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Global X FinTech ETF
FINX

87 hedge funds and large institutions have $251M invested in Global X FinTech ETF in 2020 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 37 increasing their positions, 17 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

320% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 5

118% more repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 17

39% more capital invested

Capital invested by funds: $180M → $251M (+$71M)

23% more funds holding

Funds holding: 71 → 87 (+16)

3.73% more ownership

Funds ownership: 28.1% → 31.84% (+3.7%)

Holders
87
Holders Change
+16
Holders Change %
+22.54%
% of All Funds
1.76%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
21
Increased
37
Reduced
17
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BWFA
Baltimore-Washington Financial Advisors
Maryland
+$10.4M
2
UBS Group
UBS Group
Switzerland
+$6.14M
3
LPL Financial
LPL Financial
California
+$5.07M
4
Wells Fargo
Wells Fargo
California
+$5M
5
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
+$4.99M

Top Sellers

Rank Fund Capital Flow
1
BCI
Brinker Capital Investments
Pennsylvania
-$1.19M
2
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
-$754K
3
Renaissance Technologies
Renaissance Technologies
New York
-$575K
4
Bank of America
Bank of America
North Carolina
-$560K
5
SFS
Sowell Financial Services
Arkansas
-$393K
Name Holding Trade Value Shares
Change 		Change in
Stake
LPT
51
Legacy Private Trust
Wisconsin
$274K +$3.86K +106 +1%
OC
52
Oppenheimer & Co
New York
$271K -$69.3K -1,900 -21%
SCG
53
Sonata Capital Group
Washington
$264K +$253K +6,950 New
WA
54
Winfield Associates
Ohio
$242K +$232K +6,369 New
BWA
55
BDO Wealth Advisors
Florida
$231K – – –
NNP
56
Nachman Norwood & Parrott
South Carolina
$231K – – –
CAPTRUST Financial Advisors
57
CAPTRUST Financial Advisors
North Carolina
$227K +$17.9K +490 +9%
FAIM
58
Financial Advocates Investment Management
Washington
$218K +$210K +5,748 New
CAM
59
Claret Asset Management
Quebec, Canada
$213K +$204K +5,600 New
HI
60
Hudock Inc
Pennsylvania
$203K +$196K +5,364 New
Citigroup
61
Citigroup
New York
$202K +$90.8K +2,491 +88%
RFN
62
RDA Financial Network
Iowa
$201K -$75.6K -2,075 -28%
AIC
63
Archer Investment Corporation
Indiana
$197K +$190K +5,200 New
Rockefeller Capital Management
64
Rockefeller Capital Management
New York
$162K +$143K +3,936 +1,118%
HIIFS
65
Harel Insurance Investments & Financial Services
Israel
$152K -$58.3K -1,600 -29%
BAM
66
Belpointe Asset Management
Nevada
$114K -$4.92K -135 -4%
IFAM
67
Institutional & Family Asset Management
Colorado
$74K -$73 -2 -0.1%
BFEC
68
Benjamin F. Edwards & Company
Missouri
$65K -$4.56K -125 -7%
CFA
69
Carroll Financial Associates
North Carolina
$56K – – –
CFD
70
Creative Financial Designs
Indiana
$41K +$39.6K +1,085 New
DSC
71
Duncker Streett & Co
Missouri
$38K – – –
GWM
72
Geneos Wealth Management
Colorado
$37K – – –
FHA
73
Flagship Harbor Advisors
Massachusetts
$24K +$23.2K +635 New
TFA
74
Toth Financial Advisory
Virginia
$16K +$3.65K +100 +32%
Northwestern Mutual Wealth Management
75
Northwestern Mutual Wealth Management
Wisconsin
$15K +$10.9K +300 +366%
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FINX Hedge Fund Activity: Q3 2020 in Review

87 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Global X FinTech ETF (FINX) for Q3 2020, worth a combined $251M — up 39% from $180M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new FINX positions and 5 closed out — a net gain of 16 holders — while 37 added to existing stakes and 17 trimmed.

The largest buyer was Baltimore-Washington Financial Advisors, adding an estimated $10.4M. The largest seller was Brinker Capital Investments, cutting an estimated $1.19M.

  • 87 institutional investors held Global X FinTech ETF (FINX) as of Q3 2020, up from 71 in Q2 2020.
  • Funds reported $251M of Global X FinTech ETF stock for Q3 2020, up 39% quarter-over-quarter.
  • 21 funds opened new Global X FinTech ETF positions in Q3 2020 and 5 closed out, a net change of +16 holders.
  • The largest Global X FinTech ETF buyer in Q3 2020 was Baltimore-Washington Financial Advisors, an estimated $10.4M added.
  • The largest Global X FinTech ETF seller in Q3 2020 was Brinker Capital Investments, an estimated $1.19M sold.

Based on aggregated 13F filings for Q3 2020.