GLOBAL X FDS (XYLD): Hedge Fund Ownership & Smart Money Signals (Q4 2025)

GLOBAL X FDS (XYLD)

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

Smart Money Signals — XYLD

Based on 260 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q

For 1 consecutive quarter, more hedge funds added XYLD 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

260 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 — +8% more funds vs a year ago

fund count last 6Q

+19 new funds entered over the past year (+8% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.

🟠

More sellers than buyers — 49% buying

124 buying130 selling

Last quarter: 130 funds reduced or exited vs 124 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 — ~39 new funds per quarter

new funds entering per quarter

Funds opening this position for the first time: 41 → 34 → 39 → 39. 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+) ■ 27% medium ■ 23% new

131 out of 260 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 — ~39 new funds/quarter

48 → 41 → 34 → 39 → 39 new funds/Q

New funds entering each quarter: 41 → 34 → 39 → 39. Consistent flow of new institutional buyers without clear acceleration or slowdown.

🏛️

Deep conviction — 55% of holders stayed 2+ years

■ 55% veterans ■ 15% 1-2yr ■ 30% new

Of 264 current holders: 145 (55%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.

🏆

Elite ownership — 49% AUM from top-100 funds

49% from top-100 AUM funds

13 of 260 holders are among the 100 largest funds by AUM, controlling 49% 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.

3.7

out of 10

Low Exit Risk

Exit risk score 3.7/10 — 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.

Metric	All 13F Filers (2025 Q4)	Prior (2025 Q3)	Change
Funds Holding	264	246	7.32%
13F Shares	29M	32M	-7.52%
Total Value	$1.17B	$1.25B	-6.51%
New Positions	39	39	-
Increased Positions	91	91	-
Closed Positions	24	40	-16
Reduced Positions	106	96	+10
Total Calls	3	1	200.0%
Total Puts	2	3	-33.33%
PUT/CALL Ratio	0.67	3.0	Bullish

Metric

All 13F Filers (2025 Q4)

Prior (2025 Q3)

Change

Funds Holding

264

246

7.32%

13F Shares

29M

32M

-7.52%

Total Value

$1.17B

$1.25B

-6.51%

New Positions

Increased Positions

Closed Positions

-16

Reduced Positions

106

+10

Total Calls

200.0%

Total Puts

-33.33%

PUT/CALL Ratio

0.67

3.0

Bullish

Institutional Holders (2026 Q1)

264 + investors

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

FILTER:All New Added To Reduced No Change | Overweight >5% | SHOW: Active managers + show index funds

Top 25 institutional holders of XYLD — 2025 Q4 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	SIMS INVESTMENT MANAGEMENT, LLC	6.14%	426,982	$16.7M
2	Compass Financial Services Inc	2.39%	141,214	$5.5M
3	Global X Japan Co., Ltd.	2.36%	1,171,865	$45.9M
4	JUNCTURE WEALTH STRATEGIES, LLC	2.27%	173,562	$6.8M
5	J. Team Financial, Inc.	1.95%	44,437	$1.7M
6	PMG Family Office LLC	1.52%	34,698	$1.4M
7	Thrive Capital Management, LLC	1.24%	145,021	$5.7M
8	APS Management Group, Inc.	1.04%	31,091	$1.2M
9	ELCO Management Co., LLC	0.89%	47,400	$1.9M
10	Garner Asset Management Corp	0.85%	55,592	$2.2M
11	KW WEALTH MANAGEMENT LLC	0.60%	9,660	$392K
12	City Center Advisors, LLC	0.54%	14,847	$581K
13	BEAM WEALTH ADVISORS, INC.	0.51%	52,218	$2.0M
14	FUKOKU MUTUAL LIFE INSURANCE CO	0.46%	178,000	$7.0M
15	Braeburn Wealth Management LLC	0.45%	20,000	$783K
16	XML Financial, LLC	0.44%	138,224	$5.4M
17	Tortuga Wealth Management, Inc	0.42%	9,854	$400K
18	Brookstone Capital Management	0.39%	876,139	$34.3M
19	San Luis Wealth Advisors LLC	0.34%	52,728	$2.1M
20	Comprehensive Money Management Services LLC	0.30%	11,772	$461K
21	Tactive Advisors, LLC	0.25%	22,227	$870K
22	J.W. COLE ADVISORS, INC.	0.24%	181,330	$7.1M
23	MOR Wealth Management, LLC	0.23%	13,045	$510K
24	Grant Private Wealth Management Inc	0.21%	10,165	$398K
25	SageGuard Financial Group, LLC	0.19%	31,228	$1.2M

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?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added XYLD 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 XYLD?

More sellers than buyers — 49% buying: Last quarter: 130 funds reduced or exited vs 124 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 XYLD holders?

Elite ownership — 49% AUM from top-100 funds: 13 of 260 holders are among the 100 largest funds by AUM, controlling 49% 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: 131 out of 260 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.

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.

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GLOBAL X FDS (XYLD)

Smart Money Signals — XYLD

Buying streak — 1 quarter in a row

At the ownership peak (100% of max)

Steady growth — +8% more funds vs a year ago

More sellers than buyers — 49% buying

Steady new buyers — ~39 new funds per quarter

50% of holders stayed for 2+ years

Steady discovery — ~39 new funds/quarter

Deep conviction — 55% of holders stayed 2+ years

Elite ownership — 49% AUM from top-100 funds

Hedge Fund Ownership: XYLD

Market Analysis: XYLD

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: XYLD

Hedge Fund Positioning: XYLD

Statistics: XYLD

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q1)

Frequently Asked Questions — GLOBAL X FDS (XYLD)

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