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HEAL

Global X Funds Global X HealthTech ETF

49 hedge funds and large institutions have $35.5M invested in Global X Funds Global X HealthTech ETF in 2023 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 13 increasing their positions, 15 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.14% more ownership

Funds ownership: 13.4%13.54% (+0.14%)

0% more funds holding

Funds holding: 4949 (0)

0% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 3

13% less repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 15

26% less capital invested

Capital invested by funds: $48M → $35.5M (-$12.5M)

Holders
49
Holders Change
Holders Change %
0%
% of All Funds
0.78%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
13
Reduced
15
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Osaic Holdings
26
Osaic Holdings
Arizona
$32.3K +$6.88K +215 +22%
BCV
27
Banque Cantonale Vaudoise
Switzerland
$31K
Barclays
28
Barclays
United Kingdom
$28.4K
Carson Wealth (CWM LLC)
29
Carson Wealth (CWM LLC)
Nebraska
$23K
JP Morgan Chase
30
JP Morgan Chase
New York
$15.8K
BWM
31
Baystate Wealth Management
Massachusetts
$12.5K
TRCT
32
Tower Research Capital (TRC)
New York
$10.2K +$9.03K +282 +320%
PNC Financial Services Group
33
PNC Financial Services Group
Pennsylvania
$9.96K
National Bank of Canada
34
National Bank of Canada
Quebec, Canada
$8.51K +$10K +313 New
APC
35
Aspire Private Capital
North Carolina
$8.03K
RWPA
36
Richard W. Paul & Associates
Michigan
$7.92K +$480 +15 +5%
YDMI
37
Y.D. More Investments
Israel
$5.97K
VNA
38
Valley National Advisers
Pennsylvania
$5K
C
39
Covestor
United Kingdom
$4K -$96 -3 -2%
SSB
40
Sandy Spring Bank
Maryland
$3.17K
LFG
41
Larson Financial Group
Missouri
$2.52K
MIFH
42
Migdal Insurance & Financial Holdings
Israel
$2K
VanEck Associates
43
VanEck Associates
New York
$2K
RDFA
44
Ritter Daniher Financial Advisory
Ohio
$1.84K
RIA
45
Realta Investment Advisors
Delaware
$1.16K
Nomura Asset Management
46
Nomura Asset Management
Japan
$918
FDCDDQ
47
Federation des caisses Desjardins du Quebec
Quebec, Canada
$459
JWM
48
Janiczek Wealth Management
Colorado
$239
PWM
49
Prosperity Wealth Management
California
-$343K -9,833 Closed
SPIA
50
Steward Partners Investment Advisory
New York
-$23.3K -667 Closed

HEAL Hedge Fund Activity: Q3 2023 in Review

49 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Global X Funds Global X HealthTech ETF (HEAL) for Q3 2023, worth a combined $35.5M — down 26% from $48M a quarter earlier.

Fund positioning in HEAL was balanced in Q3 2023: 3 funds opened new positions, 3 closed out, 13 added to existing stakes and 15 trimmed.

The largest buyer was Bank of Montreal, adding an estimated $988K. The largest seller was Daiwa Securities Group, cutting an estimated $4.27M.

  • 49 institutional investors held Global X Funds Global X HealthTech ETF (HEAL) as of Q3 2023, unchanged from Q2 2023.
  • Funds reported $35.5M of Global X Funds Global X HealthTech ETF stock for Q3 2023, down 26% quarter-over-quarter.
  • 3 funds opened new Global X Funds Global X HealthTech ETF positions in Q3 2023 and 3 closed out, a net change of 0 holders.
  • The largest Global X Funds Global X HealthTech ETF buyer in Q3 2023 was Bank of Montreal, an estimated $988K added.
  • The largest Global X Funds Global X HealthTech ETF seller in Q3 2023 was Daiwa Securities Group, an estimated $4.27M sold.

Based on aggregated 13F filings for Q3 2023.