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Global X FinTech ETF
FINX

133 hedge funds and large institutions have $199M invested in Global X FinTech ETF in 2022 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 43 increasing their positions, 43 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

10% more call options, than puts

Call options by funds: $320K | Put options by funds: $291K

0.66% more ownership

Funds ownership: 39.36% → 40.02% (+0.66%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

0% more repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 43

8% less funds holding

Funds holding: 145 → 133 (-12)

14% less capital invested

Capital invested by funds: $231M → $199M (-$32M)

39% less first-time investments, than exits

New positions opened: 14 | Existing positions closed: 23

Holders
133
Holders Change
-12
Holders Change %
-8.28%
% of All Funds
2.29%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
14
Increased
43
Reduced
43
Closed
23
Calls
$320K
Puts
$291K
Net Calls
+$29K
Net Calls Change
+$745K

Top Buyers

1
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
+$18.8M
2
Fisher Asset Management
Fisher Asset Management
Washington
+$8.49M
3
MFS
Mirabella Financial Services
United Kingdom
+$8.21M
4
Jane Street
Jane Street
New York
+$6.2M
5
JMPWA
JP Morgan Private Wealth Advisors
California
+$2.99M

Top Sellers

1
Citigroup
Citigroup
New York
-$55.8M
2
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
-$6.43M
3
Bank of America
Bank of America
North Carolina
-$4.05M
4
Morgan Stanley
Morgan Stanley
New York
-$3.68M
5
Citadel Advisors
Citadel Advisors
Florida
-$1.48M
Name Holding Trade Value Shares
Change 		Change in
Stake
PNC Financial Services Group
1
PNC Financial Services Group
Pennsylvania
$33.3M +$18.8M +797,806 +95%
MFS
2
Mirabella Financial Services
United Kingdom
$25.6M +$8.21M +348,486 +39%
Morgan Stanley
3
Morgan Stanley
New York
$14.9M -$3.68M -156,067 -18%
Fisher Asset Management
4
Fisher Asset Management
Washington
$11.5M +$8.49M +360,380 +173%
UBS Group
5
UBS Group
Switzerland
$10.7M -$1.23M -52,067 -9%
Bank of America
6
Bank of America
North Carolina
$8.67M -$4.05M -171,840 -29%
Jane Street
7
Jane Street
New York
$7.5M +$6.2M +263,254 +247%
BWFA
8
Baltimore-Washington Financial Advisors
Maryland
$5.28M +$16.4K +695 +0.3%
LPL Financial
9
LPL Financial
California
$5.14M +$449K +19,047 +8%
JMPWA
10
JP Morgan Private Wealth Advisors
California
$4.98M +$2.99M +127,035 +107%
JP Morgan Chase
11
JP Morgan Chase
New York
$4.57M -$113K -4,782 -2%
SSA
12
Schonfeld Strategic Advisors
New York
$4.05M +$1.24M +52,600 +36%
Mirae Asset Global Investments
13
Mirae Asset Global Investments
South Korea
$4.01M -$6.43M -272,800 -58%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$3.85M -$4.1K -174 -0.1%
Wells Fargo
15
Wells Fargo
California
$3.49M -$1.32M -56,170 -25%
GKWIM
16
Gerber Kawasaki Wealth & Investment Management
California
$3.24M -$241K -10,230 -6%
TWA
17
TPB Wealth Advisors
Texas
$3.01M +$231K +9,799 +7%
SAS
18
Stelac Advisory Services
New York
$3M – – –
EL
19
Essex LLC
Illinois
$2.42M +$1.05M +44,713 +60%
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$2.19M +$199K +8,430 +8%
IAIM
21
International Assets Investment Management
Florida
$2.15M +$2.42M +102,839 New
MML Investors Services
22
MML Investors Services
Massachusetts
$2.13M +$183K +7,745 +8%
RJA
23
Raymond James & Associates
Florida
$1.87M +$169K +7,180 +8%
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$1.7M -$130K -5,505 -6%
RJFSA
25
Raymond James Financial Services Advisors
Florida
$1.62M -$331K -14,046 -15%
1
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FINX Hedge Fund Activity: Q3 2022 in Review

133 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Global X FinTech ETF (FINX) for Q3 2022, worth a combined $199M — down 14% from $231M a quarter earlier.

Sellers outnumbered buyers: 23 funds closed out of FINX and 14 opened new positions — a net loss of 9 holders — while 43 trimmed existing stakes and 43 added.

The largest buyer was PNC Financial Services Group, adding an estimated $18.8M. The largest seller was Citigroup, cutting an estimated $55.8M.

  • 133 institutional investors held Global X FinTech ETF (FINX) as of Q3 2022, down from 145 in Q2 2022.
  • Funds reported $199M of Global X FinTech ETF stock for Q3 2022, down 14% quarter-over-quarter.
  • 14 funds opened new Global X FinTech ETF positions in Q3 2022 and 23 closed out, a net change of -9 holders.
  • The largest Global X FinTech ETF buyer in Q3 2022 was PNC Financial Services Group, an estimated $18.8M added.
  • The largest Global X FinTech ETF seller in Q3 2022 was Citigroup, an estimated $55.8M sold.

Based on aggregated 13F filings for Q3 2022.