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Global X FinTech ETF

116 hedge funds and large institutions have $351M invested in Global X FinTech ETF in 2020 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 50 increasing their positions, 11 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

375% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 8

355% more repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 11

40% more capital invested

Capital invested by funds: $251M → $351M (+$99.9M)

33% more funds holding

Funds holding: 87116 (+29)

0.41% less ownership

Funds ownership: 31.84%31.43% (-0.41%)

Holders
116
Holders Change
+29
Holders Change %
+33.33%
% of All Funds
2.05%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
38
Increased
50
Reduced
11
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SWP
26
Stratos Wealth Partners
Ohio
$1.8M +$212K +5,082 +15%
Osaic Holdings
27
Osaic Holdings
Arizona
$1.74M +$473K +11,340 +44%
MIFH
28
Migdal Insurance & Financial Holdings
Israel
$1.67M -$354K -8,480 -19%
NFG
29
Next Financial Group
Texas
$1.61M +$168K +4,026 +13%
RJFSA
30
Raymond James Financial Services Advisors
Florida
$1.59M +$64.1K +1,536 +5%
CP
31
Camelot Portfolios
Ohio
$1.5M +$81.8K +1,962 +7%
Citadel Advisors
32
Citadel Advisors
Florida
$1.31M +$1.17M +27,968 New
Stifel Financial
33
Stifel Financial
Missouri
$1.09M +$49.9K +1,197 +5%
IWA
34
IBEX Wealth Advisors
New Jersey
$1.08M +$965K +23,147 New
MCP
35
Mirador Capital Partners
California
$1.06M +$70.7K +1,695 +8%
Bank Julius Baer & Co
36
Bank Julius Baer & Co
Switzerland
$981K +$83 +2 +0%
Commonwealth Equity Services
37
Commonwealth Equity Services
Massachusetts
$948K +$38.7K +929 +5%
ACS
38
Archford Capital Strategies
Illinois
$916K +$185K +4,443 +29%
CRWM
39
Castle Rock Wealth Management
California
$906K +$146K +3,512 +22%
Baird Financial Group
40
Baird Financial Group
Wisconsin
$904K +$482K +11,559 +148%
William Blair & Company
41
William Blair & Company
Illinois
$874K +$360K +8,635 +86%
TWM
42
TriaGen Wealth Management
California
$762K +$680K +16,309 New
RG
43
Rikoon Group
New Mexico
$735K +$657K +15,745 New
OC
44
Oppenheimer & Co
New York
$730K +$354K +8,485 +119%
1832 Asset Management
45
1832 Asset Management
Ontario, Canada
$725K
SW
46
SVB Wealth
Massachusetts
$724K
SPC
47
Sigma Planning Corp
Michigan
$678K -$10.1K -243 -2%
Cetera Investment Advisers
48
Cetera Investment Advisers
Illinois
$610K +$545K +13,063 New
LFA
49
Legend Financial Advisors
Pennsylvania
$576K +$514K +12,326 New
UCFA
50
United Capital Financial Advisors
Texas
$569K +$35.7K +857 +8%

FINX Hedge Fund Activity: Q4 2020 in Review

116 of the 5,652 institutional investors tracked by Wall St. Rank reported a position in Global X FinTech ETF (FINX) for Q4 2020, worth a combined $351M — up 40% from $251M a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new FINX positions and 8 closed out — a net gain of 30 holders — while 50 added to existing stakes and 11 trimmed.

The largest buyer was Stelac Advisory Services, opening a new position worth an estimated $8.47M. The largest seller was Qube Research & Technologies (QRT), exiting entirely with an estimated $3.51M sold.

  • 116 institutional investors held Global X FinTech ETF (FINX) as of Q4 2020, up from 87 in Q3 2020.
  • Funds reported $351M of Global X FinTech ETF stock for Q4 2020, up 40% quarter-over-quarter.
  • 38 funds opened new Global X FinTech ETF positions in Q4 2020 and 8 closed out, a net change of +30 holders.
  • The largest Global X FinTech ETF buyer in Q4 2020 was Stelac Advisory Services, an estimated $8.47M added.
  • The largest Global X FinTech ETF seller in Q4 2020 was Qube Research & Technologies (QRT), an estimated $3.51M sold.

Based on aggregated 13F filings for Q4 2020.