Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Global X Fds (QYLD)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +9
Streak
3Q ▲
Buyers last Q
55%

Smart Money Signals — QYLD

Based on 438 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 3 quarters in a row

last 6Q
For 3 consecutive quarters, more hedge funds added QYLD 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 (100% of max)

100% of all-time peak
438 hedge funds hold QYLD 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 QYLD is almost the same as a year ago (+9 funds, +2% change). No significant rush to buy or sell — institutional backing is holding steady.
🟡

Slight buying edge — 55% buying

234 buying189 selling
Last quarter: 234 funds bought or added vs 189 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.
⚠️

Fewer new buyers each quarter (-12 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 36 → 56 → 64 → 52. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
🔒

55% of holders stayed for 2+ years

■ 55% conviction (2yr+) ■ 25% medium ■ 20% new
243 out of 438 hedge funds have held QYLD 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 +14%, value -7%

Value
-7%
Shares
+13%
Last quarter: funds added +14% more shares while total portfolio value only changed -7%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
📈

Growing discovery — still being found

63 → 36 → 56 → 64 → 52 new funds/Q
New funds entering each quarter: 36 → 56 → 64 → 52. A growing number of institutions are discovering QYLD each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 58% veterans vs 24% newcomers

■ 58% veterans ■ 18% 1-2yr ■ 24% new
Entry-cohort mix of 443 holders: 257 (58%) are 2+ year veterans, 78 entered 1–2 years ago, and 108 (24%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
✅

Strong quality — 39% AUM from major funds

39% from top-100 AUM funds
21 of 435 holders rank in the top 100 by AUM, accounting for 39% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
3.6
out of 10
Low Exit Risk
Exit risk score 3.6/10 — 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 — QYLD

In 2026 Q1, 234 hedge funds were net buyers of QYLD (52 opened a new position, 182 added to an existing one), while 189 reduced or exited (146 trimmed, 43 sold completely) — a 55% buyer ratio, indicating a slight buying edge. This marks 3 consecutive quarters of net institutional buying — a persistent conviction signal. 39% of total institutional value in QYLD is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +9 funds (more new holders than closures). Total institutional holders: 438.

Hedge Fund Ownership: QYLD

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

Market Analysis: QYLD

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: QYLD

-- --

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

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

Signal Freshness measures how much QYLD 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 · 78d ago
QYLD
+5.4%
SPY
+15.9%

QYLD outperformed SPY by -10.5% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 33d ago
QYLD
+2.1%
SPY
+2.0%

Since the filing became public, QYLD outperformed SPY by +0.1% .

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.

19 top-rated funds 6 high-conviction
Consensus
5.6
/ 10
breadth
×
Elite
3.5
/ 10
conviction
Hedge Fund Positioning: QYLD
431 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 431 429 0.47%
13F Shares 116M 105M 11.07%
Total Value $1.75B $1.93B -9.55%
New Positions 49 64 -15
Increased Positions 179 159 +20
Closed Positions 47 40 +7
Reduced Positions 142 149 -7
Total Calls 5 5 -
Total Puts 3 3 -
PUT/CALL Ratio 0.6 0.6 Bullish

Statistics: QYLD

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Valuation Measures Data as of: --

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PEG Ratio (5yr expected) --
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Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Profit Margin --
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Total Cash (mrq) --
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Institutional Holders (2026 Q1)

431 + investors

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

QUARTER:
Top 25 QYLD holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Global X Japan Co., Ltd. 13.91% 15,775,171 $270.5M
2 Solutions 4 Wealth, Ltd 8.64% 334,859 $5.7M
3 Sims Investment Management, LLC 7.24% 1,148,308 $19.7M
4 Mission Hills Financial Advisory, LLC 6.93% 788,765 $13.5M
5 Foguth Wealth Management, LLC. 4.39% 2,083,167 $37.7M
6 Caerus Investment Advisors, LLC 4.14% 580,224 $10.0M
7 Beta Wealth Group, Inc. 3.73% 525,927 $9.0M
8 Retirement Planning Group, LLC / Ny 3.00% 271,541 $4.7M
9 Significant Wealth Partners LLC 2.24% 106,250 $1.8M
10 SOL Capital Management CO 2.19% 276,719 $4.5M
11 Anchor Capital Management Group Inc 2.02% 169,500 $2.9M
12 J. Team Financial, Inc. 1.97% 102,444 $1.8M
13 Redwood Financial Network Corp 1.77% 157,415 $2.7M
14 Perissos Private Wealth Management, LLC 1.71% 114,598 $2.0M
15 Atlas Private Wealth Advisors 1.68% 415,818 $7.1M
16 PMG Family Office LLC 1.61% 83,839 $1.4M
17 APS Management Group, Inc. 1.55% 105,766 $1.8M
18 Compass Financial Services Inc 1.51% 203,817 $3.5M
19 Thrive Capital Management, LLC 1.47% 390,162 $6.7M
20 Note Advisors, LLC 1.28% 149,408 $2.6M
21 Astra Wealth Partners LLC 1.21% 118,000 $2.0M
22 Mission Financial Group, LLC 1.06% 66,968 $1.1M
23 Sharpepoint LLC 1.04% 101,802 $1.7M
24 Tortuga Wealth Management, Inc 0.94% 50,685 $896K
25 Arq Wealth Advisors, LLC 0.91% 294,731 $5.1M
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 (QYLD)

What does the Smart Money Trend signal show for QYLD?

Buying streak — 3 quarters in a row: For 3 consecutive quarters, more hedge funds added QYLD 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 QYLD?

Slight buying edge — 55% buying: Last quarter: 234 funds bought or added vs 189 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 QYLD holders?

Strong quality — 39% AUM from major funds: 21 of 435 holders rank in the top 100 by AUM, accounting for 39% 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 QYLD?

55% of holders stayed for 2+ years: 243 out of 438 hedge funds have held QYLD 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 (QYLD) following the 2026 Q1 hedge fund 13F filings?

As of today, QYLD has moved +2.1% since the 2026 Q1 13F filing date (May 15, 2026), compared to +2.0% for the SPY sector ETF — an outperformance of +0.1%. Since the quarter end (March 31, 2026), QYLD has gained +5.4% vs +15.9% 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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