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Global X FinTech ETF

148 hedge funds and large institutions have $408M invested in Global X FinTech ETF in 2021 Q1 according to their latest regulatory filings, with 46 funds opening new positions, 67 increasing their positions, 18 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

272% more repeat investments, than reductions

Existing positions increased: 67 | Existing positions reduced: 18

254% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 13

200% more funds holding in top 10

Funds holding in top 10: 13 (+2)

28% more funds holding

Funds holding: 116148 (+32)

16% more capital invested

Capital invested by funds: $351M → $408M (+$56.7M)

2.31% more ownership

Funds ownership: 31.43%33.75% (+2.3%)

Holders
148
Holders Change
+32
Holders Change %
+27.59%
% of All Funds
2.6%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.05%
New
46
Increased
67
Reduced
18
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
126
Fidelity Investments
Massachusetts
$13K +$8.32K +177 +159%
NFG
127
Next Financial Group
Texas
$11K -$1.61M -34,230 -99%
CAAS
128
Capital Asset Advisory Services
Michigan
$11K -$141 -3 -1%
SIC
129
Salem Investment Counselors
North Carolina
$11K +$9.78K +208 +462%
IF
130
Ironwood Financial
Arizona
$10K +$10.2K +217 New
US Bancorp
131
US Bancorp
Minnesota
$9K
TCWA
132
Ten Capital Wealth Advisors
Washington
$9K +$9.97K +212 New
RFA
133
Reilly Financial Advisors
California
$8K +$8.23K +175 New
Simplex Trading
134
Simplex Trading
Illinois
$8K +$8.61K +183 New
GRP
135
Global Retirement Partners
California
$7K +$7.05K +150 New
NSIM
136
North Star Investment Management
Illinois
$7K +$7.05K +150 New
TFGT
137
TS Financial Group (TSFG)
Illinois
$7K +$7.05K +150 New
WWMSC
138
Wagner Wealth Management (South Carolina)
South Carolina
$4K +$4.7K +100 New
WAP
139
Wealthcare Advisory Partners
Pennsylvania
$4K +$4.7K +100 New
VBCG
140
Valley Brook Capital Group
Pennsylvania
$4K +$4.94K +105 New
AIM
141
Anchor Investment Management
South Carolina
$2.21K
Carson Wealth (CWM LLC)
142
Carson Wealth (CWM LLC)
Nebraska
$2K
OCM
143
Orion Capital Management
California
$1K -$4.7K -100 -78%
Fifth Third Bancorp
144
Fifth Third Bancorp
Ohio
$1K
ED
145
Exane Derivatives
France
$353 -$6.73K -143 -95%
WIM
146
Westside Investment Management
California
$4 +$4.7K +100 New
Citadel Advisors
147
Citadel Advisors
Florida
-$1.31M -27,968 Closed
UR
148
USCA RIA
Texas
-$353K -7,550 Closed
BWA
149
BDO Wealth Advisors
Florida
-$272K -5,832 Closed
FFN
150
Focus Financial Network
Minnesota
-$238K -5,097 Closed

FINX Hedge Fund Activity: Q1 2021 in Review

148 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Global X FinTech ETF (FINX) for Q1 2021, worth a combined $408M — up 16% from $351M a quarter earlier.

Buyers outnumbered sellers: 46 funds opened new FINX positions and 13 closed out — a net gain of 33 holders — while 67 added to existing stakes and 18 trimmed.

The largest buyer was Mirae Asset Global Investments, adding an estimated $24M. The largest seller was Stelac Advisory Services, cutting an estimated $3.77M.

  • 148 institutional investors held Global X FinTech ETF (FINX) as of Q1 2021, up from 116 in Q4 2020.
  • Funds reported $408M of Global X FinTech ETF stock for Q1 2021, up 16% quarter-over-quarter.
  • 46 funds opened new Global X FinTech ETF positions in Q1 2021 and 13 closed out, a net change of +33 holders.
  • The largest Global X FinTech ETF buyer in Q1 2021 was Mirae Asset Global Investments, an estimated $24M added.
  • The largest Global X FinTech ETF seller in Q1 2021 was Stelac Advisory Services, an estimated $3.77M sold.

Based on aggregated 13F filings for Q1 2021.