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Global X FinTech ETF

26 hedge funds and large institutions have $12.7M invested in Global X FinTech ETF in 2018 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 8 increasing their positions, 2 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 3

300% more repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 2

86% more capital invested

Capital invested by funds: $6.8M → $12.7M (+$5.88M)

53% more funds holding

Funds holding: 1726 (+9)

11.02% less ownership

Funds ownership: 22.94%11.92% (-11%)

Holders
26
Holders Change
+9
Holders Change %
+52.94%
% of All Funds
0.6%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
12
Increased
8
Reduced
2
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$4.29M +$1.72M +73,262 +66%
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$1.91M +$1.35M +57,389 +235%
Citadel Advisors
3
Citadel Advisors
Florida
$1.82M +$982K +41,878 +116%
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$837K +$194K +8,254 +30%
WA
5
WESPAC Advisors
California
$712K +$256K +10,929 +56%
LPL Financial
6
LPL Financial
California
$694K +$332K +14,153 +91%
LTFS
7
Ladenburg Thalmann Financial Services
Florida
$617K +$619K +26,415 New
Jane Street
8
Jane Street
New York
$409K +$410K +17,494 New
Cambridge Investment Research Advisors
9
Cambridge Investment Research Advisors
Iowa
$383K -$11.9K -509 -3%
BSG
10
Black Swift Group
Colorado
$319K -$157K -6,680 -33%
OC
11
Oppenheimer & Co
New York
$278K +$278K +11,873 New
UBS Group
12
UBS Group
Switzerland
$96K +$96.5K +4,116 New
SWP
13
Stratos Wealth Partners
Ohio
$95K +$95.6K +4,076 New
FDCDDQ
14
Federation des caisses Desjardins du Quebec
Quebec, Canada
$54.5K
SWM
15
SeaCrest Wealth Management
New York
$28K +$21.1K +900 +300%
AG
16
Advisor Group
Arizona
$27K +$27.1K +1,157 New
GWM
17
Geneos Wealth Management
Colorado
$23K +$23.4K +1,000 New
IA
18
IFP Advisors
Florida
$21K
Citigroup
19
Citigroup
New York
$11K
CFA
20
Carroll Financial Associates
North Carolina
$11K +$11.7K +497 New
APA
21
American Portfolios Advisors
New York
$9.94K +$9.97K +425 New
PWM
22
Perigon Wealth Management
California
$8K +$7.62K +325 New
WPW
23
Winthrop Partners - WNY
New York
$5.74K +$5.86K +250 New
Morgan Stanley
24
Morgan Stanley
New York
$4K +$2.7K +115 +192%
JP Morgan Chase
25
JP Morgan Chase
New York
$4K +$3.61K +154 New

FINX Hedge Fund Activity: Q1 2018 in Review

26 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in Global X FinTech ETF (FINX) for Q1 2018, worth a combined $12.7M — up 86% from $6.8M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new FINX positions and 3 closed out — a net gain of 9 holders — while 8 added to existing stakes and 2 trimmed.

The largest buyer was Bank of America, adding an estimated $1.72M. The largest seller was Silver Capital Management, exiting entirely with an estimated $391K sold.

  • 26 institutional investors held Global X FinTech ETF (FINX) as of Q1 2018, up from 17 in Q4 2017.
  • Funds reported $12.7M of Global X FinTech ETF stock for Q1 2018, up 86% quarter-over-quarter.
  • 12 funds opened new Global X FinTech ETF positions in Q1 2018 and 3 closed out, a net change of +9 holders.
  • The largest Global X FinTech ETF buyer in Q1 2018 was Bank of America, an estimated $1.72M added.
  • The largest Global X FinTech ETF seller in Q1 2018 was Silver Capital Management, an estimated $391K sold.

Based on aggregated 13F filings for Q1 2018.