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HEAL

Global X Funds Global X HealthTech ETF

60 hedge funds and large institutions have $69.5M invested in Global X Funds Global X HealthTech ETF in 2022 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 14 increasing their positions, 23 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.68% less ownership

Funds ownership: 11.22%10.54% (-0.68%)

15% less funds holding

Funds holding: 7160 (-11)

34% less capital invested

Capital invested by funds: $106M → $69.5M (-$36.5M)

39% less repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 23

59% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 17

Holders
60
Holders Change
-11
Holders Change %
-15.49%
% of All Funds
0.95%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
14
Reduced
23
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AWA
26
Arete Wealth Advisors
Illinois
$204K +$16.8K +389 +9%
ECA
27
Elevated Capital Advisors
Utah
$203K +$202K +4,663 New
CW
28
CreativeOne Wealth
Kansas
$191K -$23.9K -553 -11%
SWP
29
Stratos Wealth Partners
Ohio
$166K -$17.7K -410 -10%
Carson Wealth (CWM LLC)
30
Carson Wealth (CWM LLC)
Nebraska
$101K -$160K -3,707 -61%
SPIA
31
Steward Partners Investment Advisory
New York
$62K -$127K -2,939 -67%
Qube Research & Technologies (QRT)
32
Qube Research & Technologies (QRT)
United Kingdom
$58K -$58.1K -1,341 -50%
APA
33
American Portfolios Advisors
New York
$57.2K -$3.16K -73 -5%
JPLA
34
Joseph P. Lucia & Associates
New York
$57K +$57.3K +1,323 New
MIFH
35
Migdal Insurance & Financial Holdings
Israel
$52K -$27.8K -643 -35%
BCV
36
Banque Cantonale Vaudoise
Switzerland
$46K -$246K -5,684 -84%
Bank of Montreal
37
Bank of Montreal
Ontario, Canada
$44K -$14.4K -333 -25%
SN
38
Sittner & Nelson
Oregon
$43K
Osaic Holdings
39
Osaic Holdings
Arizona
$38K -$119K -2,743 -75%
Northwestern Mutual Wealth Management
40
Northwestern Mutual Wealth Management
Wisconsin
$36K +$36.1K +833 New
FFWM
41
Future Financial Wealth Management
Ohio
$35K -$2.9K -67 -8%
JP Morgan Chase
42
JP Morgan Chase
New York
$25K +$24.8K +573 New
BWM
43
Baystate Wealth Management
Massachusetts
$20K -$18.4K -426 -48%
PNC Financial Services Group
44
PNC Financial Services Group
Pennsylvania
$16K
GM
45
GeoWealth Management
Illinois
$15K +$2.42K +56 +20%
APC
46
Aspire Private Capital
North Carolina
$13K +$11K +254 +518%
GAM
47
Gemmer Asset Management
California
$9K
VNA
48
Valley National Advisers
Pennsylvania
$8K
Simplex Trading
49
Simplex Trading
Illinois
$5K +$1.43K +33 +39%
C
50
Covestor
United Kingdom
$5K +$2.99K +69 +130%

HEAL Hedge Fund Activity: Q1 2022 in Review

60 of the 6,341 institutional investors tracked by Wall St. Rank reported a position in Global X Funds Global X HealthTech ETF (HEAL) for Q1 2022, worth a combined $69.5M — down 34% from $106M a quarter earlier.

Sellers outnumbered buyers: 17 funds closed out of HEAL and 7 opened new positions — a net loss of 10 holders — while 23 trimmed existing stakes and 14 added.

The largest buyer was Daiwa Securities Group, adding an estimated $5.77M. The largest seller was Mirae Asset Global Investments, cutting an estimated $12.1M.

  • 60 institutional investors held Global X Funds Global X HealthTech ETF (HEAL) as of Q1 2022, down from 71 in Q4 2021.
  • Funds reported $69.5M of Global X Funds Global X HealthTech ETF stock for Q1 2022, down 34% quarter-over-quarter.
  • 7 funds opened new Global X Funds Global X HealthTech ETF positions in Q1 2022 and 17 closed out, a net change of -10 holders.
  • The largest Global X Funds Global X HealthTech ETF buyer in Q1 2022 was Daiwa Securities Group, an estimated $5.77M added.
  • The largest Global X Funds Global X HealthTech ETF seller in Q1 2022 was Mirae Asset Global Investments, an estimated $12.1M sold.

Based on aggregated 13F filings for Q1 2022.