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Global X FinTech ETF
FINX

145 hedge funds and large institutions have $231M invested in Global X FinTech ETF in 2022 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 35 increasing their positions, 47 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.79% more ownership

Funds ownership: 37.57% → 39.36% (+1.8%)

9% less first-time investments, than exits

New positions opened: 29 | Existing positions closed: 32

3% less funds holding

Funds holding: 149 → 145 (-4)

26% less repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 47

33% less capital invested

Capital invested by funds: $344M → $231M (-$112M)

70% less call options, than puts

Call options by funds: $310K | Put options by funds: $1.03M

Holders
145
Holders Change
-4
Holders Change %
-2.68%
% of All Funds
2.44%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
29
Increased
35
Reduced
47
Closed
32
Calls
$310K
Puts
$1.03M
Net Calls
-$716K
Net Calls Change
-$1.83M

Top Buyers

1
MFS
Mirabella Financial Services
United Kingdom
+$23M
2
Citigroup
Citigroup
New York
+$4.21M
3
SSA
Schonfeld Strategic Advisors
New York
+$3.76M
4
Fisher Asset Management
Fisher Asset Management
Washington
+$3.3M
5
JMPWA
JP Morgan Private Wealth Advisors
California
+$3.03M

Top Sellers

1
PAG
Private Advisor Group
New Jersey
-$5.9M
2
UBS Group
UBS Group
Switzerland
-$5.84M
3
Bank of America
Bank of America
North Carolina
-$5.31M
4
Wells Fargo
Wells Fargo
California
-$3.44M
5
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
-$2.45M
Name Holding Trade Value Shares
Change 		Change in
Stake
DSC
101
Duncker Streett & Co
Missouri
$23K – – –
GWM
102
Geneos Wealth Management
Colorado
$23K – – –
VNA
103
Valley National Advisers
Pennsylvania
$23K +$25.9K +1,013 New
CA
104
CoreCap Advisors
Michigan
$23K +$27.1K +1,058 New
CLOS
105
Compagnie Lombard Odier SCmA
Switzerland
$22K – – –
AIC
106
Archer Investment Corporation
Indiana
$21.3K – – –
AIP
107
Ahrens Investment Partners
Louisiana
$21K – – –
S
108
SignatureFD
Georgia
$21K – – –
FWP
109
FAS Wealth Partners
Kansas
$20K – – –
AF
110
Advisornet Financial
Minnesota
$16K – – –
SAM
111
Strategic Asset Management
Minnesota
$16K – – –
IFAM
112
Institutional & Family Asset Management
Colorado
$11K – – –
CAAS
113
Capital Asset Advisory Services
Michigan
$10K +$4.43K +173 +62%
APC
114
Aspire Private Capital
North Carolina
$9K -$768 -30 -7%
JWA
115
JFS Wealth Advisors
Pennsylvania
$9K – – –
PA
116
Parallel Advisors
California
$9K – – –
MIM
117
Macroview Investment Management
Maryland
$8K -$4.07K -159 -30%
BWM
118
Baystate Wealth Management
Massachusetts
$8K – – –
PTC
119
Private Trust Company
Ohio
$8K +$9.88K +386 New
BW
120
Bison Wealth
Georgia
$7K – – –
IA
121
IFP Advisors
Florida
$5K – – –
Rockefeller Capital Management
122
Rockefeller Capital Management
New York
$4K -$8.01K -313 -62%
GI
123
Gradient Investments
Minnesota
$4K – – –
US Bancorp
124
US Bancorp
Minnesota
$4K – – –
HFA
125
HC Financial Advisors
California
$4K +$4.66K +182 New
3 4
5
6 7

FINX Hedge Fund Activity: Q2 2022 in Review

145 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Global X FinTech ETF (FINX) for Q2 2022, worth a combined $231M — down 33% from $344M a quarter earlier.

Sellers outnumbered buyers: 32 funds closed out of FINX and 29 opened new positions — a net loss of 3 holders — while 47 trimmed existing stakes and 35 added.

The largest buyer was Mirabella Financial Services, opening a new position worth an estimated $23M. The largest seller was Private Advisor Group, exiting entirely with an estimated $5.9M sold.

  • 145 institutional investors held Global X FinTech ETF (FINX) as of Q2 2022, down from 149 in Q1 2022.
  • Funds reported $231M of Global X FinTech ETF stock for Q2 2022, down 33% quarter-over-quarter.
  • 29 funds opened new Global X FinTech ETF positions in Q2 2022 and 32 closed out, a net change of -3 holders.
  • The largest Global X FinTech ETF buyer in Q2 2022 was Mirabella Financial Services, an estimated $23M added.
  • The largest Global X FinTech ETF seller in Q2 2022 was Private Advisor Group, an estimated $5.9M sold.

Based on aggregated 13F filings for Q2 2022.