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Global X FinTech ETF
FINX

103 hedge funds and large institutions have $85M invested in Global X FinTech ETF in 2024 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 25 increasing their positions, 35 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

660% more call options, than puts

Call options by funds: $304K | Put options by funds: $40K

3.06% less ownership

Funds ownership: 32.28% → 29.22% (-3.1%)

4% less funds holding

Funds holding: 107 → 103 (-4)

25% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 12

25% less capital invested

Capital invested by funds: $114M → $85M (-$28.8M)

29% less repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 35

Holders
103
Holders Change
-4
Holders Change %
-3.74%
% of All Funds
1.49%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
25
Reduced
35
Closed
12
Calls
$304K
Puts
$40K
Net Calls
+$264K
Net Calls Change
-$315K

Top Buyers

1
ES
Eagle Strategies
New York
+$1.47M
2
LPL Financial
LPL Financial
California
+$1.15M
3
Jane Street
Jane Street
New York
+$1.11M
4
SCP
Stamos Capital Partners
California
+$993K
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$626K

Top Sellers

1
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
-$9.11M
2
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
-$7.18M
3
UBS Group
UBS Group
Switzerland
-$2.28M
4
MML Investors Services
MML Investors Services
Massachusetts
-$2.19M
5
MA
MONECO Advisors
Connecticut
-$2.11M
Name Holding Trade Value Shares
Change 		Change in
Stake
Ameriprise
26
Ameriprise
Minnesota
$705K -$514K -20,016 -42%
PFG
27
Pinnacle Financial Group
Illinois
$546K +$2.56K +100 +0.5%
Citadel Advisors
28
Citadel Advisors
Florida
$462K -$318K -12,400 -40%
Osaic Holdings
29
Osaic Holdings
Arizona
$446K -$290K -11,292 -39%
ACS
30
Archford Capital Strategies
Illinois
$431K -$109K -4,247 -20%
Stifel Financial
31
Stifel Financial
Missouri
$428K +$24.8K +966 +6%
Fisher Asset Management
32
Fisher Asset Management
Washington
$423K -$193K -7,521 -31%
Wealthfront Advisers
33
Wealthfront Advisers
California
$420K +$34.9K +1,362 +9%
SWP
34
Stratos Wealth Partners
Ohio
$391K -$120K -4,696 -23%
MIH
35
Meitav Investment House
Israel
$384K -$18.5K -720 -5%
CFD
36
Creative Financial Designs
Indiana
$361K -$65.7K -2,561 -15%
CAPTRUST Financial Advisors
37
CAPTRUST Financial Advisors
North Carolina
$346K +$71.2K +2,775 +25%
PAM
38
PVG Asset Management
Colorado
$310K +$316K +12,330 New
Janney Montgomery Scott
39
Janney Montgomery Scott
Pennsylvania
$309K – – –
AMG
40
Advisors Management Group
Wisconsin
$300K +$564 +22 +0.2%
KCFA
41
Key Client Fiduciary Advisors
New Jersey
$298K -$10.3K -400 -3%
TRCT
42
Tower Research Capital (TRC)
New York
$287K +$83.1K +3,241 +40%
GM
43
GeoWealth Management
Illinois
$274K +$139K +5,408 +99%
AWS
44
Atria Wealth Solutions
New York
$271K -$113K -4,410 -29%
MML Investors Services
45
MML Investors Services
Massachusetts
$267K -$2.19M -85,462 -89%
SAS
46
Stelac Advisory Services
New York
$242K – – –
JPLA
47
Joseph P. Lucia & Associates
New York
$232K -$76.1K -2,965 -24%
FAIM
48
Financial Advocates Investment Management
Washington
$222K +$4.11K +160 +2%
IWM
49
IHT Wealth Management
Illinois
$219K -$149K -5,818 -40%
AWP
50
Accretive Wealth Partners
New Jersey
$211K – – –
1
2
3 4 5

FINX Hedge Fund Activity: Q2 2024 in Review

103 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Global X FinTech ETF (FINX) for Q2 2024, worth a combined $85M — down 25% from $114M a quarter earlier.

Sellers outnumbered buyers: 12 funds closed out of FINX and 9 opened new positions — a net loss of 3 holders — while 35 trimmed existing stakes and 25 added.

The largest buyer was Eagle Strategies, opening a new position worth an estimated $1.47M. The largest seller was PNC Financial Services Group, cutting an estimated $9.11M.

  • 103 institutional investors held Global X FinTech ETF (FINX) as of Q2 2024, down from 107 in Q1 2024.
  • Funds reported $85M of Global X FinTech ETF stock for Q2 2024, down 25% quarter-over-quarter.
  • 9 funds opened new Global X FinTech ETF positions in Q2 2024 and 12 closed out, a net change of -3 holders.
  • The largest Global X FinTech ETF buyer in Q2 2024 was Eagle Strategies, an estimated $1.47M added.
  • The largest Global X FinTech ETF seller in Q2 2024 was PNC Financial Services Group, an estimated $9.11M sold.

Based on aggregated 13F filings for Q2 2024.