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Global X FinTech ETF

113 hedge funds and large institutions have $147M invested in Global X FinTech ETF in 2023 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 23 increasing their positions, 43 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

13,613% more call options, than puts

Call options by funds: $1.1M | Put options by funds: $8K

111% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 9

40% more capital invested

Capital invested by funds: $106M → $147M (+$41.8M)

9% more funds holding

Funds holding: 104113 (+9)

5.01% more ownership

Funds ownership: 31.62%36.63% (+5%)

47% less repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 43

Holders
113
Holders Change
+9
Holders Change %
+8.65%
% of All Funds
1.65%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
19
Increased
23
Reduced
43
Closed
9
Calls
$1.1M
Puts
$8K
Net Calls
+$1.09M
Net Calls Change
+$994K
Name Holding Trade Value Shares
Change
Change in
Stake
IWM
51
IHT Wealth Management
Illinois
$344K +$289K +13,466 New
GM
52
GeoWealth Management
Illinois
$341K -$60.8K -2,832 -18%
GIA
53
Gladstone Institutional Advisory
Florida
$339K -$32.3K -1,506 -10%
KCFA
54
Key Client Fiduciary Advisors
New Jersey
$313K
AMG
55
Advisors Management Group
Wisconsin
$310K -$2.17K -101 -0.8%
National Bank of Canada
56
National Bank of Canada
Quebec, Canada
$222K
FAIM
57
Financial Advocates Investment Management
Washington
$219K +$184K +8,583 New
AWP
58
Accretive Wealth Partners
New Jersey
$215K +$180K +8,400 New
BPA
59
Beacon Pointe Advisors
California
$210K +$177K +8,232 New
MCP
60
Mirador Capital Partners
California
$208K +$175K +8,127 New
JIP
61
Jaffetilchin Investment Partners
Florida
$207K +$174K +8,097 New
Barclays
62
Barclays
United Kingdom
$154K
TWM
63
Tradition Wealth Management
Minnesota
$144K -$10.7K -500 -8%
LC
64
Lindbrook Capital
California
$116K
HI
65
Harbour Investments
Wisconsin
$113K -$3.22K -150 -3%
TRCT
66
Tower Research Capital (TRC)
New York
$97.8K +$72.6K +3,379 +758%
BCV
67
Banque Cantonale Vaudoise
Switzerland
$70K -$11.7K -546 -17%
US Bancorp
68
US Bancorp
Minnesota
$54.1K
MIFH
69
Migdal Insurance & Financial Holdings
Israel
$50K
CIAS
70
Capital Investment Advisory Services
North Carolina
$44.1K -$2.02K -94 -5%
C
71
Covestor
United Kingdom
$42K -$8.18K -381 -19%
William Blair & Company
72
William Blair & Company
Illinois
$38.3K +$1.48K +69 +5%
Simplex Trading
73
Simplex Trading
Illinois
$38K -$15.7K -729 -32%
NA
74
NewEdge Advisors
Louisiana
$31.6K +$86 +4 +0.3%
S
75
SignatureFD
Georgia
$29.4K +$3.22K +150 +15%

FINX Hedge Fund Activity: Q4 2023 in Review

113 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Global X FinTech ETF (FINX) for Q4 2023, worth a combined $147M — up 40% from $106M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new FINX positions and 9 closed out — a net gain of 10 holders — while 23 added to existing stakes and 43 trimmed.

The largest buyer was Osaic Holdings, adding an estimated $7.75M. The largest seller was Jane Street, cutting an estimated $2.24M.

  • 113 institutional investors held Global X FinTech ETF (FINX) as of Q4 2023, up from 104 in Q3 2023.
  • Funds reported $147M of Global X FinTech ETF stock for Q4 2023, up 40% quarter-over-quarter.
  • 19 funds opened new Global X FinTech ETF positions in Q4 2023 and 9 closed out, a net change of +10 holders.
  • The largest Global X FinTech ETF buyer in Q4 2023 was Osaic Holdings, an estimated $7.75M added.
  • The largest Global X FinTech ETF seller in Q4 2023 was Jane Street, an estimated $2.24M sold.

Based on aggregated 13F filings for Q4 2023.