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Global X FinTech ETF

116 hedge funds and large institutions have $351M invested in Global X FinTech ETF in 2020 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 50 increasing their positions, 11 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

375% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 8

355% more repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 11

40% more capital invested

Capital invested by funds: $251M → $351M (+$99.9M)

33% more funds holding

Funds holding: 87116 (+29)

0.41% less ownership

Funds ownership: 31.84%31.43% (-0.41%)

Holders
116
Holders Change
+29
Holders Change %
+33.33%
% of All Funds
2.05%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
38
Increased
50
Reduced
11
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LNC
51
Lincoln National Corp
Pennsylvania
$560K +$8.93K +214 +2%
DAS
52
Dynamic Advisor Solutions
Arizona
$547K +$130K +3,105 +36%
GM
53
GeoWealth Management
Illinois
$494K +$443K +10,616 New
WIA
54
Wealthstreet Investment Advisors
Texas
$444K
HI
55
Hudock Inc
Pennsylvania
$441K +$170K +4,087 +76%
SCG
56
Sonata Capital Group
Washington
$371K +$41.7K +1,000 +14%
UR
57
USCA RIA
Texas
$353K +$315K +7,550 New
AWM
58
Avitas Wealth Management
California
$350K +$312K +7,487 New
CAPTRUST Financial Advisors
59
CAPTRUST Financial Advisors
North Carolina
$344K +$61.7K +1,480 +25%
LPT
60
Legacy Private Trust
Wisconsin
$337K
WA
61
Winfield Associates
Ohio
$331K +$29.6K +710 +11%
LWM
62
Laidlaw Wealth Management
New York
$285K +$255K +6,107 New
BHB
63
Bank Hapoalim BM
Israel
$275K +$246K +5,888 New
Citigroup
64
Citigroup
New York
$274K +$23.4K +562 +11%
BWA
65
BDO Wealth Advisors
Florida
$272K -$10.9K -262 -4%
FAIM
66
Financial Advocates Investment Management
Washington
$269K
CAM
67
Claret Asset Management
Quebec, Canada
$262K
MIM
68
Merrion Investment Management
New Jersey
$257K +$229K +5,500 New
TYCC
69
Texas Yale Capital Corp
Florida
$243K +$217K +5,200 New
BS
70
Banco Santander
Spain
$242K +$216K +5,170 New
FFN
71
Focus Financial Network
Minnesota
$238K +$213K +5,097 New
EVM
72
Eaton Vance Management
Massachusetts
$234K +$209K +5,020 New
NW
73
NewEdge Wealth
Pennsylvania
$225K +$201K +4,810 New
MFA
74
Mayflower Financial Advisors
Massachusetts
$219K +$195K +4,681 New
RFN
75
RDA Financial Network
Iowa
$218K -$26.7K -640 -12%

FINX Hedge Fund Activity: Q4 2020 in Review

116 of the 5,652 institutional investors tracked by Wall St. Rank reported a position in Global X FinTech ETF (FINX) for Q4 2020, worth a combined $351M — up 40% from $251M a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new FINX positions and 8 closed out — a net gain of 30 holders — while 50 added to existing stakes and 11 trimmed.

The largest buyer was Stelac Advisory Services, opening a new position worth an estimated $8.47M. The largest seller was Qube Research & Technologies (QRT), exiting entirely with an estimated $3.51M sold.

  • 116 institutional investors held Global X FinTech ETF (FINX) as of Q4 2020, up from 87 in Q3 2020.
  • Funds reported $351M of Global X FinTech ETF stock for Q4 2020, up 40% quarter-over-quarter.
  • 38 funds opened new Global X FinTech ETF positions in Q4 2020 and 8 closed out, a net change of +30 holders.
  • The largest Global X FinTech ETF buyer in Q4 2020 was Stelac Advisory Services, an estimated $8.47M added.
  • The largest Global X FinTech ETF seller in Q4 2020 was Qube Research & Technologies (QRT), an estimated $3.51M sold.

Based on aggregated 13F filings for Q4 2020.