FINX icon

Global X FinTech ETF
FINX

Overview Fund Activity

113 hedge funds and large institutions have $147M invested in Global X FinTech ETF in 2023 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 23 increasing their positions, 43 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
113
Holders Change
+9
Holders Change %
+8.65%
% of All Funds
1.66%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
19
Increased
23
Reduced
43
Closed
9
Calls
$1.1M
Puts
$8K
Net Calls
+$1.09M
Net Calls Change
+$994K

Top Buyers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$10.3M
2
Morgan Stanley
2
Morgan Stanley
New York
$14.1M
3
Mirae Asset Global Investments
3
Mirae Asset Global Investments
South Korea
$8.49M
4
MA
4
MONECO Advisors
Connecticut
$1.95M
5
KWM
5
Kingsview Wealth Management
Oregon
$1.14M

Top Sellers

1
Jane Street
1
Jane Street
New York
$6.03M
2
Wells Fargo
2
Wells Fargo
California
$3.91M
3
BFA
3
BBJS Financial Advisors
Washington
$4.45M
4
PNC Financial Services Group
4
PNC Financial Services Group
Pennsylvania
$30.8M
5
EL
5
Essex LLC
Illinois
$809K
Name Holding Trade Value Shares
Change 		Shares
Change %
CCM
26
Cox Capital Management
Massachusetts
$1.07M +$1.07M +41,761 New
TAM
27
Tocqueville Asset Management
New York
$1.07M -$236K -9,220 -18%
Royal Bank of Canada
28
Royal Bank of Canada
Ontario, Canada
$942K -$39.1K -1,530 -4%
HighTower Advisors
29
HighTower Advisors
Illinois
$922K -$258K -10,100 -22%
Citadel Advisors
30
Citadel Advisors
Florida
$919K +$187K +7,304 +26%
Cambridge Investment Research Advisors
31
Cambridge Investment Research Advisors
Iowa
$908K +$7.31K +286 +0.8%
Cetera Investment Advisers
32
Cetera Investment Advisers
Illinois
$831K -$200K -7,818 -19%
EL
33
Essex LLC
Illinois
$809K -$773K -30,215 -49%
PCM
34
Price Capital Management
Louisiana
$757K +$757K +29,600 New
PWA
35
Phoenix Wealth Advisors
North Carolina
$752K +$380K +15,302 +102%
SWP
36
Stratos Wealth Partners
Ohio
$716K -$69.1K -2,703 -9%
RSWM
37
Robertson Stephens Wealth Management
California
$677K -$107K -4,202 -14%
Fisher Asset Management
38
Fisher Asset Management
Washington
$651K -$333K -13,029 -34%
Commonwealth Equity Services
39
Commonwealth Equity Services
Massachusetts
$598K -$335K -13,120 -36%
PFG
40
Pinnacle Financial Group
Illinois
$553K +$33K +1,291 +6%
ACS
41
Archford Capital Strategies
Illinois
$550K -$95.1K -3,721 -15%
CFD
42
Creative Financial Designs
Indiana
$419K +$15.3K +598 +4%
AWS
43
Atria Wealth Solutions
New York
$417K -$63.2K -2,470 -13%
Stifel Financial
44
Stifel Financial
Missouri
$417K -$81.7K -3,196 -16%
MIH
45
Meitav Investment House
Israel
$409K – – –
GT
46
Glenview Trust
Kentucky
$400K -$200K -7,838 -33%
BS
47
Banco Santander
Spain
$393K +$53.4K +2,090 +16%
CAPTRUST Financial Advisors
48
CAPTRUST Financial Advisors
North Carolina
$376K -$90.8K -3,550 -19%
JPLA
49
Joseph P. Lucia & Associates
New York
$365K -$115K -4,494 -24%
Wealthfront Advisers
50
Wealthfront Advisers
California
$362K -$123K -4,811 -25%
1
2
3 4 5