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Global X FinTech ETF
FINX

114 hedge funds and large institutions have $140M invested in Global X FinTech ETF in 2023 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 26 increasing their positions, 42 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

167% more call options, than puts

Call options by funds: $24K | Put options by funds: $9K

0.06% less ownership

Funds ownership: 35.68% → 35.62% (-0.06%)

1% less capital invested

Capital invested by funds: $142M → $140M (-$1.61M)

7% less funds holding

Funds holding: 122 → 114 (-8)

33% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 18

38% less repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 42

Holders
114
Holders Change
-8
Holders Change %
-6.56%
% of All Funds
1.79%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
12
Increased
26
Reduced
42
Closed
18
Calls
$24K
Puts
$9K
Net Calls
+$15K
Net Calls Change
-$254K

Top Buyers

1
Osaic Holdings
Osaic Holdings
Arizona
+$8.95M
2
Jane Street
Jane Street
New York
+$3.77M
3
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM)
Texas
+$1.77M
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$1.26M
5
IA
Insight Advisors
Pennsylvania
+$590K

Top Sellers

1
Fisher Asset Management
Fisher Asset Management
Washington
-$5.93M
2
BWFA
Baltimore-Washington Financial Advisors
Maryland
-$4.48M
3
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
-$3.89M
4
UBS Group
UBS Group
Switzerland
-$2.28M
5
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
-$1.84M
Name Holding Trade Value Shares
Change 		Change in
Stake
VNA
76
Valley National Advisers
Pennsylvania
$23K – – –
AIC
77
Archer Investment Corporation
Indiana
$22.1K – – –
LFA
78
Legend Financial Advisors
Pennsylvania
$22.1K – – –
S
79
SignatureFD
Georgia
$22.1K – – –
FWP
80
FAS Wealth Partners
Kansas
$20.8K – – –
NA
81
NewEdge Advisors
Louisiana
$17.4K +$13.2K +630 +399%
PA
82
Parallel Advisors
California
$16K – – –
VWM
83
Venturi Wealth Management
Texas
$16K -$18K -861 -54%
AF
84
Advisornet Financial
Minnesota
$11.7K – – –
BWM
85
Baystate Wealth Management
Massachusetts
$11.2K +$2.5K +120 +31%
FFA
86
Farther Finance Advisors
California
$11K – – –
APC
87
Aspire Private Capital
North Carolina
$9.93K -$1.59K -76 -14%
JWA
88
JFS Wealth Advisors
Pennsylvania
$9.23K – – –
PTC
89
Private Trust Company
Ohio
$8.52K – – –
HCM
90
Hollencrest Capital Management
California
$8.28K – – –
IFAM
91
Institutional & Family Asset Management
Colorado
$7.64K – – –
Fidelity Investments
92
Fidelity Investments
Massachusetts
$7.28K +$6.89K +330 New
Qube Research & Technologies (QRT)
93
Qube Research & Technologies (QRT)
United Kingdom
$5.86K -$3.17K -152 -54%
SF
94
Safeguard Financial
Wisconsin
$5K +$5.05K +242 New
GI
95
Gradient Investments
Minnesota
$4.41K – – –
MIM
96
Macroview Investment Management
Maryland
$4.27K – – –
Northwestern Mutual Wealth Management
97
Northwestern Mutual Wealth Management
Wisconsin
$3.62K -$2.19K -105 -39%
AA
98
Argent Advisors
Louisiana
$3.53K +$3.34K +160 New
NSIM
99
North Star Investment Management
Illinois
$3.31K – – –
CG
100
Cutler Group
California
$3K -$70.9K -3,396 -95%
2 3
4
5 6

FINX Hedge Fund Activity: Q2 2023 in Review

114 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Global X FinTech ETF (FINX) for Q2 2023, worth a combined $140M — down 1.1% from $142M a quarter earlier.

Sellers outnumbered buyers: 18 funds closed out of FINX and 12 opened new positions — a net loss of 6 holders — while 42 trimmed existing stakes and 26 added.

The largest buyer was Osaic Holdings, adding an estimated $8.95M. The largest seller was Fisher Asset Management, cutting an estimated $5.93M.

  • 114 institutional investors held Global X FinTech ETF (FINX) as of Q2 2023, down from 122 in Q1 2023.
  • Funds reported $140M of Global X FinTech ETF stock for Q2 2023, down 1.1% quarter-over-quarter.
  • 12 funds opened new Global X FinTech ETF positions in Q2 2023 and 18 closed out, a net change of -6 holders.
  • The largest Global X FinTech ETF buyer in Q2 2023 was Osaic Holdings, an estimated $8.95M added.
  • The largest Global X FinTech ETF seller in Q2 2023 was Fisher Asset Management, an estimated $5.93M sold.

Based on aggregated 13F filings for Q2 2023.