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HEAL

Global X Funds Global X HealthTech ETF
HEAL

36 hedge funds and large institutions have $17.7M invested in Global X Funds Global X HealthTech ETF in 2024 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 4 increasing their positions, 8 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 4

32% more capital invested

Capital invested by funds: $13.4M → $17.7M (+$4.29M)

16% more funds holding

Funds holding: 31 → 36 (+5)

2.69% more ownership

Funds ownership: 10.14% → 12.83% (+2.7%)

50% less repeat investments, than reductions

Existing positions increased: 4 | Existing positions reduced: 8

Holders
36
Holders Change
+5
Holders Change %
+16.13%
% of All Funds
0.52%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
4
Reduced
8
Closed
4
Calls
$6K
Puts
–
Net Calls
+$6K
Net Calls Change
+$6K

Top Buyers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
+$1.22M
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$413K
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$359K
4
WWA
WCG Wealth Advisors
Nevada
+$314K
5
Citadel Advisors
Citadel Advisors
Florida
+$302K

Top Sellers

Rank Fund Capital Flow
1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$222K
2
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
-$199K
3
IA
Insight Advisors
Pennsylvania
-$130K
4
GM
GeoWealth Management
Illinois
-$66.9K
5
Bank of America
Bank of America
North Carolina
-$52.7K
Name Holding Trade Value Shares
Change 		Change in
Stake
C
26
Covestor
United Kingdom
$3K – – –
LFG
27
Larson Financial Group
Missouri
$2.75K – – –
AWM
28
Abound Wealth Management
Tennessee
$2.21K +$2.01K +73 New
JIP
29
Jaffetilchin Investment Partners
Florida
$2.01K +$1.85K +67 New
IAIM
30
International Assets Investment Management
Florida
$1.35K +$112K +4,049 +931%
Northwestern Mutual Wealth Management
31
Northwestern Mutual Wealth Management
Wisconsin
$1.1K +$1.02K +37 New
VNA
32
Valley National Advisers
Pennsylvania
$1K – – –
Simplex Trading
33
Simplex Trading
Illinois
$1K +$1.07K +39 New
DWM
34
Darwin Wealth Management
Florida
$872 +$799 +29 New
PCMC
35
Planning Capital Management Corporation
Pennsylvania
$752 +$689 +25 New
FDCDDQ
36
Federation des caisses Desjardins du Quebec
Quebec, Canada
$501 – – –
Envestnet Asset Management
37
Envestnet Asset Management
Illinois
– -$222K -8,464 Closed
GM
38
GeoWealth Management
Illinois
– -$66.9K -2,549 Closed
APC
39
Aspire Private Capital
North Carolina
– -$4.88K -186 Closed
CB
40
Chris Bulman
California
– -$1.63K -62 Closed
1
2

HEAL Hedge Fund Activity: Q3 2024 in Review

36 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Global X Funds Global X HealthTech ETF (HEAL) for Q3 2024, worth a combined $17.7M — up 32% from $13.4M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new HEAL positions and 4 closed out — a net gain of 6 holders — while 4 added to existing stakes and 8 trimmed.

The largest buyer was Jane Street, opening a new position worth an estimated $1.22M. The largest seller was Envestnet Asset Management, exiting entirely with an estimated $222K sold.

  • 36 institutional investors held Global X Funds Global X HealthTech ETF (HEAL) as of Q3 2024, up from 31 in Q2 2024.
  • Funds reported $17.7M of Global X Funds Global X HealthTech ETF stock for Q3 2024, up 32% quarter-over-quarter.
  • 10 funds opened new Global X Funds Global X HealthTech ETF positions in Q3 2024 and 4 closed out, a net change of +6 holders.
  • The largest Global X Funds Global X HealthTech ETF buyer in Q3 2024 was Jane Street, an estimated $1.22M added.
  • The largest Global X Funds Global X HealthTech ETF seller in Q3 2024 was Envestnet Asset Management, an estimated $222K sold.

Based on aggregated 13F filings for Q3 2024.