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Global X FinTech ETF

32 hedge funds and large institutions have $64.4M invested in Global X FinTech ETF in 2018 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 9 increasing their positions, 2 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

408% more capital invested

Capital invested by funds: $12.7M → $64.4M (+$51.8M)

350% more repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 2

60% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 10

23% more funds holding

Funds holding: 2632 (+6)

14.57% more ownership

Funds ownership: 11.92%26.49% (+15%)

Holders
32
Holders Change
+6
Holders Change %
+23.08%
% of All Funds
0.73%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
16
Increased
9
Reduced
2
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Mirae Asset Global Investments
1
Mirae Asset Global Investments
South Korea
$17.3M +$16.6M +662,256 New
UBS Group
2
UBS Group
Switzerland
$10.5M +$9.99M +399,351 +9,702%
UCFA
3
United Capital Financial Advisors
Texas
$7.31M +$7.02M +280,693 New
LPL Financial
4
LPL Financial
California
$6.83M +$5.82M +232,526 +784%
Bank of America
5
Bank of America
North Carolina
$6.1M +$1.27M +50,589 +28%
NCM
6
Niemann Capital Management
Nevada
$4.17M +$4.01M +160,200 New
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$2.92M +$753K +30,128 +37%
BCM
8
Barometer Capital Management
Ontario, Canada
$2.34M +$2.25M +90,000 New
Morgan Stanley
9
Morgan Stanley
New York
$1.57M +$1.5M +60,072 +34,327%
Cambridge Investment Research Advisors
10
Cambridge Investment Research Advisors
Iowa
$682K +$245K +9,791 +60%
WA
11
WESPAC Advisors
California
$635K -$153K -6,110 -20%
LTFS
12
Ladenburg Thalmann Financial Services
Florida
$617K
RJFSA
13
Raymond James Financial Services Advisors
Florida
$472K +$453K +18,124 New
RJA
14
Raymond James & Associates
Florida
$401K +$385K +15,406 New
OC
15
Oppenheimer & Co
New York
$341K +$30.4K +1,217 +10%
BSG
16
Black Swift Group
Colorado
$335K -$20.4K -815 -6%
CLOS
17
Compagnie Lombard Odier SCmA
Switzerland
$299K +$288K +11,500 New
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$284K +$273K +10,899 New
WSTAM
19
Wilbanks Smith & Thomas Asset Management
Virginia
$253K +$243K +9,700 New
ED
20
Exane Derivatives
France
$247K +$238K +9,500 New
WS
21
Wedbush Securities
California
$241K +$231K +9,243 New
PAG
22
Private Advisor Group
New Jersey
$202K +$194K +7,747 New
OGC
23
Oak Grove Capital
New Hampshire
$156K +$150K +6,000 New
AG
24
Advisor Group
Arizona
$71K +$39.5K +1,580 +137%
LFASL
25
Lugano Financial Advisors SA (LFA)
Switzerland
$52K +$50K +2,000 New

FINX Hedge Fund Activity: Q2 2018 in Review

32 of the 4,369 institutional investors tracked by Wall St. Rank reported a position in Global X FinTech ETF (FINX) for Q2 2018, worth a combined $64.4M — up 408% from $12.7M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new FINX positions and 10 closed out — a net gain of 6 holders — while 9 added to existing stakes and 2 trimmed.

The largest buyer was Mirae Asset Global Investments, opening a new position worth an estimated $16.6M. The largest seller was Citadel Advisors, exiting entirely with an estimated $1.82M sold.

  • 32 institutional investors held Global X FinTech ETF (FINX) as of Q2 2018, up from 26 in Q1 2018.
  • Funds reported $64.4M of Global X FinTech ETF stock for Q2 2018, up 408% quarter-over-quarter.
  • 16 funds opened new Global X FinTech ETF positions in Q2 2018 and 10 closed out, a net change of +6 holders.
  • The largest Global X FinTech ETF buyer in Q2 2018 was Mirae Asset Global Investments, an estimated $16.6M added.
  • The largest Global X FinTech ETF seller in Q2 2018 was Citadel Advisors, an estimated $1.82M sold.

Based on aggregated 13F filings for Q2 2018.