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HEAL

Global X Funds Global X HealthTech ETF

49 hedge funds and large institutions have $35.5M invested in Global X Funds Global X HealthTech ETF in 2023 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 13 increasing their positions, 15 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.14% more ownership

Funds ownership: 13.4%13.54% (+0.14%)

0% more funds holding

Funds holding: 4949 (0)

0% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 3

13% less repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 15

26% less capital invested

Capital invested by funds: $48M → $35.5M (-$12.5M)

Holders
49
Holders Change
Holders Change %
0%
% of All Funds
0.78%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
13
Reduced
15
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Daiwa Securities Group
1
Daiwa Securities Group
Japan
$24.8M -$4.27M -133,333 -13%
Jane Street
2
Jane Street
New York
$3.21M +$952K +29,717 +34%
IA
3
Insight Advisors
Pennsylvania
$1.11M +$202K +6,321 +19%
Bank of Montreal
4
Bank of Montreal
Ontario, Canada
$1.1M +$988K +30,852 +3,307%
KAS
5
Kestra Advisory Services
Texas
$775K +$15.3K +477 +2%
Susquehanna International Group
6
Susquehanna International Group
Pennsylvania
$656K +$285K +8,902 +60%
Mirae Asset Global Investments
7
Mirae Asset Global Investments
South Korea
$514K -$130K -4,051 -18%
UBS Group
8
UBS Group
Switzerland
$455K -$58.6K -1,831 -10%
LPL Financial
9
LPL Financial
California
$449K -$102K -3,193 -16%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$307K -$132K -4,125 -27%
Citadel Advisors
11
Citadel Advisors
Florida
$269K +$34K +1,061 +12%
RJA
12
Raymond James & Associates
Florida
$233K -$155K -4,855 -36%
LWMG
13
Levy Wealth Management Group
Pennsylvania
$140K +$2.02K +63 +1%
Morgan Stanley
14
Morgan Stanley
New York
$134K +$3.23K +101 +2%
CW
15
CreativeOne Wealth
Kansas
$125K -$125K -3,893 -46%
RJFSA
16
Raymond James Financial Services Advisors
Florida
$124K -$24.6K -767 -15%
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$123K -$39.1K -1,222 -22%
Bank of America
18
Bank of America
North Carolina
$118K +$9.8K +306 +8%
IWM
19
IHT Wealth Management
Illinois
$113K -$25.6K -800 -16%
AWA
20
Arete Wealth Advisors
Illinois
$101K -$7.81K -244 -6%
GM
21
GeoWealth Management
Illinois
$95K +$19K +593 +20%
IFPG
22
Intrepid Financial Planning Group
Indiana
$94.6K -$7.37K -230 -6%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$91K -$50.5K -1,577 -32%
AssetMark Inc
24
AssetMark Inc
California
$67.9K +$78.9K +2,465 New
Qube Research & Technologies (QRT)
25
Qube Research & Technologies (QRT)
United Kingdom
$49.2K -$51.4K -1,606 -47%

HEAL Hedge Fund Activity: Q3 2023 in Review

49 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Global X Funds Global X HealthTech ETF (HEAL) for Q3 2023, worth a combined $35.5M — down 26% from $48M a quarter earlier.

Fund positioning in HEAL was balanced in Q3 2023: 3 funds opened new positions, 3 closed out, 13 added to existing stakes and 15 trimmed.

The largest buyer was Bank of Montreal, adding an estimated $988K. The largest seller was Daiwa Securities Group, cutting an estimated $4.27M.

  • 49 institutional investors held Global X Funds Global X HealthTech ETF (HEAL) as of Q3 2023, unchanged from Q2 2023.
  • Funds reported $35.5M of Global X Funds Global X HealthTech ETF stock for Q3 2023, down 26% quarter-over-quarter.
  • 3 funds opened new Global X Funds Global X HealthTech ETF positions in Q3 2023 and 3 closed out, a net change of 0 holders.
  • The largest Global X Funds Global X HealthTech ETF buyer in Q3 2023 was Bank of Montreal, an estimated $988K added.
  • The largest Global X Funds Global X HealthTech ETF seller in Q3 2023 was Daiwa Securities Group, an estimated $4.27M sold.

Based on aggregated 13F filings for Q3 2023.