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Global X FinTech ETF

163 hedge funds and large institutions have $462M invested in Global X FinTech ETF in 2021 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 68 increasing their positions, 31 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 12

119% more repeat investments, than reductions

Existing positions increased: 68 | Existing positions reduced: 31

13% more capital invested

Capital invested by funds: $408M → $462M (+$54.1M)

10% more funds holding

Funds holding: 148163 (+15)

0.49% more ownership

Funds ownership: 33.75%34.24% (+0.49%)

67% less funds holding in top 10

Funds holding in top 10: 31 (-2)

Holders
163
Holders Change
+15
Holders Change %
+10.14%
% of All Funds
2.84%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
28
Increased
68
Reduced
31
Closed
12
Calls
$391K
Puts
Net Calls
+$391K
Net Calls Change
+$391K
Name Holding Trade Value Shares
Change
Change in
Stake
AAP
101
Arax Advisory Partners
Colorado
$211K +$203K +4,425 New
HWA
102
HCR Wealth Advisors
California
$207K +$200K +4,346 New
PFO
103
Pathstone Family Office
New Jersey
$204K +$197K +4,286 New
Janney Montgomery Scott
104
Janney Montgomery Scott
Pennsylvania
$203K -$49.3K -1,075 -20%
AIC
105
Archer Investment Corporation
Indiana
$200K
BRWM
106
B. Riley Wealth Management
Tennessee
$200K +$193K +4,200 New
AWA
107
Arkadios Wealth Advisors
Georgia
$190K
MIFH
108
Migdal Insurance & Financial Holdings
Israel
$169K -$858K -18,695 -84%
Rockefeller Capital Management
109
Rockefeller Capital Management
New York
$146K +$34.9K +761 +33%
Bank of Montreal
110
Bank of Montreal
Ontario, Canada
$146K +$139K +3,030 New
CWM
111
Cedar Wealth Management
California
$134K +$4.59K +100 +4%
Deutsche Bank
112
Deutsche Bank
Germany
$119K +$1.24K +27 +1%
MPCG
113
Matrix Private Capital Group
New York
$116K
HBT
114
Hills Bank & Trust
Iowa
$114K
EIP
115
Ellis Investment Partners
Pennsylvania
$103K +$9.04K +197 +10%
BFEC
116
Benjamin F. Edwards & Company
Missouri
$101K +$8.36K +182 +9%
IFAM
117
Institutional & Family Asset Management
Colorado
$93K -$230 -5 -0.3%
APA
118
American Portfolios Advisors
New York
$66.7K
LFASL
119
Lugano Financial Advisors SA (LFA)
Switzerland
$62K
CIAS
120
Capital Investment Advisory Services
North Carolina
$62K +$2.07K +45 +4%
IA
121
IFP Advisors
Florida
$52K +$28.6K +623 +127%
CLOS
122
Compagnie Lombard Odier SCmA
Switzerland
$50K
DSC
123
Duncker Streett & Co
Missouri
$48K
CFA
124
Carroll Financial Associates
North Carolina
$47K
GWM
125
Geneos Wealth Management
Colorado
$47K

FINX Hedge Fund Activity: Q2 2021 in Review

163 of the 5,746 institutional investors tracked by Wall St. Rank reported a position in Global X FinTech ETF (FINX) for Q2 2021, worth a combined $462M — up 13% from $408M a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new FINX positions and 12 closed out — a net gain of 16 holders — while 68 added to existing stakes and 31 trimmed.

The largest buyer was Conservest Capital Advisors, opening a new position worth an estimated $18.6M. The largest seller was PNC Financial Services Group, cutting an estimated $17.6M.

  • 163 institutional investors held Global X FinTech ETF (FINX) as of Q2 2021, up from 148 in Q1 2021.
  • Funds reported $462M of Global X FinTech ETF stock for Q2 2021, up 13% quarter-over-quarter.
  • 28 funds opened new Global X FinTech ETF positions in Q2 2021 and 12 closed out, a net change of +16 holders.
  • The largest Global X FinTech ETF buyer in Q2 2021 was Conservest Capital Advisors, an estimated $18.6M added.
  • The largest Global X FinTech ETF seller in Q2 2021 was PNC Financial Services Group, an estimated $17.6M sold.

Based on aggregated 13F filings for Q2 2021.