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HEAL

Global X Funds Global X HealthTech ETF
HEAL

71 hedge funds and large institutions have $106M invested in Global X Funds Global X HealthTech ETF in 2021 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 12 increasing their positions, 25 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

57% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 14

11% more funds holding

Funds holding: 64 → 71 (+7)

0.92% less ownership

Funds ownership: 12.14% → 11.22% (-0.92%)

50% less capital invested

Capital invested by funds: $214M → $106M (-$108M)

52% less repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 25

Holders
71
Holders Change
+7
Holders Change %
+10.94%
% of All Funds
1.09%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
22
Increased
12
Reduced
25
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
KAS
Kestra Advisory Services
Texas
+$2.26M
2
Jane Street
Jane Street
New York
+$1.45M
3
FTUS
Flow Traders U.S.
New York
+$920K
4
HT
HAP Trading
New York
+$882K
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$832K

Top Sellers

Rank Fund Capital Flow
1
CI
Clal Insurance
Israel
-$77.7M
2
Daiwa Securities Group
Daiwa Securities Group
Japan
-$12.1M
3
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
-$5.7M
4
MIFH
Migdal Insurance & Financial Holdings
Israel
-$1.62M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$1.43M
Name Holding Trade Value Shares
Change 		Change in
Stake
TWC
51
TD Waterhouse Canada
Ontario, Canada
$45.7K +$38.7K +747 New
BWM
52
Baystate Wealth Management
Massachusetts
$44K -$12.5K -241 -22%
FFWM
53
Future Financial Wealth Management
Ohio
$43K -$849K -16,402 -95%
IA
54
IFP Advisors
Florida
$33K – – –
PNC Financial Services Group
55
PNC Financial Services Group
Pennsylvania
$18K – – –
MAM
56
Mystic Asset Management
Rhode Island
$16K +$17.2K +333 New
GM
57
GeoWealth Management
Illinois
$14K +$3K +58 +26%
GAM
58
Gemmer Asset Management
California
$11K +$11.7K +225 New
VNA
59
Valley National Advisers
Pennsylvania
$9K – – –
AIP
60
Ahrens Investment Partners
Louisiana
$8K +$8.65K +167 New
LFG
61
Larson Financial Group
Missouri
$5K – – –
Fidelity Investments
62
Fidelity Investments
Massachusetts
$5K +$5.18K +100 New
Simplex Trading
63
Simplex Trading
Illinois
$4K -$9.06K -175 -68%
Fifth Third Bancorp
64
Fifth Third Bancorp
Ohio
$4K +$4.04K +78 New
RDFA
65
Ritter Daniher Financial Advisory
Ohio
$3K – – –
C
66
Covestor
United Kingdom
$3K +$2.75K +53 New
VanEck Associates
67
VanEck Associates
New York
$3K +$3.06K +59 New
APC
68
Aspire Private Capital
North Carolina
$2K +$2.54K +49 New
CFGS
69
Concourse Financial Group Securities
Alabama
$1K – – –
Susquehanna International Group
70
Susquehanna International Group
Pennsylvania
– -$1.43M -26,801 Closed
Nomura Asset Management
71
Nomura Asset Management
Japan
– -$806K -15,167 Closed
ACM
72
Ashford Capital Management
Delaware
– -$671K -12,616 Closed
OAM
73
Occidental Asset Management
California
– -$587K -11,039 Closed
Vontobel Holding
74
Vontobel Holding
Switzerland
– -$390K -7,333 Closed
JPLA
75
Joseph P. Lucia & Associates
New York
– -$272K -5,109 Closed
1 2
3
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HEAL Hedge Fund Activity: Q4 2021 in Review

71 of the 6,499 institutional investors tracked by Wall St. Rank reported a position in Global X Funds Global X HealthTech ETF (HEAL) for Q4 2021, worth a combined $106M — down 50% from $214M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new HEAL positions and 14 closed out — a net gain of 8 holders — while 12 added to existing stakes and 25 trimmed.

The largest buyer was Kestra Advisory Services, adding an estimated $2.26M. The largest seller was Clal Insurance, cutting an estimated $77.7M.

  • 71 institutional investors held Global X Funds Global X HealthTech ETF (HEAL) as of Q4 2021, up from 64 in Q3 2021.
  • Funds reported $106M of Global X Funds Global X HealthTech ETF stock for Q4 2021, down 50% quarter-over-quarter.
  • 22 funds opened new Global X Funds Global X HealthTech ETF positions in Q4 2021 and 14 closed out, a net change of +8 holders.
  • The largest Global X Funds Global X HealthTech ETF buyer in Q4 2021 was Kestra Advisory Services, an estimated $2.26M added.
  • The largest Global X Funds Global X HealthTech ETF seller in Q4 2021 was Clal Insurance, an estimated $77.7M sold.

Based on aggregated 13F filings for Q4 2021.