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Global X FinTech ETF

63 hedge funds and large institutions have $117M invested in Global X FinTech ETF in 2020 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 21 increasing their positions, 21 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 21

0.15% less ownership

Funds ownership: 28.22%28.07% (-0.15%)

10% less funds holding

Funds holding: 7063 (-7)

12% less capital invested

Capital invested by funds: $132M → $117M (-$15.3M)

28% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 18

Holders
63
Holders Change
-7
Holders Change %
-10%
% of All Funds
1.39%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
13
Increased
21
Reduced
21
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BFEC
51
Benjamin F. Edwards & Company
Missouri
$46K +$56.8K +1,909 New
DSC
52
Duncker Streett & Co
Missouri
$24K
MIM
53
Macroview Investment Management
Maryland
$8K +$9.69K +326 New
TFA
54
Toth Financial Advisory
Virginia
$7K
US Bancorp
55
US Bancorp
Minnesota
$5K +$5.95K +200 New
ED
56
Exane Derivatives
France
$3.65K -$278K -9,349 -98%
IA
57
IFP Advisors
Florida
$3K -$5.47K -184 -58%
OPS
58
Orion Portfolio Solutions
Nebraska
$3K +$3.57K +120 New
Carson Wealth (CWM LLC)
59
Carson Wealth (CWM LLC)
Nebraska
$2K
WEC
60
Winslow Evans & Crocker
Massachusetts
$2K
Northwestern Mutual Wealth Management
61
Northwestern Mutual Wealth Management
Wisconsin
$2K +$2.44K +82 New
AIM
62
Anchor Investment Management
South Carolina
$1.21K
ASN
63
Advisory Services Network
Georgia
$1K -$3.39K -114 -77%
Fidelity Investments
64
Fidelity Investments
Massachusetts
$1K -$1.87K -63 -52%
BCM
65
Beck Capital Management
Texas
-$3.25M -106,901 Closed
Citadel Advisors
66
Citadel Advisors
Florida
-$1.97M -64,683 Closed
LFA
67
Legend Financial Advisors
Pennsylvania
-$1.42M -46,691 Closed
Qube Research & Technologies (QRT)
68
Qube Research & Technologies (QRT)
United Kingdom
-$1.37M -45,125 Closed
AC
69
Avestar Capital
New York
-$1.25M -41,058 Closed
NCM
70
Niemann Capital Management
Nevada
-$839K -27,620 Closed
CS
71
Credit Suisse
Switzerland
-$604K -19,875 Closed
1832 Asset Management
72
1832 Asset Management
Ontario, Canada
-$466K -15,319 Closed
OC
73
Oppenheimer & Co
New York
-$378K -12,452 Closed
RIA
74
Realta Investment Advisors
Delaware
-$364K -11,905 Closed
Janney Montgomery Scott
75
Janney Montgomery Scott
Pennsylvania
-$270K -8,893 Closed

FINX Hedge Fund Activity: Q1 2020 in Review

63 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in Global X FinTech ETF (FINX) for Q1 2020, worth a combined $117M — down 12% from $132M a quarter earlier.

Sellers outnumbered buyers: 18 funds closed out of FINX and 13 opened new positions — a net loss of 5 holders — while 21 trimmed existing stakes and 21 added.

The largest buyer was UBS Group, adding an estimated $2.91M. The largest seller was Beck Capital Management, exiting entirely with an estimated $3.25M sold.

  • 63 institutional investors held Global X FinTech ETF (FINX) as of Q1 2020, down from 70 in Q4 2019.
  • Funds reported $117M of Global X FinTech ETF stock for Q1 2020, down 12% quarter-over-quarter.
  • 13 funds opened new Global X FinTech ETF positions in Q1 2020 and 18 closed out, a net change of -5 holders.
  • The largest Global X FinTech ETF buyer in Q1 2020 was UBS Group, an estimated $2.91M added.
  • The largest Global X FinTech ETF seller in Q1 2020 was Beck Capital Management, an estimated $3.25M sold.

Based on aggregated 13F filings for Q1 2020.