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HEAL

Global X Funds Global X HealthTech ETF

31 hedge funds and large institutions have $13.4M invested in Global X Funds Global X HealthTech ETF in 2024 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 3 increasing their positions, 14 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.7% less ownership

Funds ownership: 10.83%10.14% (-0.7%)

18% less funds holding

Funds holding: 3831 (-7)

21% less capital invested

Capital invested by funds: $16.9M → $13.4M (-$3.56M)

75% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 8

79% less repeat investments, than reductions

Existing positions increased: 3 | Existing positions reduced: 14

Holders
31
Holders Change
-7
Holders Change %
-18.42%
% of All Funds
0.45%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
3
Reduced
14
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Daiwa Securities Group
1
Daiwa Securities Group
Japan
$10.5M
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$617K +$97.1K +3,564 +18%
Cetera Investment Advisers
3
Cetera Investment Advisers
Illinois
$578K +$152K +5,574 +34%
IA
4
Insight Advisors
Pennsylvania
$376K -$254K -9,315 -39%
LPL Financial
5
LPL Financial
California
$285K -$47.4K -1,739 -14%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$222K +$132K +4,839 +133%
RJA
7
Raymond James & Associates
Florida
$192K -$17.2K -631 -8%
Bank of America
8
Bank of America
North Carolina
$120K -$4.25K -156 -3%
IFPG
9
Intrepid Financial Planning Group
Indiana
$90.2K
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$71K -$152K -5,565 -67%
GM
11
GeoWealth Management
Illinois
$66.9K -$14.5K -532 -17%
Barclays
12
Barclays
United Kingdom
$45.2K
Morgan Stanley
13
Morgan Stanley
New York
$27.2K -$7.41K -272 -21%
GT
14
Glenmede Trust
Pennsylvania
$25.6K
Osaic Holdings
15
Osaic Holdings
Arizona
$19.8K -$18.4K -676 -47%
Bank of Montreal
16
Bank of Montreal
Ontario, Canada
$19.6K
BCV
17
Banque Cantonale Vaudoise
Switzerland
$18K -$2.34K -86 -11%
JP Morgan Chase
18
JP Morgan Chase
New York
$15.1K
IAIM
19
International Assets Investment Management
Florida
$11.4K +$11.9K +435 New
National Bank of Canada
20
National Bank of Canada
Quebec, Canada
$8.03K
Qube Research & Technologies (QRT)
21
Qube Research & Technologies (QRT)
United Kingdom
$6.46K -$37.4K -1,373 -85%
YDMI
22
Y.D. More Investments
Israel
$5.69K
APC
23
Aspire Private Capital
North Carolina
$4.88K -$926 -34 -15%
UBS Group
24
UBS Group
Switzerland
$3.98K -$4.17K -153 -50%
RWPA
25
Richard W. Paul & Associates
Michigan
$3.09K -$1.33K -49 -29%

HEAL Hedge Fund Activity: Q2 2024 in Review

31 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Global X Funds Global X HealthTech ETF (HEAL) for Q2 2024, worth a combined $13.4M — down 21% from $16.9M a quarter earlier.

Sellers outnumbered buyers: 8 funds closed out of HEAL and 2 opened new positions — a net loss of 6 holders — while 14 trimmed existing stakes and 3 added.

The largest buyer was Cetera Investment Advisers, adding an estimated $152K. The largest seller was Kestra Advisory Services, exiting entirely with an estimated $801K sold.

  • 31 institutional investors held Global X Funds Global X HealthTech ETF (HEAL) as of Q2 2024, down from 38 in Q1 2024.
  • Funds reported $13.4M of Global X Funds Global X HealthTech ETF stock for Q2 2024, down 21% quarter-over-quarter.
  • 2 funds opened new Global X Funds Global X HealthTech ETF positions in Q2 2024 and 8 closed out, a net change of -6 holders.
  • The largest Global X Funds Global X HealthTech ETF buyer in Q2 2024 was Cetera Investment Advisers, an estimated $152K added.
  • The largest Global X Funds Global X HealthTech ETF seller in Q2 2024 was Kestra Advisory Services, an estimated $801K sold.

Based on aggregated 13F filings for Q2 2024.