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Global X FinTech ETF
FINX

145 hedge funds and large institutions have $231M invested in Global X FinTech ETF in 2022 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 35 increasing their positions, 47 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.79% more ownership

Funds ownership: 37.57% → 39.36% (+1.8%)

9% less first-time investments, than exits

New positions opened: 29 | Existing positions closed: 32

3% less funds holding

Funds holding: 149 → 145 (-4)

26% less repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 47

33% less capital invested

Capital invested by funds: $344M → $231M (-$112M)

70% less call options, than puts

Call options by funds: $310K | Put options by funds: $1.03M

Holders
145
Holders Change
-4
Holders Change %
-2.68%
% of All Funds
2.44%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
29
Increased
35
Reduced
47
Closed
32
Calls
$310K
Puts
$1.03M
Net Calls
-$716K
Net Calls Change
-$1.83M

Top Buyers

1
MFS
Mirabella Financial Services
United Kingdom
+$23M
2
Citigroup
Citigroup
New York
+$4.21M
3
SSA
Schonfeld Strategic Advisors
New York
+$3.76M
4
Fisher Asset Management
Fisher Asset Management
Washington
+$3.3M
5
JMPWA
JP Morgan Private Wealth Advisors
California
+$3.03M

Top Sellers

1
PAG
Private Advisor Group
New Jersey
-$5.9M
2
UBS Group
UBS Group
Switzerland
-$5.84M
3
Bank of America
Bank of America
North Carolina
-$5.31M
4
Wells Fargo
Wells Fargo
California
-$3.44M
5
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
-$2.45M
Name Holding Trade Value Shares
Change 		Change in
Stake
Citigroup
1
Citigroup
New York
$51.9M +$4.21M +164,415 +7%
MFS
2
Mirabella Financial Services
United Kingdom
$19.2M +$23M +900,482 New
Morgan Stanley
3
Morgan Stanley
New York
$19M +$1.8M +70,314 +9%
PNC Financial Services Group
4
PNC Financial Services Group
Pennsylvania
$17.9M -$665K -26,007 -3%
Bank of America
5
Bank of America
North Carolina
$12.8M -$5.31M -207,415 -26%
UBS Group
6
UBS Group
Switzerland
$12.3M -$5.84M -228,288 -28%
Mirae Asset Global Investments
7
Mirae Asset Global Investments
South Korea
$9.57M -$2.45M -95,919 -17%
BWFA
8
Baltimore-Washington Financial Advisors
Maryland
$5.48M -$1.47M -57,629 -18%
LPL Financial
9
LPL Financial
California
$4.99M -$920K -35,941 -13%
JP Morgan Chase
10
JP Morgan Chase
New York
$4.91M -$1.65M -64,316 -22%
Wells Fargo
11
Wells Fargo
California
$4.86M -$3.44M -134,263 -37%
Fisher Asset Management
12
Fisher Asset Management
Washington
$4.42M +$3.3M +129,149 +164%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$4.05M -$1.48M -57,858 -23%
GKWIM
14
Gerber Kawasaki Wealth & Investment Management
California
$3.62M +$942K +36,817 +28%
SSA
15
Schonfeld Strategic Advisors
New York
$3.13M +$3.76M +147,100 New
SAS
16
Stelac Advisory Services
New York
$3.09M +$2.36M +92,355 +167%
TWA
17
TPB Wealth Advisors
Texas
$2.96M -$174K -6,782 -5%
JMPWA
18
JP Morgan Private Wealth Advisors
California
$2.52M +$3.03M +118,388 New
Jane Street
19
Jane Street
New York
$2.27M +$2.73M +106,741 New
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$2.12M +$22.3K +871 +0.9%
MML Investors Services
21
MML Investors Services
Massachusetts
$2.07M +$238K +9,299 +11%
RJFSA
22
Raymond James Financial Services Advisors
Florida
$2M -$78.9K -3,082 -3%
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
$1.9M -$209K -8,173 -8%
RJA
24
Raymond James & Associates
Florida
$1.81M -$752K -29,376 -26%
EL
25
Essex LLC
Illinois
$1.59M -$633K -24,730 -25%
1
2 3 4 5

FINX Hedge Fund Activity: Q2 2022 in Review

145 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Global X FinTech ETF (FINX) for Q2 2022, worth a combined $231M — down 33% from $344M a quarter earlier.

Sellers outnumbered buyers: 32 funds closed out of FINX and 29 opened new positions — a net loss of 3 holders — while 47 trimmed existing stakes and 35 added.

The largest buyer was Mirabella Financial Services, opening a new position worth an estimated $23M. The largest seller was Private Advisor Group, exiting entirely with an estimated $5.9M sold.

  • 145 institutional investors held Global X FinTech ETF (FINX) as of Q2 2022, down from 149 in Q1 2022.
  • Funds reported $231M of Global X FinTech ETF stock for Q2 2022, down 33% quarter-over-quarter.
  • 29 funds opened new Global X FinTech ETF positions in Q2 2022 and 32 closed out, a net change of -3 holders.
  • The largest Global X FinTech ETF buyer in Q2 2022 was Mirabella Financial Services, an estimated $23M added.
  • The largest Global X FinTech ETF seller in Q2 2022 was Private Advisor Group, an estimated $5.9M sold.

Based on aggregated 13F filings for Q2 2022.