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Global X FinTech ETF
FINX

189 hedge funds and large institutions have $467M invested in Global X FinTech ETF in 2021 Q4 according to their latest regulatory filings, with 47 funds opening new positions, 59 increasing their positions, 44 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

104% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 23

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

34% more repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 44

14% more funds holding

Funds holding: 166 → 189 (+23)

2.63% more ownership

Funds ownership: 37.15% → 39.78% (+2.6%)

6% less capital invested

Capital invested by funds: $497M → $467M (-$30.1M)

96% less call options, than puts

Call options by funds: $1.79M | Put options by funds: $50.6M

Holders
189
Holders Change
+23
Holders Change %
+13.86%
% of All Funds
2.91%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
47
Increased
59
Reduced
44
Closed
23
Calls
$1.79M
Puts
$50.6M
Net Calls
-$48.8M
Net Calls Change
-$49.1M

Top Buyers

Rank Fund Capital Flow
1
MFS
Mirabella Financial Services
United Kingdom
+$16.7M
2
Morgan Stanley
Morgan Stanley
New York
+$10.3M
3
Jane Street
Jane Street
New York
+$9.56M
4
PAG
Private Advisor Group
New Jersey
+$5.25M
5
JP Morgan Chase
JP Morgan Chase
New York
+$5.22M

Top Sellers

Rank Fund Capital Flow
1
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
-$10.2M
2
Bank of America
Bank of America
North Carolina
-$5.65M
3
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
-$3.64M
4
AI
Atom Investors
Texas
-$2.2M
5
SAS
Stelac Advisory Services
New York
-$1.48M
Name Holding Trade Value Shares
Change 		Change in
Stake
ODG
151
O'Dell Group
Ohio
$26K – – –
MIM
152
Macroview Investment Management
Maryland
$25K +$2.56K +54 +9%
SWM
153
Spire Wealth Management
Virginia
$19K -$3.98K -84 -15%
RIM
154
Rockbridge Investment Management
New York
$19K +$22.5K +475 New
JWA
155
JFS Wealth Advisors
Pennsylvania
$17K – – –
AWM
156
Activest Wealth Management
Florida
$16K – – –
EW
157
Evoke Wealth
California
$16K +$17.6K +372 New
CYG
158
Clean Yield Group
Vermont
$15K – – –
TFA
159
Toth Financial Advisory
Virginia
$12K -$4.74K -100 -24%
BWM
160
Baystate Wealth Management
Massachusetts
$11K – – –
Optiver Holding
161
Optiver Holding
Netherlands
$11K – – –
CAAS
162
Capital Asset Advisory Services
Michigan
$11K +$426 +9 +4%
MM
163
Main Management
California
$11K +$13.4K +283 New
PA
164
Parallel Advisors
California
$9K +$10.3K +217 New
GI
165
Gradient Investments
Minnesota
$8K – – –
US Bancorp
166
US Bancorp
Minnesota
$8K – – –
Fidelity Investments
167
Fidelity Investments
Massachusetts
$7K -$9.47K -200 -52%
CWS
168
Confluence Wealth Services
Pennsylvania
$7K +$9.29K +196 New
BNP Paribas Financial Markets
169
BNP Paribas Financial Markets
France
$6.29K +$7.44K +157 New
NSIM
170
North Star Investment Management
Illinois
$6K – – –
TFGT
171
TS Financial Group (TSFG)
Illinois
$6K – – –
PMFA
172
Plante Moran Financial Advisors
Michigan
$5K -$28.5K -602 -82%
HR
173
Howe & Rusling
New York
$4K – – –
PFGIA
174
Patriot Financial Group Insurance Agency
Massachusetts
$4K – – –
WWMSC
175
Wagner Wealth Management (South Carolina)
South Carolina
$4K – – –
5 6
7
8 9

FINX Hedge Fund Activity: Q4 2021 in Review

189 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Global X FinTech ETF (FINX) for Q4 2021, worth a combined $467M — down 6.1% from $497M a quarter earlier.

Buyers outnumbered sellers: 47 funds opened new FINX positions and 23 closed out — a net gain of 24 holders — while 59 added to existing stakes and 44 trimmed.

The largest buyer was Mirabella Financial Services, opening a new position worth an estimated $16.7M. The largest seller was Mirae Asset Global Investments, cutting an estimated $10.2M.

  • 189 institutional investors held Global X FinTech ETF (FINX) as of Q4 2021, up from 166 in Q3 2021.
  • Funds reported $467M of Global X FinTech ETF stock for Q4 2021, down 6.1% quarter-over-quarter.
  • 47 funds opened new Global X FinTech ETF positions in Q4 2021 and 23 closed out, a net change of +24 holders.
  • The largest Global X FinTech ETF buyer in Q4 2021 was Mirabella Financial Services, an estimated $16.7M added.
  • The largest Global X FinTech ETF seller in Q4 2021 was Mirae Asset Global Investments, an estimated $10.2M sold.

Based on aggregated 13F filings for Q4 2021.