We are live on ! Find out more
FINX icon

Global X FinTech ETF

122 hedge funds and large institutions have $142M invested in Global X FinTech ETF in 2023 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 33 increasing their positions, 38 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,076% more call options, than puts

Call options by funds: $294K | Put options by funds: $25K

4.98% less ownership

Funds ownership: 40.67%35.68% (-5%)

10% less funds holding

Funds holding: 136122 (-14)

13% less repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 38

14% less capital invested

Capital invested by funds: $165M → $142M (-$23.3M)

45% less first-time investments, than exits

New positions opened: 16 | Existing positions closed: 29

Holders
122
Holders Change
-14
Holders Change %
-10.29%
% of All Funds
1.94%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
16
Increased
33
Reduced
38
Closed
29
Calls
$294K
Puts
$25K
Net Calls
+$269K
Net Calls Change
-$754K
Name Holding Trade Value Shares
Change
Change in
Stake
VWM
76
Venturi Wealth Management
Texas
$33K +$33.3K +1,584 New
Bank of Montreal
77
Bank of Montreal
Ontario, Canada
$30.1K -$34.1K -1,626 -53%
AAS
78
Ameritas Advisory Services
Nebraska
$28.7K +$29.4K +1,398 New
CIAS
79
Capital Investment Advisory Services
North Carolina
$28.5K -$10.2K -485 -26%
SPIA
80
Steward Partners Investment Advisory
New York
$26.6K -$11.5K -550 -30%
TRCT
81
Tower Research Capital (TRC)
New York
$25K -$116K -5,517 -82%
DSC
82
Duncker Streett & Co
Missouri
$22.4K
CLOS
83
Compagnie Lombard Odier SCmA
Switzerland
$21.9K
VNA
84
Valley National Advisers
Pennsylvania
$21K
AIC
85
Archer Investment Corporation
Indiana
$20.8K
LFA
86
Legend Financial Advisors
Pennsylvania
$20.8K
S
87
SignatureFD
Georgia
$20.8K
FWP
88
FAS Wealth Partners
Kansas
$19.6K
BTI
89
Blue Trust Inc
Georgia
$18K +$19.9K +950 New
AC
90
AlphaCore Capital
California
$15.6K +$15.7K +750 New
PA
91
Parallel Advisors
California
$15.1K
BAAM
92
Baker Avenue Asset Management
California
$12.1K +$12.2K +580 New
Simplex Trading
93
Simplex Trading
Illinois
$12K +$12.1K +578 New
AF
94
Advisornet Financial
Minnesota
$11.1K
APC
95
Aspire Private Capital
North Carolina
$11K -$2K -95 -15%
FFA
96
Farther Finance Advisors
California
$10.4K +$10.5K +500 New
JWA
97
JFS Wealth Advisors
Pennsylvania
$8.7K
BWM
98
Baystate Wealth Management
Massachusetts
$8.11K
PTC
99
Private Trust Company
Ohio
$8.04K
HCM
100
Hollencrest Capital Management
California
$7.81K

FINX Hedge Fund Activity: Q1 2023 in Review

122 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Global X FinTech ETF (FINX) for Q1 2023, worth a combined $142M — down 14% from $165M a quarter earlier.

Sellers outnumbered buyers: 29 funds closed out of FINX and 16 opened new positions — a net loss of 13 holders — while 38 trimmed existing stakes and 33 added.

The largest buyer was Mirae Asset Global Investments, adding an estimated $4.68M. The largest seller was Jane Street, cutting an estimated $25.7M.

  • 122 institutional investors held Global X FinTech ETF (FINX) as of Q1 2023, down from 136 in Q4 2022.
  • Funds reported $142M of Global X FinTech ETF stock for Q1 2023, down 14% quarter-over-quarter.
  • 16 funds opened new Global X FinTech ETF positions in Q1 2023 and 29 closed out, a net change of -13 holders.
  • The largest Global X FinTech ETF buyer in Q1 2023 was Mirae Asset Global Investments, an estimated $4.68M added.
  • The largest Global X FinTech ETF seller in Q1 2023 was Jane Street, an estimated $25.7M sold.

Based on aggregated 13F filings for Q1 2023.