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Global X FinTech ETF
FINX

122 hedge funds and large institutions have $142M invested in Global X FinTech ETF in 2023 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 33 increasing their positions, 38 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,076% more call options, than puts

Call options by funds: $294K | Put options by funds: $25K

4.98% less ownership

Funds ownership: 40.67% → 35.68% (-5%)

10% less funds holding

Funds holding: 136 → 122 (-14)

13% less repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 38

14% less capital invested

Capital invested by funds: $165M → $142M (-$23.3M)

45% less first-time investments, than exits

New positions opened: 16 | Existing positions closed: 29

Holders
122
Holders Change
-14
Holders Change %
-10.29%
% of All Funds
1.94%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
16
Increased
33
Reduced
38
Closed
29
Calls
$294K
Puts
$25K
Net Calls
+$269K
Net Calls Change
-$754K

Top Buyers

1
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
+$4.68M
2
BFA
BBJS Financial Advisors
Washington
+$991K
3
TWA
TPB Wealth Advisors
Texas
+$961K
4
Citadel Advisors
Citadel Advisors
Florida
+$561K
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$413K

Top Sellers

1
Jane Street
Jane Street
New York
-$25.7M
2
Morgan Stanley
Morgan Stanley
New York
-$3.2M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$2.69M
4
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
-$1.88M
5
LPL Financial
LPL Financial
California
-$1.23M
Name Holding Trade Value Shares
Change 		Change in
Stake
PNC Financial Services Group
1
PNC Financial Services Group
Pennsylvania
$29.8M -$1.88M -89,426 -6%
Jane Street
2
Jane Street
New York
$9.21M -$25.7M -1,223,082 -73%
UBS Group
3
UBS Group
Switzerland
$8.27M -$745K -35,477 -8%
Mirae Asset Global Investments
4
Mirae Asset Global Investments
South Korea
$8.23M +$4.68M +222,953 +129%
Fisher Asset Management
5
Fisher Asset Management
Washington
$7.42M -$591K -28,167 -7%
Morgan Stanley
6
Morgan Stanley
New York
$7.32M -$3.2M -152,256 -30%
Bank of America
7
Bank of America
North Carolina
$5.32M +$73.3K +3,492 +1%
BWFA
8
Baltimore-Washington Financial Advisors
Maryland
$4.48M -$499K -23,758 -10%
BFA
9
BBJS Financial Advisors
Washington
$4.15M +$991K +47,218 +31%
Wells Fargo
10
Wells Fargo
California
$3.9M +$77.9K +3,708 +2%
JP Morgan Chase
11
JP Morgan Chase
New York
$3.78M -$480K -22,883 -11%
LPL Financial
12
LPL Financial
California
$3.58M -$1.23M -58,731 -25%
GKWIM
13
Gerber Kawasaki Wealth & Investment Management
California
$3.18M -$77.9K -3,712 -2%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$3.14M -$2.69M -128,240 -46%
SAS
15
Stelac Advisory Services
New York
$3.07M – – –
MML Investors Services
16
MML Investors Services
Massachusetts
$2.59M +$240K +11,426 +10%
TWA
17
TPB Wealth Advisors
Texas
$2.12M +$961K +45,790 +82%
Susquehanna International Group
18
Susquehanna International Group
Pennsylvania
$2.11M +$413K +19,658 +24%
EL
19
Essex LLC
Illinois
$2.07M – – –
CW
20
CreativeOne Wealth
Kansas
$1.86M +$86.9K +4,137 +5%
RJA
21
Raymond James & Associates
Florida
$1.66M +$88.6K +4,221 +6%
Ameriprise
22
Ameriprise
Minnesota
$1.4M +$209K +9,956 +17%
RJFSA
23
Raymond James Financial Services Advisors
Florida
$1.37M -$608K -28,939 -30%
Envestnet Asset Management
24
Envestnet Asset Management
Illinois
$1.19M +$112K +5,340 +10%
PAS
25
Professional Advisory Services
Florida
$1.12M -$638K -30,403 -36%
1
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FINX Hedge Fund Activity: Q1 2023 in Review

122 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Global X FinTech ETF (FINX) for Q1 2023, worth a combined $142M — down 14% from $165M a quarter earlier.

Sellers outnumbered buyers: 29 funds closed out of FINX and 16 opened new positions — a net loss of 13 holders — while 38 trimmed existing stakes and 33 added.

The largest buyer was Mirae Asset Global Investments, adding an estimated $4.68M. The largest seller was Jane Street, cutting an estimated $25.7M.

  • 122 institutional investors held Global X FinTech ETF (FINX) as of Q1 2023, down from 136 in Q4 2022.
  • Funds reported $142M of Global X FinTech ETF stock for Q1 2023, down 14% quarter-over-quarter.
  • 16 funds opened new Global X FinTech ETF positions in Q1 2023 and 29 closed out, a net change of -13 holders.
  • The largest Global X FinTech ETF buyer in Q1 2023 was Mirae Asset Global Investments, an estimated $4.68M added.
  • The largest Global X FinTech ETF seller in Q1 2023 was Jane Street, an estimated $25.7M sold.

Based on aggregated 13F filings for Q1 2023.