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HEAL

Global X Funds Global X HealthTech ETF

61 hedge funds and large institutions have $226M invested in Global X Funds Global X HealthTech ETF in 2021 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 26 increasing their positions, 15 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

73% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 15

0.35% less ownership

Funds ownership: 10.43%10.07% (-0.35%)

10% less capital invested

Capital invested by funds: $252M → $226M (-$26.1M)

14% less funds holding

Funds holding: 7161 (-10)

59% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 17

Holders
61
Holders Change
-10
Holders Change %
-14.08%
% of All Funds
1.06%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
26
Reduced
15
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PF
26
Phoenix Financial
Israel
$568K -$3.09M -54,422 -85%
BHB
27
Bank Hapoalim BM
Israel
$566K +$14.9K +262 +3%
HighTower Advisors
28
HighTower Advisors
Illinois
$486K -$373K -6,565 -44%
Royal Bank of Canada
29
Royal Bank of Canada
Ontario, Canada
$442K +$94.7K +1,665 +28%
Osaic Holdings
30
Osaic Holdings
Arizona
$435K -$66K -1,160 -13%
PAS
31
Park Avenue Securities
New York
$428K +$68.4K +1,203 +19%
Cambridge Investment Research Advisors
32
Cambridge Investment Research Advisors
Iowa
$376K -$67.4K -1,186 -15%
Stifel Financial
33
Stifel Financial
Missouri
$372K +$739 +13 +0.2%
CW
34
CreativeOne Wealth
Kansas
$358K +$153K +2,698 +77%
KAS
35
Kestra Advisory Services
Texas
$356K -$55K -968 -14%
AWM
36
AE Wealth Management
Kansas
$338K +$332K +5,834 New
JPLA
37
Joseph P. Lucia & Associates
New York
$317K -$45.1K -794 -13%
Vontobel Holding
38
Vontobel Holding
Switzerland
$301K +$296K +5,200 New
SWP
39
Stratos Wealth Partners
Ohio
$265K +$42.3K +744 +19%
CA
40
Cornerstone Advisory
Maryland
$261K +$18.9K +333 +8%
BAM
41
Belpointe Asset Management
Nevada
$257K +$63.2K +1,111 +33%
AS
42
Altshuler Shaham
Israel
$248K +$254K +4,465 New
APA
43
American Portfolios Advisors
New York
$240K +$21.3K +375 +10%
SPIA
44
Steward Partners Investment Advisory
New York
$231K -$40.1K -705 -15%
IWM
45
IHT Wealth Management
Illinois
$217K +$16.1K +284 +8%
SC
46
Savant Capital
Illinois
$202K
IA
47
IFP Advisors
Florida
$65K
BWM
48
Baystate Wealth Management
Massachusetts
$65K +$25.8K +453 +68%
Bank of Montreal
49
Bank of Montreal
Ontario, Canada
$59K +$398 +7 +0.7%
TCM
50
TD Capital Management
Tennessee
$51K +$49.4K +869 +5,793%

HEAL Hedge Fund Activity: Q2 2021 in Review

61 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Global X Funds Global X HealthTech ETF (HEAL) for Q2 2021, worth a combined $226M — down 10% from $252M a quarter earlier.

Sellers outnumbered buyers: 17 funds closed out of HEAL and 7 opened new positions — a net loss of 10 holders — while 15 trimmed existing stakes and 26 added.

The largest buyer was Daiwa Securities Group, adding an estimated $11M. The largest seller was Mirae Asset Global Investments, cutting an estimated $29.4M.

  • 61 institutional investors held Global X Funds Global X HealthTech ETF (HEAL) as of Q2 2021, down from 71 in Q1 2021.
  • Funds reported $226M of Global X Funds Global X HealthTech ETF stock for Q2 2021, down 10% quarter-over-quarter.
  • 7 funds opened new Global X Funds Global X HealthTech ETF positions in Q2 2021 and 17 closed out, a net change of -10 holders.
  • The largest Global X Funds Global X HealthTech ETF buyer in Q2 2021 was Daiwa Securities Group, an estimated $11M added.
  • The largest Global X Funds Global X HealthTech ETF seller in Q2 2021 was Mirae Asset Global Investments, an estimated $29.4M sold.

Based on aggregated 13F filings for Q2 2021.