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Global X FinTech ETF
FINX

71 hedge funds and large institutions have $180M invested in Global X FinTech ETF in 2020 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 24 increasing their positions, 16 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

114% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 7

55% more capital invested

Capital invested by funds: $117M → $180M (+$63.5M)

50% more repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 16

13% more funds holding

Funds holding: 63 → 71 (+8)

0.03% more ownership

Funds ownership: 28.07% → 28.1% (+0.03%)

Holders
71
Holders Change
+8
Holders Change %
+12.7%
% of All Funds
1.46%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
15
Increased
24
Reduced
16
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
+$11.6M
2
UBS Group
UBS Group
Switzerland
+$6.3M
3
MML Investors Services
MML Investors Services
Massachusetts
+$2.24M
4
MFG
Merit Financial Group
Georgia
+$1.2M
5
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
+$1.15M

Top Sellers

Rank Fund Capital Flow
1
BWFA
Baltimore-Washington Financial Advisors
Maryland
-$7.82M
2
SI
Stephens Inc
Arkansas
-$2.27M
3
Stifel Financial
Stifel Financial
Missouri
-$1.03M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$976K
5
RJA
Raymond James & Associates
Florida
-$903K
Name Holding Trade Value Shares
Change 		Change in
Stake
CAPTRUST Financial Advisors
51
CAPTRUST Financial Advisors
North Carolina
$182K +$160K +5,385 New
BAM
52
Belpointe Asset Management
Nevada
$104K +$93K +3,135 New
Citigroup
53
Citigroup
New York
$94K +$12.5K +422 +18%
IFAM
54
Institutional & Family Asset Management
Colorado
$65K – – –
William Blair & Company
55
William Blair & Company
Illinois
$64K – – –
BFEC
56
Benjamin F. Edwards & Company
Missouri
$61K -$2.37K -80 -4%
CFA
57
Carroll Financial Associates
North Carolina
$49K +$44.2K +1,490 New
DSC
58
Duncker Streett & Co
Missouri
$34K – – –
PCM
59
Penserra Capital Management
California
$34K +$30.8K +1,040 New
GWM
60
Geneos Wealth Management
Colorado
$32K -$132K -4,440 -82%
CAN
61
Cetera Advisor Networks
California
$17K +$15.1K +510 New
Rockefeller Capital Management
62
Rockefeller Capital Management
New York
$12K +$10.4K +352 New
MIM
63
Macroview Investment Management
Maryland
$10K -$1.01K -34 -10%
TFA
64
Toth Financial Advisory
Virginia
$10K – – –
US Bancorp
65
US Bancorp
Minnesota
$7K – – –
ED
66
Exane Derivatives
France
$5.02K – – –
IA
67
IFP Advisors
Florida
$4K – – –
OPS
68
Orion Portfolio Solutions
Nebraska
$4K – – –
Fidelity Investments
69
Fidelity Investments
Massachusetts
$4K +$1.45K +49 +83%
Northwestern Mutual Wealth Management
70
Northwestern Mutual Wealth Management
Wisconsin
$3K – – –
WEC
71
Winslow Evans & Crocker
Massachusetts
$3K – – –
Carson Wealth (CWM LLC)
72
Carson Wealth (CWM LLC)
Nebraska
$2K – – –
AIM
73
Anchor Investment Management
South Carolina
$1.66K – – –
SI
74
Stephens Inc
Arkansas
– -$2.27M -93,873 Closed
Susquehanna International Group
75
Susquehanna International Group
Pennsylvania
– -$976K -40,414 Closed
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FINX Hedge Fund Activity: Q2 2020 in Review

71 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Global X FinTech ETF (FINX) for Q2 2020, worth a combined $180M — up 55% from $117M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new FINX positions and 7 closed out — a net gain of 8 holders — while 24 added to existing stakes and 16 trimmed.

The largest buyer was PNC Financial Services Group, adding an estimated $11.6M. The largest seller was Baltimore-Washington Financial Advisors, cutting an estimated $7.82M.

  • 71 institutional investors held Global X FinTech ETF (FINX) as of Q2 2020, up from 63 in Q1 2020.
  • Funds reported $180M of Global X FinTech ETF stock for Q2 2020, up 55% quarter-over-quarter.
  • 15 funds opened new Global X FinTech ETF positions in Q2 2020 and 7 closed out, a net change of +8 holders.
  • The largest Global X FinTech ETF buyer in Q2 2020 was PNC Financial Services Group, an estimated $11.6M added.
  • The largest Global X FinTech ETF seller in Q2 2020 was Baltimore-Washington Financial Advisors, an estimated $7.82M sold.

Based on aggregated 13F filings for Q2 2020.