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Global X FinTech ETF

136 hedge funds and large institutions have $165M invested in Global X FinTech ETF in 2022 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 28 increasing their positions, 52 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

101% more call options, than puts

Call options by funds: $2.03M | Put options by funds: $1.01M

29% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 21

2% more funds holding

Funds holding: 133136 (+3)

0.65% more ownership

Funds ownership: 40.02%40.67% (+0.65%)

17% less capital invested

Capital invested by funds: $199M → $165M (-$34.4M)

46% less repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 52

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
136
Holders Change
+3
Holders Change %
+2.26%
% of All Funds
2.19%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
27
Increased
28
Reduced
52
Closed
21
Calls
$2.03M
Puts
$1.01M
Net Calls
+$1.02M
Net Calls Change
+$994K
Name Holding Trade Value Shares
Change
Change in
Stake
Jane Street
1
Jane Street
New York
$32.1M +$26.1M +1,295,216 +350%
PNC Financial Services Group
2
PNC Financial Services Group
Pennsylvania
$29.3M -$2.41M -119,672 -7%
Morgan Stanley
3
Morgan Stanley
New York
$9.7M -$4.65M -230,966 -31%
UBS Group
4
UBS Group
Switzerland
$8.33M -$1.9M -94,227 -18%
Fisher Asset Management
5
Fisher Asset Management
Washington
$7.4M -$3.7M -183,686 -32%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$5.37M +$1.8M +89,382 +47%
Bank of America
7
Bank of America
North Carolina
$4.85M -$3.54M -175,709 -41%
BWFA
8
Baltimore-Washington Financial Advisors
Maryland
$4.6M -$377K -18,697 -7%
LPL Financial
9
LPL Financial
California
$4.44M -$454K -22,514 -9%
JP Morgan Chase
10
JP Morgan Chase
New York
$3.93M -$428K -21,243 -9%
Wells Fargo
11
Wells Fargo
California
$3.53M +$231K +11,489 +7%
Mirae Asset Global Investments
12
Mirae Asset Global Investments
South Korea
$3.31M -$518K -25,736 -13%
GKWIM
13
Gerber Kawasaki Wealth & Investment Management
California
$3.01M -$71.2K -3,536 -2%
BFA
14
BBJS Financial Advisors
Washington
$2.93M +$3.06M +152,063 New
SAS
15
Stelac Advisory Services
New York
$2.84M -$4.03K -200 -0.1%
MML Investors Services
16
MML Investors Services
Massachusetts
$2.17M +$162K +8,043 +8%
EL
17
Essex LLC
Illinois
$2.07M -$243K -12,046 -10%
RJFSA
18
Raymond James Financial Services Advisors
Florida
$1.83M +$305K +15,133 +19%
CW
19
CreativeOne Wealth
Kansas
$1.64M +$108K +5,363 +7%
PAS
20
Professional Advisory Services
Florida
$1.62M +$1.7M +84,219 New
Susquehanna International Group
21
Susquehanna International Group
Pennsylvania
$1.57M +$1.26M +62,463 +324%
RJA
22
Raymond James & Associates
Florida
$1.46M -$335K -16,619 -18%
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$1.2M +$488K +24,210 +64%
TWA
24
TPB Wealth Advisors
Texas
$1.15M -$1.87M -92,610 -62%
Ameriprise
25
Ameriprise
Minnesota
$1.1M +$97.8K +4,855 +9%

FINX Hedge Fund Activity: Q4 2022 in Review

136 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Global X FinTech ETF (FINX) for Q4 2022, worth a combined $165M — down 17% from $199M a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new FINX positions and 21 closed out — a net gain of 6 holders — while 28 added to existing stakes and 52 trimmed.

The largest buyer was Jane Street, adding an estimated $26.1M. The largest seller was Mirabella Financial Services, exiting entirely with an estimated $25.6M sold.

  • 136 institutional investors held Global X FinTech ETF (FINX) as of Q4 2022, up from 133 in Q3 2022.
  • Funds reported $165M of Global X FinTech ETF stock for Q4 2022, down 17% quarter-over-quarter.
  • 27 funds opened new Global X FinTech ETF positions in Q4 2022 and 21 closed out, a net change of +6 holders.
  • The largest Global X FinTech ETF buyer in Q4 2022 was Jane Street, an estimated $26.1M added.
  • The largest Global X FinTech ETF seller in Q4 2022 was Mirabella Financial Services, an estimated $25.6M sold.

Based on aggregated 13F filings for Q4 2022.