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Global X FinTech ETF

136 hedge funds and large institutions have $165M invested in Global X FinTech ETF in 2022 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 28 increasing their positions, 52 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

101% more call options, than puts

Call options by funds: $2.03M | Put options by funds: $1.01M

29% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 21

2% more funds holding

Funds holding: 133136 (+3)

0.65% more ownership

Funds ownership: 40.02%40.67% (+0.65%)

17% less capital invested

Capital invested by funds: $199M → $165M (-$34.4M)

46% less repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 52

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
136
Holders Change
+3
Holders Change %
+2.26%
% of All Funds
2.19%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
27
Increased
28
Reduced
52
Closed
21
Calls
$2.03M
Puts
$1.01M
Net Calls
+$1.02M
Net Calls Change
+$994K
Name Holding Trade Value Shares
Change
Change in
Stake
FWP
101
FAS Wealth Partners
Kansas
$18.1K
AWM
102
Accurate Wealth Management
Florida
$17.9K +$17.7K +878 New
PA
103
Parallel Advisors
California
$13.9K +$5.8K +288 +66%
APC
104
Aspire Private Capital
North Carolina
$12K +$806 +40 +7%
USCWA
105
U.S. Capital Wealth Advisors
Texas
$10.6K +$11.1K +550 New
AF
106
Advisornet Financial
Minnesota
$10.2K -$4.27K -212 -28%
IA
107
IFP Advisors
Florida
$10K +$4.15K +206 +113%
JWA
108
JFS Wealth Advisors
Pennsylvania
$8.05K -$201 -10 -2%
MIFH
109
Migdal Insurance & Financial Holdings
Israel
$8K -$24.9K -1,234 -75%
HCM
110
Hollencrest Capital Management
California
$7.22K +$7.55K +375 New
BWM
111
Baystate Wealth Management
Massachusetts
$7K
PTC
112
Private Trust Company
Ohio
$7K
IFAM
113
Institutional & Family Asset Management
Colorado
$6.66K -$3.67K -182 -34%
EWA
114
EverSource Wealth Advisors
Alabama
$4.91K +$5.14K +255 New
Deutsche Bank
115
Deutsche Bank
Germany
$4.7K
GI
116
Gradient Investments
Minnesota
$3.85K
MIM
117
Macroview Investment Management
Maryland
$3.72K -$745 -37 -16%
Northwestern Mutual Wealth Management
118
Northwestern Mutual Wealth Management
Wisconsin
$3.69K -$1.99K -99 -34%
NSIM
119
North Star Investment Management
Illinois
$2.89K
RDFA
120
Ritter Daniher Financial Advisory
Ohio
$2.5K
ZIG
121
Zullo Investment Group
Pennsylvania
$2.31K
ASN
122
Advisory Services Network
Georgia
$2.25K +$2.36K +117 New
GWM
123
Geneos Wealth Management
Colorado
$1.93K
CAS
124
Coppell Advisory Solutions
Texas
$1.93K +$2.01K +100 New
CASC
125
Coppell Advisory Solutions Corp
Texas
$1.93K +$2.01K +100 New

FINX Hedge Fund Activity: Q4 2022 in Review

136 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Global X FinTech ETF (FINX) for Q4 2022, worth a combined $165M — down 17% from $199M a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new FINX positions and 21 closed out — a net gain of 6 holders — while 28 added to existing stakes and 52 trimmed.

The largest buyer was Jane Street, adding an estimated $26.1M. The largest seller was Mirabella Financial Services, exiting entirely with an estimated $25.6M sold.

  • 136 institutional investors held Global X FinTech ETF (FINX) as of Q4 2022, up from 133 in Q3 2022.
  • Funds reported $165M of Global X FinTech ETF stock for Q4 2022, down 17% quarter-over-quarter.
  • 27 funds opened new Global X FinTech ETF positions in Q4 2022 and 21 closed out, a net change of +6 holders.
  • The largest Global X FinTech ETF buyer in Q4 2022 was Jane Street, an estimated $26.1M added.
  • The largest Global X FinTech ETF seller in Q4 2022 was Mirabella Financial Services, an estimated $25.6M sold.

Based on aggregated 13F filings for Q4 2022.