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Global X FinTech ETF

116 hedge funds and large institutions have $351M invested in Global X FinTech ETF in 2020 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 50 increasing their positions, 11 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

375% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 8

355% more repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 11

40% more capital invested

Capital invested by funds: $251M → $351M (+$99.9M)

33% more funds holding

Funds holding: 87116 (+29)

0.41% less ownership

Funds ownership: 31.84%31.43% (-0.41%)

Holders
116
Holders Change
+29
Holders Change %
+33.33%
% of All Funds
2.05%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
38
Increased
50
Reduced
11
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
UBS Group
1
UBS Group
Switzerland
$60.8M +$5.47M +131,061 +11%
PNC Financial Services Group
2
PNC Financial Services Group
Pennsylvania
$57.4M +$4.84M +116,135 +10%
Morgan Stanley
3
Morgan Stanley
New York
$32.1M +$3.53M +84,586 +14%
Thrivent Financial for Lutherans
4
Thrivent Financial for Lutherans
Minnesota
$27.2M
Bank of America
5
Bank of America
North Carolina
$21.3M +$1.94M +46,435 +11%
LPL Financial
6
LPL Financial
California
$14.4M +$30.7K +736 +0.2%
BWFA
7
Baltimore-Washington Financial Advisors
Maryland
$14M +$540K +12,944 +5%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$10.7M +$595K +14,275 +7%
Wells Fargo
9
Wells Fargo
California
$10.5M +$1.6M +38,314 +21%
SAS
10
Stelac Advisory Services
New York
$9.58M +$8.47M +203,021 New
MML Investors Services
11
MML Investors Services
Massachusetts
$7.31M -$103K -2,468 -2%
Mirae Asset Global Investments
12
Mirae Asset Global Investments
South Korea
$6M +$2.05M +49,032 +62%
MFG
13
Merit Financial Group
Georgia
$5.13M +$460K +11,032 +11%
JP Morgan Chase
14
JP Morgan Chase
New York
$4.99M +$487K +11,677 +12%
RJA
15
Raymond James & Associates
Florida
$4.86M +$661K +15,842 +18%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$4.48M +$717K +17,180 +22%
Susquehanna International Group
17
Susquehanna International Group
Pennsylvania
$3.9M +$3.48M +83,497 New
HighTower Advisors
18
HighTower Advisors
Illinois
$3.67M +$630K +15,102 +24%
SIG
19
Sargent Investment Group
Maryland
$3.52M +$1.62M +38,896 +106%
TAM
20
Tocqueville Asset Management
New York
$2.88M +$154K +3,685 +6%
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$2.17M +$598K +14,344 +45%
CW
22
CreativeOne Wealth
Kansas
$2.1M +$981K +23,513 +110%
KAS
23
Kestra Advisory Services
Texas
$1.97M +$163K +3,899 +10%
SFS
24
Sowell Financial Services
Arkansas
$1.84M -$781K -18,717 -32%
PAG
25
Private Advisor Group
New Jersey
$1.82M +$78.2K +1,876 +5%

FINX Hedge Fund Activity: Q4 2020 in Review

116 of the 5,652 institutional investors tracked by Wall St. Rank reported a position in Global X FinTech ETF (FINX) for Q4 2020, worth a combined $351M — up 40% from $251M a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new FINX positions and 8 closed out — a net gain of 30 holders — while 50 added to existing stakes and 11 trimmed.

The largest buyer was Stelac Advisory Services, opening a new position worth an estimated $8.47M. The largest seller was Qube Research & Technologies (QRT), exiting entirely with an estimated $3.51M sold.

  • 116 institutional investors held Global X FinTech ETF (FINX) as of Q4 2020, up from 87 in Q3 2020.
  • Funds reported $351M of Global X FinTech ETF stock for Q4 2020, up 40% quarter-over-quarter.
  • 38 funds opened new Global X FinTech ETF positions in Q4 2020 and 8 closed out, a net change of +30 holders.
  • The largest Global X FinTech ETF buyer in Q4 2020 was Stelac Advisory Services, an estimated $8.47M added.
  • The largest Global X FinTech ETF seller in Q4 2020 was Qube Research & Technologies (QRT), an estimated $3.51M sold.

Based on aggregated 13F filings for Q4 2020.