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HEAL

Global X Funds Global X HealthTech ETF
HEAL

43 hedge funds and large institutions have $21.3M invested in Global X Funds Global X HealthTech ETF in 2023 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 7 increasing their positions, 18 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

3.42% less ownership

Funds ownership: 13.54% → 10.12% (-3.4%)

12% less funds holding

Funds holding: 49 → 43 (-6)

40% less capital invested

Capital invested by funds: $35.5M → $21.3M (-$14.2M)

61% less repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 18

75% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 8

Holders
43
Holders Change
-6
Holders Change %
-12.24%
% of All Funds
0.63%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
2
Increased
7
Reduced
18
Closed
8
Calls
$1K
Puts
–
Net Calls
+$1K
Net Calls Change
+$1K

Top Buyers

Rank Fund Capital Flow
1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$842K
2
Citadel Advisors
Citadel Advisors
Florida
+$92.5K
3
ECA
Elevated Capital Advisors
Utah
+$89.7K
4
AssetMark Inc
AssetMark Inc
California
+$62.4K
5
TRCT
Tower Research Capital (TRC)
New York
+$33.2K

Top Sellers

Rank Fund Capital Flow
1
Daiwa Securities Group
Daiwa Securities Group
Japan
-$13.4M
2
Jane Street
Jane Street
New York
-$1.43M
3
UBS Group
UBS Group
Switzerland
-$434K
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$307K
5
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
-$188K
Name Holding Trade Value Shares
Change 		Change in
Stake
Simplex Trading
26
Simplex Trading
Illinois
$15K +$13.2K +491 +1,637%
BWM
27
Baystate Wealth Management
Massachusetts
$13.8K – – –
PNC Financial Services Group
28
PNC Financial Services Group
Pennsylvania
$11K – – –
UBS Group
29
UBS Group
Switzerland
$10.3K -$434K -16,168 -98%
National Bank of Canada
30
National Bank of Canada
Quebec, Canada
$9.36K – – –
RWPA
31
Richard W. Paul & Associates
Michigan
$8.34K -$349 -13 -5%
TWM
32
Tradition Wealth Management
Minnesota
$8K +$7.16K +267 New
APC
33
Aspire Private Capital
North Carolina
$7.05K -$1.61K -60 -21%
YDMI
34
Y.D. More Investments
Israel
$6.58K – – –
C
35
Covestor
United Kingdom
$4K -$349 -13 -10%
LFG
36
Larson Financial Group
Missouri
$2.77K – – –
RDFA
37
Ritter Daniher Financial Advisory
Ohio
$2.02K – – –
MIFH
38
Migdal Insurance & Financial Holdings
Israel
$2K – – –
VanEck Associates
39
VanEck Associates
New York
$2K – – –
Nomura Asset Management
40
Nomura Asset Management
Japan
$1.01K – – –
VNA
41
Valley National Advisers
Pennsylvania
$1K -$3.68K -137 -74%
FDCDDQ
42
Federation des caisses Desjardins du Quebec
Quebec, Canada
$506 – – –
JWM
43
Janiczek Wealth Management
Colorado
$264 – – –
Commonwealth Equity Services
44
Commonwealth Equity Services
Massachusetts
– -$307K -11,138 Closed
CW
45
CreativeOne Wealth
Kansas
– -$125K -4,553 Closed
RJFSA
46
Raymond James Financial Services Advisors
Florida
– -$124K -4,513 Closed
Cambridge Investment Research Advisors
47
Cambridge Investment Research Advisors
Iowa
– -$123K -4,455 Closed
IWM
48
IHT Wealth Management
Illinois
– -$113K -4,094 Closed
AWA
49
Arete Wealth Advisors
Illinois
– -$101K -3,683 Closed
SSB
50
Sandy Spring Bank
Maryland
– -$3.17K -115 Closed
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HEAL Hedge Fund Activity: Q4 2023 in Review

43 of the 6,860 institutional investors tracked by Wall St. Rank reported a position in Global X Funds Global X HealthTech ETF (HEAL) for Q4 2023, worth a combined $21.3M — down 40% from $35.5M a quarter earlier.

Sellers outnumbered buyers: 8 funds closed out of HEAL and 2 opened new positions — a net loss of 6 holders — while 18 trimmed existing stakes and 7 added.

The largest buyer was Susquehanna International Group, adding an estimated $842K. The largest seller was Daiwa Securities Group, cutting an estimated $13.4M.

  • 43 institutional investors held Global X Funds Global X HealthTech ETF (HEAL) as of Q4 2023, down from 49 in Q3 2023.
  • Funds reported $21.3M of Global X Funds Global X HealthTech ETF stock for Q4 2023, down 40% quarter-over-quarter.
  • 2 funds opened new Global X Funds Global X HealthTech ETF positions in Q4 2023 and 8 closed out, a net change of -6 holders.
  • The largest Global X Funds Global X HealthTech ETF buyer in Q4 2023 was Susquehanna International Group, an estimated $842K added.
  • The largest Global X Funds Global X HealthTech ETF seller in Q4 2023 was Daiwa Securities Group, an estimated $13.4M sold.

Based on aggregated 13F filings for Q4 2023.