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HEAL

Global X Funds Global X HealthTech ETF

49 hedge funds and large institutions have $48M invested in Global X Funds Global X HealthTech ETF in 2023 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 10 increasing their positions, 16 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.28% more ownership

Funds ownership: 13.12%13.4% (+0.28%)

5% less capital invested

Capital invested by funds: $50.4M → $48M (-$2.45M)

6% less funds holding

Funds holding: 5249 (-3)

38% less repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 16

43% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 7

Holders
49
Holders Change
-3
Holders Change %
-5.77%
% of All Funds
0.77%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
10
Reduced
16
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Daiwa Securities Group
1
Daiwa Securities Group
Japan
$36.1M -$2.32M -66,667 -6%
Jane Street
2
Jane Street
New York
$3.02M +$2.08M +59,724 +221%
IA
3
Insight Advisors
Pennsylvania
$1.19M +$860K +24,742 +268%
KAS
4
Kestra Advisory Services
Texas
$965K -$230K -6,607 -19%
Mirae Asset Global Investments
5
Mirae Asset Global Investments
South Korea
$793K +$11.6K +333 +1%
LPL Financial
6
LPL Financial
California
$680K -$387K -11,134 -36%
UBS Group
7
UBS Group
Switzerland
$640K -$144K -4,143 -18%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$533K -$218K -6,270 -29%
Susquehanna International Group
9
Susquehanna International Group
Pennsylvania
$520K -$294K -8,468 -36%
RJA
10
Raymond James & Associates
Florida
$465K -$5.74K -165 -1%
PWM
11
Prosperity Wealth Management
California
$343K +$342K +9,833 New
Citadel Advisors
12
Citadel Advisors
Florida
$304K +$19.1K +548 +7%
CW
13
CreativeOne Wealth
Kansas
$295K +$53.9K +1,549 +22%
Qube Research & Technologies (QRT)
14
Qube Research & Technologies (QRT)
United Kingdom
$221K +$96K +2,760 +437%
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$198K
RJFSA
16
Raymond James Financial Services Advisors
Florida
$184K -$2.29K -66 -1%
LWMG
17
Levy Wealth Management Group
Pennsylvania
$176K -$2.16K -62 -1%
IWM
18
IHT Wealth Management
Illinois
$171K
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$170K +$2.99K +86 +2%
Morgan Stanley
20
Morgan Stanley
New York
$166K -$39.8K -1,146 -19%
Bank of America
21
Bank of America
North Carolina
$139K -$5.29K -152 -4%
AWA
22
Arete Wealth Advisors
Illinois
$137K
IFPG
23
Intrepid Financial Planning Group
Indiana
$128K -$1.11K -32 -0.9%
GM
24
GeoWealth Management
Illinois
$102K +$68.8K +1,979 +215%
BCV
25
Banque Cantonale Vaudoise
Switzerland
$39K

HEAL Hedge Fund Activity: Q2 2023 in Review

49 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Global X Funds Global X HealthTech ETF (HEAL) for Q2 2023, worth a combined $48M — down 4.9% from $50.4M a quarter earlier.

Sellers outnumbered buyers: 7 funds closed out of HEAL and 4 opened new positions — a net loss of 3 holders — while 16 trimmed existing stakes and 10 added.

The largest buyer was Jane Street, adding an estimated $2.08M. The largest seller was Daiwa Securities Group, cutting an estimated $2.32M.

  • 49 institutional investors held Global X Funds Global X HealthTech ETF (HEAL) as of Q2 2023, down from 52 in Q1 2023.
  • Funds reported $48M of Global X Funds Global X HealthTech ETF stock for Q2 2023, down 4.9% quarter-over-quarter.
  • 4 funds opened new Global X Funds Global X HealthTech ETF positions in Q2 2023 and 7 closed out, a net change of -3 holders.
  • The largest Global X Funds Global X HealthTech ETF buyer in Q2 2023 was Jane Street, an estimated $2.08M added.
  • The largest Global X Funds Global X HealthTech ETF seller in Q2 2023 was Daiwa Securities Group, an estimated $2.32M sold.

Based on aggregated 13F filings for Q2 2023.