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Global X FinTech ETF
FINX

122 hedge funds and large institutions have $142M invested in Global X FinTech ETF in 2023 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 33 increasing their positions, 38 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,076% more call options, than puts

Call options by funds: $294K | Put options by funds: $25K

4.98% less ownership

Funds ownership: 40.67% → 35.68% (-5%)

10% less funds holding

Funds holding: 136 → 122 (-14)

13% less repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 38

14% less capital invested

Capital invested by funds: $165M → $142M (-$23.3M)

45% less first-time investments, than exits

New positions opened: 16 | Existing positions closed: 29

Holders
122
Holders Change
-14
Holders Change %
-10.29%
% of All Funds
1.94%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
16
Increased
33
Reduced
38
Closed
29
Calls
$294K
Puts
$25K
Net Calls
+$269K
Net Calls Change
-$754K

Top Buyers

Rank Fund Capital Flow
1
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
+$4.68M
2
BFA
BBJS Financial Advisors
Washington
+$991K
3
TWA
TPB Wealth Advisors
Texas
+$961K
4
Citadel Advisors
Citadel Advisors
Florida
+$561K
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$413K

Top Sellers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
-$25.7M
2
Morgan Stanley
Morgan Stanley
New York
-$3.2M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$2.69M
4
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
-$1.88M
5
LPL Financial
LPL Financial
California
-$1.23M
Name Holding Trade Value Shares
Change 		Change in
Stake
CFD
51
Creative Financial Designs
Indiana
$312K +$61.9K +2,947 +24%
KCFA
52
Key Client Fiduciary Advisors
New Jersey
$295K -$9.76K -465 -3%
Creative Planning
53
Creative Planning
Kansas
$289K +$12.9K +613 +5%
HTC
54
Haverford Trust Company
Pennsylvania
$278K +$281K +13,372 New
AMG
55
Advisors Management Group
Wisconsin
$267K -$1.34K -64 -0.5%
FTUS
56
Flow Traders U.S.
New York
$257K +$259K +12,349 New
AI
57
Atom Investors
Texas
$246K -$15.7K -746 -6%
GM
58
GeoWealth Management
Illinois
$240K +$23.2K +1,107 +11%
TIAM2
59
Tru Independence Asset Management 2
Oregon
$209K +$211K +10,050 New
BPA
60
Beacon Pointe Advisors
California
$202K +$203K +9,686 New
National Bank of Canada
61
National Bank of Canada
Quebec, Canada
$185K – – –
Barclays
62
Barclays
United Kingdom
$125K +$42K +2,000 +50%
IGWM
63
ICA Group Wealth Management
Colorado
$124K +$2.42K +115 +2%
TWM
64
Tradition Wealth Management
Minnesota
$120K – – –
LC
65
Lindbrook Capital
California
$110K – – –
HI
66
Harbour Investments
Wisconsin
$81.4K +$4.58K +218 +6%
CG
67
Cutler Group
California
$74K +$74.8K +3,562 New
BCV
68
Banque Cantonale Vaudoise
Switzerland
$65K +$4.72K +225 +8%
LFASL
69
Lugano Financial Advisors SA (LFA)
Switzerland
$54.1K – – –
SIC
70
Salem Investment Counselors
North Carolina
$49.7K -$3.15K -150 -6%
US Bancorp
71
US Bancorp
Minnesota
$44K – – –
Bank Julius Baer & Co
72
Bank Julius Baer & Co
Switzerland
$44K – – –
C
73
Covestor
United Kingdom
$43K +$7.08K +337 +20%
MIFH
74
Migdal Insurance & Financial Holdings
Israel
$41K +$32.5K +1,550 +378%
BBHC
75
Brown Brothers Harriman & Co
New York
$37.9K +$38.2K +1,819 New
1 2
3
4 5

FINX Hedge Fund Activity: Q1 2023 in Review

122 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Global X FinTech ETF (FINX) for Q1 2023, worth a combined $142M — down 14% from $165M a quarter earlier.

Sellers outnumbered buyers: 29 funds closed out of FINX and 16 opened new positions — a net loss of 13 holders — while 38 trimmed existing stakes and 33 added.

The largest buyer was Mirae Asset Global Investments, adding an estimated $4.68M. The largest seller was Jane Street, cutting an estimated $25.7M.

  • 122 institutional investors held Global X FinTech ETF (FINX) as of Q1 2023, down from 136 in Q4 2022.
  • Funds reported $142M of Global X FinTech ETF stock for Q1 2023, down 14% quarter-over-quarter.
  • 16 funds opened new Global X FinTech ETF positions in Q1 2023 and 29 closed out, a net change of -13 holders.
  • The largest Global X FinTech ETF buyer in Q1 2023 was Mirae Asset Global Investments, an estimated $4.68M added.
  • The largest Global X FinTech ETF seller in Q1 2023 was Jane Street, an estimated $25.7M sold.

Based on aggregated 13F filings for Q1 2023.