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Global X FinTech ETF

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: 189149 (-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: 20 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
CAM
176
Claret Asset Management
Quebec, Canada
-$224K -5,600 Closed
MIM
177
Merrion Investment Management
New Jersey
-$220K -5,500 Closed
Creative Planning
178
Creative Planning
Kansas
-$215K -5,373 Closed
TYCC
179
Texas Yale Capital Corp
Florida
-$208K -5,200 Closed
IIA
180
IPG Investment Advisors
California
-$204K -4,821 Closed
EWM
181
EPG Wealth Management
Georgia
-$188K -4,704 Closed
SCA
182
Snowden Capital Advisors
New York
-$111K -2,793 Closed
CSWM
183
Cassady Schiller Wealth Management
Ohio
-$91K -2,267 Closed
CA
184
CoreCap Advisors
Michigan
-$40K -1,000 Closed
RIM
185
Rockbridge Investment Management
New York
-$19K -475 Closed
AWM
186
Activest Wealth Management
Florida
-$16K -394 Closed
CYG
187
Clean Yield Group
Vermont
-$15K -375 Closed
EW
188
Evoke Wealth
California
-$16K -372 Closed
TFA
189
Toth Financial Advisory
Virginia
-$12K -310 Closed
MM
190
Main Management
California
-$11K -283 Closed
CWS
191
Confluence Wealth Services
Pennsylvania
-$7K -196 Closed
BNP Paribas Financial Markets
192
BNP Paribas Financial Markets
France
-$6.29K -157 Closed
Carson Wealth (CWM LLC)
193
Carson Wealth (CWM LLC)
Nebraska
-$4K -100 Closed
PFGIA
194
Patriot Financial Group Insurance Agency
Massachusetts
-$4K -100 Closed
WWMSC
195
Wagner Wealth Management (South Carolina)
South Carolina
-$4K -100 Closed
OCM
196
Orion Capital Management
California
-$1K -29 Closed
TC
197
TAP Consulting
Missouri
-$1K -21 Closed
OA
198
Operose Advisors
Wisconsin
-$1K -20 Closed
BFO
199
Biltmore Family Office
North Carolina
+$33 +1 New
CA
200
Centerpoint Advisors
Massachusetts
+$33 +1 +10%

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.