Global X Funds Global X HealthTech ETF
HEAL
55 hedge funds and large institutions have $59.3M invested in Global X Funds Global X HealthTech ETF in 2022 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 12 increasing their positions, 21 reducing their positions, and 10 closing their positions.
1.49% more ownership
Funds ownership: 10.54% → 12.03% (+1.5%)
8% less funds holding
Funds holding: 60 → 55 (-5)
15% less capital invested
Capital invested by funds: $69.5M → $59.3M (-$10.2M)
40% less first-time investments, than exits
New positions opened: 6 | Existing positions closed: 10
43% less repeat investments, than reductions
Existing positions increased: 12 | Existing positions reduced: 21
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Daiwa Securities Group
Tokyo,
Japan
|
+$3.1M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$1.9M |
| 3 |
Jane Street
New York
|
+$957K |
| 4 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$218K |
| 5 |
LWMG
Levy Wealth Management Group
Philadelphia,
Pennsylvania
|
+$185K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$482K |
| 2 |
PAS
Park Avenue Securities
New York
|
-$458K |
| 3 |
Financial Engines Advisors
Santa Clara,
California
|
-$453K |
| 4 |
SIGI
Susquehanna International Group (Ireland)
Dublin,
Ireland
|
-$414K |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$379K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
51
Bank of Montreal
Toronto,
Ontario, Canada
| $36 | – | – | – |
|
|
52
Financial Engines Advisors
Santa Clara,
California
| – | -$453K | -10,440 | Closed |
|
|
SIGI
53
Susquehanna International Group (Ireland)
Dublin,
Ireland
| – | -$414K | -9,534 | Closed |
|
|
PF
54
Phoenix Financial
Givatayim,
Israel
| – | -$357K | -8,213 | Closed |
|
|
PAG
55
Private Advisor Group
Morristown,
New Jersey
| – | -$282K | -6,486 | Closed |
|
|
ORC
56
O'Rourke & Company
Boston,
Massachusetts
| – | -$228K | -5,247 | Closed |
|
|
AWA
57
Arete Wealth Advisors
Chicago,
Illinois
| – | -$204K | -4,688 | Closed |
|
|
FFWM
58
Future Financial Wealth Management
Cincinnati,
Ohio
| – | -$35K | -800 | Closed |
|
|
GM
59
GeoWealth Management
Chicago,
Illinois
| – | -$15K | -334 | Closed |
|
|
GAM
60
Gemmer Asset Management
Walnut Creek,
California
| – | -$9K | -225 | Closed |
|
|
MCC
61
Money Concepts Capital
Palm Beach Gardens,
Florida
| – | -$4K | -100 | Closed |
|
62
Simplex Trading
Chicago,
Illinois
| – | -$3.72K | -100 | -85% |
|
|
BBHC
63
Brown Brothers Harriman & Co
New York
| – | +$223 | +6 | New |
|
HEAL Hedge Fund Activity: Q2 2022 in Review
55 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Global X Funds Global X HealthTech ETF (HEAL) for Q2 2022, worth a combined $59.3M — down 15% from $69.5M a quarter earlier.
Sellers outnumbered buyers: 10 funds closed out of HEAL and 6 opened new positions — a net loss of 4 holders — while 21 trimmed existing stakes and 12 added.
The largest buyer was Daiwa Securities Group, adding an estimated $3.1M. The largest seller was Morgan Stanley, cutting an estimated $482K.
- 55 institutional investors held Global X Funds Global X HealthTech ETF (HEAL) as of Q2 2022, down from 60 in Q1 2022.
- Funds reported $59.3M of Global X Funds Global X HealthTech ETF stock for Q2 2022, down 15% quarter-over-quarter.
- 6 funds opened new Global X Funds Global X HealthTech ETF positions in Q2 2022 and 10 closed out, a net change of -4 holders.
- The largest Global X Funds Global X HealthTech ETF buyer in Q2 2022 was Daiwa Securities Group, an estimated $3.1M added.
- The largest Global X Funds Global X HealthTech ETF seller in Q2 2022 was Morgan Stanley, an estimated $482K sold.
Based on aggregated 13F filings for Q2 2022.