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HEAL

Global X Funds Global X HealthTech ETF

60 hedge funds and large institutions have $69.5M invested in Global X Funds Global X HealthTech ETF in 2022 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 14 increasing their positions, 23 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.68% less ownership

Funds ownership: 11.22%10.54% (-0.68%)

15% less funds holding

Funds holding: 7160 (-11)

34% less capital invested

Capital invested by funds: $106M → $69.5M (-$36.5M)

39% less repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 23

59% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 17

Holders
60
Holders Change
-11
Holders Change %
-15.49%
% of All Funds
0.95%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
14
Reduced
23
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Daiwa Securities Group
1
Daiwa Securities Group
Japan
$48.6M +$5.77M +133,333 +14%
KAS
2
Kestra Advisory Services
Texas
$3.26M +$441K +10,196 +16%
Zurich Cantonal Bank
3
Zurich Cantonal Bank
Switzerland
$1.6M -$21.9K -506 -1%
MML Investors Services
4
MML Investors Services
Massachusetts
$1.58M +$197K +4,541 +14%
Mirae Asset Global Investments
5
Mirae Asset Global Investments
South Korea
$1.38M -$12.1M -279,633 -90%
UBS Group
6
UBS Group
Switzerland
$1.17M -$590K -13,619 -34%
Morgan Stanley
7
Morgan Stanley
New York
$1.09M +$259K +5,979 +31%
LPL Financial
8
LPL Financial
California
$1.07M -$312K -7,207 -23%
SB
9
Simmons Bank
Arkansas
$925K +$380K +8,780 +70%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$921K +$16.2K +375 +2%
Jane Street
11
Jane Street
New York
$813K -$3.18M -73,531 -80%
RJA
12
Raymond James & Associates
Florida
$784K -$29.1K -672 -4%
PAS
13
Park Avenue Securities
New York
$761K +$125K +2,877 +20%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$626K -$1.42M -32,765 -69%
EDRH
15
Edmond de Rothschild Holding
Switzerland
$465K -$460K -10,633 -50%
Financial Engines Advisors
16
Financial Engines Advisors
California
$453K -$8.05K -186 -2%
SIGI
17
Susquehanna International Group (Ireland)
Ireland
$414K
PF
18
Phoenix Financial
Israel
$357K
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$285K +$6.32K +146 +2%
PAG
20
Private Advisor Group
New Jersey
$282K
RJFSA
21
Raymond James Financial Services Advisors
Florida
$262K -$14.5K -335 -5%
HighTower Advisors
22
HighTower Advisors
Illinois
$253K
ORC
23
O'Rourke & Company
Massachusetts
$228K -$6.41K -148 -3%
Bank of America
24
Bank of America
North Carolina
$218K +$476 +11 +0.2%
IWM
25
IHT Wealth Management
Illinois
$213K

HEAL Hedge Fund Activity: Q1 2022 in Review

60 of the 6,341 institutional investors tracked by Wall St. Rank reported a position in Global X Funds Global X HealthTech ETF (HEAL) for Q1 2022, worth a combined $69.5M — down 34% from $106M a quarter earlier.

Sellers outnumbered buyers: 17 funds closed out of HEAL and 7 opened new positions — a net loss of 10 holders — while 23 trimmed existing stakes and 14 added.

The largest buyer was Daiwa Securities Group, adding an estimated $5.77M. The largest seller was Mirae Asset Global Investments, cutting an estimated $12.1M.

  • 60 institutional investors held Global X Funds Global X HealthTech ETF (HEAL) as of Q1 2022, down from 71 in Q4 2021.
  • Funds reported $69.5M of Global X Funds Global X HealthTech ETF stock for Q1 2022, down 34% quarter-over-quarter.
  • 7 funds opened new Global X Funds Global X HealthTech ETF positions in Q1 2022 and 17 closed out, a net change of -10 holders.
  • The largest Global X Funds Global X HealthTech ETF buyer in Q1 2022 was Daiwa Securities Group, an estimated $5.77M added.
  • The largest Global X Funds Global X HealthTech ETF seller in Q1 2022 was Mirae Asset Global Investments, an estimated $12.1M sold.

Based on aggregated 13F filings for Q1 2022.