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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
EBSAM
151
Eubel Brady & Suttman Asset Management
Ohio
$6K +$5.97K +130 New
WWMSC
152
Wagner Wealth Management (South Carolina)
South Carolina
$5K – – –
PFGIA
153
Patriot Financial Group Insurance Agency
Massachusetts
$5K +$4.59K +100 New
TWM
154
Tradition Wealth Management
Minnesota
$4K -$42.5K -925 -93%
M
155
MOTCO
Texas
$4K +$3.67K +80 New
AIM
156
Anchor Investment Management
South Carolina
$2.38K – – –
Carson Wealth (CWM LLC)
157
Carson Wealth (CWM LLC)
Nebraska
$2K – – –
ASN
158
Advisory Services Network
Georgia
$2K +$1.61K +35 New
OCM
159
Orion Capital Management
California
$1K – – –
ED
160
Exane Derivatives
France
$376 – – –
WIM
161
Westside Investment Management
California
$4 – – –
IWA
162
IBEX Wealth Advisors
New Jersey
– -$1.3M -29,414 Closed
1832 Asset Management
163
1832 Asset Management
Ontario, Canada
– -$581K -13,395 Closed
Jane Street
164
Jane Street
New York
– -$570K -12,912 Closed
WIA
165
Wealthstreet Investment Advisors
Texas
– -$318K -7,200 Closed
VCWA
166
Vanguard Capital Wealth Advisors
Colorado
– -$318K -6,860 Closed
VFA
167
Valeo Financial Advisors
Indiana
– -$47K -1,060 Closed
EP
168
Eudaimonia Partners
Tennessee
– -$36K -825 Closed
First Manhattan
169
First Manhattan
New York
– -$22K -500 Closed
RFA
170
Reilly Financial Advisors
California
– -$8K -175 Closed
GRP
171
Global Retirement Partners
California
– -$7K -150 Closed
VBCG
172
Valley Brook Capital Group
Pennsylvania
– -$4K -105 Closed
WAP
173
Wealthcare Advisory Partners
Pennsylvania
– -$4K -100 Closed
HCP
174
Hexagon Capital Partners
Arkansas
– +$230 +5 +500%
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.