Global X Funds Global X HealthTech ETF
HEAL
31 hedge funds and large institutions have $13.4M invested in Global X Funds Global X HealthTech ETF in 2024 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 3 increasing their positions, 14 reducing their positions, and 8 closing their positions.
0.7% less ownership
Funds ownership: 10.83% → 10.14% (-0.7%)
18% less funds holding
Funds holding: 38 → 31 (-7)
21% less capital invested
Capital invested by funds: $16.9M → $13.4M (-$3.56M)
75% less first-time investments, than exits
New positions opened: 2 | Existing positions closed: 8
79% less repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 14
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$152K |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$132K |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$97.1K |
| 4 |
IAIM
International Assets Investment Management
Orlando,
Florida
|
+$11.9K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KAS
Kestra Advisory Services
Austin,
Texas
|
-$801K |
| 2 |
Jane Street
New York
|
-$391K |
| 3 |
IA
Insight Advisors
Newtown,
Pennsylvania
|
-$254K |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$247K |
| 5 |
CW
CreativeOne Wealth
Overland Park,
Kansas
|
-$195K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
C
26
Covestor
London,
United Kingdom
| $3K | -$572 | -21 | -16% |
|
|
LFG
27
Larson Financial Group
St Louis,
Missouri
| $2.4K | – | – | – |
|
|
CB
28
Chris Bulman
Roseville,
California
| $1.63K | +$1.69K | +62 | New |
|
|
VNA
29
Valley National Advisers
Bethlehem,
Pennsylvania
| $1K | – | – | – |
|
|
FDCDDQ
30
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
| $438 | – | – | – |
|
|
JWM
31
Janiczek Wealth Management
Denver,
Colorado
| $228 | – | – | – |
|
|
KAS
32
Kestra Advisory Services
Austin,
Texas
| – | -$801K | -28,089 | Closed |
|
|
33
Jane Street
New York
| – | -$391K | -13,697 | Closed |
|
|
34
Citadel Advisors
Miami,
Florida
| – | -$247K | -8,653 | Closed |
|
|
CW
35
CreativeOne Wealth
Overland Park,
Kansas
| – | -$195K | -6,804 | Closed |
|
|
LWMG
36
Levy Wealth Management Group
Philadelphia,
Pennsylvania
| – | -$155K | -5,095 | Closed |
|
|
FFWM
37
Future Financial Wealth Management
Cincinnati,
Ohio
| – | -$13.3K | -467 | Closed |
|
|
TRCT
38
Tower Research Capital (TRC)
New York
| – | -$10.1K | -353 | Closed |
|
39
Simplex Trading
Chicago,
Illinois
| – | -$9K | -333 | Closed |
|
HEAL Hedge Fund Activity: Q2 2024 in Review
31 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Global X Funds Global X HealthTech ETF (HEAL) for Q2 2024, worth a combined $13.4M — down 21% from $16.9M a quarter earlier.
Sellers outnumbered buyers: 8 funds closed out of HEAL and 2 opened new positions — a net loss of 6 holders — while 14 trimmed existing stakes and 3 added.
The largest buyer was Cetera Investment Advisers, adding an estimated $152K. The largest seller was Kestra Advisory Services, exiting entirely with an estimated $801K sold.
- 31 institutional investors held Global X Funds Global X HealthTech ETF (HEAL) as of Q2 2024, down from 38 in Q1 2024.
- Funds reported $13.4M of Global X Funds Global X HealthTech ETF stock for Q2 2024, down 21% quarter-over-quarter.
- 2 funds opened new Global X Funds Global X HealthTech ETF positions in Q2 2024 and 8 closed out, a net change of -6 holders.
- The largest Global X Funds Global X HealthTech ETF buyer in Q2 2024 was Cetera Investment Advisers, an estimated $152K added.
- The largest Global X Funds Global X HealthTech ETF seller in Q2 2024 was Kestra Advisory Services, an estimated $801K sold.
Based on aggregated 13F filings for Q2 2024.