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HEAL

Global X Funds Global X HealthTech ETF

38 hedge funds and large institutions have $16.9M invested in Global X Funds Global X HealthTech ETF in 2024 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 6 increasing their positions, 16 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.71% more ownership

Funds ownership: 10.12%10.83% (+0.71%)

12% less funds holding

Funds holding: 4338 (-5)

20% less capital invested

Capital invested by funds: $21.3M → $16.9M (-$4.33M)

40% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 10

63% less repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 16

Holders
38
Holders Change
-5
Holders Change %
-11.63%
% of All Funds
0.55%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
6
Reduced
16
Closed
10
Calls
$6K
Puts
Net Calls
+$6K
Net Calls Change
+$5K
Name Holding Trade Value Shares
Change
Change in
Stake
Daiwa Securities Group
1
Daiwa Securities Group
Japan
$11.5M
KAS
2
Kestra Advisory Services
Texas
$801K
IA
3
Insight Advisors
Pennsylvania
$674K -$324K -11,353 -32%
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$569K -$1.01M -35,225 -64%
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$469K +$469K +16,444 New
CAN
6
Cetera Advisor Networks
California
$403K +$403K +14,127 New
Jane Street
7
Jane Street
New York
$391K -$1.41M -49,413 -78%
LPL Financial
8
LPL Financial
California
$360K -$83.4K -2,923 -19%
Citadel Advisors
9
Citadel Advisors
Florida
$247K -$130K -4,555 -34%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$236K +$158K +5,546 +203%
RJA
11
Raymond James & Associates
Florida
$227K -$14.5K -508 -6%
CW
12
CreativeOne Wealth
Kansas
$195K +$194K +6,804 New
LWMG
13
Levy Wealth Management Group
Pennsylvania
$155K
Bank of America
14
Bank of America
North Carolina
$135K +$6.02K +211 +5%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$103K +$103K +3,625 New
IFPG
16
Intrepid Financial Planning Group
Indiana
$98K
GM
17
GeoWealth Management
Illinois
$87.9K +$14.1K +493 +19%
Barclays
18
Barclays
United Kingdom
$49.1K +$19.7K +690 +67%
Qube Research & Technologies (QRT)
19
Qube Research & Technologies (QRT)
United Kingdom
$46.2K -$2.85K -100 -6%
Osaic Holdings
20
Osaic Holdings
Arizona
$40.8K +$26.3K +922 +182%
Morgan Stanley
21
Morgan Stanley
New York
$37.3K -$124K -4,361 -77%
GT
22
Glenmede Trust
Pennsylvania
$27.9K +$27.9K +977 New
BCV
23
Banque Cantonale Vaudoise
Switzerland
$22K -$2.65K -93 -11%
Bank of Montreal
24
Bank of Montreal
Ontario, Canada
$20.4K -$714K -25,029 -97%
JP Morgan Chase
25
JP Morgan Chase
New York
$16.4K

HEAL Hedge Fund Activity: Q1 2024 in Review

38 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Global X Funds Global X HealthTech ETF (HEAL) for Q1 2024, worth a combined $16.9M — down 20% from $21.3M a quarter earlier.

Sellers outnumbered buyers: 10 funds closed out of HEAL and 6 opened new positions — a net loss of 4 holders — while 16 trimmed existing stakes and 6 added.

The largest buyer was Cetera Investment Advisers, opening a new position worth an estimated $469K. The largest seller was Jane Street, cutting an estimated $1.41M.

  • 38 institutional investors held Global X Funds Global X HealthTech ETF (HEAL) as of Q1 2024, down from 43 in Q4 2023.
  • Funds reported $16.9M of Global X Funds Global X HealthTech ETF stock for Q1 2024, down 20% quarter-over-quarter.
  • 6 funds opened new Global X Funds Global X HealthTech ETF positions in Q1 2024 and 10 closed out, a net change of -4 holders.
  • The largest Global X Funds Global X HealthTech ETF buyer in Q1 2024 was Cetera Investment Advisers, an estimated $469K added.
  • The largest Global X Funds Global X HealthTech ETF seller in Q1 2024 was Jane Street, an estimated $1.41M sold.

Based on aggregated 13F filings for Q1 2024.