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Global X FinTech ETF
FINX

163 hedge funds and large institutions have $462M invested in Global X FinTech ETF in 2021 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 68 increasing their positions, 31 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 12

119% more repeat investments, than reductions

Existing positions increased: 68 | Existing positions reduced: 31

13% more capital invested

Capital invested by funds: $408M → $462M (+$54.1M)

10% more funds holding

Funds holding: 148 → 163 (+15)

0.49% more ownership

Funds ownership: 33.75% → 34.24% (+0.49%)

67% less funds holding in top 10

Funds holding in top 10: 3 → 1 (-2)

Holders
163
Holders Change
+15
Holders Change %
+10.14%
% of All Funds
2.84%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
28
Increased
68
Reduced
31
Closed
12
Calls
$391K
Puts
–
Net Calls
+$391K
Net Calls Change
+$391K

Top Buyers

Rank Fund Capital Flow
1
CCA
Conservest Capital Advisors
Pennsylvania
+$18.6M
2
JP Morgan Chase
JP Morgan Chase
New York
+$6.88M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$3.4M
4
SAS
Stelac Advisory Services
New York
+$2.17M
5
Morgan Stanley
Morgan Stanley
New York
+$1.82M

Top Sellers

Rank Fund Capital Flow
1
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
-$17.6M
2
MML Investors Services
MML Investors Services
Massachusetts
-$3.19M
3
UBS Group
UBS Group
Switzerland
-$2.98M
4
LPL Financial
LPL Financial
California
-$2.24M
5
IWA
IBEX Wealth Advisors
New Jersey
-$1.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
CFD
76
Creative Financial Designs
Indiana
$380K +$112K +2,442 +44%
SCG
77
Sonata Capital Group
Washington
$374K -$9.18K -200 -2%
CAPTRUST Financial Advisors
78
CAPTRUST Financial Advisors
North Carolina
$352K – – –
CA
79
Cetera Advisors
Colorado
$350K +$15.4K +336 +5%
BRWA
80
B. Riley Wealth Advisors
Florida
$329K +$45.5K +991 +17%
QA
81
Quantitative Advantage
Minnesota
$329K +$72K +1,568 +29%
FTUS
82
Flow Traders U.S.
New York
$317K +$305K +6,648 New
EVM
83
Eaton Vance Management
Massachusetts
$312K +$27.5K +600 +10%
AWM
84
Avitas Wealth Management
California
$299K +$2.98K +65 +1%
BAM
85
Belpointe Asset Management
Nevada
$296K +$12.3K +269 +5%
HSBC Holdings
86
HSBC Holdings
United Kingdom
$286K – – –
PWM
87
Perigon Wealth Management
California
$281K +$58.6K +1,277 +28%
Northwestern Mutual Wealth Management
88
Northwestern Mutual Wealth Management
Wisconsin
$276K +$210K +4,582 +376%
CAM
89
Claret Asset Management
Quebec, Canada
$267K – – –
MIM
90
Merrion Investment Management
New Jersey
$262K – – –
NNP
91
Nachman Norwood & Parrott
South Carolina
$257K +$247K +5,385 New
TYCC
92
Texas Yale Capital Corp
Florida
$248K – – –
BS
93
Banco Santander
Spain
$246K – – –
RFN
94
RDA Financial Network
Iowa
$241K +$18.4K +400 +9%
CAS
95
Cascadia Advisory Services
Oregon
$241K +$232K +5,060 New
MOS
96
MGO One Seven
Ohio
$235K +$11.5K +250 +5%
Creative Planning
97
Creative Planning
Kansas
$234K +$225K +4,899 New
EFS
98
Essex Financial Services
Connecticut
$233K +$224K +4,886 New
TCA
99
Transcend Capital Advisors
New Jersey
$220K +$211K +4,600 New
T
100
TRUADVICE
Florida
$212K -$321 -7 -0.2%
2 3
4
5 6

FINX Hedge Fund Activity: Q2 2021 in Review

163 of the 5,746 institutional investors tracked by Wall St. Rank reported a position in Global X FinTech ETF (FINX) for Q2 2021, worth a combined $462M — up 13% from $408M a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new FINX positions and 12 closed out — a net gain of 16 holders — while 68 added to existing stakes and 31 trimmed.

The largest buyer was Conservest Capital Advisors, opening a new position worth an estimated $18.6M. The largest seller was PNC Financial Services Group, cutting an estimated $17.6M.

  • 163 institutional investors held Global X FinTech ETF (FINX) as of Q2 2021, up from 148 in Q1 2021.
  • Funds reported $462M of Global X FinTech ETF stock for Q2 2021, up 13% quarter-over-quarter.
  • 28 funds opened new Global X FinTech ETF positions in Q2 2021 and 12 closed out, a net change of +16 holders.
  • The largest Global X FinTech ETF buyer in Q2 2021 was Conservest Capital Advisors, an estimated $18.6M added.
  • The largest Global X FinTech ETF seller in Q2 2021 was PNC Financial Services Group, an estimated $17.6M sold.

Based on aggregated 13F filings for Q2 2021.