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Global X FinTech ETF

189 hedge funds and large institutions have $467M invested in Global X FinTech ETF in 2021 Q4 according to their latest regulatory filings, with 47 funds opening new positions, 59 increasing their positions, 44 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

104% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 23

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

34% more repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 44

14% more funds holding

Funds holding: 166189 (+23)

2.63% more ownership

Funds ownership: 37.15%39.78% (+2.6%)

6% less capital invested

Capital invested by funds: $497M → $467M (-$30.1M)

96% less call options, than puts

Call options by funds: $1.79M | Put options by funds: $50.6M

Holders
189
Holders Change
+23
Holders Change %
+13.86%
% of All Funds
2.91%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
47
Increased
59
Reduced
44
Closed
23
Calls
$1.79M
Puts
$50.6M
Net Calls
-$48.8M
Net Calls Change
-$49.1M
Name Holding Trade Value Shares
Change
Change in
Stake
UBS Group
1
UBS Group
Switzerland
$62.3M +$5.19M +109,518 +8%
Morgan Stanley
2
Morgan Stanley
New York
$47.9M +$10.3M +218,422 +22%
JP Morgan Chase
3
JP Morgan Chase
New York
$38.9M +$5.22M +110,127 +13%
PNC Financial Services Group
4
PNC Financial Services Group
Pennsylvania
$38.5M -$3.64M -76,935 -7%
Mirae Asset Global Investments
5
Mirae Asset Global Investments
South Korea
$19.1M -$10.2M -215,201 -31%
LPL Financial
6
LPL Financial
California
$18.9M -$706K -14,900 -3%
Wells Fargo
7
Wells Fargo
California
$18.5M +$3.68M +77,739 +20%
Bank of America
8
Bank of America
North Carolina
$16.5M -$5.65M -119,202 -22%
BWFA
9
Baltimore-Washington Financial Advisors
Maryland
$14.6M +$336K +7,083 +2%
MFS
10
Mirabella Financial Services
United Kingdom
$14.1M +$16.7M +352,959 New
PAG
11
Private Advisor Group
New Jersey
$12.8M +$5.25M +110,784 +53%
Thrivent Financial for Lutherans
12
Thrivent Financial for Lutherans
Minnesota
$12.7M
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$11.1M +$514K +10,855 +4%
Jane Street
14
Jane Street
New York
$8.07M +$9.56M +201,732 New
RJA
15
Raymond James & Associates
Florida
$7.63M +$22.9K +484 +0.3%
HighTower Advisors
16
HighTower Advisors
Illinois
$5.66M +$110K +2,330 +2%
SAS
17
Stelac Advisory Services
New York
$5.43M -$1.48M -31,224 -20%
TWA
18
TPB Wealth Advisors
Texas
$5.26M +$1.71M +36,091 +38%
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$4.51M -$6.54K -138 -0.1%
SIG
20
Sargent Investment Group
Maryland
$4.37M +$248K +5,227 +5%
Stifel Financial
21
Stifel Financial
Missouri
$4.14M -$623K -13,151 -11%
EL
22
Essex LLC
Illinois
$4.09M +$129K +2,730 +3%
MML Investors Services
23
MML Investors Services
Massachusetts
$4.06M +$1.57M +33,037 +48%
TWC
24
TD Waterhouse Canada
Ontario, Canada
$3.91M +$4.66M +98,264 New
Envestnet Asset Management
25
Envestnet Asset Management
Illinois
$3.76M -$228K -4,814 -5%

FINX Hedge Fund Activity: Q4 2021 in Review

189 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Global X FinTech ETF (FINX) for Q4 2021, worth a combined $467M — down 6.1% from $497M a quarter earlier.

Buyers outnumbered sellers: 47 funds opened new FINX positions and 23 closed out — a net gain of 24 holders — while 59 added to existing stakes and 44 trimmed.

The largest buyer was Mirabella Financial Services, opening a new position worth an estimated $16.7M. The largest seller was Mirae Asset Global Investments, cutting an estimated $10.2M.

  • 189 institutional investors held Global X FinTech ETF (FINX) as of Q4 2021, up from 166 in Q3 2021.
  • Funds reported $467M of Global X FinTech ETF stock for Q4 2021, down 6.1% quarter-over-quarter.
  • 47 funds opened new Global X FinTech ETF positions in Q4 2021 and 23 closed out, a net change of +24 holders.
  • The largest Global X FinTech ETF buyer in Q4 2021 was Mirabella Financial Services, an estimated $16.7M added.
  • The largest Global X FinTech ETF seller in Q4 2021 was Mirae Asset Global Investments, an estimated $10.2M sold.

Based on aggregated 13F filings for Q4 2021.