Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Global X Fds (XYLD)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -2
Streak
1Q ▼
Buyers last Q
56%

Smart Money Signals — XYLD

Based on 270 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 XYLD positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
🏔️

At the ownership peak (99% of max)

99% of all-time peak
270 hedge funds hold XYLD 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.
📶

Steady growth — +5% more funds vs a year ago

fund count last 6Q
+13 new funds entered over the past year (+5% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 56% buying

152 buying118 selling
Last quarter: 152 funds bought or added vs 118 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: 34 → 40 → 43 → 31. 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.
🔒

50% of holders stayed for 2+ years

■ 50% conviction (2yr+) ■ 28% medium ■ 22% new
135 out of 270 hedge funds have held XYLD 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.
➡️

Steady discovery — ~31 new funds/quarter

43 → 34 → 40 → 43 → 31 new funds/Q
New funds entering each quarter: 34 → 40 → 43 → 31. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 54% veterans vs 28% newcomers

■ 54% veterans ■ 17% 1-2yr ■ 28% new
Entry-cohort mix of 274 holders: 149 (54%) are 2+ year veterans, 47 entered 1–2 years ago, and 78 (28%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 50% AUM from top-100 funds

50% from top-100 AUM funds
20 of 269 holders are among the 100 largest funds by AUM, controlling 50% of total institutional value in XYLD. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.6
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 — XYLD

In 2026 Q1, 152 hedge funds were net buyers of XYLD (31 opened a new position, 121 added to an existing one), while 118 reduced or exited (85 trimmed, 33 sold completely) — a 56% buyer ratio, indicating a slight buying edge. 50% of total institutional value in XYLD 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: 270.

Hedge Fund Ownership: XYLD

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

Market Analysis: XYLD

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: XYLD

-- --

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

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

Signal Freshness measures how much XYLD 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
XYLD
+4.6%
SPY
+15.9%

XYLD outperformed SPY by -11.3% since March 31, 2026.

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

Since the filing became public, XYLD outperformed SPY by +0.0% .

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.

9 top-rated funds 3 high-conviction
Consensus
4.3
/ 10
breadth
×
Elite
2.7
/ 10
conviction
Hedge Fund Positioning: XYLD
266 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 266 272 -2.21%
13F Shares 29M 30M -0.99%
Total Value $1.11B $1.18B -5.86%
New Positions 29 43 -14
Increased Positions 119 87 +32
Closed Positions 35 24 +11
Reduced Positions 83 107 -24
Total Calls 3 3 -
Total Puts 2 2 -
PUT/CALL Ratio 0.67 0.67 Bullish

Statistics: XYLD

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 Q1)

266 + investors

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

QUARTER:
Top 25 XYLD holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Sims Investment Management, LLC 6.14% 426,982 $16.7M
2 Caerus Investment Advisors, LLC 4.38% 268,687 $10.5M
3 Compass Financial Services Inc 2.39% 141,214 $5.5M
4 Global X Japan Co., Ltd. 2.36% 1,171,865 $45.9M
5 Juncture Wealth Strategies, LLC 2.27% 173,562 $6.8M
6 J. Team Financial, Inc. 1.95% 44,437 $1.7M
7 Sumitomo Life Insurance Co 1.57% 1,710,000 $66.9M
8 PMG Family Office LLC 1.52% 34,698 $1.4M
9 Thrive Capital Management, LLC 1.24% 145,021 $5.7M
10 APS Management Group, Inc. 1.04% 31,091 $1.2M
11 ELCO Management Co., LLC 0.89% 47,400 $1.9M
12 Garner Asset Management Corp 0.85% 55,592 $2.2M
13 NFSG Corp 0.85% 132,201 $5.2M
14 Newport Capital Group, LLC 0.66% 27,500 $1.1M
15 Prairieview Wealth Partners, LLC 0.64% 19,824 $776K
16 Oakmont Advisory Group, LLC 0.62% 14,250 $579K
17 Solutions 4 Wealth, Ltd 0.60% 10,214 $400K
18 Kw Wealth Management LLC 0.60% 9,660 $392K
19 City Center Advisors, LLC 0.54% 14,847 $581K
20 Atlantic Private Wealth, LLC 0.52% 20,278 $793K
21 Beam Wealth Advisors, INC. 0.51% 52,218 $2.0M
22 First Foundation Advisors 0.48% 302,959 $11.9M
23 Fukoku Mutual Life Insurance Co 0.46% 178,000 $7.0M
24 Braeburn Wealth Management LLC 0.45% 20,000 $783K
25 XML Financial, LLC 0.44% 138,224 $5.4M
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 (XYLD)

What does the Smart Money Trend signal show for XYLD?

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

Slight buying edge — 56% buying: Last quarter: 152 funds bought or added vs 118 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 XYLD holders?

Elite ownership — 50% AUM from top-100 funds: 20 of 269 holders are among the 100 largest funds by AUM, controlling 50% of total institutional value in XYLD. 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 XYLD?

50% of holders stayed for 2+ years: 135 out of 270 hedge funds have held XYLD 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 (XYLD) following the 2026 Q1 hedge fund 13F filings?

As of today, XYLD has moved +2.0% since the 2026 Q1 13F filing date (May 15, 2026), compared to +2.0% for the SPY sector ETF — an outperformance of +0.0%. Since the quarter end (March 31, 2026), XYLD has gained +4.6% 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.

Full history →