We are live on ! Find out more
HEAL

Global X Funds Global X HealthTech ETF
HEAL

55 hedge funds and large institutions have $59.3M invested in Global X Funds Global X HealthTech ETF in 2022 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 12 increasing their positions, 21 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.49% more ownership

Funds ownership: 10.54% → 12.03% (+1.5%)

8% less funds holding

Funds holding: 60 → 55 (-5)

15% less capital invested

Capital invested by funds: $69.5M → $59.3M (-$10.2M)

40% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 10

43% less repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 21

Holders
55
Holders Change
-5
Holders Change %
-8.33%
% of All Funds
0.93%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
12
Reduced
21
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Daiwa Securities Group
Daiwa Securities Group
Japan
+$3.1M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$1.9M
3
Jane Street
Jane Street
New York
+$957K
4
RJA
Raymond James & Associates
Florida
+$218K
5
LWMG
Levy Wealth Management Group
Pennsylvania
+$185K

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$482K
2
PAS
Park Avenue Securities
New York
-$458K
3
Financial Engines Advisors
Financial Engines Advisors
California
-$453K
4
SIGI
Susquehanna International Group (Ireland)
Ireland
-$414K
5
UBS Group
UBS Group
Switzerland
-$379K
Name Holding Trade Value Shares
Change 		Change in
Stake
SWP
26
Stratos Wealth Partners
Ohio
$126K -$6.02K -162 -4%
Carson Wealth (CWM LLC)
27
Carson Wealth (CWM LLC)
Nebraska
$60K -$22.3K -600 -26%
JPLA
28
Joseph P. Lucia & Associates
New York
$46K – – –
SPIA
29
Steward Partners Investment Advisory
New York
$43K -$6.21K -167 -12%
BCV
30
Banque Cantonale Vaudoise
Switzerland
$39K +$2.49K +67 +6%
SN
31
Sittner & Nelson
Oregon
$35K – – –
Northwestern Mutual Wealth Management
32
Northwestern Mutual Wealth Management
Wisconsin
$34K +$5.24K +141 +17%
Qube Research & Technologies (QRT)
33
Qube Research & Technologies (QRT)
United Kingdom
$31K -$16.9K -455 -34%
APA
34
American Portfolios Advisors
New York
$26.5K -$20.4K -550 -42%
JP Morgan Chase
35
JP Morgan Chase
New York
$20K – – –
Osaic Holdings
36
Osaic Holdings
Arizona
$17K -$14.9K -400 -45%
BWM
37
Baystate Wealth Management
Massachusetts
$16K – – –
MIFH
38
Migdal Insurance & Financial Holdings
Israel
$13K -$29.8K -802 -68%
PNC Financial Services Group
39
PNC Financial Services Group
Pennsylvania
$12K – – –
APC
40
Aspire Private Capital
North Carolina
$10K -$743 -20 -7%
VNA
41
Valley National Advisers
Pennsylvania
$7K – – –
C
42
Covestor
United Kingdom
$5K +$483 +13 +11%
CFGS
43
Concourse Financial Group Securities
Alabama
$5K +$4.09K +110 +423%
SSB
44
Sandy Spring Bank
Maryland
$4K – – –
Fifth Third Bancorp
45
Fifth Third Bancorp
Ohio
$3K – – –
LFG
46
Larson Financial Group
Missouri
$3K – – –
RDFA
47
Ritter Daniher Financial Advisory
Ohio
$2K – – –
VanEck Associates
48
VanEck Associates
New York
$2K – – –
Nomura Asset Management
49
Nomura Asset Management
Japan
$1.22K – – –
TRCT
50
Tower Research Capital (TRC)
New York
$1K +$706 +19 New
1
2
3

HEAL Hedge Fund Activity: Q2 2022 in Review

55 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Global X Funds Global X HealthTech ETF (HEAL) for Q2 2022, worth a combined $59.3M — down 15% from $69.5M a quarter earlier.

Sellers outnumbered buyers: 10 funds closed out of HEAL and 6 opened new positions — a net loss of 4 holders — while 21 trimmed existing stakes and 12 added.

The largest buyer was Daiwa Securities Group, adding an estimated $3.1M. The largest seller was Morgan Stanley, cutting an estimated $482K.

  • 55 institutional investors held Global X Funds Global X HealthTech ETF (HEAL) as of Q2 2022, down from 60 in Q1 2022.
  • Funds reported $59.3M of Global X Funds Global X HealthTech ETF stock for Q2 2022, down 15% quarter-over-quarter.
  • 6 funds opened new Global X Funds Global X HealthTech ETF positions in Q2 2022 and 10 closed out, a net change of -4 holders.
  • The largest Global X Funds Global X HealthTech ETF buyer in Q2 2022 was Daiwa Securities Group, an estimated $3.1M added.
  • The largest Global X Funds Global X HealthTech ETF seller in Q2 2022 was Morgan Stanley, an estimated $482K sold.

Based on aggregated 13F filings for Q2 2022.