We are live on ! Find out more
FINX icon

Global X FinTech ETF

149 hedge funds and large institutions have $344M invested in Global X FinTech ETF in 2022 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 51 increasing their positions, 62 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

149% more call options, than puts

Call options by funds: $1.86M | Put options by funds: $746K

2.21% less ownership

Funds ownership: 39.78%37.57% (-2.2%)

18% less repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 62

21% less funds holding

Funds holding: 189149 (-40)

26% less capital invested

Capital invested by funds: $467M → $344M (-$123M)

67% less first-time investments, than exits

New positions opened: 17 | Existing positions closed: 52

100% less funds holding in top 10

Funds holding in top 10: 20 (-2)

Holders
149
Holders Change
-40
Holders Change %
-21.16%
% of All Funds
2.35%
Holding in Top 10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
New
17
Increased
51
Reduced
62
Closed
52
Calls
$1.86M
Puts
$746K
Net Calls
+$1.11M
Net Calls Change
+$49.9M
Name Holding Trade Value Shares
Change
Change in
Stake
Citigroup
1
Citigroup
New York
$72.7M +$73.9M +2,258,272 +16,540%
PNC Financial Services Group
2
PNC Financial Services Group
Pennsylvania
$27.8M -$3.06M -93,648 -10%
Morgan Stanley
3
Morgan Stanley
New York
$26.3M -$12.3M -375,545 -31%
UBS Group
4
UBS Group
Switzerland
$25.8M -$24.5M -748,282 -48%
Bank of America
5
Bank of America
North Carolina
$25.8M +$12.9M +394,081 +95%
Mirae Asset Global Investments
6
Mirae Asset Global Investments
South Korea
$18.1M +$2.96M +90,484 +19%
BWFA
7
Baltimore-Washington Financial Advisors
Maryland
$13.9M -$1.67M -50,938 -14%
Wells Fargo
8
Wells Fargo
California
$11.6M -$3.24M -99,112 -21%
JP Morgan Chase
9
JP Morgan Chase
New York
$9.43M -$22.2M -677,218 -70%
Osaic Holdings
10
Osaic Holdings
Arizona
$8.97M -$164K -5,003 -8%
LPL Financial
11
LPL Financial
California
$8.65M -$6.62M -202,315 -43%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$7.94M -$982K -30,013 -11%
PAG
13
Private Advisor Group
New Jersey
$5.9M -$4.46M -136,390 -43%
TWA
14
TPB Wealth Advisors
Texas
$4.68M +$444K +13,579 +10%
GKWIM
15
Gerber Kawasaki Wealth & Investment Management
California
$4.26M +$3.38M +103,243 +345%
RJA
16
Raymond James & Associates
Florida
$3.66M -$2.49M -76,056 -40%
SIG
17
Sargent Investment Group
Maryland
$3.41M -$82.9K -2,534 -2%
EL
18
Essex LLC
Illinois
$3.19M -$83.8K -2,561 -3%
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$3.16M +$152K +4,652 +5%
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$3.11M -$509K -15,545 -14%
RJFSA
21
Raymond James Financial Services Advisors
Florida
$3.1M +$1.53M +46,893 +94%
MML Investors Services
22
MML Investors Services
Massachusetts
$2.81M -$441K -13,471 -13%
Fisher Asset Management
23
Fisher Asset Management
Washington
$2.52M +$413K +12,624 +19%
CW
24
CreativeOne Wealth
Kansas
$1.88M -$707K -21,595 -27%
Stifel Financial
25
Stifel Financial
Missouri
$1.87M -$1.47M -45,018 -44%

FINX Hedge Fund Activity: Q1 2022 in Review

149 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Global X FinTech ETF (FINX) for Q1 2022, worth a combined $344M — down 26% from $467M a quarter earlier.

Sellers outnumbered buyers: 52 funds closed out of FINX and 17 opened new positions — a net loss of 35 holders — while 62 trimmed existing stakes and 51 added.

The largest buyer was Citigroup, adding an estimated $73.9M. The largest seller was UBS Group, cutting an estimated $24.5M.

  • 149 institutional investors held Global X FinTech ETF (FINX) as of Q1 2022, down from 189 in Q4 2021.
  • Funds reported $344M of Global X FinTech ETF stock for Q1 2022, down 26% quarter-over-quarter.
  • 17 funds opened new Global X FinTech ETF positions in Q1 2022 and 52 closed out, a net change of -35 holders.
  • The largest Global X FinTech ETF buyer in Q1 2022 was Citigroup, an estimated $73.9M added.
  • The largest Global X FinTech ETF seller in Q1 2022 was UBS Group, an estimated $24.5M sold.

Based on aggregated 13F filings for Q1 2022.