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HART

IQ Healthy Hearts ETF

Delisted

HART was delisted on the 19th of August, 2025.

7 hedge funds and large institutions have $6.53M invested in IQ Healthy Hearts ETF in 2024 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 0 increasing their positions, 3 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding

Funds holding: 77 (0)

0% more first-time investments, than exits

New positions opened: 2 | Existing positions closed: 2

12.04% less ownership

Funds ownership: 82.6%70.56% (-12%)

13% less capital invested

Capital invested by funds: $7.46M → $6.53M (-$936K)

100% less repeat investments, than reductions

Existing positions increased: 0 | Existing positions reduced: 3

Holders
7
Holders Change
Holders Change %
0%
% of All Funds
0.1%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
Reduced
3
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
NYLIM
1
New York Life Investment Management
New York
$6.14M
Jane Street
2
Jane Street
New York
$341K -$96.7K -3,204 -22%
Bank of Montreal
3
Bank of Montreal
Ontario, Canada
$36.4K +$36.5K +1,209 New
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$11K
JP Morgan Chase
5
JP Morgan Chase
New York
$494 -$30 -1 -6%
SAM
6
Smartleaf Asset Management
Massachusetts
$124 -$9.72K -322 -99%
Morgan Stanley
7
Morgan Stanley
New York
$39 +$30 +1 New
Citadel Advisors
8
Citadel Advisors
Florida
-$1.02M -33,739 Closed
UBS Group
9
UBS Group
Switzerland
-$1.96K -65 Closed

HART Hedge Fund Activity: Q2 2024 in Review

7 of the 6,925 institutional investors tracked by Wall St. Rank reported a position in IQ Healthy Hearts ETF (HART) for Q2 2024, worth a combined $6.53M — down 13% from $7.46M a quarter earlier.

Fund positioning in HART was balanced in Q2 2024: 2 funds opened new positions, 2 closed out, 0 added to existing stakes and 3 trimmed.

The largest buyer was Bank of Montreal, opening a new position worth an estimated $36.5K. The largest seller was Citadel Advisors, exiting entirely with an estimated $1.02M sold.

  • 7 institutional investors held IQ Healthy Hearts ETF (HART) as of Q2 2024, unchanged from Q1 2024.
  • Funds reported $6.53M of IQ Healthy Hearts ETF stock for Q2 2024, down 13% quarter-over-quarter.
  • 2 funds opened new IQ Healthy Hearts ETF positions in Q2 2024 and 2 closed out, a net change of 0 holders.
  • The largest IQ Healthy Hearts ETF buyer in Q2 2024 was Bank of Montreal, an estimated $36.5K added.
  • The largest IQ Healthy Hearts ETF seller in Q2 2024 was Citadel Advisors, an estimated $1.02M sold.

Based on aggregated 13F filings for Q2 2024.