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HEAL

Global X Funds Global X HealthTech ETF
HEAL

61 hedge funds and large institutions have $226M invested in Global X Funds Global X HealthTech ETF in 2021 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 26 increasing their positions, 15 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

73% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 15

0.35% less ownership

Funds ownership: 10.43% → 10.07% (-0.35%)

10% less capital invested

Capital invested by funds: $252M → $226M (-$26.1M)

14% less funds holding

Funds holding: 71 → 61 (-10)

59% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 17

Holders
61
Holders Change
-10
Holders Change %
-14.08%
% of All Funds
1.06%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
26
Reduced
15
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Daiwa Securities Group
Daiwa Securities Group
Japan
+$11M
2
DAS
Dynamic Advisor Solutions
Arizona
+$4.61M
3
Morgan Stanley
Morgan Stanley
New York
+$1.59M
4
MIH
Meitav Investment House
Israel
+$1.47M
5
FFWM
Future Financial Wealth Management
Ohio
+$982K

Top Sellers

Rank Fund Capital Flow
1
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
-$29.4M
2
CI
Clal Insurance
Israel
-$9.72M
3
PF
Phoenix Financial
Israel
-$3.09M
4
MIFH
Migdal Insurance & Financial Holdings
Israel
-$1.67M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$1.59M
Name Holding Trade Value Shares
Change 		Change in
Stake
EWA
51
Evolution Wealth Advisors
Florida
$48K – – –
PNC Financial Services Group
52
PNC Financial Services Group
Pennsylvania
$21K – – –
Simplex Trading
53
Simplex Trading
Illinois
$15K +$7.56K +133 +106%
VNA
54
Valley National Advisers
Pennsylvania
$11K – – –
SWM
55
Selective Wealth Management
Virginia
$9K – – –
CFD
56
Creative Financial Designs
Indiana
$6K – – –
RDFA
57
Ritter Daniher Financial Advisory
Ohio
$4K – – –
CFGS
58
Concourse Financial Group Securities
Alabama
$2K +$1.48K +26 New
CAPTRUST Financial Advisors
59
CAPTRUST Financial Advisors
North Carolina
$1K -$3.75K -66 -87%
JWM
60
Janiczek Wealth Management
Colorado
$1K – – –
Susquehanna International Group
61
Susquehanna International Group
Pennsylvania
– -$1.59M -27,789 Closed
Jane Street
62
Jane Street
New York
– -$1.26M -22,041 Closed
SHWM
63
Silicon Hills Wealth Management
Texas
– -$979K -17,068 Closed
CRWM
64
Castle Rock Wealth Management
California
– -$611K -10,237 Closed
SFG
65
SageGuard Financial Group
Tennessee
– -$320K -5,559 Closed
GIA
66
Gladstone Institutional Advisory
Florida
– -$314K -5,470 Closed
SPC
67
Sigma Planning Corp
Michigan
– -$282K -4,913 Closed
HIIFS
68
Harel Insurance Investments & Financial Services
Israel
– -$18K -317 Closed
SFS
69
Sowell Financial Services
Arkansas
– -$17K -307 Closed
RWB
70
RMR Wealth Builders
New Jersey
– -$16K -276 Closed
WAP
71
Wealthcare Advisory Partners
Pennsylvania
– -$12K -203 Closed
MF
72
Manchester Financial
California
– -$11K -188 Closed
VFA
73
Valeo Financial Advisors
Indiana
– -$10K -170 Closed
NFG
74
Next Financial Group
Texas
– -$8K -142 Closed
EP
75
Eudaimonia Partners
Tennessee
– -$5K -90 Closed
1 2
3
4

HEAL Hedge Fund Activity: Q2 2021 in Review

61 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Global X Funds Global X HealthTech ETF (HEAL) for Q2 2021, worth a combined $226M — down 10% from $252M a quarter earlier.

Sellers outnumbered buyers: 17 funds closed out of HEAL and 7 opened new positions — a net loss of 10 holders — while 15 trimmed existing stakes and 26 added.

The largest buyer was Daiwa Securities Group, adding an estimated $11M. The largest seller was Mirae Asset Global Investments, cutting an estimated $29.4M.

  • 61 institutional investors held Global X Funds Global X HealthTech ETF (HEAL) as of Q2 2021, down from 71 in Q1 2021.
  • Funds reported $226M of Global X Funds Global X HealthTech ETF stock for Q2 2021, down 10% quarter-over-quarter.
  • 7 funds opened new Global X Funds Global X HealthTech ETF positions in Q2 2021 and 17 closed out, a net change of -10 holders.
  • The largest Global X Funds Global X HealthTech ETF buyer in Q2 2021 was Daiwa Securities Group, an estimated $11M added.
  • The largest Global X Funds Global X HealthTech ETF seller in Q2 2021 was Mirae Asset Global Investments, an estimated $29.4M sold.

Based on aggregated 13F filings for Q2 2021.