Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Global X Fds (XYLG)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
→ 0
Streak
1Q —
Buyers last Q
67%

Smart Money Signals — XYLG

Based on 29 hedge funds · latest filing: 2026 Q2 · updated quarterly

➡️

No change last quarter

last 6Q
The number of hedge funds holding this stock didn't change last quarter. Neither a buying nor selling signal on its own — watch the next quarter for direction.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
29 hedge funds hold XYLG 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 — +16% more funds vs a year ago

fund count last 6Q
+4 new funds entered over the past year (+16% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟢

More buyers than sellers — 67% buying

18 buying9 selling
Last quarter: 18 funds were net buyers (5 opened a brand new position + 13 added to an existing one). Only 9 were sellers (4 trimmed + 5 sold completely). A clear majority buying is a strong confirmation signal.
➡️

Steady new buyers — ~5 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 6 → 6 → 4 → 5. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔄

Mostly new holders — 21% entered in last year

■ 24% conviction (2yr+) ■ 55% medium ■ 21% new
Only 7 funds (24%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.
💰

Value +35% but shares only +19% — price-driven

Value
+34%
Shares
+19%
Last quarter: the total dollar value of institutional holdings rose +35%, but actual share count only changed +19%. The gap is explained by the stock's price rising — not new buying. Strong value growth with weak share growth means the rally is price momentum, not fresh institutional demand.
📊

Peak discovery — momentum slowing

4 → 6 → 6 → 4 → 5 new funds/Q
New funds entering each quarter: 6 → 6 → 4 → 5. XYLG is well-known in the hedge fund world, but fresh entries are gradually declining. The explosive phase of institutional discovery is likely behind us.
📊

Mixed cohorts — 31% veterans, 31% new entrants

■ 31% veterans ■ 38% 1-2yr ■ 31% new
Of 29 current holders: 9 (31%) held 2+ years, 11 held 1–2 years, 9 (31%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.
🏆

Elite ownership — 45% AUM from top-100 funds

45% from top-100 AUM funds
7 of 29 holders are among the 100 largest funds by AUM, controlling 45% of total institutional value in XYLG. 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 — XYLG

In 2026 Q2, 18 hedge funds were net buyers of XYLG (5 opened a new position, 13 added to an existing one), while 9 reduced or exited (4 trimmed, 5 sold completely) — a 67% buyer ratio, indicating clear institutional accumulation. 45% of total institutional value in XYLG is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: flat (entries and exits balanced). Total institutional holders: 29.

Hedge Fund Ownership: XYLG

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

Market Analysis: XYLG

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: XYLG

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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.

2 top-rated funds 0 high-conviction
Consensus
2.1
/ 10
breadth
×
Elite
0.5
/ 10
conviction
Hedge Fund Positioning: XYLG
29 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 29 29 -
13F Shares 629K 527K 19.24%
Total Value $17M $12M 34.91%
New Positions 5 4 +1
Increased Positions 13 12 +1
Closed Positions 5 4 +1
Reduced Positions 4 7 -3
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: XYLG

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Financial Highlights

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Institutional Holders (2026 Q2)

29 + investors

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

QUARTER:
Top 25 XYLG holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 PMG Family Office LLC 1.60% 60,347 $1.7M
2 Whipplewood Advisors, LLC 0.36% 18,768 $541K
3 TopTier Wealth Management, LLC 0.17% 9,713 $280K
4 Comprehensive Money Management Services LLC 0.16% 8,680 $250K
5 PFG Advisors 0.02% 14,182 $409K
6 Mutual Advisors, LLC 0.01% 24,440 $705K
7 International Assets Investment Management, LLC 0.01% 6,850 $197K
8 Lanark Financial, INC. 0.00% 1,539 $44K
9 Private Trust Co NA 0.00% 1,000 $29K
10 Farther Finance Advisors, LLC 0.00% 9,586 $276K
11 SBI Securities Co., Ltd. 0.00% 2,950 $85K
12 Cetera Investment Advisers 0.00% 60,062 $1.7M
13 Triumph Capital Management 0.00% 235 $7K
14 Osaic Holdings, INC. 0.00% 35,770 $1.0M
15 IFP Advisors, Inc 0.00% 1,129 $33K
16 LPL Financial LLC 0.00% 75,296 $2.2M
17 North Star Investment Management Corp. 0.00% 237 $7K
18 Envestnet Asset Management Inc 0.00% 42,581 $1.2M
19 Bank of America Corp /de/ 0.00% 114,866 $3.3M
20 Asset Dedication, LLC 0.00% 100 $3K
21 National Bank of Canada /Fi/ 0.00% 8,774 $253K
22 Raymond James Financial Inc 0.00% 16,806 $485K
23 Susquehanna International Group, LLP 0.00% 24,234 $699K
24 Royal Bank of Canada 0.00% 12,388 $357K
25 Citadel Advisors LLC 0.00% 13,426 $387K
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 (XYLG)

What does the Smart Money Trend signal show for XYLG?

No change last quarter: The number of hedge funds holding this stock didn't change last quarter. Neither a buying nor selling signal on its own — watch the next quarter for direction.

What is the institutional breadth score for XYLG?

More buyers than sellers — 67% buying: Last quarter: 18 funds were net buyers (5 opened a brand new position + 13 added to an existing one). Only 9 were sellers (4 trimmed + 5 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for XYLG holders?

Elite ownership — 45% AUM from top-100 funds: 7 of 29 holders are among the 100 largest funds by AUM, controlling 45% of total institutional value in XYLG. 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 XYLG?

Mostly new holders — 21% entered in last year: Only 7 funds (24%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.

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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