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Global X FinTech ETF

148 hedge funds and large institutions have $408M invested in Global X FinTech ETF in 2021 Q1 according to their latest regulatory filings, with 46 funds opening new positions, 67 increasing their positions, 18 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

272% more repeat investments, than reductions

Existing positions increased: 67 | Existing positions reduced: 18

254% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 13

200% more funds holding in top 10

Funds holding in top 10: 13 (+2)

28% more funds holding

Funds holding: 116148 (+32)

16% more capital invested

Capital invested by funds: $351M → $408M (+$56.7M)

2.31% more ownership

Funds ownership: 31.43%33.75% (+2.3%)

Holders
148
Holders Change
+32
Holders Change %
+27.59%
% of All Funds
2.6%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.05%
New
46
Increased
67
Reduced
18
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Osaic Holdings
26
Osaic Holdings
Arizona
$2.49M +$895K +19,023 +51%
Susquehanna International Group
27
Susquehanna International Group
Pennsylvania
$2.38M -$1.39M -29,469 -35%
RJFSA
28
Raymond James Financial Services Advisors
Florida
$2.16M +$702K +14,916 +44%
PAG
29
Private Advisor Group
New Jersey
$1.98M +$274K +5,835 +15%
SWP
30
Stratos Wealth Partners
Ohio
$1.73M +$39K +829 +2%
KAS
31
Kestra Advisory Services
Texas
$1.73M -$138K -2,940 -7%
Commonwealth Equity Services
32
Commonwealth Equity Services
Massachusetts
$1.32M +$455K +9,668 +48%
OC
33
Oppenheimer & Co
New York
$1.32M +$674K +14,326 +92%
IWA
34
IBEX Wealth Advisors
New Jersey
$1.3M +$295K +6,267 +27%
CP
35
Camelot Portfolios
Ohio
$1.2M -$231K -4,911 -15%
FAIM
36
Financial Advocates Investment Management
Washington
$1.16M +$961K +20,423 +355%
ACS
37
Archford Capital Strategies
Illinois
$1.14M +$198K +4,204 +22%
Qube Research & Technologies (QRT)
38
Qube Research & Technologies (QRT)
United Kingdom
$1.09M +$1.16M +24,698 New
TWM
39
TriaGen Wealth Management
California
$1.03M +$332K +7,056 +43%
MCP
40
Mirador Capital Partners
California
$989K -$12.3K -261 -1%
MIFH
41
Migdal Insurance & Financial Holdings
Israel
$982K -$634K -13,470 -38%
CRWM
42
Castle Rock Wealth Management
California
$972K +$70.9K +1,507 +8%
FHA
43
Flagship Harbor Advisors
Massachusetts
$972K +$1.04M +22,026 New
Bank Julius Baer & Co
44
Bank Julius Baer & Co
Switzerland
$949K +$23.4K +498 +2%
RG
45
Rikoon Group
New Mexico
$925K +$246K +5,225 +33%
Baird Financial Group
46
Baird Financial Group
Wisconsin
$903K +$52.5K +1,116 +6%
SWM
47
Strategic Wealth Management
Washington
$893K +$951K +20,230 New
William Blair & Company
48
William Blair & Company
Illinois
$820K -$5.88K -125 -0.7%
GM
49
GeoWealth Management
Illinois
$807K +$361K +7,683 +72%
SW
50
SVB Wealth
Massachusetts
$797K +$121K +2,572 +17%

FINX Hedge Fund Activity: Q1 2021 in Review

148 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Global X FinTech ETF (FINX) for Q1 2021, worth a combined $408M — up 16% from $351M a quarter earlier.

Buyers outnumbered sellers: 46 funds opened new FINX positions and 13 closed out — a net gain of 33 holders — while 67 added to existing stakes and 18 trimmed.

The largest buyer was Mirae Asset Global Investments, adding an estimated $24M. The largest seller was Stelac Advisory Services, cutting an estimated $3.77M.

  • 148 institutional investors held Global X FinTech ETF (FINX) as of Q1 2021, up from 116 in Q4 2020.
  • Funds reported $408M of Global X FinTech ETF stock for Q1 2021, up 16% quarter-over-quarter.
  • 46 funds opened new Global X FinTech ETF positions in Q1 2021 and 13 closed out, a net change of +33 holders.
  • The largest Global X FinTech ETF buyer in Q1 2021 was Mirae Asset Global Investments, an estimated $24M added.
  • The largest Global X FinTech ETF seller in Q1 2021 was Stelac Advisory Services, an estimated $3.77M sold.

Based on aggregated 13F filings for Q1 2021.