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Global X FinTech ETF
FINX

104 hedge funds and large institutions have $106M invested in Global X FinTech ETF in 2023 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 31 increasing their positions, 38 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

4.01% less ownership

Funds ownership: 35.62% → 31.62% (-4%)

9% less funds holding

Funds holding: 114 → 104 (-10)

18% less repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 38

25% less capital invested

Capital invested by funds: $140M → $106M (-$34.4M)

50% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 20

Holders
104
Holders Change
-10
Holders Change %
-8.77%
% of All Funds
1.65%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
31
Reduced
38
Closed
20
Calls
$95K
Puts
–
Net Calls
+$95K
Net Calls Change
+$80K

Top Buyers

Rank Fund Capital Flow
1
UBS Group
UBS Group
Switzerland
+$1.44M
2
SAS
Stelac Advisory Services
New York
+$1.04M
3
HighTower Advisors
HighTower Advisors
Illinois
+$551K
4
GT
Glenview Trust
Kentucky
+$521K
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$437K

Top Sellers

Rank Fund Capital Flow
1
Osaic Holdings
Osaic Holdings
Arizona
-$9.63M
2
Jane Street
Jane Street
New York
-$6.26M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$2.3M
4
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
-$2.14M
5
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM)
Texas
-$1.87M
Name Holding Trade Value Shares
Change 		Change in
Stake
BBPWM
101
Blue Bell Private Wealth Management
Pennsylvania
$507 – – –
HCP
102
Hexagon Capital Partners
Arkansas
$403 – – –
DFA
103
DHJJ Financial Advisors
Illinois
$242 +$266 +12 New
Fidelity Investments
104
Fidelity Investments
Massachusetts
$25 -$7.3K -329 -100%
Luther King Capital Management (LKCM)
105
Luther King Capital Management (LKCM)
Texas
– -$1.87M -84,568 Closed
SCA
106
Snowden Capital Advisors
New York
– -$689K -31,207 Closed
GLA
107
Good Life Advisors
Pennsylvania
– -$627K -28,424 Closed
MCP
108
Mirador Capital Partners
California
– -$467K -21,147 Closed
FTUS
109
Flow Traders U.S.
New York
– -$337K -15,288 Closed
AI
110
Atom Investors
Texas
– -$207K -9,371 Closed
LFASL
111
Lugano Financial Advisors SA (LFA)
Switzerland
– -$57.4K -2,600 Closed
Bank Julius Baer & Co
112
Bank Julius Baer & Co
Switzerland
– -$45K -2,061 Closed
AP
113
Advisors Preferred
Maryland
– -$45.4K -2,029 Closed
BBHC
114
Brown Brothers Harriman & Co
New York
– -$40.1K -1,819 Closed
CLOS
115
Compagnie Lombard Odier SCmA
Switzerland
– -$23.2K -1,050 Closed
SF
116
Safeguard Financial
Wisconsin
– -$5K -242 Closed
CG
117
Cutler Group
California
– -$3.68K -166 Closed
AA
118
Argent Advisors
Louisiana
– -$3.53K -160 Closed
NSIM
119
North Star Investment Management
Illinois
– -$3.31K -150 Closed
WP
120
WealthPLAN Partners
Nebraska
– -$2.32K -105 Closed
IGWM
121
ICA Group Wealth Management
Colorado
– -$2.21K -100 Closed
RFG
122
RFP Financial Group
Georgia
– -$1.77K -80 Closed
PO
123
Private Ocean
California
– -$375 -17 Closed
BWL
124
Bogart Wealth LLC
Virginia
– -$154 -7 Closed
1 2 3 4
5

FINX Hedge Fund Activity: Q3 2023 in Review

104 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Global X FinTech ETF (FINX) for Q3 2023, worth a combined $106M — down 25% from $140M a quarter earlier.

Sellers outnumbered buyers: 20 funds closed out of FINX and 10 opened new positions — a net loss of 10 holders — while 38 trimmed existing stakes and 31 added.

The largest buyer was UBS Group, adding an estimated $1.44M. The largest seller was Osaic Holdings, cutting an estimated $9.63M.

  • 104 institutional investors held Global X FinTech ETF (FINX) as of Q3 2023, down from 114 in Q2 2023.
  • Funds reported $106M of Global X FinTech ETF stock for Q3 2023, down 25% quarter-over-quarter.
  • 10 funds opened new Global X FinTech ETF positions in Q3 2023 and 20 closed out, a net change of -10 holders.
  • The largest Global X FinTech ETF buyer in Q3 2023 was UBS Group, an estimated $1.44M added.
  • The largest Global X FinTech ETF seller in Q3 2023 was Osaic Holdings, an estimated $9.63M sold.

Based on aggregated 13F filings for Q3 2023.