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Global X FinTech ETF
FINX

Overview Fund Activity

63 hedge funds and large institutions have $117M invested in Global X FinTech ETF in 2020 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 21 increasing their positions, 21 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
63
Holders Change
-7
Holders Change %
-10%
% of All Funds
1.39%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
13
Increased
21
Reduced
21
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UBS Group
UBS Group
Switzerland
+$2.37M
2
SFS
Sowell Financial Services
Arkansas
+$1.96M
3
TAM
Tocqueville Asset Management
New York
+$1.38M
4
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
+$1.3M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$976K

Top Sellers

1
BCM
Beck Capital Management
Texas
-$3.25M
2
Citadel Advisors
Citadel Advisors
Florida
-$1.97M
3
LFA
Legend Financial Advisors
Pennsylvania
-$1.42M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$1.38M
5
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
-$1.37M
Name Holding Trade Value Shares
Change 		Shares
Change %
SWP
26
Stratos Wealth Partners
Ohio
$862K -$56.2K -2,327 -6%
Daiwa Securities Group
27
Daiwa Securities Group
Japan
$739K -$236K – –
SIG
28
Sargent Investment Group
Maryland
$604K +$342K +14,150 +131%
PP
29
Prudential plc
United Kingdom
$598K +$598K +24,750 New
MCP
30
Mirador Capital Partners
California
$585K -$62K -2,160 -10%
Bank Julius Baer & Co
31
Bank Julius Baer & Co
Switzerland
$507K +$507K +21,004 New
SPC
32
Sigma Planning Corp
Michigan
$446K +$19.5K +806 +5%
MIAN
33
Mariner Independent Advisor Network
Kansas
$390K -$57.7K -2,525 -13%
SW
34
SVB Wealth
Massachusetts
$372K +$1.21K +50 +0.3%
CW
35
CreativeOne Wealth
Kansas
$366K +$116K +4,799 +46%
Osaic Holdings
36
Osaic Holdings
Arizona
$331K +$331K +13,663 New
Commonwealth Equity Services
37
Commonwealth Equity Services
Massachusetts
$296K +$54.7K +2,272 +23%
LNC
38
Lincoln National Corp
Pennsylvania
$285K -$1.11K -46 -0.4%
RJFSA
39
Raymond James Financial Services Advisors
Florida
$267K -$33.2K -1,375 -11%
NFG
40
Next Financial Group
Texas
$265K -$136K -5,649 -34%
Envestnet Asset Management
41
Envestnet Asset Management
Illinois
$263K -$55K -2,272 -17%
ACS
42
Archford Capital Strategies
Illinois
$231K +$231K +9,576 New
WIA
43
Wealthstreet Investment Advisors
Texas
$217K -$48.2K -2,000 -18%
DAS
44
Dynamic Advisor Solutions
Arizona
$210K -$100K -4,151 -32%
BWA
45
BDO Wealth Advisors
Florida
$147K – – –
GWM
46
Geneos Wealth Management
Colorado
$130K +$106K +4,440 +444%
EWM
47
EPG Wealth Management
Georgia
$97K +$97K +4,004 New
Citigroup
48
Citigroup
New York
$58K +$11.2K +462 +24%
William Blair & Company
49
William Blair & Company
Illinois
$47K -$37.5K -1,545 -44%
IFAM
50
Institutional & Family Asset Management
Colorado
$47K +$14.4K +601 +44%
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