We are live on ! Find out more
FINX icon

Global X FinTech ETF

189 hedge funds and large institutions have $467M invested in Global X FinTech ETF in 2021 Q4 according to their latest regulatory filings, with 47 funds opening new positions, 59 increasing their positions, 44 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

104% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 23

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

34% more repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 44

14% more funds holding

Funds holding: 166189 (+23)

2.63% more ownership

Funds ownership: 37.15%39.78% (+2.6%)

6% less capital invested

Capital invested by funds: $497M → $467M (-$30.1M)

96% less call options, than puts

Call options by funds: $1.79M | Put options by funds: $50.6M

Holders
189
Holders Change
+23
Holders Change %
+13.86%
% of All Funds
2.91%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
47
Increased
59
Reduced
44
Closed
23
Calls
$1.79M
Puts
$50.6M
Net Calls
-$48.8M
Net Calls Change
-$49.1M
Name Holding Trade Value Shares
Change
Change in
Stake
CG
51
Colony Group
Massachusetts
$1.02M +$470K +9,925 +64%
NW
52
NewEdge Wealth
Pennsylvania
$870K +$49.6K +1,048 +5%
PFG
53
Pinnacle Financial Group
Illinois
$805K +$953K +20,118 New
OC
54
Oppenheimer & Co
New York
$797K -$200K -4,213 -17%
SPC
55
Sigma Planning Corp
Michigan
$772K +$10.9K +230 +1%
SW
56
SVB Wealth
Massachusetts
$689K +$521K +11,000 +177%
Parallax Volatility Advisers
57
Parallax Volatility Advisers
California
$687K +$813K +17,157 New
MIH
58
Meitav Investment House
Israel
$673K +$16.8K +355 +2%
CA
59
Claro Advisors
Massachusetts
$673K +$131K +2,768 +20%
William Blair & Company
60
William Blair & Company
Illinois
$668K -$244K -5,150 -24%
MFA
61
Mayflower Financial Advisors
Massachusetts
$639K +$46K +970 +6%
Renaissance Technologies
62
Renaissance Technologies
New York
$628K +$744K +15,695 New
FAIM
63
Financial Advocates Investment Management
Washington
$583K -$598K -12,622 -46%
UCFA
64
United Capital Financial Advisors
Texas
$568K +$49.1K +1,037 +8%
WA
65
Winfield Associates
Ohio
$567K -$94.7K -2,000 -12%
MCP
66
Mirador Capital Partners
California
$551K -$1.94K -41 -0.3%
Citigroup
67
Citigroup
New York
$547K +$98.9K +2,088 +18%
Cetera Investment Advisers
68
Cetera Investment Advisers
Illinois
$544K +$45.3K +957 +8%
WCM
69
WealthBridge Capital Management
Ohio
$542K +$642K +13,542 New
CRWM
70
Castle Rock Wealth Management
California
$537K -$248K -5,238 -24%
LWM
71
Laidlaw Wealth Management
New York
$511K -$8.53K -180 -1%
Baird Financial Group
72
Baird Financial Group
Wisconsin
$500K +$8.2K +173 +1%
FTUS
73
Flow Traders U.S.
New York
$484K +$29K +613 +5%
CAPTRUST Financial Advisors
74
CAPTRUST Financial Advisors
North Carolina
$483K -$61.8K -1,305 -10%
TI
75
Trexquant Investment
Connecticut
$479K +$567K +11,965 New

FINX Hedge Fund Activity: Q4 2021 in Review

189 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Global X FinTech ETF (FINX) for Q4 2021, worth a combined $467M — down 6.1% from $497M a quarter earlier.

Buyers outnumbered sellers: 47 funds opened new FINX positions and 23 closed out — a net gain of 24 holders — while 59 added to existing stakes and 44 trimmed.

The largest buyer was Mirabella Financial Services, opening a new position worth an estimated $16.7M. The largest seller was Mirae Asset Global Investments, cutting an estimated $10.2M.

  • 189 institutional investors held Global X FinTech ETF (FINX) as of Q4 2021, up from 166 in Q3 2021.
  • Funds reported $467M of Global X FinTech ETF stock for Q4 2021, down 6.1% quarter-over-quarter.
  • 47 funds opened new Global X FinTech ETF positions in Q4 2021 and 23 closed out, a net change of +24 holders.
  • The largest Global X FinTech ETF buyer in Q4 2021 was Mirabella Financial Services, an estimated $16.7M added.
  • The largest Global X FinTech ETF seller in Q4 2021 was Mirae Asset Global Investments, an estimated $10.2M sold.

Based on aggregated 13F filings for Q4 2021.