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Global X FinTech ETF
FINX

163 hedge funds and large institutions have $462M invested in Global X FinTech ETF in 2021 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 68 increasing their positions, 31 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 12

119% more repeat investments, than reductions

Existing positions increased: 68 | Existing positions reduced: 31

13% more capital invested

Capital invested by funds: $408M → $462M (+$54.1M)

10% more funds holding

Funds holding: 148 → 163 (+15)

0.49% more ownership

Funds ownership: 33.75% → 34.24% (+0.49%)

67% less funds holding in top 10

Funds holding in top 10: 3 → 1 (-2)

Holders
163
Holders Change
+15
Holders Change %
+10.14%
% of All Funds
2.84%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
28
Increased
68
Reduced
31
Closed
12
Calls
$391K
Puts
–
Net Calls
+$391K
Net Calls Change
+$391K

Top Buyers

Rank Fund Capital Flow
1
CCA
Conservest Capital Advisors
Pennsylvania
+$18.6M
2
JP Morgan Chase
JP Morgan Chase
New York
+$6.88M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$3.4M
4
SAS
Stelac Advisory Services
New York
+$2.17M
5
Morgan Stanley
Morgan Stanley
New York
+$1.82M

Top Sellers

Rank Fund Capital Flow
1
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
-$17.6M
2
MML Investors Services
MML Investors Services
Massachusetts
-$3.19M
3
UBS Group
UBS Group
Switzerland
-$2.98M
4
LPL Financial
LPL Financial
California
-$2.24M
5
IWA
IBEX Wealth Advisors
New Jersey
-$1.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
FWP
126
FAS Wealth Partners
Kansas
$42K +$40.9K +890 New
PMFA
127
Plante Moran Financial Advisors
Michigan
$35K +$6.06K +132 +22%
Simplex Trading
128
Simplex Trading
Illinois
$35K +$26K +566 +309%
AF
129
Advisornet Financial
Minnesota
$33K -$55.1K -1,200 -63%
SWM
130
Spire Wealth Management
Virginia
$32K -$20.1K -437 -39%
SPIA
131
Steward Partners Investment Advisory
New York
$32K +$7.8K +170 +34%
Vontobel Holding
132
Vontobel Holding
Switzerland
$32K +$31.1K +678 New
BU
133
BBVA USA
Alabama
$30K +$28.9K +630 New
SIC
134
Salem Investment Counselors
North Carolina
$25K +$12.5K +272 +108%
MIM
135
Macroview Investment Management
Maryland
$21K +$5.51K +120 +36%
TFA
136
Toth Financial Advisory
Virginia
$20K – – –
AWM
137
Activest Wealth Management
Florida
$19K – – –
CYG
138
Clean Yield Group
Vermont
$18K +$17.2K +375 New
BWM
139
Baystate Wealth Management
Massachusetts
$13K +$12.6K +275 New
CAAS
140
Capital Asset Advisory Services
Michigan
$12K – – –
TRCT
141
Tower Research Capital (TRC)
New York
$11K +$10.9K +238 New
NFG
142
Next Financial Group
Texas
$10K -$2.71K -59 -23%
IF
143
Ironwood Financial
Arizona
$10K – – –
TCWA
144
Ten Capital Wealth Advisors
Washington
$10K – – –
US Bancorp
145
US Bancorp
Minnesota
$10K – – –
GI
146
Gradient Investments
Minnesota
$10K +$9.18K +200 New
Fidelity Investments
147
Fidelity Investments
Massachusetts
$9K -$4.18K -91 -32%
NSIM
148
North Star Investment Management
Illinois
$7K – – –
TFGT
149
TS Financial Group (TSFG)
Illinois
$7K – – –
Fifth Third Bancorp
150
Fifth Third Bancorp
Ohio
$7K +$6.38K +139 +772%
3 4 5
6
7

FINX Hedge Fund Activity: Q2 2021 in Review

163 of the 5,746 institutional investors tracked by Wall St. Rank reported a position in Global X FinTech ETF (FINX) for Q2 2021, worth a combined $462M — up 13% from $408M a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new FINX positions and 12 closed out — a net gain of 16 holders — while 68 added to existing stakes and 31 trimmed.

The largest buyer was Conservest Capital Advisors, opening a new position worth an estimated $18.6M. The largest seller was PNC Financial Services Group, cutting an estimated $17.6M.

  • 163 institutional investors held Global X FinTech ETF (FINX) as of Q2 2021, up from 148 in Q1 2021.
  • Funds reported $462M of Global X FinTech ETF stock for Q2 2021, up 13% quarter-over-quarter.
  • 28 funds opened new Global X FinTech ETF positions in Q2 2021 and 12 closed out, a net change of +16 holders.
  • The largest Global X FinTech ETF buyer in Q2 2021 was Conservest Capital Advisors, an estimated $18.6M added.
  • The largest Global X FinTech ETF seller in Q2 2021 was PNC Financial Services Group, an estimated $17.6M sold.

Based on aggregated 13F filings for Q2 2021.