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Global X FinTech ETF
FINX

63 hedge funds and large institutions have $119M invested in Global X FinTech ETF in 2019 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 23 increasing their positions, 6 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

283% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 6

271% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 7

51% more capital invested

Capital invested by funds: $79M → $119M (+$40M)

40% more funds holding

Funds holding: 45 → 63 (+18)

4.86% more ownership

Funds ownership: 24.18% → 29.04% (+4.9%)

Holders
63
Holders Change
+18
Holders Change %
+40%
% of All Funds
1.37%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
26
Increased
23
Reduced
6
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BCI
Brinker Capital Investments
Pennsylvania
+$7.14M
2
Morgan Stanley
Morgan Stanley
New York
+$6.44M
3
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
+$2.29M
4
Stifel Financial
Stifel Financial
Missouri
+$2.21M
5
LPL Financial
LPL Financial
California
+$2.05M

Top Sellers

Rank Fund Capital Flow
1
PAG
Private Advisor Group
New Jersey
-$1.78M
2
Jane Street
Jane Street
New York
-$470K
3
CAN
Cetera Advisor Networks
California
-$455K
4
AG
Advisor Group
Arizona
-$150K
5
CA
Cetera Advisors
Colorado
-$30K
Name Holding Trade Value Shares
Change 		Change in
Stake
DAS
26
Dynamic Advisor Solutions
Arizona
$373K +$361K +12,639 New
FF
27
Friedenthal Financial
New Jersey
$372K +$360K +12,611 New
GSWM
28
Golden State Wealth Management
California
$350K – – –
LNC
29
Lincoln National Corp
Pennsylvania
$335K +$60.4K +2,115 +23%
NCM
30
Niemann Capital Management
Nevada
$326K +$314K +10,990 New
CIBC World Market
31
CIBC World Market
Ontario, Canada
$323K -$29K -1,015 -8%
NA
32
NewEdge Advisors
Louisiana
$313K +$30.5K +1,069 +11%
Wells Fargo
33
Wells Fargo
California
$294K +$285K +9,973 New
ED
34
Exane Derivatives
France
$280K – – –
WIA
35
Wealthstreet Investment Advisors
Texas
$277K +$2.86K +100 +1%
Janney Montgomery Scott
36
Janney Montgomery Scott
Pennsylvania
$262K +$13.3K +464 +6%
AWA
37
Arete Wealth Advisors
Illinois
$258K – – –
BHB
38
Bank Hapoalim BM
Israel
$235K +$6.86K +240 +3%
Envestnet Asset Management
39
Envestnet Asset Management
Illinois
$228K +$221K +7,737 New
NFG
40
Next Financial Group
Texas
$225K +$217K +7,613 New
WP
41
WealthSource Partners
California
$219K +$212K +7,430 New
MCP
42
Mirador Capital Partners
California
$211K +$204K +7,140 New
RFN
43
RDA Financial Network
Iowa
$209K +$201K +7,025 New
AG
44
Advisor Group
Arizona
$189K -$150K -5,250 -45%
BWA
45
BDO Wealth Advisors
Florida
$180K +$174K +6,094 New
FGAM
46
Financial Gravity Asset Management
Texas
$154K +$149K +5,216 New
William Blair & Company
47
William Blair & Company
Illinois
$103K +$2.86K +100 +3%
SC
48
Savant Capital
Illinois
$91K +$345K +12,079 New
RIA
49
Realta Investment Advisors
Delaware
$62K +$60K +2,100 New
Citigroup
50
Citigroup
New York
$50K +$13.2K +462 +37%
1
2
3

FINX Hedge Fund Activity: Q2 2019 in Review

63 of the 4,605 institutional investors tracked by Wall St. Rank reported a position in Global X FinTech ETF (FINX) for Q2 2019, worth a combined $119M — up 51% from $79M a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new FINX positions and 7 closed out — a net gain of 19 holders — while 23 added to existing stakes and 6 trimmed.

The largest buyer was Brinker Capital Investments, opening a new position worth an estimated $7.14M. The largest seller was Private Advisor Group, exiting entirely with an estimated $1.78M sold.

  • 63 institutional investors held Global X FinTech ETF (FINX) as of Q2 2019, up from 45 in Q1 2019.
  • Funds reported $119M of Global X FinTech ETF stock for Q2 2019, up 51% quarter-over-quarter.
  • 26 funds opened new Global X FinTech ETF positions in Q2 2019 and 7 closed out, a net change of +19 holders.
  • The largest Global X FinTech ETF buyer in Q2 2019 was Brinker Capital Investments, an estimated $7.14M added.
  • The largest Global X FinTech ETF seller in Q2 2019 was Private Advisor Group, an estimated $1.78M sold.

Based on aggregated 13F filings for Q2 2019.