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HEAL

Global X Funds Global X HealthTech ETF

49 hedge funds and large institutions have $48M invested in Global X Funds Global X HealthTech ETF in 2023 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 10 increasing their positions, 16 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.28% more ownership

Funds ownership: 13.12%13.4% (+0.28%)

5% less capital invested

Capital invested by funds: $50.4M → $48M (-$2.45M)

6% less funds holding

Funds holding: 5249 (-3)

38% less repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 16

43% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 7

Holders
49
Holders Change
-3
Holders Change %
-5.77%
% of All Funds
0.77%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
10
Reduced
16
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Barclays
26
Barclays
United Kingdom
$36K +$35.8K +1,031 New
Osaic Holdings
27
Osaic Holdings
Arizona
$33.4K
Bank of Montreal
28
Bank of Montreal
Ontario, Canada
$33.1K
Carson Wealth (CWM LLC)
29
Carson Wealth (CWM LLC)
Nebraska
$29K
SPIA
30
Steward Partners Investment Advisory
New York
$23.3K
JP Morgan Chase
31
JP Morgan Chase
New York
$20K -$18.1K -520 -48%
BWM
32
Baystate Wealth Management
Massachusetts
$15.8K
MIH
33
Meitav Investment House
Israel
$15K +$15.1K +433 New
PNC Financial Services Group
34
PNC Financial Services Group
Pennsylvania
$12.6K
APC
35
Aspire Private Capital
North Carolina
$10.2K -$1.22K -35 -11%
RWPA
36
Richard W. Paul & Associates
Michigan
$9.54K +$243 +7 +3%
YDMI
37
Y.D. More Investments
Israel
$7.56K
VNA
38
Valley National Advisers
Pennsylvania
$7K
C
39
Covestor
United Kingdom
$5K +$313 +9 +7%
SSB
40
Sandy Spring Bank
Maryland
$4.01K
LFG
41
Larson Financial Group
Missouri
$3.19K
TRCT
42
Tower Research Capital (TRC)
New York
$3.07K -$19.6K -563 -86%
MIFH
43
Migdal Insurance & Financial Holdings
Israel
$3K -$10.9K -314 -81%
RDFA
44
Ritter Daniher Financial Advisory
Ohio
$2.33K
VanEck Associates
45
VanEck Associates
New York
$2K
Nomura Asset Management
46
Nomura Asset Management
Japan
$1.16K
RIA
47
Realta Investment Advisors
Delaware
$1.16K +$1.15K +33 New
FDCDDQ
48
Federation des caisses Desjardins du Quebec
Quebec, Canada
$582
JWM
49
Janiczek Wealth Management
Colorado
$303
MML Investors Services
50
MML Investors Services
Massachusetts
-$1.24M -35,202 Closed

HEAL Hedge Fund Activity: Q2 2023 in Review

49 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Global X Funds Global X HealthTech ETF (HEAL) for Q2 2023, worth a combined $48M — down 4.9% from $50.4M a quarter earlier.

Sellers outnumbered buyers: 7 funds closed out of HEAL and 4 opened new positions — a net loss of 3 holders — while 16 trimmed existing stakes and 10 added.

The largest buyer was Jane Street, adding an estimated $2.08M. The largest seller was Daiwa Securities Group, cutting an estimated $2.32M.

  • 49 institutional investors held Global X Funds Global X HealthTech ETF (HEAL) as of Q2 2023, down from 52 in Q1 2023.
  • Funds reported $48M of Global X Funds Global X HealthTech ETF stock for Q2 2023, down 4.9% quarter-over-quarter.
  • 4 funds opened new Global X Funds Global X HealthTech ETF positions in Q2 2023 and 7 closed out, a net change of -3 holders.
  • The largest Global X Funds Global X HealthTech ETF buyer in Q2 2023 was Jane Street, an estimated $2.08M added.
  • The largest Global X Funds Global X HealthTech ETF seller in Q2 2023 was Daiwa Securities Group, an estimated $2.32M sold.

Based on aggregated 13F filings for Q2 2023.