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Global X FinTech ETF
FINX

98 hedge funds and large institutions have $78.2M invested in Global X FinTech ETF in 2025 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 37 increasing their positions, 23 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

61% more repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 23

2.64% more ownership

Funds ownership: 27.29% → 29.93% (+2.6%)

3% less funds holding

Funds holding: 101 → 98 (-3)

8% less capital invested

Capital invested by funds: $84.9M → $78.2M (-$6.76M)

12% less first-time investments, than exits

New positions opened: 15 | Existing positions closed: 17

67% less call options, than puts

Call options by funds: $85K | Put options by funds: $254K

Holders
98
Holders Change
-3
Holders Change %
-2.97%
% of All Funds
1.31%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
15
Increased
37
Reduced
23
Closed
17
Calls
$85K
Puts
$254K
Net Calls
-$169K
Net Calls Change
-$400K

Top Buyers

Rank Fund Capital Flow
1
Ameriprise
Ameriprise
Minnesota
+$2.4M
2
LPL Financial
LPL Financial
California
+$1.58M
3
AWMT
AAFMAA Wealth Management & Trust
North Carolina
+$1.52M
4
Bank of America
Bank of America
North Carolina
+$1.13M
5
NFG
Norris Financial Group
South Carolina
+$1.09M

Top Sellers

Rank Fund Capital Flow
1
IAA
Independent Advisor Alliance
North Carolina
-$1.7M
2
Wells Fargo
Wells Fargo
California
-$1.36M
3
SCP
Silverleafe Capital Partners
Tennessee
-$1.31M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$838K
5
JP Morgan Chase
JP Morgan Chase
New York
-$636K
Name Holding Trade Value Shares
Change 		Change in
Stake
CVM
76
Cheviot Value Management
California
$9.27K +$10.1K +325 New
SMA
77
Sage Mountain Advisors
Georgia
$8.63K +$9.69K +313 New
AIC
78
Archer Investment Corporation
Indiana
$6.83K – – –
RDFA
79
Ritter Daniher Financial Advisory
Ohio
$6.34K – – –
LC
80
Lindbrook Capital
California
$6.09K – – –
RIL
81
Rothschild Investment LLC
Illinois
$5.46K – – –
ADL
82
Asset Dedication LLC
California
$4.27K – – –
FFA
83
Farther Finance Advisors
California
$3.82K -$155 -5 -4%
IA
84
IFP Advisors
Florida
$3.72K – – –
SIC
85
Salem Investment Counselors
North Carolina
$3.31K – – –
OSAM
86
O'Shaughnessy Asset Management
Connecticut
$2.76K +$3.1K +100 New
SSB
87
Sandy Spring Bank
Maryland
$2.22K +$31 +1 +1%
GWSG
88
GPS Wealth Strategies Group
Colorado
$2.07K +$2.32K +75 New
PPA
89
Painted Porch Advisors
California
$1.76K +$1.98K +64 New
TWC
90
TD Waterhouse Canada
Ontario, Canada
$1.53K – – –
AWM
91
AE Wealth Management
Kansas
$1.41K – – –
EWA
92
EverSource Wealth Advisors
Alabama
$1.38K – – –
ANBT
93
American National Bank & Trust
Texas
$1.21K +$1.36K +44 New
HCP
94
Hexagon Capital Partners
Arkansas
$827 – – –
BBPWM
95
Blue Bell Private Wealth Management
Pennsylvania
$693 – – –
DFA
96
DHJJ Financial Advisors
Illinois
$331 – – –
GC
97
Garde Capital
Washington
$326 +$371 +12 New
CIAS
98
Capital Investment Advisory Services
North Carolina
$28 -$3.71K -120 -99%
IAA
99
Independent Advisor Alliance
North Carolina
– -$1.7M -54,540 Closed
SCP
100
Silverleafe Capital Partners
Tennessee
– -$1.31M -42,005 Closed
1 2 3
4
5

FINX Hedge Fund Activity: Q1 2025 in Review

98 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Global X FinTech ETF (FINX) for Q1 2025, worth a combined $78.2M — down 8% from $84.9M a quarter earlier.

Sellers outnumbered buyers: 17 funds closed out of FINX and 15 opened new positions — a net loss of 2 holders — while 23 trimmed existing stakes and 37 added.

The largest buyer was Ameriprise, adding an estimated $2.4M. The largest seller was Independent Advisor Alliance, exiting entirely with an estimated $1.7M sold.

  • 98 institutional investors held Global X FinTech ETF (FINX) as of Q1 2025, down from 101 in Q4 2024.
  • Funds reported $78.2M of Global X FinTech ETF stock for Q1 2025, down 8% quarter-over-quarter.
  • 15 funds opened new Global X FinTech ETF positions in Q1 2025 and 17 closed out, a net change of -2 holders.
  • The largest Global X FinTech ETF buyer in Q1 2025 was Ameriprise, an estimated $2.4M added.
  • The largest Global X FinTech ETF seller in Q1 2025 was Independent Advisor Alliance, an estimated $1.7M sold.

Based on aggregated 13F filings for Q1 2025.