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Global X FinTech ETF

107 hedge funds and large institutions have $114M invested in Global X FinTech ETF in 2024 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 17 increasing their positions, 47 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

4.35% less ownership

Funds ownership: 36.63%32.28% (-4.4%)

5% less funds holding

Funds holding: 113107 (-6)

21% less first-time investments, than exits

New positions opened: 15 | Existing positions closed: 19

23% less capital invested

Capital invested by funds: $147M → $114M (-$33.7M)

64% less repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 47

Holders
107
Holders Change
-6
Holders Change %
-5.31%
% of All Funds
1.54%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
15
Increased
17
Reduced
47
Closed
19
Calls
$579K
Puts
Net Calls
+$579K
Net Calls Change
-$510K
Name Holding Trade Value Shares
Change
Change in
Stake
Osaic Holdings
26
Osaic Holdings
Arizona
$808K -$9.56M -374,504 -93%
Envestnet Asset Management
27
Envestnet Asset Management
Illinois
$709K -$469K -18,391 -42%
RSWM
28
Robertson Stephens Wealth Management
California
$699K -$34.9K -1,369 -5%
Cetera Investment Advisers
29
Cetera Investment Advisers
Illinois
$693K -$194K -7,599 -23%
Fisher Asset Management
30
Fisher Asset Management
Washington
$678K -$28.5K -1,116 -4%
PFG
31
Pinnacle Financial Group
Illinois
$602K -$740 -29 -0.1%
KWM
32
Kingsview Wealth Management
Oregon
$598K -$593K -23,253 -52%
ACS
33
Archford Capital Strategies
Illinois
$596K -$3.39K -133 -0.6%
SWP
34
Stratos Wealth Partners
Ohio
$563K -$198K -7,762 -28%
CFD
35
Creative Financial Designs
Indiana
$471K +$13.3K +520 +3%
Stifel Financial
36
Stifel Financial
Missouri
$447K -$6.48K -254 -2%
MIH
37
Meitav Investment House
Israel
$445K
Wealthfront Advisers
38
Wealthfront Advisers
California
$427K +$30.4K +1,190 +8%
AWS
39
Atria Wealth Solutions
New York
$423K -$29.2K -1,145 -7%
IWM
40
IHT Wealth Management
Illinois
$405K +$27.1K +1,062 +8%
Janney Montgomery Scott
41
Janney Montgomery Scott
Pennsylvania
$342K +$313K +12,280 New
KCFA
42
Key Client Fiduciary Advisors
New Jersey
$341K -$255 -10 -0.1%
JPLA
43
Joseph P. Lucia & Associates
New York
$340K -$53K -2,076 -15%
AMG
44
Advisors Management Group
Wisconsin
$331K -$6.2K -243 -2%
CA
45
Cetera Advisors
Colorado
$326K +$299K +11,708 New
BS
46
Banco Santander
Spain
$322K -$97.7K -3,830 -25%
CAPTRUST Financial Advisors
47
CAPTRUST Financial Advisors
North Carolina
$305K -$95.2K -3,731 -25%
Bank of Montreal
48
Bank of Montreal
Ontario, Canada
$285K +$260K +10,200 New
SAS
49
Stelac Advisory Services
New York
$268K -$4.4M -172,409 -95%
FAIM
50
Financial Advocates Investment Management
Washington
$241K +$1.66K +65 +0.8%

FINX Hedge Fund Activity: Q1 2024 in Review

107 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Global X FinTech ETF (FINX) for Q1 2024, worth a combined $114M — down 23% from $147M a quarter earlier.

Sellers outnumbered buyers: 19 funds closed out of FINX and 15 opened new positions — a net loss of 4 holders — while 47 trimmed existing stakes and 17 added.

The largest buyer was Susquehanna International Group, adding an estimated $1.55M. The largest seller was Osaic Holdings, cutting an estimated $9.56M.

  • 107 institutional investors held Global X FinTech ETF (FINX) as of Q1 2024, down from 113 in Q4 2023.
  • Funds reported $114M of Global X FinTech ETF stock for Q1 2024, down 23% quarter-over-quarter.
  • 15 funds opened new Global X FinTech ETF positions in Q1 2024 and 19 closed out, a net change of -4 holders.
  • The largest Global X FinTech ETF buyer in Q1 2024 was Susquehanna International Group, an estimated $1.55M added.
  • The largest Global X FinTech ETF seller in Q1 2024 was Osaic Holdings, an estimated $9.56M sold.

Based on aggregated 13F filings for Q1 2024.