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Global X FinTech ETF

148 hedge funds and large institutions have $408M invested in Global X FinTech ETF in 2021 Q1 according to their latest regulatory filings, with 46 funds opening new positions, 67 increasing their positions, 18 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

272% more repeat investments, than reductions

Existing positions increased: 67 | Existing positions reduced: 18

254% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 13

200% more funds holding in top 10

Funds holding in top 10: 13 (+2)

28% more funds holding

Funds holding: 116148 (+32)

16% more capital invested

Capital invested by funds: $351M → $408M (+$56.7M)

2.31% more ownership

Funds ownership: 31.43%33.75% (+2.3%)

Holders
148
Holders Change
+32
Holders Change %
+27.59%
% of All Funds
2.6%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.05%
New
46
Increased
67
Reduced
18
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HBT
101
Hills Bank & Trust
Iowa
$106K -$4.7K -100 -4%
Rockefeller Capital Management
102
Rockefeller Capital Management
New York
$101K -$92.8K -1,973 -46%
EIP
103
Ellis Investment Partners
Pennsylvania
$87K +$92.6K +1,969 New
IFAM
104
Institutional & Family Asset Management
Colorado
$86K
BFEC
105
Benjamin F. Edwards & Company
Missouri
$85K +$4.28K +91 +5%
AF
106
Advisornet Financial
Minnesota
$84K +$70.5K +1,500 +375%
APA
107
American Portfolios Advisors
New York
$61.8K +$65.8K +1,400 New
LFASL
108
Lugano Financial Advisors SA (LFA)
Switzerland
$57K +$61.1K +1,300 New
CIAS
109
Capital Investment Advisory Services
North Carolina
$55K +$36.1K +767 +160%
Northwestern Mutual Wealth Management
110
Northwestern Mutual Wealth Management
Wisconsin
$54K +$42.4K +901 +284%
VFA
111
Valeo Financial Advisors
Indiana
$47K +$2.82K +60 +6%
CLOS
112
Compagnie Lombard Odier SCmA
Switzerland
$46K
GWM
113
Geneos Wealth Management
Colorado
$46K
DSC
114
Duncker Streett & Co
Missouri
$45K
CFA
115
Carroll Financial Associates
North Carolina
$44K -$23K -490 -33%
TWM
116
Tradition Wealth Management
Minnesota
$44K
SWM
117
Spire Wealth Management
Virginia
$43K +$52.2K +1,109 New
EP
118
Eudaimonia Partners
Tennessee
$36K +$38.8K +825 New
PMFA
119
Plante Moran Financial Advisors
Michigan
$27K +$28.3K +602 New
SPIA
120
Steward Partners Investment Advisory
New York
$22.1K +$23.5K +500 New
First Manhattan
121
First Manhattan
New York
$22K +$23.5K +500 New
IA
122
IFP Advisors
Florida
$21K +$15.1K +322 +192%
TFA
123
Toth Financial Advisory
Virginia
$18K
AWM
124
Activest Wealth Management
Florida
$17K +$18.5K +394 New
MIM
125
Macroview Investment Management
Maryland
$15K +$1.18K +25 +8%

FINX Hedge Fund Activity: Q1 2021 in Review

148 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Global X FinTech ETF (FINX) for Q1 2021, worth a combined $408M — up 16% from $351M a quarter earlier.

Buyers outnumbered sellers: 46 funds opened new FINX positions and 13 closed out — a net gain of 33 holders — while 67 added to existing stakes and 18 trimmed.

The largest buyer was Mirae Asset Global Investments, adding an estimated $24M. The largest seller was Stelac Advisory Services, cutting an estimated $3.77M.

  • 148 institutional investors held Global X FinTech ETF (FINX) as of Q1 2021, up from 116 in Q4 2020.
  • Funds reported $408M of Global X FinTech ETF stock for Q1 2021, up 16% quarter-over-quarter.
  • 46 funds opened new Global X FinTech ETF positions in Q1 2021 and 13 closed out, a net change of +33 holders.
  • The largest Global X FinTech ETF buyer in Q1 2021 was Mirae Asset Global Investments, an estimated $24M added.
  • The largest Global X FinTech ETF seller in Q1 2021 was Stelac Advisory Services, an estimated $3.77M sold.

Based on aggregated 13F filings for Q1 2021.