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Global X FinTech ETF
FINX

103 hedge funds and large institutions have $85M invested in Global X FinTech ETF in 2024 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 25 increasing their positions, 35 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

660% more call options, than puts

Call options by funds: $304K | Put options by funds: $40K

3.06% less ownership

Funds ownership: 32.28% → 29.22% (-3.1%)

4% less funds holding

Funds holding: 107 → 103 (-4)

25% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 12

25% less capital invested

Capital invested by funds: $114M → $85M (-$28.8M)

29% less repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 35

Holders
103
Holders Change
-4
Holders Change %
-3.74%
% of All Funds
1.49%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
25
Reduced
35
Closed
12
Calls
$304K
Puts
$40K
Net Calls
+$264K
Net Calls Change
-$315K

Top Buyers

1
ES
Eagle Strategies
New York
+$1.47M
2
LPL Financial
LPL Financial
California
+$1.15M
3
Jane Street
Jane Street
New York
+$1.11M
4
SCP
Stamos Capital Partners
California
+$993K
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$626K

Top Sellers

1
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
-$9.11M
2
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
-$7.18M
3
UBS Group
UBS Group
Switzerland
-$2.28M
4
MML Investors Services
MML Investors Services
Massachusetts
-$2.19M
5
MA
MONECO Advisors
Connecticut
-$2.11M
Name Holding Trade Value Shares
Change 		Change in
Stake
BBPWM
101
Blue Bell Private Wealth Management
Pennsylvania
$633 – – –
DFA
102
DHJJ Financial Advisors
Illinois
$302 – – –
MA
103
MONECO Advisors
Connecticut
– -$2.11M -75,831 Closed
RSWM
104
Robertson Stephens Wealth Management
California
– -$699K -25,087 Closed
KWM
105
Kingsview Wealth Management
Oregon
– -$598K -21,449 Closed
BS
106
Banco Santander
Spain
– -$322K -11,545 Closed
Bank of Montreal
107
Bank of Montreal
Ontario, Canada
– -$285K -10,200 Closed
BPA
108
Beacon Pointe Advisors
California
– -$215K -7,732 Closed
WA
109
Waverly Advisors
Alabama
– -$35.8K -1,286 Closed
Comerica Bank
110
Comerica Bank
Texas
– -$20.9K -750 Closed
FFA
111
Farther Finance Advisors
California
– -$13.7K -500 Closed
HCM
112
Hollencrest Capital Management
California
– -$10.4K -375 Closed
S
113
SignatureFD
Georgia
– -$4.18K -150 Closed
T
114
Tidemark
California
– -$362 -13 Closed
Simplex Trading
115
Simplex Trading
Illinois
– +$924 +36 New
1 2 3 4
5

FINX Hedge Fund Activity: Q2 2024 in Review

103 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Global X FinTech ETF (FINX) for Q2 2024, worth a combined $85M — down 25% from $114M a quarter earlier.

Sellers outnumbered buyers: 12 funds closed out of FINX and 9 opened new positions — a net loss of 3 holders — while 35 trimmed existing stakes and 25 added.

The largest buyer was Eagle Strategies, opening a new position worth an estimated $1.47M. The largest seller was PNC Financial Services Group, cutting an estimated $9.11M.

  • 103 institutional investors held Global X FinTech ETF (FINX) as of Q2 2024, down from 107 in Q1 2024.
  • Funds reported $85M of Global X FinTech ETF stock for Q2 2024, down 25% quarter-over-quarter.
  • 9 funds opened new Global X FinTech ETF positions in Q2 2024 and 12 closed out, a net change of -3 holders.
  • The largest Global X FinTech ETF buyer in Q2 2024 was Eagle Strategies, an estimated $1.47M added.
  • The largest Global X FinTech ETF seller in Q2 2024 was PNC Financial Services Group, an estimated $9.11M sold.

Based on aggregated 13F filings for Q2 2024.