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Global X FinTech ETF

113 hedge funds and large institutions have $147M invested in Global X FinTech ETF in 2023 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 23 increasing their positions, 43 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

13,613% more call options, than puts

Call options by funds: $1.1M | Put options by funds: $8K

111% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 9

40% more capital invested

Capital invested by funds: $106M → $147M (+$41.8M)

9% more funds holding

Funds holding: 104113 (+9)

5.01% more ownership

Funds ownership: 31.62%36.63% (+5%)

47% less repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 43

Holders
113
Holders Change
+9
Holders Change %
+8.65%
% of All Funds
1.65%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
19
Increased
23
Reduced
43
Closed
9
Calls
$1.1M
Puts
$8K
Net Calls
+$1.09M
Net Calls Change
+$994K
Name Holding Trade Value Shares
Change
Change in
Stake
BWM
76
Baystate Wealth Management
Massachusetts
$28.2K
DSC
77
Duncker Streett & Co
Missouri
$27.5K
LFA
78
Legend Financial Advisors
Pennsylvania
$25.6K
FWP
79
FAS Wealth Partners
Kansas
$24.1K
SPIA
80
Steward Partners Investment Advisory
New York
$22.9K -$8.16K -380 -30%
Comerica Bank
81
Comerica Bank
Texas
$19.2K -$12.4K -576 -43%
AF
82
Advisornet Financial
Minnesota
$13.6K
UB
83
UMB Bank
Missouri
$13.6K +$11.4K +530 New
PA
84
Parallel Advisors
California
$13K +$21 +1 +0.2%
FFA
85
Farther Finance Advisors
California
$12.8K
HR
86
Howe & Rusling
New York
$12.5K +$10.5K +489 New
BIA
87
Bell Investment Advisors
California
$11.2K +$9.39K +437 New
JWA
88
JFS Wealth Advisors
Pennsylvania
$10.7K
APC
89
Aspire Private Capital
North Carolina
$9.92K -$1.33K -62 -14%
PTC
90
Private Trust Company
Ohio
$9.87K
HCM
91
Hollencrest Capital Management
California
$9.59K
IFAM
92
Institutional & Family Asset Management
Colorado
$8.85K
AIC
93
Archer Investment Corporation
Indiana
$6.34K
SWM
94
Spire Wealth Management
Virginia
$5.67K
GI
95
Gradient Investments
Minnesota
$5.11K
RCM
96
Richardson Capital Management
Wisconsin
$5.11K +$4.3K +200 New
RIL
97
Rothschild Investment LLC
Illinois
$5.06K +$4.25K +198 New
SIC
98
Salem Investment Counselors
North Carolina
$4.71K
RFG
99
REAP Financial Group
Texas
$4.64K +$3.89K +181 New
HF
100
Halpern Financial
Virginia
$3.74K +$3.33K +155 New

FINX Hedge Fund Activity: Q4 2023 in Review

113 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Global X FinTech ETF (FINX) for Q4 2023, worth a combined $147M — up 40% from $106M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new FINX positions and 9 closed out — a net gain of 10 holders — while 23 added to existing stakes and 43 trimmed.

The largest buyer was Osaic Holdings, adding an estimated $7.75M. The largest seller was Jane Street, cutting an estimated $2.24M.

  • 113 institutional investors held Global X FinTech ETF (FINX) as of Q4 2023, up from 104 in Q3 2023.
  • Funds reported $147M of Global X FinTech ETF stock for Q4 2023, up 40% quarter-over-quarter.
  • 19 funds opened new Global X FinTech ETF positions in Q4 2023 and 9 closed out, a net change of +10 holders.
  • The largest Global X FinTech ETF buyer in Q4 2023 was Osaic Holdings, an estimated $7.75M added.
  • The largest Global X FinTech ETF seller in Q4 2023 was Jane Street, an estimated $2.24M sold.

Based on aggregated 13F filings for Q4 2023.