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HEAL

Global X Funds Global X HealthTech ETF
HEAL

71 hedge funds and large institutions have $252M invested in Global X Funds Global X HealthTech ETF in 2021 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 22 increasing their positions, 5 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

517% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 6

340% more repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 5

78% more funds holding

Funds holding: 40 → 71 (+31)

70% more capital invested

Capital invested by funds: $148M → $252M (+$104M)

1.65% more ownership

Funds ownership: 8.78% → 10.43% (+1.6%)

Holders
71
Holders Change
+31
Holders Change %
+77.5%
% of All Funds
1.25%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
37
Increased
22
Reduced
5
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
CI
Clal Insurance
Israel
+$79M
2
Daiwa Securities Group
Daiwa Securities Group
Japan
+$62.7M
3
UBS Group
UBS Group
Switzerland
+$5.45M
4
PF
Phoenix Financial
Israel
+$3.93M
5
MIFH
Migdal Insurance & Financial Holdings
Israel
+$2.36M

Top Sellers

Rank Fund Capital Flow
1
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
-$54.9M
2
Citadel Advisors
Citadel Advisors
Florida
-$1.22M
3
CIBC World Market
CIBC World Market
Ontario, Canada
-$748K
4
Osaic Holdings
Osaic Holdings
Arizona
-$689K
5
FFS
Founders Financial Securities
Maryland
-$221K
Name Holding Trade Value Shares
Change 		Change in
Stake
BHB
26
Bank Hapoalim BM
Israel
$546K +$582K +9,517 New
Osaic Holdings
27
Osaic Holdings
Arizona
$498K -$689K -11,266 -56%
Cambridge Investment Research Advisors
28
Cambridge Investment Research Advisors
Iowa
$440K +$470K +7,678 New
KAS
29
Kestra Advisory Services
Texas
$409K -$115K -1,883 -21%
Stifel Financial
30
Stifel Financial
Missouri
$368K +$174K +2,845 +80%
JPLA
31
Joseph P. Lucia & Associates
New York
$360K +$67.4K +1,101 +21%
PAS
32
Park Avenue Securities
New York
$355K +$12.2K +199 +3%
Royal Bank of Canada
33
Royal Bank of Canada
Ontario, Canada
$343K +$78.6K +1,284 +27%
SFG
34
SageGuard Financial Group
Tennessee
$320K +$340K +5,559 New
GIA
35
Gladstone Institutional Advisory
Florida
$314K +$335K +5,470 New
DAS
36
Dynamic Advisor Solutions
Arizona
$301K +$321K +5,245 New
SPC
37
Sigma Planning Corp
Michigan
$282K +$301K +4,913 New
FTUS
38
Flow Traders U.S.
New York
$272K +$290K +4,735 New
Thrivent Financial for Lutherans
39
Thrivent Financial for Lutherans
Minnesota
$270K – – –
SPIA
40
Steward Partners Investment Advisory
New York
$269K +$83.2K +1,359 +41%
CA
41
Cornerstone Advisory
Maryland
$239K +$15.2K +249 +6%
SWP
42
Stratos Wealth Partners
Ohio
$219K +$234K +3,825 New
APA
43
American Portfolios Advisors
New York
$216K +$199K +3,248 +628%
CW
44
CreativeOne Wealth
Kansas
$200K +$213K +3,487 New
SC
45
Savant Capital
Illinois
$200K +$213K +3,489 New
IWM
46
IHT Wealth Management
Illinois
$198K +$212K +3,460 New
BAM
47
Belpointe Asset Management
Nevada
$192K +$204K +3,334 New
Morgan Stanley
48
Morgan Stanley
New York
$90K +$95.9K +1,567 New
IA
49
IFP Advisors
Florida
$64K -$13.5K -221 -17%
Bank of Montreal
50
Bank of Montreal
Ontario, Canada
$58K +$46.4K +758 +325%
1
2
3 4

HEAL Hedge Fund Activity: Q1 2021 in Review

71 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Global X Funds Global X HealthTech ETF (HEAL) for Q1 2021, worth a combined $252M — up 70% from $148M a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new HEAL positions and 6 closed out — a net gain of 31 holders — while 22 added to existing stakes and 5 trimmed.

The largest buyer was Clal Insurance, adding an estimated $79M. The largest seller was Mirae Asset Global Investments, cutting an estimated $54.9M.

  • 71 institutional investors held Global X Funds Global X HealthTech ETF (HEAL) as of Q1 2021, up from 40 in Q4 2020.
  • Funds reported $252M of Global X Funds Global X HealthTech ETF stock for Q1 2021, up 70% quarter-over-quarter.
  • 37 funds opened new Global X Funds Global X HealthTech ETF positions in Q1 2021 and 6 closed out, a net change of +31 holders.
  • The largest Global X Funds Global X HealthTech ETF buyer in Q1 2021 was Clal Insurance, an estimated $79M added.
  • The largest Global X Funds Global X HealthTech ETF seller in Q1 2021 was Mirae Asset Global Investments, an estimated $54.9M sold.

Based on aggregated 13F filings for Q1 2021.