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HEAL

Global X Funds Global X HealthTech ETF
HEAL

52 hedge funds and large institutions have $58.6M invested in Global X Funds Global X HealthTech ETF in 2022 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 12 increasing their positions, 16 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 5

2% more funds holding

Funds holding: 51 → 52 (+1)

1.24% more ownership

Funds ownership: 12.44% → 13.67% (+1.2%)

3% more capital invested

Capital invested by funds: $57.1M → $58.6M (+$1.5M)

25% less repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 16

Holders
52
Holders Change
+1
Holders Change %
+1.96%
% of All Funds
0.84%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
12
Reduced
16
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Daiwa Securities Group
Daiwa Securities Group
Japan
+$2.35M
2
LPL Financial
LPL Financial
California
+$210K
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$139K
4
BAM
Belpointe Asset Management
Nevada
+$90.6K
5
CW
CreativeOne Wealth
Kansas
+$78.5K

Top Sellers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
-$1.26M
2
KAS
Kestra Advisory Services
Texas
-$530K
3
SB
Simmons Bank
Arkansas
-$291K
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$202K
5
Morgan Stanley
Morgan Stanley
New York
-$171K
Name Holding Trade Value Shares
Change 		Change in
Stake
Northwestern Mutual Wealth Management
26
Northwestern Mutual Wealth Management
Wisconsin
$33.8K – – –
Bank of Montreal
27
Bank of Montreal
Ontario, Canada
$33.8K -$1.76K -50 -5%
Carson Wealth (CWM LLC)
28
Carson Wealth (CWM LLC)
Nebraska
$29K – – –
TRCT
29
Tower Research Capital (TRC)
New York
$29K +$7.49K +213 +35%
JP Morgan Chase
30
JP Morgan Chase
New York
$29K +$9.39K +267 +47%
Qube Research & Technologies (QRT)
31
Qube Research & Technologies (QRT)
United Kingdom
$28.8K +$387 +11 +1%
Osaic Holdings
32
Osaic Holdings
Arizona
$27K +$10.4K +295 +60%
GM
33
GeoWealth Management
Illinois
$19K +$11.9K +337 +145%
BWM
34
Baystate Wealth Management
Massachusetts
$16K – – –
APC
35
Aspire Private Capital
North Carolina
$13.5K +$5.42K +154 +66%
MIFH
36
Migdal Insurance & Financial Holdings
Israel
$13K – – –
PNC Financial Services Group
37
PNC Financial Services Group
Pennsylvania
$12.6K – – –
RWPA
38
Richard W. Paul & Associates
Michigan
$9.3K +$9.43K +268 New
YDMI
39
Y.D. More Investments
Israel
$7.6K +$7.63K +217 New
VNA
40
Valley National Advisers
Pennsylvania
$6K – – –
CFGS
41
Concourse Financial Group Securities
Alabama
$4.71K – – –
C
42
Covestor
United Kingdom
$4K +$35 +1 +0.8%
SSB
43
Sandy Spring Bank
Maryland
$4K – – –
LFG
44
Larson Financial Group
Missouri
$3.17K – – –
ASN
45
Advisory Services Network
Georgia
$2.73K +$2.78K +79 New
RDFA
46
Ritter Daniher Financial Advisory
Ohio
$2.32K – – –
VanEck Associates
47
VanEck Associates
New York
$2K – – –
NA
48
NewEdge Advisors
Louisiana
$1.53K +$1.55K +44 New
Nomura Asset Management
49
Nomura Asset Management
Japan
$1.16K – – –
RIA
50
Realta Investment Advisors
Delaware
$1.16K – – –
1
2
3

HEAL Hedge Fund Activity: Q4 2022 in Review

52 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Global X Funds Global X HealthTech ETF (HEAL) for Q4 2022, worth a combined $58.6M — up 2.6% from $57.1M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new HEAL positions and 5 closed out — a net gain of 2 holders — while 12 added to existing stakes and 16 trimmed.

The largest buyer was Daiwa Securities Group, adding an estimated $2.35M. The largest seller was Jane Street, cutting an estimated $1.26M.

  • 52 institutional investors held Global X Funds Global X HealthTech ETF (HEAL) as of Q4 2022, up from 51 in Q3 2022.
  • Funds reported $58.6M of Global X Funds Global X HealthTech ETF stock for Q4 2022, up 2.6% quarter-over-quarter.
  • 7 funds opened new Global X Funds Global X HealthTech ETF positions in Q4 2022 and 5 closed out, a net change of +2 holders.
  • The largest Global X Funds Global X HealthTech ETF buyer in Q4 2022 was Daiwa Securities Group, an estimated $2.35M added.
  • The largest Global X Funds Global X HealthTech ETF seller in Q4 2022 was Jane Street, an estimated $1.26M sold.

Based on aggregated 13F filings for Q4 2022.