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Global X FinTech ETF
FINX

107 hedge funds and large institutions have $114M invested in Global X FinTech ETF in 2024 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 17 increasing their positions, 47 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

4.35% less ownership

Funds ownership: 36.63% → 32.28% (-4.4%)

5% less funds holding

Funds holding: 113 → 107 (-6)

21% less first-time investments, than exits

New positions opened: 15 | Existing positions closed: 19

23% less capital invested

Capital invested by funds: $147M → $114M (-$33.7M)

64% less repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 47

Holders
107
Holders Change
-6
Holders Change %
-5.31%
% of All Funds
1.54%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
15
Increased
17
Reduced
47
Closed
19
Calls
$579K
Puts
–
Net Calls
+$579K
Net Calls Change
-$510K

Top Buyers

Rank Fund Capital Flow
1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$1.55M
2
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$488K
3
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
+$313K
4
CA
Cetera Advisors
Colorado
+$299K
5
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$260K

Top Sellers

Rank Fund Capital Flow
1
Osaic Holdings
Osaic Holdings
Arizona
-$9.56M
2
Morgan Stanley
Morgan Stanley
New York
-$8.26M
3
BFA
BBJS Financial Advisors
Washington
-$4.42M
4
SAS
Stelac Advisory Services
New York
-$4.4M
5
Jane Street
Jane Street
New York
-$3.45M
Name Holding Trade Value Shares
Change 		Change in
Stake
AF
76
Advisornet Financial
Minnesota
$14.8K – – –
PA
77
Parallel Advisors
California
$14.1K – – –
FFA
78
Farther Finance Advisors
California
$13.7K – – –
JWA
79
JFS Wealth Advisors
Pennsylvania
$11.6K – – –
PTC
80
Private Trust Company
Ohio
$10.8K – – –
HCM
81
Hollencrest Capital Management
California
$10.4K – – –
IFAM
82
Institutional & Family Asset Management
Colorado
$9.64K – – –
AIC
83
Archer Investment Corporation
Indiana
$6.91K – – –
SWM
84
Spire Wealth Management
Virginia
$6.58K – – –
WT
85
Washington Trust
Rhode Island
$5.91K +$5.41K +212 New
Northwestern Mutual Wealth Management
86
Northwestern Mutual Wealth Management
Wisconsin
$5.71K +$5.23K +205 New
GI
87
Gradient Investments
Minnesota
$5.57K – – –
RIL
88
Rothschild Investment LLC
Illinois
$5.52K – – –
SIC
89
Salem Investment Counselors
North Carolina
$5.07K -$51 -2 -1%
S
90
SignatureFD
Georgia
$4.18K -$25.5K -1,000 -87%
Fidelity Investments
91
Fidelity Investments
Massachusetts
$3.98K +$1.68K +66 +86%
IA
92
IFP Advisors
Florida
$3.76K – – –
RDFA
93
Ritter Daniher Financial Advisory
Ohio
$3.62K – – –
MIM
94
Macroview Investment Management
Maryland
$3.54K – – –
APC
95
Aspire Private Capital
North Carolina
$3.34K -$6.84K -268 -69%
EWA
96
EverSource Wealth Advisors
Alabama
$2.83K +$2.88K +113 New
GRP
97
Global Retirement Partners
California
$2.37K +$2.17K +85 New
National Bank of Canada
98
National Bank of Canada
Quebec, Canada
$2.3K -$225K -8,830 -99%
SSB
99
Sandy Spring Bank
Maryland
$2.23K – – –
BTI
100
Blue Trust Inc
Georgia
$1.84K +$1.68K +66 New
2 3
4
5 6

FINX Hedge Fund Activity: Q1 2024 in Review

107 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Global X FinTech ETF (FINX) for Q1 2024, worth a combined $114M — down 23% from $147M a quarter earlier.

Sellers outnumbered buyers: 19 funds closed out of FINX and 15 opened new positions — a net loss of 4 holders — while 47 trimmed existing stakes and 17 added.

The largest buyer was Susquehanna International Group, adding an estimated $1.55M. The largest seller was Osaic Holdings, cutting an estimated $9.56M.

  • 107 institutional investors held Global X FinTech ETF (FINX) as of Q1 2024, down from 113 in Q4 2023.
  • Funds reported $114M of Global X FinTech ETF stock for Q1 2024, down 23% quarter-over-quarter.
  • 15 funds opened new Global X FinTech ETF positions in Q1 2024 and 19 closed out, a net change of -4 holders.
  • The largest Global X FinTech ETF buyer in Q1 2024 was Susquehanna International Group, an estimated $1.55M added.
  • The largest Global X FinTech ETF seller in Q1 2024 was Osaic Holdings, an estimated $9.56M sold.

Based on aggregated 13F filings for Q1 2024.