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Global X FinTech ETF
FINX

122 hedge funds and large institutions have $142M invested in Global X FinTech ETF in 2023 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 33 increasing their positions, 38 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,076% more call options, than puts

Call options by funds: $294K | Put options by funds: $25K

4.98% less ownership

Funds ownership: 40.67% → 35.68% (-5%)

10% less funds holding

Funds holding: 136 → 122 (-14)

13% less repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 38

14% less capital invested

Capital invested by funds: $165M → $142M (-$23.3M)

45% less first-time investments, than exits

New positions opened: 16 | Existing positions closed: 29

Holders
122
Holders Change
-14
Holders Change %
-10.29%
% of All Funds
1.94%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
16
Increased
33
Reduced
38
Closed
29
Calls
$294K
Puts
$25K
Net Calls
+$269K
Net Calls Change
-$754K

Top Buyers

Rank Fund Capital Flow
1
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
+$4.68M
2
BFA
BBJS Financial Advisors
Washington
+$991K
3
TWA
TPB Wealth Advisors
Texas
+$961K
4
Citadel Advisors
Citadel Advisors
Florida
+$561K
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$413K

Top Sellers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
-$25.7M
2
Morgan Stanley
Morgan Stanley
New York
-$3.2M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$2.69M
4
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
-$1.88M
5
LPL Financial
LPL Financial
California
-$1.23M
Name Holding Trade Value Shares
Change 		Change in
Stake
IFAM
101
Institutional & Family Asset Management
Colorado
$7.2K – – –
Qube Research & Technologies (QRT)
102
Qube Research & Technologies (QRT)
United Kingdom
$5.83K -$55.1K -2,622 -90%
Northwestern Mutual Wealth Management
103
Northwestern Mutual Wealth Management
Wisconsin
$5.61K +$1.64K +78 +41%
EWA
104
EverSource Wealth Advisors
Alabama
$5.31K – – –
IA
105
IFP Advisors
Florida
$4.81K -$4.24K -202 -52%
GI
106
Gradient Investments
Minnesota
$4.16K – – –
MIM
107
Macroview Investment Management
Maryland
$4.02K – – –
NA
108
NewEdge Advisors
Louisiana
$3.29K -$75.5K -3,594 -96%
NSIM
109
North Star Investment Management
Illinois
$3.12K – – –
Carson Wealth (CWM LLC)
110
Carson Wealth (CWM LLC)
Nebraska
$3K +$3.32K +158 New
RDFA
111
Ritter Daniher Financial Advisory
Ohio
$2.71K – – –
WP
112
WealthPLAN Partners
Nebraska
$2.19K +$2.21K +105 New
ASN
113
Advisory Services Network
Georgia
$2.06K -$378 -18 -15%
FCA
114
Fortis Capital Advisors
Kansas
$1.87K – – –
SSB
115
Sandy Spring Bank
Maryland
$1.66K – – –
Commonwealth Equity Services
116
Commonwealth Equity Services
Massachusetts
$1.29K -$2.88K -137 -0.2%
TWC
117
TD Waterhouse Canada
Ontario, Canada
$1.14K – – –
SFG
118
Steward Financial Group
Texas
$1K +$1.78K +85 New
SWM
119
Spire Wealth Management
Virginia
$750 – – –
BBPWM
120
Blue Bell Private Wealth Management
Pennsylvania
$524 – – –
HCP
121
Hexagon Capital Partners
Arkansas
$416 – – –
CCM
122
Cox Capital Management
Massachusetts
– -$974K -50,602 Closed
OMC
123
Old Mission Capital
Illinois
– -$900K -46,747 Closed
EWA
124
Evolution Wealth Advisors
Florida
– -$702K -36,460 Closed
IFG
125
Independent Financial Group
California
– -$431K -22,400 Closed
2 3 4
5
6

FINX Hedge Fund Activity: Q1 2023 in Review

122 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Global X FinTech ETF (FINX) for Q1 2023, worth a combined $142M — down 14% from $165M a quarter earlier.

Sellers outnumbered buyers: 29 funds closed out of FINX and 16 opened new positions — a net loss of 13 holders — while 38 trimmed existing stakes and 33 added.

The largest buyer was Mirae Asset Global Investments, adding an estimated $4.68M. The largest seller was Jane Street, cutting an estimated $25.7M.

  • 122 institutional investors held Global X FinTech ETF (FINX) as of Q1 2023, down from 136 in Q4 2022.
  • Funds reported $142M of Global X FinTech ETF stock for Q1 2023, down 14% quarter-over-quarter.
  • 16 funds opened new Global X FinTech ETF positions in Q1 2023 and 29 closed out, a net change of -13 holders.
  • The largest Global X FinTech ETF buyer in Q1 2023 was Mirae Asset Global Investments, an estimated $4.68M added.
  • The largest Global X FinTech ETF seller in Q1 2023 was Jane Street, an estimated $25.7M sold.

Based on aggregated 13F filings for Q1 2023.