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Global X FinTech ETF

166 hedge funds and large institutions have $497M invested in Global X FinTech ETF in 2021 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 61 increasing their positions, 37 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

65% more repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 37

33% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 15

8% more capital invested

Capital invested by funds: $462M → $497M (+$35.3M)

2.91% more ownership

Funds ownership: 34.24%37.15% (+2.9%)

2% more funds holding

Funds holding: 163166 (+3)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
166
Holders Change
+3
Holders Change %
+1.84%
% of All Funds
2.91%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
20
Increased
61
Reduced
37
Closed
15
Calls
$283K
Puts
Net Calls
+$283K
Net Calls Change
-$108K
Name Holding Trade Value Shares
Change
Change in
Stake
FPS
51
Fieldpoint Private Securities
Connecticut
$825K
LPT
52
Legacy Private Trust
Wisconsin
$789K -$38.6K -790 -5%
MIH
53
Meitav Investment House
Israel
$789K +$804K +16,426 New
MFA
54
Mayflower Financial Advisors
Massachusetts
$786K +$121K +2,480 +20%
WA
55
Winfield Associates
Ohio
$776K +$63.6K +1,300 +9%
DAS
56
Dynamic Advisor Solutions
Arizona
$774K -$32.2K -658 -4%
CG
57
Colony Group
Massachusetts
$748K +$762K +15,573 New
BHB
58
Bank Hapoalim BM
Israel
$692K -$69.6K -1,423 -9%
CA
59
Claro Advisors
Massachusetts
$675K +$16.9K +345 +3%
MCP
60
Mirador Capital Partners
California
$663K +$9K +184 +1%
UCFA
61
United Capital Financial Advisors
Texas
$631K
HF
62
HRT Financial
New York
$628K +$232K +4,747 +57%
LWM
63
Laidlaw Wealth Management
New York
$622K -$61K -1,248 -9%
CAPTRUST Financial Advisors
64
CAPTRUST Financial Advisors
North Carolina
$613K +$263K +5,385 +73%
AIP
65
Ahrens Investment Partners
Louisiana
$610K +$622K +12,710 New
Cetera Investment Advisers
66
Cetera Investment Advisers
Illinois
$607K +$82.8K +1,693 +15%
Baird Financial Group
67
Baird Financial Group
Wisconsin
$591K -$412K -8,431 -41%
IIA
68
IPG Investment Advisors
California
$577K -$8.76K -179 -1%
Citigroup
69
Citigroup
New York
$555K -$414K -8,465 -42%
FTUS
70
Flow Traders U.S.
New York
$551K +$236K +4,823 +73%
Northwestern Mutual Wealth Management
71
Northwestern Mutual Wealth Management
Wisconsin
$507K +$233K +4,760 +82%
HI
72
Harbour Investments
Wisconsin
$491K +$6.41K +131 +1%
CFD
73
Creative Financial Designs
Indiana
$473K +$91.2K +1,865 +23%
HI
74
Hudock Inc
Pennsylvania
$460K -$43.6K -892 -9%
VI
75
Vestcor Inc
New Brunswick, Canada
$441K

FINX Hedge Fund Activity: Q3 2021 in Review

166 of the 5,713 institutional investors tracked by Wall St. Rank reported a position in Global X FinTech ETF (FINX) for Q3 2021, worth a combined $497M — up 7.6% from $462M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new FINX positions and 15 closed out — a net gain of 5 holders — while 61 added to existing stakes and 37 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $25.4M. The largest seller was Conservest Capital Advisors, cutting an estimated $18.5M.

  • 166 institutional investors held Global X FinTech ETF (FINX) as of Q3 2021, up from 163 in Q2 2021.
  • Funds reported $497M of Global X FinTech ETF stock for Q3 2021, up 7.6% quarter-over-quarter.
  • 20 funds opened new Global X FinTech ETF positions in Q3 2021 and 15 closed out, a net change of +5 holders.
  • The largest Global X FinTech ETF buyer in Q3 2021 was JP Morgan Chase, an estimated $25.4M added.
  • The largest Global X FinTech ETF seller in Q3 2021 was Conservest Capital Advisors, an estimated $18.5M sold.

Based on aggregated 13F filings for Q3 2021.