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HEAL

Global X Funds Global X HealthTech ETF

43 hedge funds and large institutions have $21.3M invested in Global X Funds Global X HealthTech ETF in 2023 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 7 increasing their positions, 18 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

3.42% less ownership

Funds ownership: 13.54%10.12% (-3.4%)

12% less funds holding

Funds holding: 4943 (-6)

40% less capital invested

Capital invested by funds: $35.5M → $21.3M (-$14.2M)

61% less repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 18

75% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 8

Holders
43
Holders Change
-6
Holders Change %
-12.24%
% of All Funds
0.63%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
7
Reduced
18
Closed
8
Calls
$1K
Puts
Net Calls
+$1K
Net Calls Change
+$1K
Name Holding Trade Value Shares
Change
Change in
Stake
Daiwa Securities Group
1
Daiwa Securities Group
Japan
$12.2M -$13.4M -500,000 -55%
Jane Street
2
Jane Street
New York
$1.92M -$1.43M -53,298 -46%
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$1.68M +$842K +31,361 +132%
IA
4
Insight Advisors
Pennsylvania
$1.06M -$143K -5,314 -13%
KAS
5
Kestra Advisory Services
Texas
$853K -$1.53K -57 -0.2%
Bank of Montreal
6
Bank of Montreal
Ontario, Canada
$794K -$162K -6,048 -19%
LPL Financial
7
LPL Financial
California
$471K -$20.6K -766 -5%
Citadel Advisors
8
Citadel Advisors
Florida
$401K +$92.5K +3,448 +35%
Mirae Asset Global Investments
9
Mirae Asset Global Investments
South Korea
$354K -$188K -7,000 -37%
RJA
10
Raymond James & Associates
Florida
$257K -$483 -18 -0.2%
Morgan Stanley
11
Morgan Stanley
New York
$172K +$21.7K +808 +17%
LWMG
12
Levy Wealth Management Group
Pennsylvania
$155K
AssetMark Inc
13
AssetMark Inc
California
$145K +$62.4K +2,324 +94%
Bank of America
14
Bank of America
North Carolina
$137K +$5.98K +223 +5%
IFPG
15
Intrepid Financial Planning Group
Indiana
$104K
ECA
16
Elevated Capital Advisors
Utah
$101K +$89.7K +3,342 New
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$83K -$15.1K -564 -17%
GM
18
GeoWealth Management
Illinois
$78K -$24.3K -904 -26%
Qube Research & Technologies (QRT)
19
Qube Research & Technologies (QRT)
United Kingdom
$52.2K -$1.8K -67 -4%
TRCT
20
Tower Research Capital (TRC)
New York
$48.8K +$33.2K +1,239 +335%
Barclays
21
Barclays
United Kingdom
$31.3K
BCV
22
Banque Cantonale Vaudoise
Switzerland
$26K -$7.35K -274 -24%
Carson Wealth (CWM LLC)
23
Carson Wealth (CWM LLC)
Nebraska
$25K
JP Morgan Chase
24
JP Morgan Chase
New York
$17.4K
Osaic Holdings
25
Osaic Holdings
Arizona
$15.4K -$17.9K -666 -57%

HEAL Hedge Fund Activity: Q4 2023 in Review

43 of the 6,860 institutional investors tracked by Wall St. Rank reported a position in Global X Funds Global X HealthTech ETF (HEAL) for Q4 2023, worth a combined $21.3M — down 40% from $35.5M a quarter earlier.

Sellers outnumbered buyers: 8 funds closed out of HEAL and 2 opened new positions — a net loss of 6 holders — while 18 trimmed existing stakes and 7 added.

The largest buyer was Susquehanna International Group, adding an estimated $842K. The largest seller was Daiwa Securities Group, cutting an estimated $13.4M.

  • 43 institutional investors held Global X Funds Global X HealthTech ETF (HEAL) as of Q4 2023, down from 49 in Q3 2023.
  • Funds reported $21.3M of Global X Funds Global X HealthTech ETF stock for Q4 2023, down 40% quarter-over-quarter.
  • 2 funds opened new Global X Funds Global X HealthTech ETF positions in Q4 2023 and 8 closed out, a net change of -6 holders.
  • The largest Global X Funds Global X HealthTech ETF buyer in Q4 2023 was Susquehanna International Group, an estimated $842K added.
  • The largest Global X Funds Global X HealthTech ETF seller in Q4 2023 was Daiwa Securities Group, an estimated $13.4M sold.

Based on aggregated 13F filings for Q4 2023.