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Global X FinTech ETF

148 hedge funds and large institutions have $408M invested in Global X FinTech ETF in 2021 Q1 according to their latest regulatory filings, with 46 funds opening new positions, 67 increasing their positions, 18 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

272% more repeat investments, than reductions

Existing positions increased: 67 | Existing positions reduced: 18

254% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 13

200% more funds holding in top 10

Funds holding in top 10: 13 (+2)

28% more funds holding

Funds holding: 116148 (+32)

16% more capital invested

Capital invested by funds: $351M → $408M (+$56.7M)

2.31% more ownership

Funds ownership: 31.43%33.75% (+2.3%)

Holders
148
Holders Change
+32
Holders Change %
+27.59%
% of All Funds
2.6%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.05%
New
46
Increased
67
Reduced
18
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Citigroup
51
Citigroup
New York
$780K +$555K +11,801 +201%
Barclays
52
Barclays
United Kingdom
$779K +$831K +17,662 New
JPLA
53
Joseph P. Lucia & Associates
New York
$758K +$808K +17,186 New
FPS
54
Fieldpoint Private Securities
Connecticut
$751K +$800K +17,017 New
WA
55
Winfield Associates
Ohio
$730K +$445K +9,470 +134%
SPC
56
Sigma Planning Corp
Michigan
$699K +$62.5K +1,329 +9%
BHB
57
Bank Hapoalim BM
Israel
$698K +$467K +9,924 +169%
NW
58
NewEdge Wealth
Pennsylvania
$687K +$506K +10,766 +224%
Cetera Investment Advisers
59
Cetera Investment Advisers
Illinois
$675K +$105K +2,242 +17%
DAS
60
Dynamic Advisor Solutions
Arizona
$662K +$156K +3,312 +28%
LFA
61
Legend Financial Advisors
Pennsylvania
$583K +$41.3K +878 +7%
1832 Asset Management
62
1832 Asset Management
Ontario, Canada
$581K -$98.5K -2,094 -14%
UCFA
63
United Capital Financial Advisors
Texas
$580K +$45.6K +970 +8%
MFA
64
Mayflower Financial Advisors
Massachusetts
$575K +$393K +8,356 +179%
Jane Street
65
Jane Street
New York
$570K +$607K +12,912 New
IIA
66
IPG Investment Advisors
California
$538K +$574K +12,200 New
CA
67
Claro Advisors
Massachusetts
$532K +$566K +12,045 New
LNC
68
Lincoln National Corp
Pennsylvania
$530K +$1.27K +27 +0.2%
LWM
69
Laidlaw Wealth Management
New York
$463K +$206K +4,388 +72%
HI
70
Hudock Inc
Pennsylvania
$462K +$48.6K +1,034 +11%
HI
71
Harbour Investments
Wisconsin
$408K +$435K +9,253 New
VI
72
Vestcor Inc
New Brunswick, Canada
$405K +$432K +9,180 New
SCG
73
Sonata Capital Group
Washington
$355K +$4.7K +100 +1%
LPT
74
Legacy Private Trust
Wisconsin
$332K +$14.7K +313 +4%
CAPTRUST Financial Advisors
75
CAPTRUST Financial Advisors
North Carolina
$326K +$1.18K +25 +0.3%

FINX Hedge Fund Activity: Q1 2021 in Review

148 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Global X FinTech ETF (FINX) for Q1 2021, worth a combined $408M — up 16% from $351M a quarter earlier.

Buyers outnumbered sellers: 46 funds opened new FINX positions and 13 closed out — a net gain of 33 holders — while 67 added to existing stakes and 18 trimmed.

The largest buyer was Mirae Asset Global Investments, adding an estimated $24M. The largest seller was Stelac Advisory Services, cutting an estimated $3.77M.

  • 148 institutional investors held Global X FinTech ETF (FINX) as of Q1 2021, up from 116 in Q4 2020.
  • Funds reported $408M of Global X FinTech ETF stock for Q1 2021, up 16% quarter-over-quarter.
  • 46 funds opened new Global X FinTech ETF positions in Q1 2021 and 13 closed out, a net change of +33 holders.
  • The largest Global X FinTech ETF buyer in Q1 2021 was Mirae Asset Global Investments, an estimated $24M added.
  • The largest Global X FinTech ETF seller in Q1 2021 was Stelac Advisory Services, an estimated $3.77M sold.

Based on aggregated 13F filings for Q1 2021.