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Global X FinTech ETF

145 hedge funds and large institutions have $231M invested in Global X FinTech ETF in 2022 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 35 increasing their positions, 47 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.79% more ownership

Funds ownership: 37.57%39.36% (+1.8%)

9% less first-time investments, than exits

New positions opened: 29 | Existing positions closed: 32

3% less funds holding

Funds holding: 149145 (-4)

26% less repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 47

33% less capital invested

Capital invested by funds: $344M → $231M (-$112M)

70% less call options, than puts

Call options by funds: $310K | Put options by funds: $1.03M

Holders
145
Holders Change
-4
Holders Change %
-2.68%
% of All Funds
2.44%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
29
Increased
35
Reduced
47
Closed
32
Calls
$310K
Puts
$1.03M
Net Calls
-$716K
Net Calls Change
-$1.83M
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
126
Fidelity Investments
Massachusetts
$3K -$13.8K -540 -80%
NSIM
127
North Star Investment Management
Illinois
$3K
ODG
128
O'Dell Group
Ohio
$3K
PMFA
129
Plante Moran Financial Advisors
Michigan
$3K
ZIG
130
Zullo Investment Group
Pennsylvania
$3K +$256 +10 +9%
RDFA
131
Ritter Daniher Financial Advisory
Ohio
$3K +$3.33K +130 New
BFEC
132
Benjamin F. Edwards & Company
Missouri
$2K -$45.2K -1,766 -96%
HR
133
Howe & Rusling
New York
$2K
SSB
134
Sandy Spring Bank
Maryland
$2K +$2.05K +80 New
WWMSC
135
Wagner Wealth Management (South Carolina)
South Carolina
$2K +$2.56K +100 New
TWC
136
TD Waterhouse Canada
Ontario, Canada
$1.19K
AIM
137
Anchor Investment Management
South Carolina
$1.06K
BBPWM
138
Blue Bell Private Wealth Management
Pennsylvania
$1K
HI
139
Hudock Inc
Pennsylvania
$1K
LFA
140
Level Financial Advisors
New York
$1K +$691 +27 New
UBS AM
141
UBS AM
Illinois
$873 +$1.05K +41 New
ED
142
Exane Derivatives
France
$170
Bank of Montreal
143
Bank of Montreal
Ontario, Canada
$61
PAG
144
Private Advisor Group
New Jersey
-$5.9M -184,148 Closed
Renaissance Technologies
145
Renaissance Technologies
New York
-$1.27M -39,800 Closed
MWM
146
Meridian Wealth Management
Kentucky
-$1.1M -34,425 Closed
FTUS
147
Flow Traders U.S.
New York
-$792K -24,722 Closed
NW
148
NewEdge Wealth
Pennsylvania
-$749K -23,405 Closed
MFG
149
Merit Financial Group
Georgia
-$723K -22,577 Closed
CA
150
Claro Advisors
Massachusetts
-$673K -16,817 Closed

FINX Hedge Fund Activity: Q2 2022 in Review

145 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Global X FinTech ETF (FINX) for Q2 2022, worth a combined $231M — down 33% from $344M a quarter earlier.

Sellers outnumbered buyers: 32 funds closed out of FINX and 29 opened new positions — a net loss of 3 holders — while 47 trimmed existing stakes and 35 added.

The largest buyer was Mirabella Financial Services, opening a new position worth an estimated $23M. The largest seller was Private Advisor Group, exiting entirely with an estimated $5.9M sold.

  • 145 institutional investors held Global X FinTech ETF (FINX) as of Q2 2022, down from 149 in Q1 2022.
  • Funds reported $231M of Global X FinTech ETF stock for Q2 2022, down 33% quarter-over-quarter.
  • 29 funds opened new Global X FinTech ETF positions in Q2 2022 and 32 closed out, a net change of -3 holders.
  • The largest Global X FinTech ETF buyer in Q2 2022 was Mirabella Financial Services, an estimated $23M added.
  • The largest Global X FinTech ETF seller in Q2 2022 was Private Advisor Group, an estimated $5.9M sold.

Based on aggregated 13F filings for Q2 2022.