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HEAL

Global X Funds Global X HealthTech ETF

38 hedge funds and large institutions have $16.9M invested in Global X Funds Global X HealthTech ETF in 2024 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 6 increasing their positions, 16 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.71% more ownership

Funds ownership: 10.12%10.83% (+0.71%)

12% less funds holding

Funds holding: 4338 (-5)

20% less capital invested

Capital invested by funds: $21.3M → $16.9M (-$4.33M)

40% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 10

63% less repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 16

Holders
38
Holders Change
-5
Holders Change %
-11.63%
% of All Funds
0.55%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
6
Reduced
16
Closed
10
Calls
$6K
Puts
Net Calls
+$6K
Net Calls Change
+$5K
Name Holding Trade Value Shares
Change
Change in
Stake
FFWM
26
Future Financial Wealth Management
Ohio
$13.3K +$13.3K +467 New
TRCT
27
Tower Research Capital (TRC)
New York
$10.1K -$35.9K -1,256 -78%
Simplex Trading
28
Simplex Trading
Illinois
$9K -$5.37K -188 -36%
UBS Group
29
UBS Group
Switzerland
$8.71K -$999 -35 -10%
National Bank of Canada
30
National Bank of Canada
Quebec, Canada
$8.46K -$29 -1 -0.3%
APC
31
Aspire Private Capital
North Carolina
$6.28K -$343 -12 -5%
YDMI
32
Y.D. More Investments
Israel
$6.18K
RWPA
33
Richard W. Paul & Associates
Michigan
$4.76K -$3.08K -108 -39%
C
34
Covestor
United Kingdom
$4K +$285 +10 +8%
LFG
35
Larson Financial Group
Missouri
$2.61K
VNA
36
Valley National Advisers
Pennsylvania
$1K
FDCDDQ
37
Federation des caisses Desjardins du Quebec
Quebec, Canada
$476
JWM
38
Janiczek Wealth Management
Colorado
$248
Mirae Asset Global Investments
39
Mirae Asset Global Investments
South Korea
-$354K -11,667 Closed
AssetMark Inc
40
AssetMark Inc
California
-$145K -4,789 Closed
ECA
41
Elevated Capital Advisors
Utah
-$101K -3,342 Closed
Carson Wealth (CWM LLC)
42
Carson Wealth (CWM LLC)
Nebraska
-$25K -833 Closed
PNC Financial Services Group
43
PNC Financial Services Group
Pennsylvania
-$11K -362 Closed
TWM
44
Tradition Wealth Management
Minnesota
-$8K -267 Closed
MIFH
45
Migdal Insurance & Financial Holdings
Israel
-$2K -72 Closed
RDFA
46
Ritter Daniher Financial Advisory
Ohio
-$2.02K -67 Closed
VanEck Associates
47
VanEck Associates
New York
-$2K -59 Closed
Nomura Asset Management
48
Nomura Asset Management
Japan
-$1.01K -33 Closed

HEAL Hedge Fund Activity: Q1 2024 in Review

38 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Global X Funds Global X HealthTech ETF (HEAL) for Q1 2024, worth a combined $16.9M — down 20% from $21.3M a quarter earlier.

Sellers outnumbered buyers: 10 funds closed out of HEAL and 6 opened new positions — a net loss of 4 holders — while 16 trimmed existing stakes and 6 added.

The largest buyer was Cetera Investment Advisers, opening a new position worth an estimated $469K. The largest seller was Jane Street, cutting an estimated $1.41M.

  • 38 institutional investors held Global X Funds Global X HealthTech ETF (HEAL) as of Q1 2024, down from 43 in Q4 2023.
  • Funds reported $16.9M of Global X Funds Global X HealthTech ETF stock for Q1 2024, down 20% quarter-over-quarter.
  • 6 funds opened new Global X Funds Global X HealthTech ETF positions in Q1 2024 and 10 closed out, a net change of -4 holders.
  • The largest Global X Funds Global X HealthTech ETF buyer in Q1 2024 was Cetera Investment Advisers, an estimated $469K added.
  • The largest Global X Funds Global X HealthTech ETF seller in Q1 2024 was Jane Street, an estimated $1.41M sold.

Based on aggregated 13F filings for Q1 2024.