We are live on ! Find out more
FINX icon

Global X FinTech ETF

163 hedge funds and large institutions have $462M invested in Global X FinTech ETF in 2021 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 68 increasing their positions, 31 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 12

119% more repeat investments, than reductions

Existing positions increased: 68 | Existing positions reduced: 31

13% more capital invested

Capital invested by funds: $408M → $462M (+$54.1M)

10% more funds holding

Funds holding: 148163 (+15)

0.49% more ownership

Funds ownership: 33.75%34.24% (+0.49%)

67% less funds holding in top 10

Funds holding in top 10: 31 (-2)

Holders
163
Holders Change
+15
Holders Change %
+10.14%
% of All Funds
2.84%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
28
Increased
68
Reduced
31
Closed
12
Calls
$391K
Puts
Net Calls
+$391K
Net Calls Change
+$391K
Name Holding Trade Value Shares
Change
Change in
Stake
UBS Group
1
UBS Group
Switzerland
$66.7M -$2.98M -64,993 -4%
PNC Financial Services Group
2
PNC Financial Services Group
Pennsylvania
$46.6M -$17.6M -383,726 -28%
Morgan Stanley
3
Morgan Stanley
New York
$42.6M +$1.82M +39,599 +5%
Mirae Asset Global Investments
4
Mirae Asset Global Investments
South Korea
$31.1M +$572K +12,464 +2%
Bank of America
5
Bank of America
North Carolina
$26.8M +$1.54M +33,567 +6%
CCA
6
Conservest Capital Advisors
Pennsylvania
$19.3M +$18.6M +405,760 New
LPL Financial
7
LPL Financial
California
$19.2M -$2.24M -48,899 -11%
JP Morgan Chase
8
JP Morgan Chase
New York
$16.4M +$6.88M +149,804 +78%
BWFA
9
Baltimore-Washington Financial Advisors
Maryland
$16.3M +$1.17M +25,517 +8%
Wells Fargo
10
Wells Fargo
California
$15.1M +$1.54M +33,552 +12%
Thrivent Financial for Lutherans
11
Thrivent Financial for Lutherans
Minnesota
$12.7M
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$11.9M +$403K +8,788 +4%
RJA
13
Raymond James & Associates
Florida
$9.22M +$417K +9,079 +5%
SAS
14
Stelac Advisory Services
New York
$8.03M +$2.17M +47,238 +38%
HighTower Advisors
15
HighTower Advisors
Illinois
$6.55M +$1.34M +29,232 +27%
Susquehanna International Group
16
Susquehanna International Group
Pennsylvania
$6.11M +$3.4M +74,092 +137%
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$5.2M +$30.3K +660 +0.6%
MML Investors Services
18
MML Investors Services
Massachusetts
$4.85M -$3.19M -69,551 -41%
SIG
19
Sargent Investment Group
Maryland
$4.73M +$425K +9,256 +10%
TWA
20
TPB Wealth Advisors
Texas
$4.73M -$33.7K -735 -0.7%
CW
21
CreativeOne Wealth
Kansas
$4.63M +$700K +15,254 +19%
Stifel Financial
22
Stifel Financial
Missouri
$4.48M +$879K +19,158 +26%
Envestnet Asset Management
23
Envestnet Asset Management
Illinois
$4.41M +$1.46M +31,808 +52%
MFG
24
Merit Financial Group
Georgia
$3.87M +$119K +2,590 +3%
PAG
25
Private Advisor Group
New Jersey
$3.64M +$1.45M +31,499 +70%

FINX Hedge Fund Activity: Q2 2021 in Review

163 of the 5,746 institutional investors tracked by Wall St. Rank reported a position in Global X FinTech ETF (FINX) for Q2 2021, worth a combined $462M — up 13% from $408M a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new FINX positions and 12 closed out — a net gain of 16 holders — while 68 added to existing stakes and 31 trimmed.

The largest buyer was Conservest Capital Advisors, opening a new position worth an estimated $18.6M. The largest seller was PNC Financial Services Group, cutting an estimated $17.6M.

  • 163 institutional investors held Global X FinTech ETF (FINX) as of Q2 2021, up from 148 in Q1 2021.
  • Funds reported $462M of Global X FinTech ETF stock for Q2 2021, up 13% quarter-over-quarter.
  • 28 funds opened new Global X FinTech ETF positions in Q2 2021 and 12 closed out, a net change of +16 holders.
  • The largest Global X FinTech ETF buyer in Q2 2021 was Conservest Capital Advisors, an estimated $18.6M added.
  • The largest Global X FinTech ETF seller in Q2 2021 was PNC Financial Services Group, an estimated $17.6M sold.

Based on aggregated 13F filings for Q2 2021.