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Global X FinTech ETF

98 hedge funds and large institutions have $78.2M invested in Global X FinTech ETF in 2025 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 37 increasing their positions, 23 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

61% more repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 23

2.64% more ownership

Funds ownership: 27.29%29.93% (+2.6%)

3% less funds holding

Funds holding: 10198 (-3)

8% less capital invested

Capital invested by funds: $84.9M → $78.2M (-$6.76M)

12% less first-time investments, than exits

New positions opened: 15 | Existing positions closed: 17

67% less call options, than puts

Call options by funds: $85K | Put options by funds: $254K

Holders
98
Holders Change
-3
Holders Change %
-2.97%
% of All Funds
1.31%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
15
Increased
37
Reduced
23
Closed
17
Calls
$85K
Puts
$254K
Net Calls
-$169K
Net Calls Change
-$400K
Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
51
Creative Planning
Kansas
$211K +$144K +4,646 +154%
AWP
52
Accretive Wealth Partners
New Jersey
$204K +$223K +7,200 New
Truist Financial
53
Truist Financial
North Carolina
$201K +$226K +7,301 New
Barclays
54
Barclays
United Kingdom
$166K
HI
55
Harbour Investments
Wisconsin
$77.4K -$10.9K -351 -11%
JP Morgan Chase
56
JP Morgan Chase
New York
$63.6K -$636K -20,561 -90%
SS
57
SBI Securities
Japan
$61.9K -$1.24K -40 -2%
US Bancorp
58
US Bancorp
Minnesota
$58.3K -$11.1K -358 -14%
National Bank of Canada
59
National Bank of Canada
Quebec, Canada
$55.2K +$6.96K +225 +13%
MIFH
60
Migdal Insurance & Financial Holdings
Israel
$54K
HHGA
61
Halbert Hargrove Global Advisors
California
$51.6K +$57.9K +1,872 New
MCM
62
MAI Capital Management
Ohio
$46.9K -$15.5K -500 -23%
William Blair & Company
63
William Blair & Company
Illinois
$40.6K
Russell Investments Group
64
Russell Investments Group
United Kingdom
$36.1K
Fidelity Investments
65
Fidelity Investments
Massachusetts
$31.9K +$19.3K +623 +116%
NA
66
NewEdge Advisors
Louisiana
$31.9K +$12.2K +393 +51%
DSC
67
Duncker Streett & Co
Missouri
$29.9K +$186 +6 +0.6%
CA
68
CoreCap Advisors
Michigan
$29.5K +$186 +6 +0.6%
GT
69
Glenmede Trust
Pennsylvania
$27K
SPIA
70
Steward Partners Investment Advisory
New York
$25.8K +$8.79K +284 +43%
Northwestern Mutual Wealth Management
71
Northwestern Mutual Wealth Management
Wisconsin
$21.1K +$23.6K +764 New
SIS
72
Sound Income Strategies
Florida
$15.4K
Qube Research & Technologies (QRT)
73
Qube Research & Technologies (QRT)
United Kingdom
$14.8K +$13K +419 +358%
PA
74
Parallel Advisors
California
$14K +$62 +2 +0.4%
JWA
75
JFS Wealth Advisors
Pennsylvania
$11.6K +$62 +2 +0.5%

FINX Hedge Fund Activity: Q1 2025 in Review

98 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Global X FinTech ETF (FINX) for Q1 2025, worth a combined $78.2M — down 8% from $84.9M a quarter earlier.

Sellers outnumbered buyers: 17 funds closed out of FINX and 15 opened new positions — a net loss of 2 holders — while 23 trimmed existing stakes and 37 added.

The largest buyer was Ameriprise, adding an estimated $2.4M. The largest seller was Independent Advisor Alliance, exiting entirely with an estimated $1.7M sold.

  • 98 institutional investors held Global X FinTech ETF (FINX) as of Q1 2025, down from 101 in Q4 2024.
  • Funds reported $78.2M of Global X FinTech ETF stock for Q1 2025, down 8% quarter-over-quarter.
  • 15 funds opened new Global X FinTech ETF positions in Q1 2025 and 17 closed out, a net change of -2 holders.
  • The largest Global X FinTech ETF buyer in Q1 2025 was Ameriprise, an estimated $2.4M added.
  • The largest Global X FinTech ETF seller in Q1 2025 was Independent Advisor Alliance, an estimated $1.7M sold.

Based on aggregated 13F filings for Q1 2025.