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Global X FinTech ETF
FINX

45 hedge funds and large institutions have $79M invested in Global X FinTech ETF in 2019 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 11 increasing their positions, 8 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

129% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 7

39% more capital invested

Capital invested by funds: $56.9M → $79M (+$22.1M)

38% more repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 8

15% more funds holding

Funds holding: 39 → 45 (+6)

3.17% more ownership

Funds ownership: 21% → 24.18% (+3.2%)

Holders
45
Holders Change
+6
Holders Change %
+15.38%
% of All Funds
0.97%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
16
Increased
11
Reduced
8
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
+$6.61M
2
UBS Group
UBS Group
Switzerland
+$2.98M
3
SI
Stephens Inc
Arkansas
+$2.41M
4
Bank of America
Bank of America
North Carolina
+$1.95M
5
LPL Financial
LPL Financial
California
+$1.16M

Top Sellers

Rank Fund Capital Flow
1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$4.29M
2
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
-$3.17M
3
Citadel Advisors
Citadel Advisors
Florida
-$2.49M
4
Jane Street
Jane Street
New York
-$2.43M
5
TSS
Two Sigma Securities
New York
-$208K
Name Holding Trade Value Shares
Change 		Change in
Stake
WIA
26
Wealthstreet Investment Advisors
Texas
$257K +$239K +9,300 New
LNC
27
Lincoln National Corp
Pennsylvania
$256K -$74K -2,880 -24%
AWA
28
Arete Wealth Advisors
Illinois
$243K +$225K +8,761 New
Janney Montgomery Scott
29
Janney Montgomery Scott
Pennsylvania
$233K +$217K +8,429 New
BHB
30
Bank Hapoalim BM
Israel
$214K +$198K +7,726 New
William Blair & Company
31
William Blair & Company
Illinois
$94K – – –
Citigroup
32
Citigroup
New York
$34K – – –
CA
33
Cetera Advisors
Colorado
$30K +$28.3K +1,100 New
DSC
34
Duncker Streett & Co
Missouri
$28K +$25.9K +1,010 New
GWM
35
Geneos Wealth Management
Colorado
$27K – – –
IFAM
36
Institutional & Family Asset Management
Colorado
$24K – – –
SWM
37
SeaCrest Wealth Management
New York
$24K – – –
Bank of Montreal
38
Bank of Montreal
Ontario, Canada
$19K – – –
TRCT
39
Tower Research Capital (TRC)
New York
$17K -$70.3K -2,735 -82%
CFA
40
Carroll Financial Associates
North Carolina
$13K – – –
APA
41
American Portfolios Advisors
New York
$12.5K – – –
BBNA
42
Bremer Bank National Association
Minnesota
$9K +$7.71K +300 New
LYV
43
Live Your Vision
Pennsylvania
$8K +$7.71K +300 New
Carson Wealth (CWM LLC)
44
Carson Wealth (CWM LLC)
Nebraska
$2K +$1.03K +40 New
AIM
45
Anchor Investment Management
South Carolina
$1.38K +$1.28K +50 New
Susquehanna International Group
46
Susquehanna International Group
Pennsylvania
– -$4.29M -194,321 Closed
Citadel Advisors
47
Citadel Advisors
Florida
– -$2.49M -112,598 Closed
TSS
48
Two Sigma Securities
New York
– -$208K -9,400 Closed
LFASL
49
Lugano Financial Advisors SA (LFA)
Switzerland
– -$58K -2,000 Closed
AIC
50
Ameritas Investment Company
Nebraska
– -$38K -1,715 Closed
1
2
3

FINX Hedge Fund Activity: Q1 2019 in Review

45 of the 4,621 institutional investors tracked by Wall St. Rank reported a position in Global X FinTech ETF (FINX) for Q1 2019, worth a combined $79M — up 39% from $56.9M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new FINX positions and 7 closed out — a net gain of 9 holders — while 11 added to existing stakes and 8 trimmed.

The largest buyer was PNC Financial Services Group, adding an estimated $6.61M. The largest seller was Susquehanna International Group, exiting entirely with an estimated $4.29M sold.

  • 45 institutional investors held Global X FinTech ETF (FINX) as of Q1 2019, up from 39 in Q4 2018.
  • Funds reported $79M of Global X FinTech ETF stock for Q1 2019, up 39% quarter-over-quarter.
  • 16 funds opened new Global X FinTech ETF positions in Q1 2019 and 7 closed out, a net change of +9 holders.
  • The largest Global X FinTech ETF buyer in Q1 2019 was PNC Financial Services Group, an estimated $6.61M added.
  • The largest Global X FinTech ETF seller in Q1 2019 was Susquehanna International Group, an estimated $4.29M sold.

Based on aggregated 13F filings for Q1 2019.