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Global X FinTech ETF

114 hedge funds and large institutions have $140M invested in Global X FinTech ETF in 2023 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 26 increasing their positions, 42 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

167% more call options, than puts

Call options by funds: $24K | Put options by funds: $9K

0.06% less ownership

Funds ownership: 35.68%35.62% (-0.06%)

1% less capital invested

Capital invested by funds: $142M → $140M (-$1.61M)

7% less funds holding

Funds holding: 122114 (-8)

33% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 18

38% less repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 42

Holders
114
Holders Change
-8
Holders Change %
-6.56%
% of All Funds
1.79%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
12
Increased
26
Reduced
42
Closed
18
Calls
$24K
Puts
$9K
Net Calls
+$15K
Net Calls Change
-$254K
Name Holding Trade Value Shares
Change
Change in
Stake
Ameriprise
26
Ameriprise
Minnesota
$1.2M -$268K -12,856 -19%
Citigroup
27
Citigroup
New York
$1.19M +$240K +11,508 +27%
TAM
28
Tocqueville Asset Management
New York
$1.14M -$13.6K -650 -1%
ES
29
Eagle Strategies
New York
$1.08M +$39.5K +1,890 +4%
Cetera Investment Advisers
30
Cetera Investment Advisers
Illinois
$844K +$54.7K +2,619 +7%
Citadel Advisors
31
Citadel Advisors
Florida
$802K +$63.9K +3,059 +9%
RSWM
32
Robertson Stephens Wealth Management
California
$776K -$49.2K -2,356 -6%
SWP
33
Stratos Wealth Partners
Ohio
$701K +$15.6K +747 +2%
SCA
34
Snowden Capital Advisors
New York
$689K -$60.3K -2,888 -8%
GLA
35
Good Life Advisors
Pennsylvania
$627K -$36.5K -1,750 -6%
ACS
36
Archford Capital Strategies
Illinois
$613K -$20K -959 -4%
JPLA
37
Joseph P. Lucia & Associates
New York
$517K -$127K -6,096 -21%
HighTower Advisors
38
HighTower Advisors
Illinois
$469K -$33.2K -1,591 -7%
MCP
39
Mirador Capital Partners
California
$467K -$1.59K -76 -0.4%
Susquehanna International Group
40
Susquehanna International Group
Pennsylvania
$466K -$1.68M -80,327 -79%
Stifel Financial
41
Stifel Financial
Missouri
$460K -$207K -9,908 -32%
PFG
42
Pinnacle Financial Group
Illinois
$454K +$23.9K +1,146 +6%
Cambridge Investment Research Advisors
43
Cambridge Investment Research Advisors
Iowa
$449K -$226K -10,815 -35%
Wealthfront Advisers
44
Wealthfront Advisers
California
$444K -$8K -383 -2%
AWS
45
Atria Wealth Solutions
New York
$400K -$7.89K -378 -2%
BS
46
Banco Santander
Spain
$392K +$51.6K +2,470 +16%
CAPTRUST Financial Advisors
47
CAPTRUST Financial Advisors
North Carolina
$378K +$358K +17,125 New
MIH
48
Meitav Investment House
Israel
$352K
CFD
49
Creative Financial Designs
Indiana
$351K +$18.6K +891 +6%
FTUS
50
Flow Traders U.S.
New York
$337K +$61.4K +2,939 +24%

FINX Hedge Fund Activity: Q2 2023 in Review

114 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Global X FinTech ETF (FINX) for Q2 2023, worth a combined $140M — down 1.1% from $142M a quarter earlier.

Sellers outnumbered buyers: 18 funds closed out of FINX and 12 opened new positions — a net loss of 6 holders — while 42 trimmed existing stakes and 26 added.

The largest buyer was Osaic Holdings, adding an estimated $8.95M. The largest seller was Fisher Asset Management, cutting an estimated $5.93M.

  • 114 institutional investors held Global X FinTech ETF (FINX) as of Q2 2023, down from 122 in Q1 2023.
  • Funds reported $140M of Global X FinTech ETF stock for Q2 2023, down 1.1% quarter-over-quarter.
  • 12 funds opened new Global X FinTech ETF positions in Q2 2023 and 18 closed out, a net change of -6 holders.
  • The largest Global X FinTech ETF buyer in Q2 2023 was Osaic Holdings, an estimated $8.95M added.
  • The largest Global X FinTech ETF seller in Q2 2023 was Fisher Asset Management, an estimated $5.93M sold.

Based on aggregated 13F filings for Q2 2023.