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Global X FinTech ETF
FINX

Overview Fund Activity

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
Holders
107
Holders Change
-6
Holders Change %
-5.31%
% of All Funds
1.55%
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

Top Buyers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$3.17M
2
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$1.19M
3
Janney Montgomery Scott
3
Janney Montgomery Scott
Pennsylvania
$342K
4
CA
4
Cetera Advisors
Colorado
$326K
5
Bank of Montreal
5
Bank of Montreal
Ontario, Canada
$285K

Top Sellers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$808K
2
Morgan Stanley
2
Morgan Stanley
New York
$6.35M
3
BFA
3
BBJS Financial Advisors
Washington
$25.6K
4
SAS
4
Stelac Advisory Services
New York
$268K
5
Jane Street
5
Jane Street
New York
$2.81M
Name Holding Trade Value Shares
Change 		Shares
Change %
Osaic Holdings
26
Osaic Holdings
Arizona
$808K -$10.4M -374,504 -93%
Envestnet Asset Management
27
Envestnet Asset Management
Illinois
$709K -$512K -18,391 -42%
RSWM
28
Robertson Stephens Wealth Management
California
$699K -$38.1K -1,369 -5%
Cetera Investment Advisers
29
Cetera Investment Advisers
Illinois
$693K -$212K -7,599 -23%
Fisher Asset Management
30
Fisher Asset Management
Washington
$678K -$31.1K -1,116 -4%
PFG
31
Pinnacle Financial Group
Illinois
$602K -$808 -29 -0.1%
KWM
32
Kingsview Wealth Management
Oregon
$598K -$648K -23,253 -52%
ACS
33
Archford Capital Strategies
Illinois
$596K -$3.71K -133 -0.6%
SWP
34
Stratos Wealth Partners
Ohio
$563K -$216K -7,762 -28%
CFD
35
Creative Financial Designs
Indiana
$471K +$14.5K +520 +3%
Stifel Financial
36
Stifel Financial
Missouri
$447K -$7.08K -254 -2%
MIH
37
Meitav Investment House
Israel
$445K – – –
Wealthfront Advisers
38
Wealthfront Advisers
California
$427K +$33.2K +1,190 +8%
AWS
39
Atria Wealth Solutions
New York
$423K -$31.9K -1,145 -7%
IWM
40
IHT Wealth Management
Illinois
$405K +$29.6K +1,062 +8%
Janney Montgomery Scott
41
Janney Montgomery Scott
Pennsylvania
$342K +$342K +12,280 New
KCFA
42
Key Client Fiduciary Advisors
New Jersey
$341K -$279 -10 -0.1%
JPLA
43
Joseph P. Lucia & Associates
New York
$340K -$57.8K -2,076 -15%
AMG
44
Advisors Management Group
Wisconsin
$331K -$6.76K -243 -2%
CA
45
Cetera Advisors
Colorado
$326K +$326K +11,708 New
BS
46
Banco Santander
Spain
$322K -$107K -3,830 -25%
CAPTRUST Financial Advisors
47
CAPTRUST Financial Advisors
North Carolina
$305K -$104K -3,731 -25%
Bank of Montreal
48
Bank of Montreal
Ontario, Canada
$285K +$285K +10,200 New
SAS
49
Stelac Advisory Services
New York
$268K -$4.8M -172,409 -95%
FAIM
50
Financial Advocates Investment Management
Washington
$241K +$1.81K +65 +0.8%
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