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Global X FinTech ETF

63 hedge funds and large institutions have $119M invested in Global X FinTech ETF in 2019 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 23 increasing their positions, 6 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

283% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 6

271% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 7

51% more capital invested

Capital invested by funds: $79M → $119M (+$40M)

40% more funds holding

Funds holding: 4563 (+18)

4.86% more ownership

Funds ownership: 24.18%29.04% (+4.9%)

Holders
63
Holders Change
+18
Holders Change %
+40%
% of All Funds
1.37%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
26
Increased
23
Reduced
6
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
UBS Group
1
UBS Group
Switzerland
$22.8M +$1.01M +35,222 +5%
PNC Financial Services Group
2
PNC Financial Services Group
Pennsylvania
$14.5M +$1.64M +57,387 +13%
Morgan Stanley
3
Morgan Stanley
New York
$12.4M +$6.44M +225,353 +117%
Bank of America
4
Bank of America
North Carolina
$11.3M +$1.87M +65,460 +21%
LPL Financial
5
LPL Financial
California
$8.74M +$2.05M +71,809 +32%
BCI
6
Brinker Capital Investments
Pennsylvania
$7.38M +$7.14M +250,000 New
BWFA
7
Baltimore-Washington Financial Advisors
Maryland
$6.62M +$283K +9,920 +5%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$6.49M +$1.51M +52,950 +32%
Mirae Asset Global Investments
9
Mirae Asset Global Investments
South Korea
$3.2M +$2.29M +80,300 +285%
SI
10
Stephens Inc
Arkansas
$2.86M +$83.8K +2,932 +3%
Stifel Financial
11
Stifel Financial
Missouri
$2.85M +$2.21M +77,198 +393%
RJA
12
Raymond James & Associates
Florida
$2.69M +$382K +13,362 +17%
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$2.03M +$247K +8,664 +14%
PCM
14
Penserra Capital Management
California
$1.57M +$1.52M +53,349 New
LFA
15
Legend Financial Advisors
Pennsylvania
$1.32M +$1.28M +44,651 New
BCM
16
Barometer Capital Management
Ontario, Canada
$997K +$966K +33,800 New
MIAN
17
Mariner Independent Advisor Network
Kansas
$882K +$538K +18,843 +171%
MML Investors Services
18
MML Investors Services
Massachusetts
$858K -$8.51K -298 -1%
SWP
19
Stratos Wealth Partners
Ohio
$732K +$708K +24,800 New
Thrivent Financial for Lutherans
20
Thrivent Financial for Lutherans
Minnesota
$591K
1832 Asset Management
21
1832 Asset Management
Ontario, Canada
$589K +$572K +20,012 New
LTFS
22
Ladenburg Thalmann Financial Services
Florida
$441K -$25.5K -894 -6%
JP Morgan Chase
23
JP Morgan Chase
New York
$392K +$381K +13,353 New
RJFSA
24
Raymond James Financial Services Advisors
Florida
$384K +$62.7K +2,195 +20%
OC
25
Oppenheimer & Co
New York
$377K +$22K +770 +6%

FINX Hedge Fund Activity: Q2 2019 in Review

63 of the 4,605 institutional investors tracked by Wall St. Rank reported a position in Global X FinTech ETF (FINX) for Q2 2019, worth a combined $119M — up 51% from $79M a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new FINX positions and 7 closed out — a net gain of 19 holders — while 23 added to existing stakes and 6 trimmed.

The largest buyer was Brinker Capital Investments, opening a new position worth an estimated $7.14M. The largest seller was Private Advisor Group, exiting entirely with an estimated $1.78M sold.

  • 63 institutional investors held Global X FinTech ETF (FINX) as of Q2 2019, up from 45 in Q1 2019.
  • Funds reported $119M of Global X FinTech ETF stock for Q2 2019, up 51% quarter-over-quarter.
  • 26 funds opened new Global X FinTech ETF positions in Q2 2019 and 7 closed out, a net change of +19 holders.
  • The largest Global X FinTech ETF buyer in Q2 2019 was Brinker Capital Investments, an estimated $7.14M added.
  • The largest Global X FinTech ETF seller in Q2 2019 was Private Advisor Group, an estimated $1.78M sold.

Based on aggregated 13F filings for Q2 2019.