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HEAL

Global X Funds Global X HealthTech ETF

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.

New
Increased
Maintained
Reduced
Closed

1.49% more ownership

Funds ownership: 10.54%12.03% (+1.5%)

8% less funds holding

Funds holding: 6055 (-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

Holders
55
Holders Change
-5
Holders Change %
-8.33%
% of All Funds
0.93%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
12
Reduced
21
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Daiwa Securities Group
1
Daiwa Securities Group
Japan
$41.5M +$3.1M +83,334 +7%
KAS
2
Kestra Advisory Services
Texas
$2.53M -$72.5K -1,951 -3%
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$1.77M +$1.9M +51,149 New
Jane Street
4
Jane Street
New York
$1.54M +$957K +25,749 +138%
MML Investors Services
5
MML Investors Services
Massachusetts
$1.34M +$88.7K +2,386 +7%
UCIG
6
Ulrich Consultants & Investment Group
New Mexico
$1.26M +$1.36M +36,520 New
Zurich Cantonal Bank
7
Zurich Cantonal Bank
Switzerland
$1.23M -$60.2K -1,620 -4%
Mirae Asset Global Investments
8
Mirae Asset Global Investments
South Korea
$846K -$272K -7,317 -23%
RJA
9
Raymond James & Associates
Florida
$827K +$218K +5,866 +33%
LPL Financial
10
LPL Financial
California
$799K -$52K -1,399 -6%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$742K +$10.1K +272 +1%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$669K +$184K +4,964 +34%
SB
13
Simmons Bank
Arkansas
$646K -$96.9K -2,609 -12%
UBS Group
14
UBS Group
Switzerland
$576K -$379K -10,205 -38%
Morgan Stanley
15
Morgan Stanley
New York
$416K -$482K -12,982 -52%
EDRH
16
Edmond de Rothschild Holding
Switzerland
$368K
Bank of America
17
Bank of America
North Carolina
$273K +$107K +2,877 +57%
RJFSA
18
Raymond James Financial Services Advisors
Florida
$208K -$1.26K -34 -0.6%
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$207K -$20.9K -562 -9%
PAS
20
Park Avenue Securities
New York
$179K -$458K -12,338 -70%
IWM
21
IHT Wealth Management
Illinois
$177K +$8.36K +225 +5%
LWMG
22
Levy Wealth Management Group
Pennsylvania
$172K +$185K +4,974 New
HighTower Advisors
23
HighTower Advisors
Illinois
$157K -$49.5K -1,333 -23%
IFPG
24
Intrepid Financial Planning Group
Indiana
$153K +$165K +4,430 New
CW
25
CreativeOne Wealth
Kansas
$151K -$1.11K -30 -0.7%

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.