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Global X FinTech ETF

114 hedge funds and large institutions have $140M invested in Global X FinTech ETF in 2023 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 26 increasing their positions, 42 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

167% more call options, than puts

Call options by funds: $24K | Put options by funds: $9K

0.06% less ownership

Funds ownership: 35.68%35.62% (-0.06%)

1% less capital invested

Capital invested by funds: $142M → $140M (-$1.61M)

7% less funds holding

Funds holding: 122114 (-8)

33% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 18

38% less repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 42

Holders
114
Holders Change
-8
Holders Change %
-6.56%
% of All Funds
1.79%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
12
Increased
26
Reduced
42
Closed
18
Calls
$24K
Puts
$9K
Net Calls
+$15K
Net Calls Change
-$254K
Name Holding Trade Value Shares
Change
Change in
Stake
PNC Financial Services Group
1
PNC Financial Services Group
Pennsylvania
$29.6M -$1.84M -88,171 -6%
Jane Street
2
Jane Street
New York
$13.7M +$3.77M +180,583 +41%
Osaic Holdings
3
Osaic Holdings
Arizona
$10.7M +$8.95M +428,856 +897%
Morgan Stanley
4
Morgan Stanley
New York
$7.64M -$115K -5,527 -2%
UBS Group
5
UBS Group
Switzerland
$6.36M -$2.28M -109,097 -27%
Bank of America
6
Bank of America
North Carolina
$5.49M -$134K -6,395 -3%
Mirae Asset Global Investments
7
Mirae Asset Global Investments
South Korea
$4.61M -$3.89M -186,182 -47%
Wells Fargo
8
Wells Fargo
California
$4.59M +$437K +20,939 +11%
BFA
9
BBJS Financial Advisors
Washington
$4.58M +$168K +8,055 +4%
LPL Financial
10
LPL Financial
California
$3.65M -$144K -6,879 -4%
GKWIM
11
Gerber Kawasaki Wealth & Investment Management
California
$3.47M +$96.8K +4,635 +3%
SAS
12
Stelac Advisory Services
New York
$3.26M
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$3.13M -$190K -9,081 -6%
MML Investors Services
14
MML Investors Services
Massachusetts
$2.25M -$465K -22,275 -18%
JP Morgan Chase
15
JP Morgan Chase
New York
$2.21M -$1.7M -81,436 -45%
EL
16
Essex LLC
Illinois
$2.01M -$341K -16,355 -15%
CW
17
CreativeOne Wealth
Kansas
$1.97M +$1.5K +72 +0.1%
RJA
18
Raymond James & Associates
Florida
$1.91M +$144K +6,881 +9%
Luther King Capital Management (LKCM)
19
Luther King Capital Management (LKCM)
Texas
$1.87M +$1.77M +84,568 New
Fisher Asset Management
20
Fisher Asset Management
Washington
$1.6M -$5.93M -283,869 -80%
Bank of Montreal
21
Bank of Montreal
Ontario, Canada
$1.37M +$1.26M +60,293 +4,170%
Envestnet Asset Management
22
Envestnet Asset Management
Illinois
$1.34M +$76K +3,642 +6%
RJFSA
23
Raymond James Financial Services Advisors
Florida
$1.34M -$109K -5,242 -8%
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$1.31M -$57.6K -2,759 -4%
IA
25
Insight Advisors
Pennsylvania
$1.26M +$590K +28,252 +97%

FINX Hedge Fund Activity: Q2 2023 in Review

114 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Global X FinTech ETF (FINX) for Q2 2023, worth a combined $140M — down 1.1% from $142M a quarter earlier.

Sellers outnumbered buyers: 18 funds closed out of FINX and 12 opened new positions — a net loss of 6 holders — while 42 trimmed existing stakes and 26 added.

The largest buyer was Osaic Holdings, adding an estimated $8.95M. The largest seller was Fisher Asset Management, cutting an estimated $5.93M.

  • 114 institutional investors held Global X FinTech ETF (FINX) as of Q2 2023, down from 122 in Q1 2023.
  • Funds reported $140M of Global X FinTech ETF stock for Q2 2023, down 1.1% quarter-over-quarter.
  • 12 funds opened new Global X FinTech ETF positions in Q2 2023 and 18 closed out, a net change of -6 holders.
  • The largest Global X FinTech ETF buyer in Q2 2023 was Osaic Holdings, an estimated $8.95M added.
  • The largest Global X FinTech ETF seller in Q2 2023 was Fisher Asset Management, an estimated $5.93M sold.

Based on aggregated 13F filings for Q2 2023.