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Global X FinTech ETF

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.

New
Increased
Maintained
Reduced
Closed

13,613% more call options, than puts

Call options by funds: $1.1M | Put options by funds: $8K

111% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 9

40% more capital invested

Capital invested by funds: $106M → $147M (+$41.8M)

9% more funds holding

Funds holding: 104113 (+9)

5.01% more ownership

Funds ownership: 31.62%36.63% (+5%)

47% less repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 43

Holders
113
Holders Change
+9
Holders Change %
+8.65%
% of All Funds
1.65%
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
Name Holding Trade Value Shares
Change
Change in
Stake
IA
101
IFP Advisors
Florida
$3.45K
RDFA
102
Ritter Daniher Financial Advisory
Ohio
$3.33K
MIM
103
Macroview Investment Management
Maryland
$3.25K +$1.31K +61 +92%
BWM
104
BKM Wealth Management
Wisconsin
$3.2K +$2.69K +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 +$1.63K +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 -$5.33K -248 -84%
HCP
110
Hexagon Capital Partners
Arkansas
$768 +$215 +10 +50%
ASN
111
Advisory Services Network
Georgia
$733 +$623 +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

FINX Hedge Fund Activity: Q4 2023 in Review

113 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Global X FinTech ETF (FINX) for Q4 2023, worth a combined $147M — up 40% from $106M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new FINX positions and 9 closed out — a net gain of 10 holders — while 23 added to existing stakes and 43 trimmed.

The largest buyer was Osaic Holdings, adding an estimated $7.75M. The largest seller was Jane Street, cutting an estimated $2.24M.

  • 113 institutional investors held Global X FinTech ETF (FINX) as of Q4 2023, up from 104 in Q3 2023.
  • Funds reported $147M of Global X FinTech ETF stock for Q4 2023, up 40% quarter-over-quarter.
  • 19 funds opened new Global X FinTech ETF positions in Q4 2023 and 9 closed out, a net change of +10 holders.
  • The largest Global X FinTech ETF buyer in Q4 2023 was Osaic Holdings, an estimated $7.75M added.
  • The largest Global X FinTech ETF seller in Q4 2023 was Jane Street, an estimated $2.24M sold.

Based on aggregated 13F filings for Q4 2023.