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Global X FinTech ETF

133 hedge funds and large institutions have $199M invested in Global X FinTech ETF in 2022 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 43 increasing their positions, 43 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

10% more call options, than puts

Call options by funds: $320K | Put options by funds: $291K

0.66% more ownership

Funds ownership: 39.36%40.02% (+0.66%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% more repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 43

8% less funds holding

Funds holding: 145133 (-12)

14% less capital invested

Capital invested by funds: $231M → $199M (-$32M)

39% less first-time investments, than exits

New positions opened: 14 | Existing positions closed: 23

Holders
133
Holders Change
-12
Holders Change %
-8.28%
% of All Funds
2.29%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
14
Increased
43
Reduced
43
Closed
23
Calls
$320K
Puts
$291K
Net Calls
+$29K
Net Calls Change
+$745K
Name Holding Trade Value Shares
Change
Change in
Stake
CW
26
CreativeOne Wealth
Kansas
$1.62M +$571K +24,230 +44%
Citigroup
27
Citigroup
New York
$1.36M -$55.8M -2,369,354 -97%
VFM
28
Valley Financial Management
New York
$1.26M +$1.46M +62,154 New
Stifel Financial
29
Stifel Financial
Missouri
$1.24M -$269K -11,403 -16%
MIG
30
McGuire Investment Group
Rhode Island
$1.23M +$2.62K +111 +0.2%
SCA
31
Snowden Capital Advisors
New York
$1.18M +$342K +14,526 +33%
TAM
32
Tocqueville Asset Management
New York
$1.08M +$14.8K +630 +1%
Ameriprise
33
Ameriprise
Minnesota
$1.06M -$189K -8,010 -13%
AI
34
Atom Investors
Texas
$973K +$132K +5,582 +13%
Osaic Holdings
35
Osaic Holdings
Arizona
$904K -$150K -6,374 -13%
JPLA
36
Joseph P. Lucia & Associates
New York
$795K -$52.8K -2,240 -5%
Commonwealth Equity Services
37
Commonwealth Equity Services
Massachusetts
$769K -$63.9K -2,713 -7%
ES
38
Eagle Strategies
New York
$747K +$247K +10,470 +40%
SWP
39
Stratos Wealth Partners
Ohio
$716K -$82.2K -3,490 -9%
EWA
40
Evolution Wealth Advisors
Florida
$712K +$67.8K +2,875 +9%
GLA
41
Good Life Advisors
Pennsylvania
$585K +$16.5K +701 +2%
ACS
42
Archford Capital Strategies
Illinois
$584K -$18.3K -775 -3%
LWM
43
Laidlaw Wealth Management
New York
$578K +$91.8K +3,896 +16%
IFG
44
Independent Financial Group
California
$507K -$10.6K -450 -2%
HF
45
HRT Financial
New York
$504K -$224K -9,517 -28%
Wealthfront Advisers
46
Wealthfront Advisers
California
$491K +$324K +13,759 +131%
SFS
47
Sowell Financial Services
Arkansas
$456K +$530K +22,508 New
Cetera Investment Advisers
48
Cetera Investment Advisers
Illinois
$453K +$89.9K +3,815 +21%
AWS
49
Atria Wealth Solutions
New York
$451K +$40.6K +1,722 +8%
BS
50
Banco Santander
Spain
$451K -$160K -6,780 -23%

FINX Hedge Fund Activity: Q3 2022 in Review

133 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Global X FinTech ETF (FINX) for Q3 2022, worth a combined $199M — down 14% from $231M a quarter earlier.

Sellers outnumbered buyers: 23 funds closed out of FINX and 14 opened new positions — a net loss of 9 holders — while 43 trimmed existing stakes and 43 added.

The largest buyer was PNC Financial Services Group, adding an estimated $18.8M. The largest seller was Citigroup, cutting an estimated $55.8M.

  • 133 institutional investors held Global X FinTech ETF (FINX) as of Q3 2022, down from 145 in Q2 2022.
  • Funds reported $199M of Global X FinTech ETF stock for Q3 2022, down 14% quarter-over-quarter.
  • 14 funds opened new Global X FinTech ETF positions in Q3 2022 and 23 closed out, a net change of -9 holders.
  • The largest Global X FinTech ETF buyer in Q3 2022 was PNC Financial Services Group, an estimated $18.8M added.
  • The largest Global X FinTech ETF seller in Q3 2022 was Citigroup, an estimated $55.8M sold.

Based on aggregated 13F filings for Q3 2022.