We are live on ! Find out more
HEAL

Global X Funds Global X HealthTech ETF

52 hedge funds and large institutions have $50.4M invested in Global X Funds Global X HealthTech ETF in 2023 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 11 increasing their positions, 20 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding

Funds holding: 5252 (0)

0% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 6

0.56% less ownership

Funds ownership: 13.67%13.12% (-0.56%)

14% less capital invested

Capital invested by funds: $58.6M → $50.4M (-$8.17M)

45% less repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 20

Holders
52
Holders Change
Holders Change %
0%
% of All Funds
0.83%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
11
Reduced
20
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Daiwa Securities Group
1
Daiwa Securities Group
Japan
$38.7M -$5.99M -166,666 -13%
MML Investors Services
2
MML Investors Services
Massachusetts
$1.24M -$129K -3,605 -9%
Zurich Cantonal Bank
3
Zurich Cantonal Bank
Switzerland
$1.21M +$14.7K +410 +1%
KAS
4
Kestra Advisory Services
Texas
$1.21M -$1.23M -34,206 -50%
LPL Financial
5
LPL Financial
California
$1.08M +$43.2K +1,202 +4%
Jane Street
6
Jane Street
New York
$948K -$1.84M -51,143 -65%
Susquehanna International Group
7
Susquehanna International Group
Pennsylvania
$822K +$698K +19,421 +491%
UBS Group
8
UBS Group
Switzerland
$790K -$5.21K -145 -0.6%
Mirae Asset Global Investments
9
Mirae Asset Global Investments
South Korea
$787K -$1.19K -33 -0.1%
RJA
10
Raymond James & Associates
Florida
$474K -$385K -10,717 -44%
IA
11
Insight Advisors
Pennsylvania
$325K +$332K +9,230 New
Citadel Advisors
12
Citadel Advisors
Florida
$287K +$293K +8,151 New
CW
13
CreativeOne Wealth
Kansas
$243K +$17.9K +499 +8%
Morgan Stanley
14
Morgan Stanley
New York
$208K +$13.2K +367 +7%
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$200K -$3.81K -106 -2%
RJFSA
16
Raymond James Financial Services Advisors
Florida
$188K -$23.8K -663 -11%
LWMG
17
Levy Wealth Management Group
Pennsylvania
$179K -$2.26K -63 -1%
IWM
18
IHT Wealth Management
Illinois
$172K -$8.08K -225 -4%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$168K -$159K -4,415 -48%
Bank of America
20
Bank of America
North Carolina
$145K -$16.9K -471 -10%
AWA
21
Arete Wealth Advisors
Illinois
$138K +$141K +3,927 New
Envestnet Asset Management
22
Envestnet Asset Management
Illinois
$138K +$141K +3,923 New
IFPG
23
Intrepid Financial Planning Group
Indiana
$130K -$5.78K -161 -4%
HighTower Advisors
24
HighTower Advisors
Illinois
$124K
BAM
25
Belpointe Asset Management
Nevada
$69.1K -$21.9K -611 -24%

HEAL Hedge Fund Activity: Q1 2023 in Review

52 of the 6,276 institutional investors tracked by Wall St. Rank reported a position in Global X Funds Global X HealthTech ETF (HEAL) for Q1 2023, worth a combined $50.4M — down 14% from $58.6M a quarter earlier.

Fund positioning in HEAL was balanced in Q1 2023: 6 funds opened new positions, 6 closed out, 11 added to existing stakes and 20 trimmed.

The largest buyer was Susquehanna International Group, adding an estimated $698K. The largest seller was Daiwa Securities Group, cutting an estimated $5.99M.

  • 52 institutional investors held Global X Funds Global X HealthTech ETF (HEAL) as of Q1 2023, unchanged from Q4 2022.
  • Funds reported $50.4M of Global X Funds Global X HealthTech ETF stock for Q1 2023, down 14% quarter-over-quarter.
  • 6 funds opened new Global X Funds Global X HealthTech ETF positions in Q1 2023 and 6 closed out, a net change of 0 holders.
  • The largest Global X Funds Global X HealthTech ETF buyer in Q1 2023 was Susquehanna International Group, an estimated $698K added.
  • The largest Global X Funds Global X HealthTech ETF seller in Q1 2023 was Daiwa Securities Group, an estimated $5.99M sold.

Based on aggregated 13F filings for Q1 2023.