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HEAL

Global X Funds Global X HealthTech ETF

71 hedge funds and large institutions have $106M invested in Global X Funds Global X HealthTech ETF in 2021 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 12 increasing their positions, 25 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

57% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 14

11% more funds holding

Funds holding: 6471 (+7)

0.92% less ownership

Funds ownership: 12.14%11.22% (-0.92%)

50% less capital invested

Capital invested by funds: $214M → $106M (-$108M)

52% less repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 25

Holders
71
Holders Change
+7
Holders Change %
+10.94%
% of All Funds
1.09%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
22
Increased
12
Reduced
25
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BCV
26
Banque Cantonale Vaudoise
Switzerland
$334K -$485K -9,358 -58%
Marshall Wace
27
Marshall Wace
United Kingdom
$331K +$345K +6,664 New
PAG
28
Private Advisor Group
New Jersey
$322K +$336K +6,486 New
Cambridge Investment Research Advisors
29
Cambridge Investment Research Advisors
Iowa
$318K -$10K -194 -3%
RJFSA
30
Raymond James Financial Services Advisors
Florida
$316K +$25.6K +494 +8%
Carson Wealth (CWM LLC)
31
Carson Wealth (CWM LLC)
Nebraska
$300K +$313K +6,040 New
HighTower Advisors
32
HighTower Advisors
Illinois
$292K -$43.1K -833 -12%
Citadel Advisors
33
Citadel Advisors
Florida
$289K -$1.32M -25,552 -81%
ORC
34
O'Rourke & Company
Massachusetts
$268K +$279K +5,395 New
Bank of America
35
Bank of America
North Carolina
$249K -$754K -14,566 -74%
CW
36
CreativeOne Wealth
Kansas
$244K -$123K -2,384 -33%
IWM
37
IHT Wealth Management
Illinois
$243K +$253K +4,894 New
SPIA
38
Steward Partners Investment Advisory
New York
$216K -$1.97K -38 -0.9%
AWA
39
Arete Wealth Advisors
Illinois
$213K +$223K +4,299 New
CA
40
Cornerstone Advisory
Maryland
$211K -$12.8K -248 -6%
SWP
41
Stratos Wealth Partners
Ohio
$210K -$25.9K -501 -11%
Osaic Holdings
42
Osaic Holdings
Arizona
$180K -$189K -3,650 -50%
DAS
43
Dynamic Advisor Solutions
Arizona
$176K -$828K -15,995 -82%
Qube Research & Technologies (QRT)
44
Qube Research & Technologies (QRT)
United Kingdom
$133K +$139K +2,680 New
TCM
45
TD Capital Management
Tennessee
$95K +$53.4K +1,032 +117%
MIFH
46
Migdal Insurance & Financial Holdings
Israel
$91K -$1.62M -31,246 -94%
APA
47
American Portfolios Advisors
New York
$69K -$8.7K -168 -11%
Bank of Montreal
48
Bank of Montreal
Ontario, Canada
$66K
SCA
49
Sandy Cove Advisors
Massachusetts
$51K +$53.3K +1,030 New
SN
50
Sittner & Nelson
Oregon
$50K +$51.8K +1,000 New

HEAL Hedge Fund Activity: Q4 2021 in Review

71 of the 6,499 institutional investors tracked by Wall St. Rank reported a position in Global X Funds Global X HealthTech ETF (HEAL) for Q4 2021, worth a combined $106M — down 50% from $214M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new HEAL positions and 14 closed out — a net gain of 8 holders — while 12 added to existing stakes and 25 trimmed.

The largest buyer was Kestra Advisory Services, adding an estimated $2.26M. The largest seller was Clal Insurance, cutting an estimated $77.7M.

  • 71 institutional investors held Global X Funds Global X HealthTech ETF (HEAL) as of Q4 2021, up from 64 in Q3 2021.
  • Funds reported $106M of Global X Funds Global X HealthTech ETF stock for Q4 2021, down 50% quarter-over-quarter.
  • 22 funds opened new Global X Funds Global X HealthTech ETF positions in Q4 2021 and 14 closed out, a net change of +8 holders.
  • The largest Global X Funds Global X HealthTech ETF buyer in Q4 2021 was Kestra Advisory Services, an estimated $2.26M added.
  • The largest Global X Funds Global X HealthTech ETF seller in Q4 2021 was Clal Insurance, an estimated $77.7M sold.

Based on aggregated 13F filings for Q4 2021.