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Global X FinTech ETF
FINX

103 hedge funds and large institutions have $85M invested in Global X FinTech ETF in 2024 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 25 increasing their positions, 35 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

660% more call options, than puts

Call options by funds: $304K | Put options by funds: $40K

3.06% less ownership

Funds ownership: 32.28% → 29.22% (-3.1%)

4% less funds holding

Funds holding: 107 → 103 (-4)

25% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 12

25% less capital invested

Capital invested by funds: $114M → $85M (-$28.8M)

29% less repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 35

Holders
103
Holders Change
-4
Holders Change %
-3.74%
% of All Funds
1.49%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
25
Reduced
35
Closed
12
Calls
$304K
Puts
$40K
Net Calls
+$264K
Net Calls Change
-$315K

Top Buyers

1
ES
Eagle Strategies
New York
+$1.47M
2
LPL Financial
LPL Financial
California
+$1.15M
3
Jane Street
Jane Street
New York
+$1.11M
4
SCP
Stamos Capital Partners
California
+$993K
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$626K

Top Sellers

1
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
-$9.11M
2
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
-$7.18M
3
UBS Group
UBS Group
Switzerland
-$2.28M
4
MML Investors Services
MML Investors Services
Massachusetts
-$2.19M
5
MA
MONECO Advisors
Connecticut
-$2.11M
Name Holding Trade Value Shares
Change 		Change in
Stake
PNC Financial Services Group
1
PNC Financial Services Group
Pennsylvania
$21.5M -$9.11M -355,161 -29%
UBS Group
2
UBS Group
Switzerland
$6.17M -$2.28M -88,839 -27%
Morgan Stanley
3
Morgan Stanley
New York
$5.51M -$223K -8,682 -4%
Bank of America
4
Bank of America
North Carolina
$5.03M +$78.7K +3,068 +2%
LPL Financial
5
LPL Financial
California
$4.86M +$1.15M +44,835 +30%
Wells Fargo
6
Wells Fargo
California
$3.73M +$185K +7,202 +5%
Jane Street
7
Jane Street
New York
$3.62M +$1.11M +43,288 +43%
GKWIM
8
Gerber Kawasaki Wealth & Investment Management
California
$3.05M -$52.1K -2,029 -2%
JP Morgan Chase
9
JP Morgan Chase
New York
$2.31M -$91.6K -3,571 -4%
Mirae Asset Global ETFs Holdings
10
Mirae Asset Global ETFs Holdings
Hong Kong
$2.22M +$2.26M +88,248 New
Susquehanna International Group
11
Susquehanna International Group
Pennsylvania
$1.82M -$1.06M -41,128 -36%
ES
12
Eagle Strategies
New York
$1.44M +$1.47M +57,211 New
RJA
13
Raymond James & Associates
Florida
$1.38M -$709K -27,640 -33%
CW
14
CreativeOne Wealth
Kansas
$1.33M +$574K +22,390 +73%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$1.26M +$626K +24,418 +96%
Cetera Investment Advisers
16
Cetera Investment Advisers
Illinois
$1.22M +$605K +23,596 +95%
RJFSA
17
Raymond James Financial Services Advisors
Florida
$1.13M -$11.4K -446 -1%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$1.05M -$22.2K -866 -2%
SCP
19
Stamos Capital Partners
California
$974K +$993K +38,710 New
IA
20
Insight Advisors
Pennsylvania
$906K -$398K -15,530 -30%
Citigroup
21
Citigroup
New York
$897K -$23.8K -929 -3%
PWA
22
Phoenix Wealth Advisors
North Carolina
$883K -$8.85K -345 -1%
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
$864K -$33.8K -1,316 -4%
HighTower Advisors
24
HighTower Advisors
Illinois
$860K -$78.1K -3,044 -8%
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$782K -$2.31K -90 -0.3%
1
2 3 4 5

FINX Hedge Fund Activity: Q2 2024 in Review

103 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Global X FinTech ETF (FINX) for Q2 2024, worth a combined $85M — down 25% from $114M a quarter earlier.

Sellers outnumbered buyers: 12 funds closed out of FINX and 9 opened new positions — a net loss of 3 holders — while 35 trimmed existing stakes and 25 added.

The largest buyer was Eagle Strategies, opening a new position worth an estimated $1.47M. The largest seller was PNC Financial Services Group, cutting an estimated $9.11M.

  • 103 institutional investors held Global X FinTech ETF (FINX) as of Q2 2024, down from 107 in Q1 2024.
  • Funds reported $85M of Global X FinTech ETF stock for Q2 2024, down 25% quarter-over-quarter.
  • 9 funds opened new Global X FinTech ETF positions in Q2 2024 and 12 closed out, a net change of -3 holders.
  • The largest Global X FinTech ETF buyer in Q2 2024 was Eagle Strategies, an estimated $1.47M added.
  • The largest Global X FinTech ETF seller in Q2 2024 was PNC Financial Services Group, an estimated $9.11M sold.

Based on aggregated 13F filings for Q2 2024.