We are live on ! Find out more
HEAL

Global X Funds Global X HealthTech ETF

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: 7161 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
CI
1
Clal Insurance
Israel
$94.3M -$9.72M -171,000 -10%
Daiwa Securities Group
2
Daiwa Securities Group
Japan
$70.5M +$11M +193,333 +19%
Mirae Asset Global Investments
3
Mirae Asset Global Investments
South Korea
$16.6M -$29.4M -516,400 -64%
UBS Group
4
UBS Group
Switzerland
$5.35M -$265K -4,661 -5%
DAS
5
Dynamic Advisor Solutions
Arizona
$5M +$4.61M +81,103 +1,546%
LPL Financial
6
LPL Financial
California
$2.35M -$815K -14,341 -26%
Zurich Cantonal Bank
7
Zurich Cantonal Bank
Switzerland
$2.06M +$918K +16,145 +84%
SWM
8
Strategic Wealth Management
Washington
$1.83M -$246K -4,331 -12%
MIFH
9
Migdal Insurance & Financial Holdings
Israel
$1.82M -$1.67M -29,382 -48%
ACM
10
Ashford Capital Management
Delaware
$1.72M -$840K -14,770 -33%
Morgan Stanley
11
Morgan Stanley
New York
$1.71M +$1.59M +27,995 +1,787%
MML Investors Services
12
MML Investors Services
Massachusetts
$1.6M +$299K +5,252 +23%
MIH
13
Meitav Investment House
Israel
$1.49M +$1.47M +25,808 New
Carson Wealth (CWM LLC)
14
Carson Wealth (CWM LLC)
Nebraska
$1.32M
RJA
15
Raymond James & Associates
Florida
$1.3M +$510K +8,975 +67%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$1.13M +$140K +2,458 +14%
EDRH
17
Edmond de Rothschild Holding
Switzerland
$1.12M
PBCM
18
Point Break Capital Management
Florida
$1.09M
FFWM
19
Future Financial Wealth Management
Ohio
$1M +$982K +17,269 New
RJFSA
20
Raymond James Financial Services Advisors
Florida
$989K +$120K +2,113 +14%
BCV
21
Banque Cantonale Vaudoise
Switzerland
$950K +$6.03K +106 +0.7%
Nomura Asset Management
22
Nomura Asset Management
Japan
$878K
Bank of America
23
Bank of America
North Carolina
$868K +$843K +14,831 +8,881%
FTUS
24
Flow Traders U.S.
New York
$669K +$388K +6,820 +144%
OAM
25
Occidental Asset Management
California
$620K +$64.8K +1,140 +12%

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.