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Global X FinTech ETF
FINX

44 hedge funds and large institutions have $107M invested in Global X FinTech ETF in 2018 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 21 increasing their positions, 5 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,200% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 1

320% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 5

66% more capital invested

Capital invested by funds: $64.4M → $107M (+$42.3M)

38% more funds holding

Funds holding: 32 → 44 (+12)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

0.96% less ownership

Funds ownership: 26.49% → 25.53% (-0.96%)

Holders
44
Holders Change
+12
Holders Change %
+37.5%
% of All Funds
1.01%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
13
Increased
21
Reduced
5
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
+$6.86M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$6.76M
3
UBS Group
UBS Group
Switzerland
+$4.24M
4
BWFA
Baltimore-Washington Financial Advisors
Maryland
+$4.02M
5
Jane Street
Jane Street
New York
+$3.87M

Top Sellers

Rank Fund Capital Flow
1
UCFA
United Capital Financial Advisors
Texas
-$1.2M
2
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
-$391K
3
BSG
Black Swift Group
Colorado
-$335K
4
NCM
Niemann Capital Management
Nevada
-$190K
5
CLOS
Compagnie Lombard Odier SCmA
Switzerland
-$31.8K
Name Holding Trade Value Shares
Change 		Change in
Stake
WSTAM
26
Wilbanks Smith & Thomas Asset Management
Virginia
$266K -$12.9K -463 -5%
OGC
27
Oak Grove Capital
New Hampshire
$259K +$83.4K +3,000 +50%
NA
28
NewEdge Advisors
Louisiana
$250K +$242K +8,694 New
Stifel Financial
29
Stifel Financial
Missouri
$235K +$228K +8,190 New
Janney Montgomery Scott
30
Janney Montgomery Scott
Pennsylvania
$225K +$218K +7,829 New
SWP
31
Stratos Wealth Partners
Ohio
$151K +$146K +5,246 New
AG
32
Advisor Group
Arizona
$121K +$40.3K +1,450 +53%
APA
33
American Portfolios Advisors
New York
$64.5K +$50.6K +1,820 +428%
IFAM
34
Institutional & Family Asset Management
Colorado
$64K +$51K +1,835 +471%
LFASL
35
Lugano Financial Advisors SA (LFA)
Switzerland
$58K – – –
SWM
36
SeaCrest Wealth Management
New York
$50K +$15.3K +550 +46%
IA
37
IFP Advisors
Florida
$47K +$3.44K +124 +8%
Citigroup
38
Citigroup
New York
$29K +$27.8K +1,000 New
KF
39
Krilogy Financial
Missouri
$29K +$27.8K +1,000 New
GWM
40
Geneos Wealth Management
Colorado
$28K – – –
Wells Fargo
41
Wells Fargo
California
$26K +$25.3K +911 New
Bank of Montreal
42
Bank of Montreal
Ontario, Canada
$20K – – –
CFA
43
Carroll Financial Associates
North Carolina
$14K – – –
JA
44
JOYN Advisors
Georgia
$8K +$7.25K +261 New
BSG
45
Black Swift Group
Colorado
– -$335K -12,850 Closed
1
2

FINX Hedge Fund Activity: Q3 2018 in Review

44 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Global X FinTech ETF (FINX) for Q3 2018, worth a combined $107M — up 66% from $64.4M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new FINX positions and 1 closed out — a net gain of 12 holders — while 21 added to existing stakes and 5 trimmed.

The largest buyer was Bank of America, adding an estimated $6.86M. The largest seller was United Capital Financial Advisors, cutting an estimated $1.2M.

  • 44 institutional investors held Global X FinTech ETF (FINX) as of Q3 2018, up from 32 in Q2 2018.
  • Funds reported $107M of Global X FinTech ETF stock for Q3 2018, up 66% quarter-over-quarter.
  • 13 funds opened new Global X FinTech ETF positions in Q3 2018 and 1 closed out, a net change of +12 holders.
  • The largest Global X FinTech ETF buyer in Q3 2018 was Bank of America, an estimated $6.86M added.
  • The largest Global X FinTech ETF seller in Q3 2018 was United Capital Financial Advisors, an estimated $1.2M sold.

Based on aggregated 13F filings for Q3 2018.