We are live on ! Find out more
HEAL

Global X Funds Global X HealthTech ETF
HEAL

71 hedge funds and large institutions have $252M invested in Global X Funds Global X HealthTech ETF in 2021 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 22 increasing their positions, 5 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

517% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 6

340% more repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 5

78% more funds holding

Funds holding: 40 → 71 (+31)

70% more capital invested

Capital invested by funds: $148M → $252M (+$104M)

1.65% more ownership

Funds ownership: 8.78% → 10.43% (+1.6%)

Holders
71
Holders Change
+31
Holders Change %
+77.5%
% of All Funds
1.25%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
37
Increased
22
Reduced
5
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
CI
Clal Insurance
Israel
+$79M
2
Daiwa Securities Group
Daiwa Securities Group
Japan
+$62.7M
3
UBS Group
UBS Group
Switzerland
+$5.45M
4
PF
Phoenix Financial
Israel
+$3.93M
5
MIFH
Migdal Insurance & Financial Holdings
Israel
+$2.36M

Top Sellers

Rank Fund Capital Flow
1
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
-$54.9M
2
Citadel Advisors
Citadel Advisors
Florida
-$1.22M
3
CIBC World Market
CIBC World Market
Ontario, Canada
-$748K
4
Osaic Holdings
Osaic Holdings
Arizona
-$689K
5
FFS
Founders Financial Securities
Maryland
-$221K
Name Holding Trade Value Shares
Change 		Change in
Stake
EWA
51
Evolution Wealth Advisors
Florida
$48K +$51.2K +837 New
BWM
52
Baystate Wealth Management
Massachusetts
$38K – – –
PNC Financial Services Group
53
PNC Financial Services Group
Pennsylvania
$21K +$9.48K +155 +75%
HIIFS
54
Harel Insurance Investments & Financial Services
Israel
$18K +$19.4K +317 New
SFS
55
Sowell Financial Services
Arkansas
$17K – – –
RWB
56
RMR Wealth Builders
New Jersey
$16K +$16.9K +276 New
WAP
57
Wealthcare Advisory Partners
Pennsylvania
$12K +$12.4K +203 New
VNA
58
Valley National Advisers
Pennsylvania
$11K – – –
MF
59
Manchester Financial
California
$11K +$11.5K +188 New
Bank of America
60
Bank of America
North Carolina
$10K +$10.2K +167 New
VFA
61
Valeo Financial Advisors
Indiana
$10K +$10.4K +170 New
SWM
62
Selective Wealth Management
Virginia
$9K +$9.97K +163 New
NFG
63
Next Financial Group
Texas
$8K +$8.69K +142 New
Simplex Trading
64
Simplex Trading
Illinois
$7K +$7.71K +126 New
CFD
65
Creative Financial Designs
Indiana
$6K +$6.12K +100 New
EP
66
Eudaimonia Partners
Tennessee
$5K +$5.51K +90 New
RDFA
67
Ritter Daniher Financial Advisory
Ohio
$4K +$4.1K +67 New
CAPTRUST Financial Advisors
68
CAPTRUST Financial Advisors
North Carolina
$4K +$4.65K +76 New
IAIM
69
International Assets Investment Management
Florida
$3K – – –
GAM
70
Grandview Asset Management
Pennsylvania
$2K +$2.14K +35 New
TCM
71
TD Capital Management
Tennessee
$1K +$918 +15 New
Citadel Advisors
72
Citadel Advisors
Florida
– -$1.22M -21,140 Closed
CIBC World Market
73
CIBC World Market
Ontario, Canada
– -$748K -12,933 Closed
FFS
74
Founders Financial Securities
Maryland
– -$221K -3,816 Closed
CWM
75
Centric Wealth Management
Illinois
– -$193K -3,333 Closed
1 2
3
4

HEAL Hedge Fund Activity: Q1 2021 in Review

71 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Global X Funds Global X HealthTech ETF (HEAL) for Q1 2021, worth a combined $252M — up 70% from $148M a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new HEAL positions and 6 closed out — a net gain of 31 holders — while 22 added to existing stakes and 5 trimmed.

The largest buyer was Clal Insurance, adding an estimated $79M. The largest seller was Mirae Asset Global Investments, cutting an estimated $54.9M.

  • 71 institutional investors held Global X Funds Global X HealthTech ETF (HEAL) as of Q1 2021, up from 40 in Q4 2020.
  • Funds reported $252M of Global X Funds Global X HealthTech ETF stock for Q1 2021, up 70% quarter-over-quarter.
  • 37 funds opened new Global X Funds Global X HealthTech ETF positions in Q1 2021 and 6 closed out, a net change of +31 holders.
  • The largest Global X Funds Global X HealthTech ETF buyer in Q1 2021 was Clal Insurance, an estimated $79M added.
  • The largest Global X Funds Global X HealthTech ETF seller in Q1 2021 was Mirae Asset Global Investments, an estimated $54.9M sold.

Based on aggregated 13F filings for Q1 2021.