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Global X FinTech ETF

163 hedge funds and large institutions have $462M invested in Global X FinTech ETF in 2021 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 68 increasing their positions, 31 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 12

119% more repeat investments, than reductions

Existing positions increased: 68 | Existing positions reduced: 31

13% more capital invested

Capital invested by funds: $408M → $462M (+$54.1M)

10% more funds holding

Funds holding: 148163 (+15)

0.49% more ownership

Funds ownership: 33.75%34.24% (+0.49%)

67% less funds holding in top 10

Funds holding in top 10: 31 (-2)

Holders
163
Holders Change
+15
Holders Change %
+10.14%
% of All Funds
2.84%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
28
Increased
68
Reduced
31
Closed
12
Calls
$391K
Puts
Net Calls
+$391K
Net Calls Change
+$391K
Name Holding Trade Value Shares
Change
Change in
Stake
NW
51
NewEdge Wealth
Pennsylvania
$846K +$99.6K +2,170 +14%
FPS
52
Fieldpoint Private Securities
Connecticut
$834K +$7.21K +157 +0.9%
LPT
53
Legacy Private Trust
Wisconsin
$822K +$446K +9,709 +129%
SW
54
SVB Wealth
Massachusetts
$820K -$40K -872 -5%
SPC
55
Sigma Planning Corp
Michigan
$801K +$44.6K +971 +6%
DAS
56
Dynamic Advisor Solutions
Arizona
$800K +$81.3K +1,770 +12%
BHB
57
Bank Hapoalim BM
Israel
$755K +$964 +21 +0.1%
WA
58
Winfield Associates
Ohio
$709K -$77.4K -1,685 -10%
AC
59
Apella Capital
Connecticut
$694K +$669K +14,563 New
LWM
60
Laidlaw Wealth Management
New York
$677K +$170K +3,710 +35%
CA
61
Claro Advisors
Massachusetts
$653K +$76.2K +1,659 +14%
MCP
62
Mirador Capital Partners
California
$650K -$403K -8,784 -39%
UCFA
63
United Capital Financial Advisors
Texas
$626K
MFA
64
Mayflower Financial Advisors
Massachusetts
$597K -$23.6K -513 -4%
IIA
65
IPG Investment Advisors
California
$582K
Cetera Investment Advisers
66
Cetera Investment Advisers
Illinois
$522K -$200K -4,362 -29%
HI
67
Hudock Inc
Pennsylvania
$499K
HI
68
Harbour Investments
Wisconsin
$481K +$38.2K +832 +9%
LNC
69
Lincoln National Corp
Pennsylvania
$464K -$105K -2,294 -19%
VI
70
Vestcor Inc
New Brunswick, Canada
$438K
CP
71
Camelot Portfolios
Ohio
$416K -$850K -18,511 -68%
PAS
72
Park Avenue Securities
New York
$411K +$395K +8,612 New
LFA
73
Legend Financial Advisors
Pennsylvania
$399K -$222K -4,827 -37%
HF
74
HRT Financial
New York
$397K +$383K +8,337 New
CF
75
Centaurus Financial
California
$395K +$217K +4,734 +133%

FINX Hedge Fund Activity: Q2 2021 in Review

163 of the 5,746 institutional investors tracked by Wall St. Rank reported a position in Global X FinTech ETF (FINX) for Q2 2021, worth a combined $462M — up 13% from $408M a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new FINX positions and 12 closed out — a net gain of 16 holders — while 68 added to existing stakes and 31 trimmed.

The largest buyer was Conservest Capital Advisors, opening a new position worth an estimated $18.6M. The largest seller was PNC Financial Services Group, cutting an estimated $17.6M.

  • 163 institutional investors held Global X FinTech ETF (FINX) as of Q2 2021, up from 148 in Q1 2021.
  • Funds reported $462M of Global X FinTech ETF stock for Q2 2021, up 13% quarter-over-quarter.
  • 28 funds opened new Global X FinTech ETF positions in Q2 2021 and 12 closed out, a net change of +16 holders.
  • The largest Global X FinTech ETF buyer in Q2 2021 was Conservest Capital Advisors, an estimated $18.6M added.
  • The largest Global X FinTech ETF seller in Q2 2021 was PNC Financial Services Group, an estimated $17.6M sold.

Based on aggregated 13F filings for Q2 2021.