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Global X FinTech ETF
FINX

189 hedge funds and large institutions have $467M invested in Global X FinTech ETF in 2021 Q4 according to their latest regulatory filings, with 47 funds opening new positions, 59 increasing their positions, 44 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

104% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 23

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

34% more repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 44

14% more funds holding

Funds holding: 166 → 189 (+23)

2.63% more ownership

Funds ownership: 37.15% → 39.78% (+2.6%)

6% less capital invested

Capital invested by funds: $497M → $467M (-$30.1M)

96% less call options, than puts

Call options by funds: $1.79M | Put options by funds: $50.6M

Holders
189
Holders Change
+23
Holders Change %
+13.86%
% of All Funds
2.91%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
47
Increased
59
Reduced
44
Closed
23
Calls
$1.79M
Puts
$50.6M
Net Calls
-$48.8M
Net Calls Change
-$49.1M

Top Buyers

Rank Fund Capital Flow
1
MFS
Mirabella Financial Services
United Kingdom
+$16.7M
2
Morgan Stanley
Morgan Stanley
New York
+$10.3M
3
Jane Street
Jane Street
New York
+$9.56M
4
PAG
Private Advisor Group
New Jersey
+$5.25M
5
JP Morgan Chase
JP Morgan Chase
New York
+$5.22M

Top Sellers

Rank Fund Capital Flow
1
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
-$10.2M
2
Bank of America
Bank of America
North Carolina
-$5.65M
3
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
-$3.64M
4
AI
Atom Investors
Texas
-$2.2M
5
SAS
Stelac Advisory Services
New York
-$1.48M
Name Holding Trade Value Shares
Change 		Change in
Stake
LC
101
Lindbrook Capital
California
$287K +$340K +7,171 New
GM
102
GeoWealth Management
Illinois
$276K +$40.6K +856 +14%
ST
103
Sentinel Trust
Texas
$268K +$317K +6,690 New
B
104
Bailard
California
$263K +$311K +6,564 New
QA
105
Quantitative Advantage
Minnesota
$259K +$14.4K +304 +5%
CAM
106
Cresset Asset Management
Illinois
$254K +$286K +6,030 New
ZIMP
107
Zimmermann Investment Management & Planning
Pennsylvania
$250K +$296K +6,248 New
PWM
108
Perigon Wealth Management
California
$247K +$12.3K +260 +4%
AWM
109
Avitas Wealth Management
California
$242K -$6.58K -139 -2%
HSBC Holdings
110
HSBC Holdings
United Kingdom
$240K – – –
BAM
111
Belpointe Asset Management
Nevada
$238K – – –
CAM
112
Claret Asset Management
Quebec, Canada
$224K – – –
MIM
113
Merrion Investment Management
New Jersey
$220K – – –
HI
114
Harbour Investments
Wisconsin
$217K -$227K -4,798 -47%
Creative Planning
115
Creative Planning
Kansas
$215K – – –
TYCC
116
Texas Yale Capital Corp
Florida
$208K – – –
IIA
117
IPG Investment Advisors
California
$204K -$341K -7,200 -60%
EWM
118
EPG Wealth Management
Georgia
$188K – – –
AIC
119
Archer Investment Corporation
Indiana
$168K – – –
BCV
120
Banque Cantonale Vaudoise
Switzerland
$167K +$137K +2,884 +222%
Rockefeller Capital Management
121
Rockefeller Capital Management
New York
$158K +$46.2K +975 +32%
SPIA
122
Steward Partners Investment Advisory
New York
$128K +$120K +2,525 +371%
Bank of Montreal
123
Bank of Montreal
Ontario, Canada
$127K – – –
SCA
124
Snowden Capital Advisors
New York
$111K +$132K +2,793 New
MIFH
125
Migdal Insurance & Financial Holdings
Israel
$110K -$36K -760 -22%
3 4
5
6 7

FINX Hedge Fund Activity: Q4 2021 in Review

189 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Global X FinTech ETF (FINX) for Q4 2021, worth a combined $467M — down 6.1% from $497M a quarter earlier.

Buyers outnumbered sellers: 47 funds opened new FINX positions and 23 closed out — a net gain of 24 holders — while 59 added to existing stakes and 44 trimmed.

The largest buyer was Mirabella Financial Services, opening a new position worth an estimated $16.7M. The largest seller was Mirae Asset Global Investments, cutting an estimated $10.2M.

  • 189 institutional investors held Global X FinTech ETF (FINX) as of Q4 2021, up from 166 in Q3 2021.
  • Funds reported $467M of Global X FinTech ETF stock for Q4 2021, down 6.1% quarter-over-quarter.
  • 47 funds opened new Global X FinTech ETF positions in Q4 2021 and 23 closed out, a net change of +24 holders.
  • The largest Global X FinTech ETF buyer in Q4 2021 was Mirabella Financial Services, an estimated $16.7M added.
  • The largest Global X FinTech ETF seller in Q4 2021 was Mirae Asset Global Investments, an estimated $10.2M sold.

Based on aggregated 13F filings for Q4 2021.