APEX HealthCare ETF
APXH
APXH was delisted on the 24th of January, 2023.
6 hedge funds and large institutions have $3.42M invested in APEX HealthCare ETF in 2022 Q4 according to their latest regulatory filings, with 1 funds opening new positions, 3 increasing their positions, 2 reducing their positions, and 1 closing their positions.
50% more repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 2
0% more funds holding
Funds holding: 6 → 6 (0)
0% more first-time investments, than exits
New positions opened: 1 | Existing positions closed: 1
39% less capital invested
Capital invested by funds: $5.64M → $3.42M (-$2.22M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PWMG
Provence Wealth Management Group
Irvine,
California
|
+$150K |
| 2 |
FIA
Foundations Investment Advisors
Phoenix,
Arizona
|
+$83.9K |
| 3 |
JP Morgan Chase
New York
|
+$5.83K |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$3.23K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$2.73M |
| 2 |
Jane Street
New York
|
-$48.5K |
| 3 |
ACM
Anfield Capital Management
Irvine,
California
|
-$38.5K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
FIA
1
Foundations Investment Advisors
Phoenix,
Arizona
| $2.49M | +$83.9K | +9,762 | +4% |
|
|
ACM
2
Anfield Capital Management
Irvine,
California
| $564K | -$38.5K | -4,479 | -7% |
|
|
PWMG
3
Provence Wealth Management Group
Irvine,
California
| $154K | +$150K | +17,478 | New |
|
|
4
Jane Street
New York
| $139K | -$48.5K | -5,640 | -26% |
|
|
5
JP Morgan Chase
New York
| $66K | +$5.83K | +678 | +10% |
|
|
6
UBS Group
Zurich,
Switzerland
| $7.14K | +$3.23K | +376 | +86% |
|
|
7
Citadel Advisors
Miami,
Florida
| – | -$2.73M | -347,275 | Closed |
|
APXH Hedge Fund Activity: Q4 2022 in Review
6 of the 6,223 institutional investors tracked by Wall St. Rank reported a position in APEX HealthCare ETF (APXH) for Q4 2022, worth a combined $3.42M — down 39% from $5.64M a quarter earlier.
Fund positioning in APXH was balanced in Q4 2022: 1 fund opened new positions, 1 closed out, 3 added to existing stakes and 2 trimmed.
The largest buyer was Provence Wealth Management Group, opening a new position worth an estimated $150K. The largest seller was Citadel Advisors, exiting entirely with an estimated $2.73M sold.
- 6 institutional investors held APEX HealthCare ETF (APXH) as of Q4 2022, unchanged from Q3 2022.
- Funds reported $3.42M of APEX HealthCare ETF stock for Q4 2022, down 39% quarter-over-quarter.
- 1 fund opened new APEX HealthCare ETF positions in Q4 2022 and 1 closed out, a net change of 0 holders.
- The largest APEX HealthCare ETF buyer in Q4 2022 was Provence Wealth Management Group, an estimated $150K added.
- The largest APEX HealthCare ETF seller in Q4 2022 was Citadel Advisors, an estimated $2.73M sold.
Based on aggregated 13F filings for Q4 2022.