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HEAL

Global X Funds Global X HealthTech ETF
HEAL

52 hedge funds and large institutions have $50.4M invested in Global X Funds Global X HealthTech ETF in 2023 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 11 increasing their positions, 20 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding

Funds holding: 52 → 52 (0)

0% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 6

0.56% less ownership

Funds ownership: 13.67% → 13.12% (-0.56%)

14% less capital invested

Capital invested by funds: $58.6M → $50.4M (-$8.17M)

45% less repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 20

Holders
52
Holders Change
–
Holders Change %
0%
% of All Funds
0.83%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
11
Reduced
20
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$698K
2
IA
Insight Advisors
Pennsylvania
+$332K
3
Citadel Advisors
Citadel Advisors
Florida
+$293K
4
AWA
Arete Wealth Advisors
Illinois
+$141K
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$141K

Top Sellers

Rank Fund Capital Flow
1
Daiwa Securities Group
Daiwa Securities Group
Japan
-$5.99M
2
Jane Street
Jane Street
New York
-$1.84M
3
KAS
Kestra Advisory Services
Texas
-$1.23M
4
RJA
Raymond James & Associates
Florida
-$385K
5
SB
Simmons Bank
Arkansas
-$182K
Name Holding Trade Value Shares
Change 		Change in
Stake
BCV
26
Banque Cantonale Vaudoise
Switzerland
$40K +$3.45K +96 +9%
JP Morgan Chase
27
JP Morgan Chase
New York
$38.4K +$9.09K +253 +30%
Northwestern Mutual Wealth Management
28
Northwestern Mutual Wealth Management
Wisconsin
$34.3K – – –
Osaic Holdings
29
Osaic Holdings
Arizona
$33.7K +$6.18K +172 +22%
Bank of Montreal
30
Bank of Montreal
Ontario, Canada
$32.8K – – –
GM
31
GeoWealth Management
Illinois
$32K +$12.6K +351 +62%
Carson Wealth (CWM LLC)
32
Carson Wealth (CWM LLC)
Nebraska
$29K – – –
SPIA
33
Steward Partners Investment Advisory
New York
$23.4K -$12K -333 -33%
TRCT
34
Tower Research Capital (TRC)
New York
$23K -$6.21K -173 -21%
Qube Research & Technologies (QRT)
35
Qube Research & Technologies (QRT)
United Kingdom
$22.2K -$7.08K -197 -24%
BWM
36
Baystate Wealth Management
Massachusetts
$15.9K – – –
MIFH
37
Migdal Insurance & Financial Holdings
Israel
$14K – – –
PNC Financial Services Group
38
PNC Financial Services Group
Pennsylvania
$12.7K – – –
APC
39
Aspire Private Capital
North Carolina
$11.5K -$2.19K -61 -16%
RWPA
40
Richard W. Paul & Associates
Michigan
$9.36K -$72 -2 -0.7%
YDMI
41
Y.D. More Investments
Israel
$7.62K – – –
VNA
42
Valley National Advisers
Pennsylvania
$7K – – –
CB
43
CNB Bank
Pennsylvania
$6.87K +$7K +195 New
C
44
Covestor
United Kingdom
$5K +$216 +6 +5%
SSB
45
Sandy Spring Bank
Maryland
$4.04K – – –
LFG
46
Larson Financial Group
Missouri
$3.21K – – –
RDFA
47
Ritter Daniher Financial Advisory
Ohio
$2.34K – – –
VanEck Associates
48
VanEck Associates
New York
$2K – – –
Nomura Asset Management
49
Nomura Asset Management
Japan
$1.17K – – –
Commonwealth Equity Services
50
Commonwealth Equity Services
Massachusetts
$757 +$40.1K +1,116 +5%
1
2
3

HEAL Hedge Fund Activity: Q1 2023 in Review

52 of the 6,276 institutional investors tracked by Wall St. Rank reported a position in Global X Funds Global X HealthTech ETF (HEAL) for Q1 2023, worth a combined $50.4M — down 14% from $58.6M a quarter earlier.

Fund positioning in HEAL was balanced in Q1 2023: 6 funds opened new positions, 6 closed out, 11 added to existing stakes and 20 trimmed.

The largest buyer was Susquehanna International Group, adding an estimated $698K. The largest seller was Daiwa Securities Group, cutting an estimated $5.99M.

  • 52 institutional investors held Global X Funds Global X HealthTech ETF (HEAL) as of Q1 2023, unchanged from Q4 2022.
  • Funds reported $50.4M of Global X Funds Global X HealthTech ETF stock for Q1 2023, down 14% quarter-over-quarter.
  • 6 funds opened new Global X Funds Global X HealthTech ETF positions in Q1 2023 and 6 closed out, a net change of 0 holders.
  • The largest Global X Funds Global X HealthTech ETF buyer in Q1 2023 was Susquehanna International Group, an estimated $698K added.
  • The largest Global X Funds Global X HealthTech ETF seller in Q1 2023 was Daiwa Securities Group, an estimated $5.99M sold.

Based on aggregated 13F filings for Q1 2023.