29.0M
11 Traub Capital Management LLC 1.39% 83,224 $1.6M
12 WealthTrust Axiom LLC 1.34% 321,568 $6.0M
13 Hegarty Advisors, LLC 1.33% 103,750 $1.9M
14 Plan Group Financial, LLC 1.26% 327,939 $6.1M
15 Objective Capital Management, LLC 1.24% 74,650 $1.4M
16 John W. Brooker & Co., CPAs 1.17% 51,793 $968K
17 SWS Partners 1.13% 278,848 $5.2M
18 Aire Advisors, LLC 1.10% 362,142 $6.8M
19 FF Advisors,LLC 0.93% 132,940 $2.5M
20 Alpha Financial Partners LLC 0.74% 75,479 $1.4M
21 Naples Global Advisors, LLC 0.73% 632,112 $11.8M
22 Prepared Retirement Institute LLC 0.71% 89,174 $1.7M
23 AlphaStar Capital Management, LLC 0.59% 496,591 $9.3M
24 Ocean Park Asset Management, LLC 0.54% 605,218 $11.3M
25 American Institute for Advanced Investment Management, LLP 0.40% 37,220 $696K
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 (PFFD)

What does the Smart Money Trend signal show for PFFD?

Buying streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds added PFFD 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 PFFD?

Slight buying edge — 52% buying: Last quarter: 138 funds bought or added vs 126 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for PFFD holders?

Strong quality — 31% AUM from major funds: 20 of 283 holders rank in the top 100 by AUM, accounting for 31% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held PFFD?

60% of holders stayed for 2+ years: 169 out of 283 hedge funds have held PFFD 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.

Full history →