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Global X FinTech ETF

87 hedge funds and large institutions have $251M invested in Global X FinTech ETF in 2020 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 37 increasing their positions, 17 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

320% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 5

118% more repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 17

39% more capital invested

Capital invested by funds: $180M → $251M (+$71M)

23% more funds holding

Funds holding: 7187 (+16)

3.73% more ownership

Funds ownership: 28.1%31.84% (+3.7%)

Holders
87
Holders Change
+16
Holders Change %
+22.54%
% of All Funds
1.76%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
21
Increased
37
Reduced
17
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
UBS Group
1
UBS Group
Switzerland
$44.5M +$6.14M +168,289 +17%
PNC Financial Services Group
2
PNC Financial Services Group
Pennsylvania
$42.2M +$4.99M +136,862 +14%
Morgan Stanley
3
Morgan Stanley
New York
$22.9M +$2.31M +63,414 +12%
Thrivent Financial for Lutherans
4
Thrivent Financial for Lutherans
Minnesota
$22.1M
Bank of America
5
Bank of America
North Carolina
$15.6M -$560K -15,366 -4%
LPL Financial
6
LPL Financial
California
$11.7M +$5.07M +139,006 +82%
BWFA
7
Baltimore-Washington Financial Advisors
Maryland
$10.9M +$10.4M +286,266 +34,161%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$8.12M +$732K +20,073 +10%
Wells Fargo
9
Wells Fargo
California
$7.05M +$5M +137,204 +283%
MML Investors Services
10
MML Investors Services
Massachusetts
$6.04M +$1.57M +42,949 +37%
MFG
11
Merit Financial Group
Georgia
$3.75M +$696K +19,091 +24%
JP Morgan Chase
12
JP Morgan Chase
New York
$3.63M +$762K +20,889 +28%
Qube Research & Technologies (QRT)
13
Qube Research & Technologies (QRT)
United Kingdom
$3.51M +$1.95M +53,545 +138%
RJA
14
Raymond James & Associates
Florida
$3.35M -$105K -2,887 -3%
Mirae Asset Global Investments
15
Mirae Asset Global Investments
South Korea
$3.02M -$754K -20,670 -21%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$2.99M +$102K +2,811 +4%
HighTower Advisors
17
HighTower Advisors
Illinois
$2.41M +$121K +3,330 +6%
BCI
18
Brinker Capital Investments
Pennsylvania
$2.24M -$1.19M -32,516 -36%
SFS
19
Sowell Financial Services
Arkansas
$2.2M -$393K -10,793 -16%
TAM
20
Tocqueville Asset Management
New York
$2.2M +$13.1K +360 +0.6%
Jane Street
21
Jane Street
New York
$2.07M +$423K +11,615 +27%
BCM
22
Brookstone Capital Management
Illinois
$1.87M +$1.8M +49,357 New
MIFH
23
Migdal Insurance & Financial Holdings
Israel
$1.68M +$41K +1,125 +3%
KAS
24
Kestra Advisory Services
Texas
$1.45M +$1.4M +38,289 New
PAG
25
Private Advisor Group
New Jersey
$1.41M -$16.4K -450 -1%

FINX Hedge Fund Activity: Q3 2020 in Review

87 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Global X FinTech ETF (FINX) for Q3 2020, worth a combined $251M — up 39% from $180M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new FINX positions and 5 closed out — a net gain of 16 holders — while 37 added to existing stakes and 17 trimmed.

The largest buyer was Baltimore-Washington Financial Advisors, adding an estimated $10.4M. The largest seller was Brinker Capital Investments, cutting an estimated $1.19M.

  • 87 institutional investors held Global X FinTech ETF (FINX) as of Q3 2020, up from 71 in Q2 2020.
  • Funds reported $251M of Global X FinTech ETF stock for Q3 2020, up 39% quarter-over-quarter.
  • 21 funds opened new Global X FinTech ETF positions in Q3 2020 and 5 closed out, a net change of +16 holders.
  • The largest Global X FinTech ETF buyer in Q3 2020 was Baltimore-Washington Financial Advisors, an estimated $10.4M added.
  • The largest Global X FinTech ETF seller in Q3 2020 was Brinker Capital Investments, an estimated $1.19M sold.

Based on aggregated 13F filings for Q3 2020.