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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
Carson Wealth (CWM LLC)
176
Carson Wealth (CWM LLC)
Nebraska
$4K +$4.74K +100 New
ZIG
177
Zullo Investment Group
Pennsylvania
$4K +$5.21K +110 New
TWM
178
Tradition Wealth Management
Minnesota
$3K – – –
APC
179
Aspire Private Capital
North Carolina
$3K +$3.98K +84 New
AIM
180
Anchor Investment Management
South Carolina
$2K – – –
CHA
181
Carmichael Hill & Associates
Maryland
$2K +$2.23K +47 New
EWA
182
Evolution Wealth Advisors
Florida
$1.67K +$1.98M +41,730 New
OCM
183
Orion Capital Management
California
$1K – – –
HCP
184
Hexagon Capital Partners
Arkansas
$1K +$711 +15 +300%
BBPWM
185
Blue Bell Private Wealth Management
Pennsylvania
$1K +$900 +19 New
OA
186
Operose Advisors
Wisconsin
$1K +$947 +20 New
TC
187
TAP Consulting
Missouri
$1K +$995 +21 New
ED
188
Exane Derivatives
France
$320 – – –
Barclays
189
Barclays
United Kingdom
– -$1.42M -29,531 Closed
TWM
190
TriaGen Wealth Management
California
– -$1.2M -25,046 Closed
FHA
191
Flagship Harbor Advisors
Massachusetts
– -$1.12M -23,416 Closed
FPS
192
Fieldpoint Private Securities
Connecticut
– -$825K -17,174 Closed
DAS
193
Dynamic Advisor Solutions
Arizona
– -$774K -16,124 Closed
PAS
194
Park Avenue Securities
New York
– -$433K -9,007 Closed
LNC
195
Lincoln National Corp
Pennsylvania
– -$341K -7,095 Closed
Wolverine Trading
196
Wolverine Trading
Illinois
– -$285K -5,921 Closed
AWM
197
AE Wealth Management
Kansas
– -$277K -5,767 Closed
Wealthfront Advisers
198
Wealthfront Advisers
California
– -$260K -5,425 Closed
RFN
199
RDA Financial Network
Iowa
– -$237K -4,935 Closed
MOS
200
MGO One Seven
Ohio
– -$253K -4,930 Closed
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.