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Global X FinTech ETF
FINX

Overview Fund Activity

113 hedge funds and large institutions have $147M invested in Global X FinTech ETF in 2023 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 23 increasing their positions, 43 reducing their positions, and 9 closing their positions.

Holders
113
Holders Change
+9
Holders Change %
+8.65%
% of All Funds
1.66%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
19
Increased
23
Reduced
43
Closed
9
Calls
$1.1M
Puts
$8K
Net Calls
+$1.09M
Net Calls Change
+$994K

Top Buyers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$10.3M
2
Morgan Stanley
2
Morgan Stanley
New York
$14.1M
3
Mirae Asset Global Investments
3
Mirae Asset Global Investments
South Korea
$8.49M
4
MA
4
MONECO Advisors
Connecticut
$1.95M
5
KWM
5
Kingsview Wealth Management
Oregon
$1.14M

Top Sellers

1
Jane Street
1
Jane Street
New York
$6.03M
2
Wells Fargo
2
Wells Fargo
California
$3.91M
3
BFA
3
BBJS Financial Advisors
Washington
$4.45M
4
PNC Financial Services Group
4
PNC Financial Services Group
Pennsylvania
$30.8M
5
EL
5
Essex LLC
Illinois
$809K
Name Holding Trade Value Shares
Change 		Shares
Change %
IA
101
IFP Advisors
Florida
$3.45K – – –
RDFA
102
Ritter Daniher Financial Advisory
Ohio
$3.33K – – –
MIM
103
Macroview Investment Management
Maryland
$3.25K +$1.56K +61 +92%
BWM
104
BKM Wealth Management
Wisconsin
$3.2K +$3.2K +125 New
CAS
105
Coppell Advisory Solutions
Texas
$2.56K – – –
SSB
106
Sandy Spring Bank
Maryland
$2.04K – – –
Fidelity Investments
107
Fidelity Investments
Massachusetts
$1.97K +$1.94K +76 +7,600%
TWC
108
TD Waterhouse Canada
Ontario, Canada
$1.33K – – –
Qube Research & Technologies (QRT)
109
Qube Research & Technologies (QRT)
United Kingdom
$1.25K -$6.34K -248 -84%
HCP
110
Hexagon Capital Partners
Arkansas
$768 +$256 +10 +50%
ASN
111
Advisory Services Network
Georgia
$733 +$733 +29 New
BBPWM
112
Blue Bell Private Wealth Management
Pennsylvania
$643 – – –
DFA
113
DHJJ Financial Advisors
Illinois
$307 – – –
Bank of Montreal
114
Bank of Montreal
Ontario, Canada
– -$264K -12,302 Closed
FCH
115
Freestone Capital Holdings
Washington
– -$224K -11,100 Closed
CS
116
Credit Suisse
Switzerland
– -$218K -10,830 Closed
CIA
117
Compass Ion Advisors
Pennsylvania
– -$217K -10,794 Closed
VNA
118
Valley National Advisers
Pennsylvania
– -$20K -1,013 Closed
Creative Planning
119
Creative Planning
Kansas
– -$6.46K -321 Closed
VWM
120
Venturi Wealth Management
Texas
– -$4.55K -226 Closed
Northwestern Mutual Wealth Management
121
Northwestern Mutual Wealth Management
Wisconsin
– -$3.3K -164 Closed
Carson Wealth (CWM LLC)
122
Carson Wealth (CWM LLC)
Nebraska
– -$1K -52 Closed
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5