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Global X FinTech ETF
FINX

114 hedge funds and large institutions have $140M invested in Global X FinTech ETF in 2023 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 26 increasing their positions, 42 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

167% more call options, than puts

Call options by funds: $24K | Put options by funds: $9K

0.06% less ownership

Funds ownership: 35.68% → 35.62% (-0.06%)

1% less capital invested

Capital invested by funds: $142M → $140M (-$1.61M)

7% less funds holding

Funds holding: 122 → 114 (-8)

33% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 18

38% less repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 42

Holders
114
Holders Change
-8
Holders Change %
-6.56%
% of All Funds
1.79%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
12
Increased
26
Reduced
42
Closed
18
Calls
$24K
Puts
$9K
Net Calls
+$15K
Net Calls Change
-$254K

Top Buyers

Rank Fund Capital Flow
1
Osaic Holdings
Osaic Holdings
Arizona
+$8.95M
2
Jane Street
Jane Street
New York
+$3.77M
3
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM)
Texas
+$1.77M
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$1.26M
5
IA
Insight Advisors
Pennsylvania
+$590K

Top Sellers

Rank Fund Capital Flow
1
Fisher Asset Management
Fisher Asset Management
Washington
-$5.93M
2
BWFA
Baltimore-Washington Financial Advisors
Maryland
-$4.48M
3
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
-$3.89M
4
UBS Group
UBS Group
Switzerland
-$2.28M
5
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
-$1.84M
Name Holding Trade Value Shares
Change 		Change in
Stake
IA
101
IFP Advisors
Florida
$2.98K -$1.09K -52 -28%
RDFA
102
Ritter Daniher Financial Advisory
Ohio
$2.87K – – –
WP
103
WealthPLAN Partners
Nebraska
$2.32K – – –
IGWM
104
ICA Group Wealth Management
Colorado
$2.21K -$123K -5,870 -98%
CAS
105
Coppell Advisory Solutions
Texas
$2.19K +$2.09K +100 New
RFG
106
RFP Financial Group
Georgia
$1.77K +$1.67K +80 New
SSB
107
Sandy Spring Bank
Maryland
$1.76K – – –
TWC
108
TD Waterhouse Canada
Ontario, Canada
$1.21K – – –
Carson Wealth (CWM LLC)
109
Carson Wealth (CWM LLC)
Nebraska
$1K -$2.21K -106 -67%
SWM
110
Spire Wealth Management
Virginia
$795 – – –
BBPWM
111
Blue Bell Private Wealth Management
Pennsylvania
$555 – – –
HCP
112
Hexagon Capital Partners
Arkansas
$441 – – –
PO
113
Private Ocean
California
$375 +$355 +17 New
BWL
114
Bogart Wealth LLC
Virginia
$154 +$146 +7 New
BWFA
115
Baltimore-Washington Financial Advisors
Maryland
– -$4.48M -215,396 Closed
PAS
116
Professional Advisory Services
Florida
– -$1.12M -53,816 Closed
BAM
117
Belpointe Asset Management
Nevada
– -$395K -18,979 Closed
MIG
118
McGuire Investment Group
Rhode Island
– -$360K -17,287 Closed
SPC
119
Sigma Planning Corp
Michigan
– -$317K -15,221 Closed
HTC
120
Haverford Trust Company
Pennsylvania
– -$278K -13,372 Closed
BPA
121
Beacon Pointe Advisors
California
– -$202K -9,686 Closed
AAS
122
Ameritas Advisory Services
Nebraska
– -$28.7K -1,398 Closed
TRCT
123
Tower Research Capital (TRC)
New York
– -$25K -1,219 Closed
BTI
124
Blue Trust Inc
Georgia
– -$18K -950 Closed
AC
125
AlphaCore Capital
California
– -$15.6K -750 Closed
2 3 4
5
6

FINX Hedge Fund Activity: Q2 2023 in Review

114 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Global X FinTech ETF (FINX) for Q2 2023, worth a combined $140M — down 1.1% from $142M a quarter earlier.

Sellers outnumbered buyers: 18 funds closed out of FINX and 12 opened new positions — a net loss of 6 holders — while 42 trimmed existing stakes and 26 added.

The largest buyer was Osaic Holdings, adding an estimated $8.95M. The largest seller was Fisher Asset Management, cutting an estimated $5.93M.

  • 114 institutional investors held Global X FinTech ETF (FINX) as of Q2 2023, down from 122 in Q1 2023.
  • Funds reported $140M of Global X FinTech ETF stock for Q2 2023, down 1.1% quarter-over-quarter.
  • 12 funds opened new Global X FinTech ETF positions in Q2 2023 and 18 closed out, a net change of -6 holders.
  • The largest Global X FinTech ETF buyer in Q2 2023 was Osaic Holdings, an estimated $8.95M added.
  • The largest Global X FinTech ETF seller in Q2 2023 was Fisher Asset Management, an estimated $5.93M sold.

Based on aggregated 13F filings for Q2 2023.