Global X Funds Global X HealthTech ETF
HEAL
28 hedge funds and large institutions have $13.2M invested in Global X Funds Global X HealthTech ETF in 2024 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 4 increasing their positions, 9 reducing their positions, and 10 closing their positions.
1.56% less ownership
Funds ownership: 12.83% → 11.27% (-1.6%)
22% less funds holding
Funds holding: 36 → 28 (-8)
25% less capital invested
Capital invested by funds: $17.7M → $13.2M (-$4.47M)
50% less first-time investments, than exits
New positions opened: 5 | Existing positions closed: 10
56% less repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 9
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FTUS
Flow Traders U.S.
New York
|
+$237K |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$125K |
| 3 |
Morgan Stanley
New York
|
+$53K |
| 4 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$49.5K |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
+$19.8K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Daiwa Securities Group
Tokyo,
Japan
|
-$1.49M |
| 2 |
Jane Street
New York
|
-$1.05M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$960K |
| 4 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$463K |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$329K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
VNA
26
Valley National Advisers
Bethlehem,
Pennsylvania
| $1K | – | – | – |
|
|
DWM
27
Darwin Wealth Management
Tampa,
Florida
| $855 | – | – | – |
|
|
FDCDDQ
28
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
| $492 | – | – | – |
|
|
29
Bank of Montreal
Toronto,
Ontario, Canada
| – | -$463K | -15,686 | Closed |
|
|
30
Citadel Advisors
Miami,
Florida
| – | -$329K | -10,953 | Closed |
|
|
IAIM
31
International Assets Investment Management
Orlando,
Florida
| – | -$1.35K | -4,484 | Closed |
|
|
IFPG
32
Intrepid Financial Planning Group
Carmel,
Indiana
| – | -$103K | -3,435 | Closed |
|
33
Qube Research & Technologies (QRT)
London,
United Kingdom
| – | -$7.39K | -246 | Closed |
|
|
YDMI
34
Y.D. More Investments
Ramat Gan,
Israel
| – | -$6.51K | -217 | Closed |
|
|
C
35
Covestor
London,
United Kingdom
| – | -$3K | -110 | Closed |
|
|
JIP
36
Jaffetilchin Investment Partners
Tampa,
Florida
| – | -$2.01K | -67 | Closed |
|
37
Simplex Trading
Chicago,
Illinois
| – | -$1K | -39 | Closed |
|
38
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| – | -$1.1K | -37 | Closed |
|
HEAL Hedge Fund Activity: Q4 2024 in Review
28 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in Global X Funds Global X HealthTech ETF (HEAL) for Q4 2024, worth a combined $13.2M — down 25% from $17.7M a quarter earlier.
Sellers outnumbered buyers: 10 funds closed out of HEAL and 5 opened new positions — a net loss of 5 holders — while 9 trimmed existing stakes and 4 added.
The largest buyer was Flow Traders U.S., opening a new position worth an estimated $237K. The largest seller was Daiwa Securities Group, cutting an estimated $1.49M.
- 28 institutional investors held Global X Funds Global X HealthTech ETF (HEAL) as of Q4 2024, down from 36 in Q3 2024.
- Funds reported $13.2M of Global X Funds Global X HealthTech ETF stock for Q4 2024, down 25% quarter-over-quarter.
- 5 funds opened new Global X Funds Global X HealthTech ETF positions in Q4 2024 and 10 closed out, a net change of -5 holders.
- The largest Global X Funds Global X HealthTech ETF buyer in Q4 2024 was Flow Traders U.S., an estimated $237K added.
- The largest Global X Funds Global X HealthTech ETF seller in Q4 2024 was Daiwa Securities Group, an estimated $1.49M sold.
Based on aggregated 13F filings for Q4 2024.