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Global X FinTech ETF

136 hedge funds and large institutions have $165M invested in Global X FinTech ETF in 2022 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 28 increasing their positions, 52 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

101% more call options, than puts

Call options by funds: $2.03M | Put options by funds: $1.01M

29% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 21

2% more funds holding

Funds holding: 133136 (+3)

0.65% more ownership

Funds ownership: 40.02%40.67% (+0.65%)

17% less capital invested

Capital invested by funds: $199M → $165M (-$34.4M)

46% less repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 52

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
136
Holders Change
+3
Holders Change %
+2.26%
% of All Funds
2.19%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
27
Increased
28
Reduced
52
Closed
21
Calls
$2.03M
Puts
$1.01M
Net Calls
+$1.02M
Net Calls Change
+$994K
Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
26
Envestnet Asset Management
Illinois
$998K -$1.13M -56,087 -52%
CCM
27
Cox Capital Management
Massachusetts
$974K +$1.02M +50,602 New
MIG
28
McGuire Investment Group
Rhode Island
$951K -$226K -11,215 -19%
Osaic Holdings
29
Osaic Holdings
Arizona
$917K +$63K +3,128 +7%
OMC
30
Old Mission Capital
Illinois
$900K +$942K +46,747 New
TAM
31
Tocqueville Asset Management
New York
$853K -$184K -9,136 -17%
ES
32
Eagle Strategies
New York
$847K +$144K +7,170 +19%
Stifel Financial
33
Stifel Financial
Missouri
$819K -$372K -18,466 -30%
SCA
34
Snowden Capital Advisors
New York
$805K -$329K -16,344 -28%
Cambridge Investment Research Advisors
35
Cambridge Investment Research Advisors
Iowa
$745K -$904K -44,865 -54%
Citigroup
36
Citigroup
New York
$737K -$578K -28,704 -43%
RSWM
37
Robertson Stephens Wealth Management
California
$736K +$770K +38,223 New
EWA
38
Evolution Wealth Advisors
Florida
$702K +$26.9K +1,335 +4%
SWP
39
Stratos Wealth Partners
Ohio
$639K -$42.5K -2,111 -6%
JPLA
40
Joseph P. Lucia & Associates
New York
$626K -$135K -6,710 -17%
Cetera Investment Advisers
41
Cetera Investment Advisers
Illinois
$617K +$196K +9,729 +44%
GLA
42
Good Life Advisors
Pennsylvania
$504K -$53.7K -2,668 -9%
ACS
43
Archford Capital Strategies
Illinois
$487K -$69.7K -3,461 -12%
HighTower Advisors
44
HighTower Advisors
Illinois
$456K +$477K +23,674 New
IFG
45
Independent Financial Group
California
$431K -$52.8K -2,620 -10%
BS
46
Banco Santander
Spain
$425K -$3.42K -170 -0.8%
MCP
47
Mirador Capital Partners
California
$417K +$37.9K +1,879 +9%
TSS
48
Two Sigma Securities
New York
$403K +$422K +20,925 New
AWS
49
Atria Wealth Solutions
New York
$378K -$52.7K -2,616 -12%
PFG
50
Pinnacle Financial Group
Illinois
$367K -$4.15K -206 -1%

FINX Hedge Fund Activity: Q4 2022 in Review

136 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Global X FinTech ETF (FINX) for Q4 2022, worth a combined $165M — down 17% from $199M a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new FINX positions and 21 closed out — a net gain of 6 holders — while 28 added to existing stakes and 52 trimmed.

The largest buyer was Jane Street, adding an estimated $26.1M. The largest seller was Mirabella Financial Services, exiting entirely with an estimated $25.6M sold.

  • 136 institutional investors held Global X FinTech ETF (FINX) as of Q4 2022, up from 133 in Q3 2022.
  • Funds reported $165M of Global X FinTech ETF stock for Q4 2022, down 17% quarter-over-quarter.
  • 27 funds opened new Global X FinTech ETF positions in Q4 2022 and 21 closed out, a net change of +6 holders.
  • The largest Global X FinTech ETF buyer in Q4 2022 was Jane Street, an estimated $26.1M added.
  • The largest Global X FinTech ETF seller in Q4 2022 was Mirabella Financial Services, an estimated $25.6M sold.

Based on aggregated 13F filings for Q4 2022.