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Global X FinTech ETF

101 hedge funds and large institutions have $84.9M invested in Global X FinTech ETF in 2024 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 27 increasing their positions, 24 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

350% more call options, than puts

Call options by funds: $297K | Put options by funds: $66K

120% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 10

47% more capital invested

Capital invested by funds: $57.7M → $84.9M (+$27.2M)

13% more repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 24

10% more funds holding

Funds holding: 92101 (+9)

5.92% more ownership

Funds ownership: 21.37%27.29% (+5.9%)

Holders
101
Holders Change
+9
Holders Change %
+9.78%
% of All Funds
1.33%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
22
Increased
27
Reduced
24
Closed
10
Calls
$297K
Puts
$66K
Net Calls
+$231K
Net Calls Change
+$231K
Name Holding Trade Value Shares
Change
Change in
Stake
BPA
51
Beacon Pointe Advisors
California
$241K
JPLA
52
Joseph P. Lucia & Associates
New York
$240K -$11.9K -380 -5%
CFP
53
Cascade Financial Partners
California
$231K
AP
54
Advisors Preferred
Maryland
$228K +$227K +7,279 New
IWM
55
IHT Wealth Management
Illinois
$215K -$22K -703 -9%
GM
56
GeoWealth Management
Illinois
$208K -$25.1K -804 -11%
TWM
57
Tradition Wealth Management
Minnesota
$207K +$207K +6,631 New
GL
58
Gerber LLC
Ohio
$205K +$205K +6,570 New
NFG
59
Norris Financial Group
South Carolina
$203K +$203K +6,512 New
Barclays
60
Barclays
United Kingdom
$188K
HI
61
Harbour Investments
Wisconsin
$98.6K +$250 +8 +0.3%
Creative Planning
62
Creative Planning
Kansas
$94.2K +$94.3K +3,017 New
US Bancorp
63
US Bancorp
Minnesota
$77.2K +$11.2K +358 +17%
SS
64
SBI Securities
Japan
$71.3K +$71.4K +2,285 New
MCM
65
MAI Capital Management
Ohio
$68.7K +$68.7K +2,200 New
MIFH
66
Migdal Insurance & Financial Holdings
Israel
$61K
National Bank of Canada
67
National Bank of Canada
Quebec, Canada
$55.5K +$52.7K +1,688 +1,876%
William Blair & Company
68
William Blair & Company
Illinois
$46K
LFA
69
Legend Financial Advisors
Pennsylvania
$42.5K +$11.3K +361 +36%
Russell Investments Group
70
Russell Investments Group
United Kingdom
$40.9K +$40.9K +1,310 New
DSC
71
Duncker Streett & Co
Missouri
$33.7K
CA
72
CoreCap Advisors
Michigan
$33.3K
GT
73
Glenmede Trust
Pennsylvania
$30.6K
NA
74
NewEdge Advisors
Louisiana
$23.9K -$8.15K -261 -25%
SPIA
75
Steward Partners Investment Advisory
New York
$20.4K +$11.2K +358 +121%

FINX Hedge Fund Activity: Q4 2024 in Review

101 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Global X FinTech ETF (FINX) for Q4 2024, worth a combined $84.9M — up 47% from $57.7M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new FINX positions and 10 closed out — a net gain of 12 holders — while 27 added to existing stakes and 24 trimmed.

The largest buyer was Bank of America, adding an estimated $6.51M. The largest seller was Dynamic Advisor Solutions, exiting entirely with an estimated $905K sold.

  • 101 institutional investors held Global X FinTech ETF (FINX) as of Q4 2024, up from 92 in Q3 2024.
  • Funds reported $84.9M of Global X FinTech ETF stock for Q4 2024, up 47% quarter-over-quarter.
  • 22 funds opened new Global X FinTech ETF positions in Q4 2024 and 10 closed out, a net change of +12 holders.
  • The largest Global X FinTech ETF buyer in Q4 2024 was Bank of America, an estimated $6.51M added.
  • The largest Global X FinTech ETF seller in Q4 2024 was Dynamic Advisor Solutions, an estimated $905K sold.

Based on aggregated 13F filings for Q4 2024.