We are live on ! Find out more
HEAL

Global X Funds Global X HealthTech ETF

64 hedge funds and large institutions have $214M invested in Global X Funds Global X HealthTech ETF in 2021 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 19 increasing their positions, 16 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 8

19% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 16

5% more funds holding

Funds holding: 6164 (+3)

2.07% more ownership

Funds ownership: 10.07%12.14% (+2.1%)

5% less capital invested

Capital invested by funds: $226M → $214M (-$12.2M)

Holders
64
Holders Change
+3
Holders Change %
+4.92%
% of All Funds
1.12%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
12
Increased
19
Reduced
16
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
OAM
26
Occidental Asset Management
California
$587K +$18K +325 +3%
FTUS
27
Flow Traders U.S.
New York
$548K -$69.4K -1,256 -11%
BHB
28
Bank Hapoalim BM
Israel
$460K -$61.7K -1,117 -11%
PF
29
Phoenix Financial
Israel
$458K -$65.2K -1,180 -12%
PAS
30
Park Avenue Securities
New York
$421K +$29.7K +538 +7%
Vontobel Holding
31
Vontobel Holding
Switzerland
$390K +$118K +2,133 +41%
CW
32
CreativeOne Wealth
Kansas
$389K +$62.5K +1,132 +18%
Osaic Holdings
33
Osaic Holdings
Arizona
$387K -$12.7K -230 -3%
HighTower Advisors
34
HighTower Advisors
Illinois
$359K -$95.8K -1,734 -21%
Cambridge Investment Research Advisors
35
Cambridge Investment Research Advisors
Iowa
$351K +$6.13K +111 +2%
RJFSA
36
Raymond James Financial Services Advisors
Florida
$313K -$619K -11,199 -66%
JPLA
37
Joseph P. Lucia & Associates
New York
$272K -$20.7K -374 -7%
SWP
38
Stratos Wealth Partners
Ohio
$251K +$8.89K +161 +4%
CA
39
Cornerstone Advisory
Maryland
$240K
Financial Engines Advisors
40
Financial Engines Advisors
California
$240K +$250K +4,519 New
ECA
41
Elevated Capital Advisors
Utah
$235K +$244K +4,416 New
SPIA
42
Steward Partners Investment Advisory
New York
$234K +$22.7K +411 +10%
Stifel Financial
43
Stifel Financial
Missouri
$227K -$119K -2,152 -33%
APA
44
American Portfolios Advisors
New York
$82.8K -$143K -2,582 -62%
Bank of Montreal
45
Bank of Montreal
Ontario, Canada
$70K +$17.6K +318 +32%
BWM
46
Baystate Wealth Management
Massachusetts
$60K
TCM
47
TD Capital Management
Tennessee
$47K
EWA
48
Evolution Wealth Advisors
Florida
$44K
TRCT
49
Tower Research Capital (TRC)
New York
$37K +$38.7K +700 New
IA
50
IFP Advisors
Florida
$35K -$24.3K -440 -40%

HEAL Hedge Fund Activity: Q3 2021 in Review

64 of the 5,713 institutional investors tracked by Wall St. Rank reported a position in Global X Funds Global X HealthTech ETF (HEAL) for Q3 2021, worth a combined $214M — down 5.4% from $226M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new HEAL positions and 8 closed out — a net gain of 4 holders — while 19 added to existing stakes and 16 trimmed.

The largest buyer was Mirae Asset Global Investments, adding an estimated $7.44M. The largest seller was Dynamic Advisor Solutions, cutting an estimated $3.69M.

  • 64 institutional investors held Global X Funds Global X HealthTech ETF (HEAL) as of Q3 2021, up from 61 in Q2 2021.
  • Funds reported $214M of Global X Funds Global X HealthTech ETF stock for Q3 2021, down 5.4% quarter-over-quarter.
  • 12 funds opened new Global X Funds Global X HealthTech ETF positions in Q3 2021 and 8 closed out, a net change of +4 holders.
  • The largest Global X Funds Global X HealthTech ETF buyer in Q3 2021 was Mirae Asset Global Investments, an estimated $7.44M added.
  • The largest Global X Funds Global X HealthTech ETF seller in Q3 2021 was Dynamic Advisor Solutions, an estimated $3.69M sold.

Based on aggregated 13F filings for Q3 2021.