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Global X FinTech ETF
FINX

114 hedge funds and large institutions have $140M invested in Global X FinTech ETF in 2023 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 26 increasing their positions, 42 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

167% more call options, than puts

Call options by funds: $24K | Put options by funds: $9K

0.06% less ownership

Funds ownership: 35.68% → 35.62% (-0.06%)

1% less capital invested

Capital invested by funds: $142M → $140M (-$1.61M)

7% less funds holding

Funds holding: 122 → 114 (-8)

33% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 18

38% less repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 42

Holders
114
Holders Change
-8
Holders Change %
-6.56%
% of All Funds
1.79%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
12
Increased
26
Reduced
42
Closed
18
Calls
$24K
Puts
$9K
Net Calls
+$15K
Net Calls Change
-$254K

Top Buyers

1
Osaic Holdings
Osaic Holdings
Arizona
+$8.95M
2
Jane Street
Jane Street
New York
+$3.77M
3
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM)
Texas
+$1.77M
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$1.26M
5
IA
Insight Advisors
Pennsylvania
+$590K

Top Sellers

1
Fisher Asset Management
Fisher Asset Management
Washington
-$5.93M
2
BWFA
Baltimore-Washington Financial Advisors
Maryland
-$4.48M
3
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
-$3.89M
4
UBS Group
UBS Group
Switzerland
-$2.28M
5
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
-$1.84M
Name Holding Trade Value Shares
Change 		Change in
Stake
GM
51
GeoWealth Management
Illinois
$336K +$77K +3,689 +32%
GIA
52
Gladstone Institutional Advisory
Florida
$293K +$277K +13,256 New
AMG
53
Advisors Management Group
Wisconsin
$277K -$5.24K -251 -2%
KCFA
54
Key Client Fiduciary Advisors
New Jersey
$275K -$35.6K -1,703 -12%
Creative Planning
55
Creative Planning
Kansas
$255K -$48.3K -2,314 -17%
AI
56
Atom Investors
Texas
$207K -$51.3K -2,457 -21%
National Bank of Canada
57
National Bank of Canada
Quebec, Canada
$197K – – –
Barclays
58
Barclays
United Kingdom
$133K – – –
TWM
59
Tradition Wealth Management
Minnesota
$127K – – –
LC
60
Lindbrook Capital
California
$99.8K -$15.7K -750 -14%
HI
61
Harbour Investments
Wisconsin
$98.3K +$11.4K +544 +14%
BCV
62
Banque Cantonale Vaudoise
Switzerland
$71K +$2.65K +127 +4%
LFASL
63
Lugano Financial Advisors SA (LFA)
Switzerland
$57.4K – – –
SIC
64
Salem Investment Counselors
North Carolina
$52.5K -$209 -10 -0.4%
C
65
Covestor
United Kingdom
$47K +$1.94K +93 +5%
US Bancorp
66
US Bancorp
Minnesota
$46.7K – – –
AP
67
Advisors Preferred
Maryland
$45.4K +$42.4K +2,029 New
CIAS
68
Capital Investment Advisory Services
North Carolina
$45K +$14K +670 +49%
Bank Julius Baer & Co
69
Bank Julius Baer & Co
Switzerland
$45K -$814 -39 -2%
MIFH
70
Migdal Insurance & Financial Holdings
Israel
$43K – – –
BBHC
71
Brown Brothers Harriman & Co
New York
$40.1K – – –
William Blair & Company
72
William Blair & Company
Illinois
$30K +$28.4K +1,359 New
SPIA
73
Steward Partners Investment Advisory
New York
$28.3K – – –
DSC
74
Duncker Streett & Co
Missouri
$23.7K – – –
CLOS
75
Compagnie Lombard Odier SCmA
Switzerland
$23.2K – – –
1 2
3
4 5

FINX Hedge Fund Activity: Q2 2023 in Review

114 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Global X FinTech ETF (FINX) for Q2 2023, worth a combined $140M — down 1.1% from $142M a quarter earlier.

Sellers outnumbered buyers: 18 funds closed out of FINX and 12 opened new positions — a net loss of 6 holders — while 42 trimmed existing stakes and 26 added.

The largest buyer was Osaic Holdings, adding an estimated $8.95M. The largest seller was Fisher Asset Management, cutting an estimated $5.93M.

  • 114 institutional investors held Global X FinTech ETF (FINX) as of Q2 2023, down from 122 in Q1 2023.
  • Funds reported $140M of Global X FinTech ETF stock for Q2 2023, down 1.1% quarter-over-quarter.
  • 12 funds opened new Global X FinTech ETF positions in Q2 2023 and 18 closed out, a net change of -6 holders.
  • The largest Global X FinTech ETF buyer in Q2 2023 was Osaic Holdings, an estimated $8.95M added.
  • The largest Global X FinTech ETF seller in Q2 2023 was Fisher Asset Management, an estimated $5.93M sold.

Based on aggregated 13F filings for Q2 2023.