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Global X FinTech ETF

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

13,613% more call options, than puts

Call options by funds: $1.1M | Put options by funds: $8K

111% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 9

40% more capital invested

Capital invested by funds: $106M → $147M (+$41.8M)

9% more funds holding

Funds holding: 104113 (+9)

5.01% more ownership

Funds ownership: 31.62%36.63% (+5%)

47% less repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 43

Holders
113
Holders Change
+9
Holders Change %
+8.65%
% of All Funds
1.65%
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
Name Holding Trade Value Shares
Change
Change in
Stake
CCM
26
Cox Capital Management
Massachusetts
$1.07M +$897K +41,761 New
TAM
27
Tocqueville Asset Management
New York
$1.07M -$198K -9,220 -18%
Royal Bank of Canada
28
Royal Bank of Canada
Ontario, Canada
$942K -$32.9K -1,530 -4%
HighTower Advisors
29
HighTower Advisors
Illinois
$922K -$217K -10,100 -22%
Citadel Advisors
30
Citadel Advisors
Florida
$919K +$157K +7,304 +26%
Cambridge Investment Research Advisors
31
Cambridge Investment Research Advisors
Iowa
$908K +$6.14K +286 +0.8%
Cetera Investment Advisers
32
Cetera Investment Advisers
Illinois
$831K -$168K -7,818 -19%
EL
33
Essex LLC
Illinois
$809K -$649K -30,215 -49%
PCM
34
Price Capital Management
Louisiana
$757K +$636K +29,600 New
PWA
35
Phoenix Wealth Advisors
North Carolina
$752K +$329K +15,302 +102%
SWP
36
Stratos Wealth Partners
Ohio
$716K -$58.1K -2,703 -9%
RSWM
37
Robertson Stephens Wealth Management
California
$677K -$90.3K -4,202 -14%
Fisher Asset Management
38
Fisher Asset Management
Washington
$651K -$280K -13,029 -34%
Commonwealth Equity Services
39
Commonwealth Equity Services
Massachusetts
$598K -$282K -13,120 -36%
PFG
40
Pinnacle Financial Group
Illinois
$553K +$27.7K +1,291 +6%
ACS
41
Archford Capital Strategies
Illinois
$550K -$79.9K -3,721 -15%
CFD
42
Creative Financial Designs
Indiana
$419K +$12.8K +598 +4%
AWS
43
Atria Wealth Solutions
New York
$417K -$53.1K -2,470 -13%
Stifel Financial
44
Stifel Financial
Missouri
$417K -$68.6K -3,196 -16%
MIH
45
Meitav Investment House
Israel
$409K
GT
46
Glenview Trust
Kentucky
$400K -$168K -7,838 -33%
BS
47
Banco Santander
Spain
$393K +$44.9K +2,090 +16%
CAPTRUST Financial Advisors
48
CAPTRUST Financial Advisors
North Carolina
$376K -$76.2K -3,550 -19%
JPLA
49
Joseph P. Lucia & Associates
New York
$365K -$96.5K -4,494 -24%
Wealthfront Advisers
50
Wealthfront Advisers
California
$362K -$103K -4,811 -25%

FINX Hedge Fund Activity: Q4 2023 in Review

113 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Global X FinTech ETF (FINX) for Q4 2023, worth a combined $147M — up 40% from $106M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new FINX positions and 9 closed out — a net gain of 10 holders — while 23 added to existing stakes and 43 trimmed.

The largest buyer was Osaic Holdings, adding an estimated $7.75M. The largest seller was Jane Street, cutting an estimated $2.24M.

  • 113 institutional investors held Global X FinTech ETF (FINX) as of Q4 2023, up from 104 in Q3 2023.
  • Funds reported $147M of Global X FinTech ETF stock for Q4 2023, up 40% quarter-over-quarter.
  • 19 funds opened new Global X FinTech ETF positions in Q4 2023 and 9 closed out, a net change of +10 holders.
  • The largest Global X FinTech ETF buyer in Q4 2023 was Osaic Holdings, an estimated $7.75M added.
  • The largest Global X FinTech ETF seller in Q4 2023 was Jane Street, an estimated $2.24M sold.

Based on aggregated 13F filings for Q4 2023.