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Global X FinTech ETF

166 hedge funds and large institutions have $497M invested in Global X FinTech ETF in 2021 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 61 increasing their positions, 37 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

65% more repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 37

33% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 15

8% more capital invested

Capital invested by funds: $462M → $497M (+$35.3M)

2.91% more ownership

Funds ownership: 34.24%37.15% (+2.9%)

2% more funds holding

Funds holding: 163166 (+3)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
166
Holders Change
+3
Holders Change %
+1.84%
% of All Funds
2.91%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
20
Increased
61
Reduced
37
Closed
15
Calls
$283K
Puts
Net Calls
+$283K
Net Calls Change
-$108K
Name Holding Trade Value Shares
Change
Change in
Stake
PAS
76
Park Avenue Securities
New York
$433K +$19.3K +395 +5%
BPA
77
Beacon Pointe Advisors
California
$427K +$435K +8,886 New
CF
78
Centaurus Financial
California
$418K +$20.1K +411 +5%
CA
79
Cetera Advisors
Colorado
$411K +$59.4K +1,214 +17%
LFA
80
Legend Financial Advisors
Pennsylvania
$402K -$98 -2 -0%
SCG
81
Sonata Capital Group
Washington
$377K
APA
82
American Portfolios Advisors
New York
$355K +$293K +5,988 +428%
EVM
83
Eaton Vance Management
Massachusetts
$350K +$36.7K +750 +11%
BRWA
84
B. Riley Wealth Advisors
Florida
$343K +$11.3K +232 +3%
LNC
85
Lincoln National Corp
Pennsylvania
$341K -$128K -2,622 -27%
GIA
86
Gladstone Institutional Advisory
Florida
$321K +$327K +6,675 New
SW
87
SVB Wealth
Massachusetts
$298K -$538K -11,000 -64%
AWM
88
Avitas Wealth Management
California
$297K -$4.01K -82 -1%
QA
89
Quantitative Advantage
Minnesota
$296K -$36.7K -751 -11%
GM
90
GeoWealth Management
Illinois
$289K -$683K -13,967 -70%
HSBC Holdings
91
HSBC Holdings
United Kingdom
$288K
Wolverine Trading
92
Wolverine Trading
Illinois
$285K +$290K +5,921 New
BAM
93
Belpointe Asset Management
Nevada
$284K -$14.3K -292 -5%
PWM
94
Perigon Wealth Management
California
$284K +$978 +20 +0.3%
AWM
95
AE Wealth Management
Kansas
$277K +$282K +5,767 New
CAM
96
Claret Asset Management
Quebec, Canada
$269K
MIM
97
Merrion Investment Management
New Jersey
$264K
Wealthfront Advisers
98
Wealthfront Advisers
California
$260K +$265K +5,425 New
Creative Planning
99
Creative Planning
Kansas
$258K +$23.2K +474 +10%
MOS
100
MGO One Seven
Ohio
$253K

FINX Hedge Fund Activity: Q3 2021 in Review

166 of the 5,713 institutional investors tracked by Wall St. Rank reported a position in Global X FinTech ETF (FINX) for Q3 2021, worth a combined $497M — up 7.6% from $462M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new FINX positions and 15 closed out — a net gain of 5 holders — while 61 added to existing stakes and 37 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $25.4M. The largest seller was Conservest Capital Advisors, cutting an estimated $18.5M.

  • 166 institutional investors held Global X FinTech ETF (FINX) as of Q3 2021, up from 163 in Q2 2021.
  • Funds reported $497M of Global X FinTech ETF stock for Q3 2021, up 7.6% quarter-over-quarter.
  • 20 funds opened new Global X FinTech ETF positions in Q3 2021 and 15 closed out, a net change of +5 holders.
  • The largest Global X FinTech ETF buyer in Q3 2021 was JP Morgan Chase, an estimated $25.4M added.
  • The largest Global X FinTech ETF seller in Q3 2021 was Conservest Capital Advisors, an estimated $18.5M sold.

Based on aggregated 13F filings for Q3 2021.