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HEAL

Global X Funds Global X HealthTech ETF

52 hedge funds and large institutions have $58.6M invested in Global X Funds Global X HealthTech ETF in 2022 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 12 increasing their positions, 16 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 5

2% more funds holding

Funds holding: 5152 (+1)

1.24% more ownership

Funds ownership: 12.44%13.67% (+1.2%)

3% more capital invested

Capital invested by funds: $57.1M → $58.6M (+$1.5M)

25% less repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 16

Holders
52
Holders Change
+1
Holders Change %
+1.96%
% of All Funds
0.84%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
12
Reduced
16
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Daiwa Securities Group
1
Daiwa Securities Group
Japan
$44.1M +$2.35M +66,666 +6%
Jane Street
2
Jane Street
New York
$2.71M -$1.26M -35,844 -31%
KAS
3
Kestra Advisory Services
Texas
$2.38M -$530K -15,054 -18%
MML Investors Services
4
MML Investors Services
Massachusetts
$1.35M -$6.68K -190 -0.5%
Zurich Cantonal Bank
5
Zurich Cantonal Bank
Switzerland
$1.21M -$2.88K -82 -0.2%
LPL Financial
6
LPL Financial
California
$1.02M +$210K +5,958 +25%
RJA
7
Raymond James & Associates
Florida
$841K +$10.3K +292 +1%
UBS Group
8
UBS Group
Switzerland
$786K -$5.17K -147 -0.6%
Mirae Asset Global Investments
9
Mirae Asset Global Investments
South Korea
$779K -$41.1K -1,167 -5%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$709K -$12.6K -357 -2%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$320K -$202K -5,742 -38%
CW
12
CreativeOne Wealth
Kansas
$223K +$78.5K +2,231 +54%
RJFSA
13
Raymond James Financial Services Advisors
Florida
$209K +$7.6K +216 +4%
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$201K -$12K -342 -6%
Morgan Stanley
15
Morgan Stanley
New York
$192K -$171K -4,872 -47%
SB
16
Simmons Bank
Arkansas
$182K -$291K -8,273 -61%
LWMG
17
Levy Wealth Management Group
Pennsylvania
$179K
IWM
18
IHT Wealth Management
Illinois
$178K
Bank of America
19
Bank of America
North Carolina
$160K -$123K -3,492 -43%
Susquehanna International Group
20
Susquehanna International Group
Pennsylvania
$137K +$139K +3,957 New
IFPG
21
Intrepid Financial Planning Group
Indiana
$134K -$9.15K -260 -6%
HighTower Advisors
22
HighTower Advisors
Illinois
$121K -$9.36K -266 -7%
BAM
23
Belpointe Asset Management
Nevada
$89.5K +$90.6K +2,575 New
BCV
24
Banque Cantonale Vaudoise
Switzerland
$36K -$2.32K -66 -6%
SPIA
25
Steward Partners Investment Advisory
New York
$34.7K

HEAL Hedge Fund Activity: Q4 2022 in Review

52 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Global X Funds Global X HealthTech ETF (HEAL) for Q4 2022, worth a combined $58.6M — up 2.6% from $57.1M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new HEAL positions and 5 closed out — a net gain of 2 holders — while 12 added to existing stakes and 16 trimmed.

The largest buyer was Daiwa Securities Group, adding an estimated $2.35M. The largest seller was Jane Street, cutting an estimated $1.26M.

  • 52 institutional investors held Global X Funds Global X HealthTech ETF (HEAL) as of Q4 2022, up from 51 in Q3 2022.
  • Funds reported $58.6M of Global X Funds Global X HealthTech ETF stock for Q4 2022, up 2.6% quarter-over-quarter.
  • 7 funds opened new Global X Funds Global X HealthTech ETF positions in Q4 2022 and 5 closed out, a net change of +2 holders.
  • The largest Global X Funds Global X HealthTech ETF buyer in Q4 2022 was Daiwa Securities Group, an estimated $2.35M added.
  • The largest Global X Funds Global X HealthTech ETF seller in Q4 2022 was Jane Street, an estimated $1.26M sold.

Based on aggregated 13F filings for Q4 2022.