IQ Healthy Hearts ETF
HART
HART was delisted on the 19th of August, 2025.
5 hedge funds and large institutions have $6.56M invested in IQ Healthy Hearts ETF in 2024 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 0 increasing their positions, reducing their positions, and 4 closing their positions.
2% less capital invested
Capital invested by funds: $6.71M → $6.56M (-$157K)
1.12% less ownership
Funds ownership: 72.41% → 71.29% (-1.1%)
29% less funds holding
Funds holding: 7 → 5 (-2)
50% less first-time investments, than exits
New positions opened: 2 | Existing positions closed: 4
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
+$453K |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$7.71K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$53.6K |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
-$52.9K |
| 3 |
HI
Harbour Investments
Madison,
Wisconsin
|
-$4.28K |
| 4 |
Morgan Stanley
New York
|
-$37 |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
NYLIM
1
New York Life Investment Management
New York
| $6.1M | – | – | – |
|
|
2
Citadel Advisors
Miami,
Florida
| $436K | +$453K | +14,227 | New |
|
3
Royal Bank of Canada
Toronto,
Ontario, Canada
| $11K | – | – | – |
|
|
4
UBS Group
Zurich,
Switzerland
| $7.42K | +$7.71K | +242 | New |
|
5
JP Morgan Chase
New York
| $490 | – | – | – |
|
|
6
Bank of Montreal
Toronto,
Ontario, Canada
| – | -$53.6K | -1,606 | Closed |
|
|
7
Osaic Holdings
Scottsdale,
Arizona
| – | -$52.9K | -1,597 | Closed |
|
|
HI
8
Harbour Investments
Madison,
Wisconsin
| – | -$4.28K | -130 | Closed |
|
|
9
Morgan Stanley
New York
| – | -$37 | -1 | Closed |
|
HART Hedge Fund Activity: Q4 2024 in Review
5 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in IQ Healthy Hearts ETF (HART) for Q4 2024, worth a combined $6.56M — down 2.3% from $6.71M a quarter earlier.
Sellers outnumbered buyers: 4 funds closed out of HART and 2 opened new positions — a net loss of 2 holders — while 0 trimmed existing stakes and 0 added.
The largest buyer was Citadel Advisors, opening a new position worth an estimated $453K. The largest seller was Bank of Montreal, exiting entirely with an estimated $53.6K sold.
- 5 institutional investors held IQ Healthy Hearts ETF (HART) as of Q4 2024, down from 7 in Q3 2024.
- Funds reported $6.56M of IQ Healthy Hearts ETF stock for Q4 2024, down 2.3% quarter-over-quarter.
- 2 funds opened new IQ Healthy Hearts ETF positions in Q4 2024 and 4 closed out, a net change of -2 holders.
- The largest IQ Healthy Hearts ETF buyer in Q4 2024 was Citadel Advisors, an estimated $453K added.
- The largest IQ Healthy Hearts ETF seller in Q4 2024 was Bank of Montreal, an estimated $53.6K sold.
Based on aggregated 13F filings for Q4 2024.