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Global X FinTech ETF
FINX

70 hedge funds and large institutions have $132M invested in Global X FinTech ETF in 2019 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 20 increasing their positions, 19 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

70% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 10

11% more funds holding

Funds holding: 63 → 70 (+7)

9% more capital invested

Capital invested by funds: $121M → $132M (+$10.6M)

5% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 19

1.62% less ownership

Funds ownership: 29.84% → 28.22% (-1.6%)

Holders
70
Holders Change
+7
Holders Change %
+11.11%
% of All Funds
1.38%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
17
Increased
20
Reduced
19
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BCM
Beck Capital Management
Texas
+$3.13M
2
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
+$1.32M
3
PAG
Private Advisor Group
New Jersey
+$1.18M
4
MIFH
Migdal Insurance & Financial Holdings
Israel
+$1.15M
5
RJA
Raymond James & Associates
Florida
+$1.05M

Top Sellers

Rank Fund Capital Flow
1
BCI
Brinker Capital Investments
Pennsylvania
-$4.34M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$2.27M
3
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
-$1.96M
4
UBS Group
UBS Group
Switzerland
-$1.03M
5
MIAN
Mariner Independent Advisor Network
Kansas
-$729K
Name Holding Trade Value Shares
Change 		Change in
Stake
NCM
26
Niemann Capital Management
Nevada
$839K +$808K +27,620 New
Thrivent Financial for Lutherans
27
Thrivent Financial for Lutherans
Minnesota
$836K – – –
MCP
28
Mirador Capital Partners
California
$685K -$80.5K -2,750 -11%
MFG
29
Merit Financial Group
Georgia
$610K +$588K +20,089 New
CS
30
Credit Suisse
Switzerland
$604K +$582K +19,875 New
MIAN
31
Mariner Independent Advisor Network
Kansas
$595K -$729K -24,922 -56%
SPC
32
Sigma Planning Corp
Michigan
$536K +$124K +4,222 +31%
NFG
33
Next Financial Group
Texas
$505K +$180K +6,157 +59%
LTFS
34
Ladenburg Thalmann Financial Services
Florida
$503K +$103K +3,505 +27%
1832 Asset Management
35
1832 Asset Management
Ontario, Canada
$466K – – –
SW
36
SVB Wealth
Massachusetts
$466K +$449K +15,350 New
Envestnet Asset Management
37
Envestnet Asset Management
Illinois
$399K +$114K +3,890 +42%
DAS
38
Dynamic Advisor Solutions
Arizona
$391K -$439 -15 -0.1%
OC
39
Oppenheimer & Co
New York
$378K -$14.1K -482 -4%
RJFSA
40
Raymond James Financial Services Advisors
Florida
$378K +$12K +409 +3%
RIA
41
Realta Investment Advisors
Delaware
$364K +$208K +7,105 +148%
LNC
42
Lincoln National Corp
Pennsylvania
$360K +$25K +853 +8%
Jane Street
43
Jane Street
New York
$358K +$72.2K +2,468 +27%
WIA
44
Wealthstreet Investment Advisors
Texas
$334K -$2.93K -100 -0.9%
SIG
45
Sargent Investment Group
Maryland
$329K +$317K +10,837 New
CW
46
CreativeOne Wealth
Kansas
$315K +$304K +10,371 New
Commonwealth Equity Services
47
Commonwealth Equity Services
Massachusetts
$304K -$4.74K -162 -2%
ED
48
Exane Derivatives
France
$300K – – –
Janney Montgomery Scott
49
Janney Montgomery Scott
Pennsylvania
$270K – – –
RFN
50
RDA Financial Network
Iowa
$245K – – –
1
2
3 4

FINX Hedge Fund Activity: Q4 2019 in Review

70 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Global X FinTech ETF (FINX) for Q4 2019, worth a combined $132M — up 8.7% from $121M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new FINX positions and 10 closed out — a net gain of 7 holders — while 20 added to existing stakes and 19 trimmed.

The largest buyer was Beck Capital Management, opening a new position worth an estimated $3.13M. The largest seller was Brinker Capital Investments, cutting an estimated $4.34M.

  • 70 institutional investors held Global X FinTech ETF (FINX) as of Q4 2019, up from 63 in Q3 2019.
  • Funds reported $132M of Global X FinTech ETF stock for Q4 2019, up 8.7% quarter-over-quarter.
  • 17 funds opened new Global X FinTech ETF positions in Q4 2019 and 10 closed out, a net change of +7 holders.
  • The largest Global X FinTech ETF buyer in Q4 2019 was Beck Capital Management, an estimated $3.13M added.
  • The largest Global X FinTech ETF seller in Q4 2019 was Brinker Capital Investments, an estimated $4.34M sold.

Based on aggregated 13F filings for Q4 2019.