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Global X FinTech ETF
FINX

148 hedge funds and large institutions have $408M invested in Global X FinTech ETF in 2021 Q1 according to their latest regulatory filings, with 46 funds opening new positions, 67 increasing their positions, 18 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

272% more repeat investments, than reductions

Existing positions increased: 67 | Existing positions reduced: 18

254% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 13

200% more funds holding in top 10

Funds holding in top 10: 1 → 3 (+2)

28% more funds holding

Funds holding: 116 → 148 (+32)

16% more capital invested

Capital invested by funds: $351M → $408M (+$56.7M)

2.31% more ownership

Funds ownership: 31.43% → 33.75% (+2.3%)

Holders
148
Holders Change
+32
Holders Change %
+27.59%
% of All Funds
2.6%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.05%
New
46
Increased
67
Reduced
18
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
+$24M
2
Morgan Stanley
Morgan Stanley
New York
+$7.9M
3
UBS Group
UBS Group
Switzerland
+$7.59M
4
LPL Financial
LPL Financial
California
+$6.7M
5
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
+$6.23M

Top Sellers

Rank Fund Capital Flow
1
SAS
Stelac Advisory Services
New York
-$3.77M
2
NFG
Next Financial Group
Texas
-$1.61M
3
MFG
Merit Financial Group
Georgia
-$1.46M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$1.39M
5
Citadel Advisors
Citadel Advisors
Florida
-$1.31M
Name Holding Trade Value Shares
Change 		Change in
Stake
WIA
76
Wealthstreet Investment Advisors
Texas
$318K -$108K -2,300 -24%
VCWA
77
Vanguard Capital Wealth Advisors
Colorado
$318K +$323K +6,860 New
CA
78
Cetera Advisors
Colorado
$309K +$329K +7,004 New
AWM
79
Avitas Wealth Management
California
$274K -$60.5K -1,287 -17%
HSBC Holdings
80
HSBC Holdings
United Kingdom
$265K +$282K +6,000 New
BAM
81
Belpointe Asset Management
Nevada
$263K +$94.3K +2,005 +51%
EVM
82
Eaton Vance Management
Massachusetts
$262K +$43.5K +925 +18%
BRWA
83
B. Riley Wealth Advisors
Florida
$261K +$278K +5,908 New
CAM
84
Claret Asset Management
Quebec, Canada
$247K – – –
CFD
85
Creative Financial Designs
Indiana
$244K +$178K +3,792 +218%
MIM
86
Merrion Investment Management
New Jersey
$242K – – –
QA
87
Quantitative Advantage
Minnesota
$236K +$251K +5,338 New
Janney Montgomery Scott
88
Janney Montgomery Scott
Pennsylvania
$235K +$39.5K +840 +19%
TYCC
89
Texas Yale Capital Corp
Florida
$229K – – –
BS
90
Banco Santander
Spain
$228K – – –
T
91
TRUADVICE
Florida
$216K +$213K +4,535 New
RFN
92
RDA Financial Network
Iowa
$206K – – –
MOS
93
MGO One Seven
Ohio
$206K +$220K +4,680 New
PWM
94
Perigon Wealth Management
California
$204K +$217K +4,622 New
AIC
95
Archer Investment Corporation
Indiana
$185K – – –
AWA
96
Arkadios Wealth Advisors
Georgia
$176K – – –
CF
97
Centaurus Financial
California
$157K +$46K +977 +38%
CWM
98
Cedar Wealth Management
California
$120K +$128K +2,716 New
Deutsche Bank
99
Deutsche Bank
Germany
$109K +$117K +2,478 New
MPCG
100
Matrix Private Capital Group
New York
$107K +$114K +2,418 +20,150%
2 3
4
5 6

FINX Hedge Fund Activity: Q1 2021 in Review

148 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Global X FinTech ETF (FINX) for Q1 2021, worth a combined $408M — up 16% from $351M a quarter earlier.

Buyers outnumbered sellers: 46 funds opened new FINX positions and 13 closed out — a net gain of 33 holders — while 67 added to existing stakes and 18 trimmed.

The largest buyer was Mirae Asset Global Investments, adding an estimated $24M. The largest seller was Stelac Advisory Services, cutting an estimated $3.77M.

  • 148 institutional investors held Global X FinTech ETF (FINX) as of Q1 2021, up from 116 in Q4 2020.
  • Funds reported $408M of Global X FinTech ETF stock for Q1 2021, up 16% quarter-over-quarter.
  • 46 funds opened new Global X FinTech ETF positions in Q1 2021 and 13 closed out, a net change of +33 holders.
  • The largest Global X FinTech ETF buyer in Q1 2021 was Mirae Asset Global Investments, an estimated $24M added.
  • The largest Global X FinTech ETF seller in Q1 2021 was Stelac Advisory Services, an estimated $3.77M sold.

Based on aggregated 13F filings for Q1 2021.