Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Global X Fds (XYLD)

275 + 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
↑ +8
Streak
1Q ▲
Buyers last Q
57%

Smart Money Signals — XYLD

Based on 278 hedge funds · latest filing: 2026 Q2 · 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
278 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 — +9% more funds vs a year ago

fund count last 6Q
+24 new funds entered over the past year (+9% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 57% buying

152 buying117 selling
Last quarter: 152 funds bought or added vs 117 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 — ~33 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 40 → 43 → 31 → 33. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

53% of holders stayed for 2+ years

■ 53% conviction (2yr+) ■ 28% medium ■ 20% new
146 out of 278 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.
📊

Peak discovery — momentum slowing

35 → 40 → 43 → 31 → 33 new funds/Q
New funds entering each quarter: 40 → 43 → 31 → 33. XYLD 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 — 57% veterans vs 27% newcomers

■ 57% veterans ■ 16% 1-2yr ■ 27% new
Entry-cohort mix of 282 holders: 161 (57%) are 2+ year veterans, 45 entered 1–2 years ago, and 76 (27%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 48% AUM from top-100 funds

48% from top-100 AUM funds
18 of 276 holders are among the 100 largest funds by AUM, controlling 48% 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 Q2, 152 hedge funds were net buyers of XYLD (33 opened a new position, 119 added to an existing one), while 117 reduced or exited (92 trimmed, 25 sold completely) — a 57% buyer ratio, indicating a slight buying edge. 48% of total institutional value in XYLD is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +8 funds (more new holders than closures). Total institutional holders: 278.

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

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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.

6 top-rated funds 6 high-conviction
Consensus
3.7
/ 10
breadth
×
Elite
3.6
/ 10
conviction
Hedge Fund Positioning: XYLD
275 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 275 270 1.85%
13F Shares 33M 30M 10.04%
Total Value $1.28B $1.12B 13.91%
New Positions 32 31 +1
Increased Positions 118 119 -1
Closed Positions 25 34 -9
Reduced Positions 91 85 +6
Total Calls 4 3 33.33%
Total Puts 2 2 -
PUT/CALL Ratio 0.5 0.67 Bullish

Statistics: XYLD

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Institutional Holders (2026 Q2)

275 + 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 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Hamilton Capital Partners Inc. 18.22% 1,091,903 $43.0M
2 Sims Investment Management, LLC 5.53% 438,538 $17.9M
3 Caerus Investment Advisors, LLC 4.16% 306,229 $12.5M
4 Waterway Wealth Management, LLC 2.42% 291,116 $11.9M
5 Compass Financial Services Inc 2.24% 146,670 $6.0M
6 J. Team Financial, Inc. 2.20% 55,455 $2.3M
7 Global X Japan Co., Ltd. 1.78% 1,187,341 $48.4M
8 Juncture Wealth Strategies, LLC 1.69% 159,001 $6.5M
9 Thrive Capital Management, LLC 1.43% 185,849 $7.6M
10 PMG Family Office LLC 1.34% 35,689 $1.5M
11 Sumitomo Life Insurance Co 1.14% 1,710,000 $69.8M
12 APS Management Group, Inc. 0.98% 31,305 $1.3M
13 Proficio Capital Partners LLC 0.97% 663,735 $27.1M
14 Garner Asset Management Corp 0.84% 63,213 $2.6M
15 ELCO Management Co., LLC 0.72% 41,200 $1.7M
16 NFSG Corp 0.66% 130,376 $5.3M
17 Newport Capital Group, LLC 0.63% 27,500 $1.1M
18 Hyundai Investments Co., Ltd. 0.63% 14,225 $578K
19 Prairieview Wealth Partners, LLC 0.58% 19,184 $783K
20 Oakmont Advisory Group, LLC 0.57% 16,670 $680K
21 Solutions 4 Wealth, Ltd 0.55% 10,454 $426K
22 City Center Advisors, LLC 0.51% 15,561 $635K
23 Anchor Bay Capital, Inc. 0.51% 22,840 $950K
24 Beam Wealth Advisors, INC. 0.51% 52,218 $2.0M
25 Atlantic Private Wealth, LLC 0.51% 20,278 $827K
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?

Slight buying edge — 57% buying: Last quarter: 152 funds bought or added vs 117 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 — 48% AUM from top-100 funds: 18 of 276 holders are among the 100 largest funds by AUM, controlling 48% 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?

53% of holders stayed for 2+ years: 146 out of 278 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.

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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