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Global X FinTech ETF

149 hedge funds and large institutions have $344M invested in Global X FinTech ETF in 2022 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 51 increasing their positions, 62 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

149% more call options, than puts

Call options by funds: $1.86M | Put options by funds: $746K

2.21% less ownership

Funds ownership: 39.78%37.57% (-2.2%)

18% less repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 62

21% less funds holding

Funds holding: 189149 (-40)

26% less capital invested

Capital invested by funds: $467M → $344M (-$123M)

67% less first-time investments, than exits

New positions opened: 17 | Existing positions closed: 52

100% less funds holding in top 10

Funds holding in top 10: 20 (-2)

Holders
149
Holders Change
-40
Holders Change %
-21.16%
% of All Funds
2.35%
Holding in Top 10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
New
17
Increased
51
Reduced
62
Closed
52
Calls
$1.86M
Puts
$746K
Net Calls
+$1.11M
Net Calls Change
+$49.9M
Name Holding Trade Value Shares
Change
Change in
Stake
SPC
51
Sigma Planning Corp
Michigan
$612K -$6.02K -184 -1%
AC
52
Avestar Capital
New York
$600K +$613K +18,740 New
LWM
53
Laidlaw Wealth Management
New York
$585K +$179K +5,482 +43%
SW
54
SVB Wealth
Massachusetts
$551K
MCP
55
Mirador Capital Partners
California
$535K +$95.8K +2,927 +21%
MIH
56
Meitav Investment House
Israel
$523K -$14.7K -448 -3%
Cetera Investment Advisers
57
Cetera Investment Advisers
Illinois
$478K +$44.1K +1,348 +10%
GIA
58
Gladstone Institutional Advisory
Florida
$454K +$103K +3,136 +28%
UCFA
59
United Capital Financial Advisors
Texas
$452K -$1.7K -52 -0.4%
ACM
60
Armbruster Capital Management
New York
$451K +$461K +14,100 New
Baird Financial Group
61
Baird Financial Group
Wisconsin
$423K +$24.1K +737 +6%
Thrivent Financial for Lutherans
62
Thrivent Financial for Lutherans
Minnesota
$414K +$423K +12,930 New
LFA
63
Legend Financial Advisors
Pennsylvania
$402K +$15.5K +475 +6%
William Blair & Company
64
William Blair & Company
Illinois
$397K -$140K -4,285 -26%
National Bank of Canada
65
National Bank of Canada
Quebec, Canada
$389K +$5.73K +175 +1%
KWM
66
Kingsview Wealth Management
Oregon
$378K +$387K +11,817 New
EVM
67
Eaton Vance Management
Massachusetts
$378K +$78.5K +2,400 +26%
CAPTRUST Financial Advisors
68
CAPTRUST Financial Advisors
North Carolina
$367K +$164 +5 +0%
CFD
69
Creative Financial Designs
Indiana
$363K -$1.57K -48 -0.4%
WA
70
Winfield Associates
Ohio
$361K -$94.1K -2,875 -20%
KCFA
71
Key Client Fiduciary Advisors
New Jersey
$345K +$27K +824 +8%
WPW
72
Waldron Private Wealth
Pennsylvania
$300K +$307K +9,389 New
BPA
73
Beacon Pointe Advisors
California
$285K +$36K +1,100 +14%
CA
74
Cetera Advisors
Colorado
$281K -$20.9K -640 -7%
Wealthfront Advisers
75
Wealthfront Advisers
California
$280K +$287K +8,757 New

FINX Hedge Fund Activity: Q1 2022 in Review

149 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Global X FinTech ETF (FINX) for Q1 2022, worth a combined $344M — down 26% from $467M a quarter earlier.

Sellers outnumbered buyers: 52 funds closed out of FINX and 17 opened new positions — a net loss of 35 holders — while 62 trimmed existing stakes and 51 added.

The largest buyer was Citigroup, adding an estimated $73.9M. The largest seller was UBS Group, cutting an estimated $24.5M.

  • 149 institutional investors held Global X FinTech ETF (FINX) as of Q1 2022, down from 189 in Q4 2021.
  • Funds reported $344M of Global X FinTech ETF stock for Q1 2022, down 26% quarter-over-quarter.
  • 17 funds opened new Global X FinTech ETF positions in Q1 2022 and 52 closed out, a net change of -35 holders.
  • The largest Global X FinTech ETF buyer in Q1 2022 was Citigroup, an estimated $73.9M added.
  • The largest Global X FinTech ETF seller in Q1 2022 was UBS Group, an estimated $24.5M sold.

Based on aggregated 13F filings for Q1 2022.