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Global X FinTech ETF

149 hedge funds and large institutions have $344M invested in Global X FinTech ETF in 2022 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 51 increasing their positions, 62 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

149% more call options, than puts

Call options by funds: $1.86M | Put options by funds: $746K

2.21% less ownership

Funds ownership: 39.78%37.57% (-2.2%)

18% less repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 62

21% less funds holding

Funds holding: 189149 (-40)

26% less capital invested

Capital invested by funds: $467M → $344M (-$123M)

67% less first-time investments, than exits

New positions opened: 17 | Existing positions closed: 52

100% less funds holding in top 10

Funds holding in top 10: 20 (-2)

Holders
149
Holders Change
-40
Holders Change %
-21.16%
% of All Funds
2.35%
Holding in Top 10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
New
17
Increased
51
Reduced
62
Closed
52
Calls
$1.86M
Puts
$746K
Net Calls
+$1.11M
Net Calls Change
+$49.9M
Name Holding Trade Value Shares
Change
Change in
Stake
HighTower Advisors
76
HighTower Advisors
Illinois
$279K -$4.35M -132,838 -94%
AMG
77
Advisors Management Group
Wisconsin
$276K +$282K +8,632 New
TIAM2
78
Tru Independence Asset Management 2
Oregon
$266K +$36K +1,100 +15%
Financial Engines Advisors
79
Financial Engines Advisors
California
$263K -$4.71K -144 -2%
CWM
80
C2C Wealth Management
Arizona
$252K -$2.45K -75 -0.9%
CG
81
Cutler Group
California
$248K +$253K +7,746 New
SCG
82
Sonata Capital Group
Washington
$245K -$16.4K -500 -6%
BRWA
83
B. Riley Wealth Advisors
Florida
$243K -$27.1K -829 -10%
LC
84
Lindbrook Capital
California
$233K +$3.27K +100 +1%
Simplex Trading
85
Simplex Trading
Illinois
$216K -$46.6K -1,424 -17%
ST
86
Sentinel Trust
Texas
$214K
AWS
87
Atria Wealth Solutions
New York
$213K +$217K +6,637 New
FAIM
88
Financial Advocates Investment Management
Washington
$206K -$267K -8,150 -56%
LPT
89
Legacy Private Trust
Wisconsin
$204K -$171K -5,211 -45%
GM
90
GeoWealth Management
Illinois
$175K -$45.3K -1,385 -20%
MCC
91
Money Concepts Capital
Florida
$145K +$148K +4,535 New
PFS
92
Prospera Financial Services
Texas
$139K +$142K +4,353 New
BCV
93
Banque Cantonale Vaudoise
Switzerland
$92K -$42.5K -1,300 -31%
Bank of Montreal
94
Bank of Montreal
Ontario, Canada
$88K -$13.1K -400 -13%
EIP
95
Ellis Investment Partners
Pennsylvania
$87K +$7.72K +236 +10%
SIC
96
Salem Investment Counselors
North Carolina
$86K
MIFH
97
Migdal Insurance & Financial Holdings
Israel
$80K -$8.67K -265 -10%
APA
98
American Portfolios Advisors
New York
$64K +$22.9K +700 +54%
MPCG
99
Matrix Private Capital Group
New York
$64K -$14.2K -435 -18%
CIAS
100
Capital Investment Advisory Services
North Carolina
$60K +$1.77K +54 +3%

FINX Hedge Fund Activity: Q1 2022 in Review

149 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Global X FinTech ETF (FINX) for Q1 2022, worth a combined $344M — down 26% from $467M a quarter earlier.

Sellers outnumbered buyers: 52 funds closed out of FINX and 17 opened new positions — a net loss of 35 holders — while 62 trimmed existing stakes and 51 added.

The largest buyer was Citigroup, adding an estimated $73.9M. The largest seller was UBS Group, cutting an estimated $24.5M.

  • 149 institutional investors held Global X FinTech ETF (FINX) as of Q1 2022, down from 189 in Q4 2021.
  • Funds reported $344M of Global X FinTech ETF stock for Q1 2022, down 26% quarter-over-quarter.
  • 17 funds opened new Global X FinTech ETF positions in Q1 2022 and 52 closed out, a net change of -35 holders.
  • The largest Global X FinTech ETF buyer in Q1 2022 was Citigroup, an estimated $73.9M added.
  • The largest Global X FinTech ETF seller in Q1 2022 was UBS Group, an estimated $24.5M sold.

Based on aggregated 13F filings for Q1 2022.