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Global X FinTech ETF
FINX

149 hedge funds and large institutions have $344M invested in Global X FinTech ETF in 2022 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 51 increasing their positions, 62 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

149% more call options, than puts

Call options by funds: $1.86M | Put options by funds: $746K

2.21% less ownership

Funds ownership: 39.78% → 37.57% (-2.2%)

18% less repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 62

21% less funds holding

Funds holding: 189 → 149 (-40)

26% less capital invested

Capital invested by funds: $467M → $344M (-$123M)

67% less first-time investments, than exits

New positions opened: 17 | Existing positions closed: 52

100% less funds holding in top 10

Funds holding in top 10: 2 → 0 (-2)

Holders
149
Holders Change
-40
Holders Change %
-21.16%
% of All Funds
2.35%
Holding in Top 10
–
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
–
New
17
Increased
51
Reduced
62
Closed
52
Calls
$1.86M
Puts
$746K
Net Calls
+$1.11M
Net Calls Change
+$49.9M

Top Buyers

Rank Fund Capital Flow
1
Citigroup
Citigroup
New York
+$73.9M
2
Bank of America
Bank of America
North Carolina
+$12.9M
3
GKWIM
Gerber Kawasaki Wealth & Investment Management
California
+$3.38M
4
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
+$2.96M
5
MIG
McGuire Investment Group
Rhode Island
+$1.76M

Top Sellers

Rank Fund Capital Flow
1
UBS Group
UBS Group
Switzerland
-$24.5M
2
JP Morgan Chase
JP Morgan Chase
New York
-$22.2M
3
MFS
Mirabella Financial Services
United Kingdom
-$14.1M
4
Morgan Stanley
Morgan Stanley
New York
-$12.3M
5
Jane Street
Jane Street
New York
-$8.07M
Name Holding Trade Value Shares
Change 		Change in
Stake
PI
151
PEAK6 Investments
Illinois
– -$2.32M -58,021 Closed
SFS
152
Sowell Financial Services
Arkansas
– -$2.1M -50,280 Closed
KAS
153
Kestra Advisory Services
Texas
– -$1.32M -33,037 Closed
CCA
154
Conservest Capital Advisors
Pennsylvania
– -$1.07M -26,825 Closed
Chevy Chase Trust
155
Chevy Chase Trust
Maryland
– -$1.02M -25,570 Closed
OC
156
Oppenheimer & Co
New York
– -$797K -19,901 Closed
Parallax Volatility Advisers
157
Parallax Volatility Advisers
California
– -$687K -17,157 Closed
CRWM
158
Castle Rock Wealth Management
California
– -$537K -16,252 Closed
WCM
159
WealthBridge Capital Management
Ohio
– -$542K -13,542 Closed
TI
160
Trexquant Investment
Connecticut
– -$479K -11,965 Closed
IFG
161
Independent Financial Group
California
– -$472K -11,798 Closed
TSS
162
Two Sigma Securities
New York
– -$415K -10,357 Closed
BHB
163
Bank Hapoalim BM
Israel
– -$393K -9,811 Closed
CF
164
Centaurus Financial
California
– -$377K -9,423 Closed
VI
165
Vestcor Inc
New Brunswick, Canada
– -$367K -9,180 Closed
VF
166
Vista Finance
Missouri
– -$367K -9,165 Closed
ATC
167
Argent Trust Co
Tennessee
– -$356K -8,897 Closed
B
168
Bailard
California
– -$263K -6,564 Closed
QA
169
Quantitative Advantage
Minnesota
– -$259K -6,459 Closed
ZIMP
170
Zimmermann Investment Management & Planning
Pennsylvania
– -$250K -6,248 Closed
PWM
171
Perigon Wealth Management
California
– -$247K -6,179 Closed
AWM
172
Avitas Wealth Management
California
– -$242K -6,044 Closed
CAM
173
Cresset Asset Management
Illinois
– -$254K -6,030 Closed
HSBC Holdings
174
HSBC Holdings
United Kingdom
– -$240K -6,000 Closed
BAM
175
Belpointe Asset Management
Nevada
– -$238K -5,926 Closed
4 5 6
7
8

FINX Hedge Fund Activity: Q1 2022 in Review

149 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Global X FinTech ETF (FINX) for Q1 2022, worth a combined $344M — down 26% from $467M a quarter earlier.

Sellers outnumbered buyers: 52 funds closed out of FINX and 17 opened new positions — a net loss of 35 holders — while 62 trimmed existing stakes and 51 added.

The largest buyer was Citigroup, adding an estimated $73.9M. The largest seller was UBS Group, cutting an estimated $24.5M.

  • 149 institutional investors held Global X FinTech ETF (FINX) as of Q1 2022, down from 189 in Q4 2021.
  • Funds reported $344M of Global X FinTech ETF stock for Q1 2022, down 26% quarter-over-quarter.
  • 17 funds opened new Global X FinTech ETF positions in Q1 2022 and 52 closed out, a net change of -35 holders.
  • The largest Global X FinTech ETF buyer in Q1 2022 was Citigroup, an estimated $73.9M added.
  • The largest Global X FinTech ETF seller in Q1 2022 was UBS Group, an estimated $24.5M sold.

Based on aggregated 13F filings for Q1 2022.