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Global X FinTech ETF

98 hedge funds and large institutions have $78.2M invested in Global X FinTech ETF in 2025 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 37 increasing their positions, 23 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

61% more repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 23

2.64% more ownership

Funds ownership: 27.29%29.93% (+2.6%)

3% less funds holding

Funds holding: 10198 (-3)

8% less capital invested

Capital invested by funds: $84.9M → $78.2M (-$6.76M)

12% less first-time investments, than exits

New positions opened: 15 | Existing positions closed: 17

67% less call options, than puts

Call options by funds: $85K | Put options by funds: $254K

Holders
98
Holders Change
-3
Holders Change %
-2.97%
% of All Funds
1.31%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
15
Increased
37
Reduced
23
Closed
17
Calls
$85K
Puts
$254K
Net Calls
-$169K
Net Calls Change
-$400K
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$11.2M +$1.13M +36,524 +10%
LPL Financial
2
LPL Financial
California
$6.44M +$1.58M +51,048 +28%
Morgan Stanley
3
Morgan Stanley
New York
$6.34M +$436K +14,103 +7%
UBS Group
4
UBS Group
Switzerland
$5.57M +$745K +24,080 +14%
Wells Fargo
5
Wells Fargo
California
$4.1M -$1.36M -43,872 -23%
SC
6
Scotia Capital
Ontario, Canada
$4.1M +$289K +9,341 +7%
BSCCG
7
Blue Sky Capital Consultants Group
California
$3.61M +$76.8K +2,481 +2%
GKWIM
8
Gerber Kawasaki Wealth & Investment Management
California
$3.36M -$254K -8,215 -6%
Ameriprise
9
Ameriprise
Minnesota
$2.71M +$2.4M +77,579 +374%
Raymond James Financial
10
Raymond James Financial
Florida
$2.09M +$251K +8,122 +12%
Mirae Asset Global Investments
11
Mirae Asset Global Investments
South Korea
$1.88M -$495K -16,000 -19%
Cetera Investment Advisers
12
Cetera Investment Advisers
Illinois
$1.65M +$544K +17,570 +42%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$1.64M +$597K +19,277 +48%
CW
14
CreativeOne Wealth
Kansas
$1.35M +$350K +11,309 +30%
AWMT
15
AAFMAA Wealth Management & Trust
North Carolina
$1.35M +$1.52M +49,029 New
FTUS
16
Flow Traders U.S.
New York
$1.34M +$687K +22,207 +84%
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$1.15M -$192K -6,210 -13%
NFG
18
Norris Financial Group
South Carolina
$1.15M +$1.09M +35,176 +540%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$1.11M +$141K +4,568 +13%
Mirae Asset Global ETFs Holdings
20
Mirae Asset Global ETFs Holdings
Hong Kong
$1.07M -$566K -18,277 -32%
SCP
21
Stamos Capital Partners
California
$999K -$105K -3,402 -9%
PWA
22
Phoenix Wealth Advisors
North Carolina
$982K +$13.9K +450 +1%
Citigroup
23
Citigroup
New York
$912K -$85.2K -2,752 -8%
HighTower Advisors
24
HighTower Advisors
Illinois
$901K
Citadel Advisors
25
Citadel Advisors
Florida
$826K +$641K +20,698 +223%

FINX Hedge Fund Activity: Q1 2025 in Review

98 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Global X FinTech ETF (FINX) for Q1 2025, worth a combined $78.2M — down 8% from $84.9M a quarter earlier.

Sellers outnumbered buyers: 17 funds closed out of FINX and 15 opened new positions — a net loss of 2 holders — while 23 trimmed existing stakes and 37 added.

The largest buyer was Ameriprise, adding an estimated $2.4M. The largest seller was Independent Advisor Alliance, exiting entirely with an estimated $1.7M sold.

  • 98 institutional investors held Global X FinTech ETF (FINX) as of Q1 2025, down from 101 in Q4 2024.
  • Funds reported $78.2M of Global X FinTech ETF stock for Q1 2025, down 8% quarter-over-quarter.
  • 15 funds opened new Global X FinTech ETF positions in Q1 2025 and 17 closed out, a net change of -2 holders.
  • The largest Global X FinTech ETF buyer in Q1 2025 was Ameriprise, an estimated $2.4M added.
  • The largest Global X FinTech ETF seller in Q1 2025 was Independent Advisor Alliance, an estimated $1.7M sold.

Based on aggregated 13F filings for Q1 2025.