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Global X FinTech ETF

163 hedge funds and large institutions have $462M invested in Global X FinTech ETF in 2021 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 68 increasing their positions, 31 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 12

119% more repeat investments, than reductions

Existing positions increased: 68 | Existing positions reduced: 31

13% more capital invested

Capital invested by funds: $408M → $462M (+$54.1M)

10% more funds holding

Funds holding: 148163 (+15)

0.49% more ownership

Funds ownership: 33.75%34.24% (+0.49%)

67% less funds holding in top 10

Funds holding in top 10: 31 (-2)

Holders
163
Holders Change
+15
Holders Change %
+10.14%
% of All Funds
2.84%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
28
Increased
68
Reduced
31
Closed
12
Calls
$391K
Puts
Net Calls
+$391K
Net Calls Change
+$391K
Name Holding Trade Value Shares
Change
Change in
Stake
SFS
26
Sowell Financial Services
Arkansas
$2.95M -$18.9K -411 -0.7%
RJFSA
27
Raymond James Financial Services Advisors
Florida
$2.83M +$477K +10,386 +21%
Ameriprise
28
Ameriprise
Minnesota
$2.73M -$80.4K -1,752 -3%
TAM
29
Tocqueville Asset Management
New York
$2.4M -$716K -15,597 -24%
Osaic Holdings
30
Osaic Holdings
Arizona
$2.4M -$277K -6,037 -11%
Qube Research & Technologies (QRT)
31
Qube Research & Technologies (QRT)
United Kingdom
$2.25M +$1.03M +22,444 +91%
Barclays
32
Barclays
United Kingdom
$1.95M +$1.07M +23,204 +131%
KAS
33
Kestra Advisory Services
Texas
$1.9M +$30.8K +670 +2%
SWP
34
Stratos Wealth Partners
Ohio
$1.85M -$16.9K -368 -0.9%
Citadel Advisors
35
Citadel Advisors
Florida
$1.68M +$1.62M +35,335 New
JPLA
36
Joseph P. Lucia & Associates
New York
$1.66M +$811K +17,676 +103%
SWM
37
Strategic Wealth Management
Washington
$1.6M +$611K +13,306 +66%
Commonwealth Equity Services
38
Commonwealth Equity Services
Massachusetts
$1.35M -$75.8K -1,651 -6%
ACS
39
Archford Capital Strategies
Illinois
$1.34M +$199K +4,330 +18%
OC
40
Oppenheimer & Co
New York
$1.28M -$142K -3,093 -10%
FAIM
41
Financial Advocates Investment Management
Washington
$1.27M +$24.8K +541 +2%
MWM
42
Meridian Wealth Management
Kentucky
$1.16M +$1.11M +24,233 New
Bank Julius Baer & Co
43
Bank Julius Baer & Co
Switzerland
$1.13M +$96.4K +2,100 +10%
FHA
44
Flagship Harbor Advisors
Massachusetts
$1.12M +$63.8K +1,390 +6%
TWM
45
TriaGen Wealth Management
California
$1.11M +$16.1K +351 +2%
CRWM
46
Castle Rock Wealth Management
California
$1.04M +$36.2K +789 +4%
Baird Financial Group
47
Baird Financial Group
Wisconsin
$989K +$12.6K +275 +1%
Citigroup
48
Citigroup
New York
$955K +$108K +2,353 +13%
GM
49
GeoWealth Management
Illinois
$951K +$76.8K +1,673 +9%
William Blair & Company
50
William Blair & Company
Illinois
$867K -$18.4K -400 -2%

FINX Hedge Fund Activity: Q2 2021 in Review

163 of the 5,746 institutional investors tracked by Wall St. Rank reported a position in Global X FinTech ETF (FINX) for Q2 2021, worth a combined $462M — up 13% from $408M a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new FINX positions and 12 closed out — a net gain of 16 holders — while 68 added to existing stakes and 31 trimmed.

The largest buyer was Conservest Capital Advisors, opening a new position worth an estimated $18.6M. The largest seller was PNC Financial Services Group, cutting an estimated $17.6M.

  • 163 institutional investors held Global X FinTech ETF (FINX) as of Q2 2021, up from 148 in Q1 2021.
  • Funds reported $462M of Global X FinTech ETF stock for Q2 2021, up 13% quarter-over-quarter.
  • 28 funds opened new Global X FinTech ETF positions in Q2 2021 and 12 closed out, a net change of +16 holders.
  • The largest Global X FinTech ETF buyer in Q2 2021 was Conservest Capital Advisors, an estimated $18.6M added.
  • The largest Global X FinTech ETF seller in Q2 2021 was PNC Financial Services Group, an estimated $17.6M sold.

Based on aggregated 13F filings for Q2 2021.