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Global X FinTech ETF
FINX

116 hedge funds and large institutions have $351M invested in Global X FinTech ETF in 2020 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 50 increasing their positions, 11 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

375% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 8

355% more repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 11

40% more capital invested

Capital invested by funds: $251M → $351M (+$99.9M)

33% more funds holding

Funds holding: 87 → 116 (+29)

0.41% less ownership

Funds ownership: 31.84% → 31.43% (-0.41%)

Holders
116
Holders Change
+29
Holders Change %
+33.33%
% of All Funds
2.05%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
38
Increased
50
Reduced
11
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
SAS
Stelac Advisory Services
New York
+$8.47M
2
UBS Group
UBS Group
Switzerland
+$5.47M
3
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
+$4.84M
4
Morgan Stanley
Morgan Stanley
New York
+$3.53M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$3.48M

Top Sellers

Rank Fund Capital Flow
1
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
-$3.51M
2
BCI
Brinker Capital Investments
Pennsylvania
-$2.24M
3
Jane Street
Jane Street
New York
-$2.07M
4
BCM
Brookstone Capital Management
Illinois
-$1.87M
5
SFS
Sowell Financial Services
Arkansas
-$781K
Name Holding Trade Value Shares
Change 		Change in
Stake
Janney Montgomery Scott
76
Janney Montgomery Scott
Pennsylvania
$210K +$187K +4,495 New
NNP
77
Nachman Norwood & Parrott
South Carolina
$205K -$70.9K -1,700 -28%
Rockefeller Capital Management
78
Rockefeller Capital Management
New York
$199K -$501 -12 -0.3%
AIC
79
Archer Investment Corporation
Indiana
$196K -$41.7K -1,000 -19%
AWA
80
Arkadios Wealth Advisors
Georgia
$187K +$167K +4,003 New
BAM
81
Belpointe Asset Management
Nevada
$184K +$39.4K +944 +31%
CF
82
Centaurus Financial
California
$120K +$107K +2,573 New
HBT
83
Hills Bank & Trust
Iowa
$117K +$104K +2,500 New
IFAM
84
Institutional & Family Asset Management
Colorado
$92K -$83 -2 -0.1%
BFEC
85
Benjamin F. Edwards & Company
Missouri
$86K +$5.8K +139 +8%
CFD
86
Creative Financial Designs
Indiana
$81K +$27.4K +656 +60%
CFA
87
Carroll Financial Associates
North Carolina
$69K – – –
CLOS
88
Compagnie Lombard Odier SCmA
Switzerland
$49K +$43.8K +1,050 New
DSC
89
Duncker Streett & Co
Missouri
$47K – – –
TWM
90
Tradition Wealth Management
Minnesota
$47K +$41.7K +1,000 New
VFA
91
Valeo Financial Advisors
Indiana
$47K +$41.7K +1,000 New
D
92
Diversified
Delaware
$45K +$49.9K +1,196 New
GWM
93
Geneos Wealth Management
Colorado
$44K – – –
JIR
94
James Investment Research
Ohio
$28K +$25K +600 New
CIAS
95
Capital Investment Advisory Services
North Carolina
$22K +$8.26K +198 +70%
TFA
96
Toth Financial Advisory
Virginia
$19K – – –
AF
97
Advisornet Financial
Minnesota
$19K +$16.7K +400 New
CYG
98
Clean Yield Group
Vermont
$18K +$15.6K +375 New
Northwestern Mutual Wealth Management
99
Northwestern Mutual Wealth Management
Wisconsin
$15K -$2.71K -65 -17%
MIM
100
Macroview Investment Management
Maryland
$14K – – –
1 2 3
4
5

FINX Hedge Fund Activity: Q4 2020 in Review

116 of the 5,652 institutional investors tracked by Wall St. Rank reported a position in Global X FinTech ETF (FINX) for Q4 2020, worth a combined $351M — up 40% from $251M a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new FINX positions and 8 closed out — a net gain of 30 holders — while 50 added to existing stakes and 11 trimmed.

The largest buyer was Stelac Advisory Services, opening a new position worth an estimated $8.47M. The largest seller was Qube Research & Technologies (QRT), exiting entirely with an estimated $3.51M sold.

  • 116 institutional investors held Global X FinTech ETF (FINX) as of Q4 2020, up from 87 in Q3 2020.
  • Funds reported $351M of Global X FinTech ETF stock for Q4 2020, up 40% quarter-over-quarter.
  • 38 funds opened new Global X FinTech ETF positions in Q4 2020 and 8 closed out, a net change of +30 holders.
  • The largest Global X FinTech ETF buyer in Q4 2020 was Stelac Advisory Services, an estimated $8.47M added.
  • The largest Global X FinTech ETF seller in Q4 2020 was Qube Research & Technologies (QRT), an estimated $3.51M sold.

Based on aggregated 13F filings for Q4 2020.