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HEAL

Global X Funds Global X HealthTech ETF

28 hedge funds and large institutions have $13.2M invested in Global X Funds Global X HealthTech ETF in 2024 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 4 increasing their positions, 9 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.56% less ownership

Funds ownership: 12.83%11.27% (-1.6%)

22% less funds holding

Funds holding: 3628 (-8)

25% less capital invested

Capital invested by funds: $17.7M → $13.2M (-$4.47M)

50% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 10

56% less repeat investments, than reductions

Existing positions increased: 4 | Existing positions reduced: 9

Holders
28
Holders Change
-8
Holders Change %
-22.22%
% of All Funds
0.37%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
4
Reduced
9
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Daiwa Securities Group
1
Daiwa Securities Group
Japan
$10.4M -$1.49M -50,000 -12%
LPL Financial
2
LPL Financial
California
$577K -$54.5K -1,833 -9%
Cetera Investment Advisers
3
Cetera Investment Advisers
Illinois
$485K +$49.5K +1,663 +11%
WWA
4
WCG Wealth Advisors
Nevada
$307K -$28.7K -964 -8%
Jane Street
5
Jane Street
New York
$267K -$1.05M -35,177 -80%
FTUS
6
Flow Traders U.S.
New York
$235K +$237K +7,969 New
Raymond James Financial
7
Raymond James Financial
Florida
$210K +$211K +7,107 New
IA
8
Insight Advisors
Pennsylvania
$158K -$127K -4,264 -44%
Susquehanna International Group
9
Susquehanna International Group
Pennsylvania
$127K -$960K -32,249 -88%
UBS Group
10
UBS Group
Switzerland
$127K +$125K +4,190 +4,108%
Morgan Stanley
11
Morgan Stanley
New York
$72.4K +$53K +1,781 +265%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$55K -$11.3K -379 -17%
Barclays
13
Barclays
United Kingdom
$50.8K
Osaic Holdings
14
Osaic Holdings
Arizona
$31.3K +$19.8K +664 +167%
GT
15
Glenmede Trust
Pennsylvania
$28.8K
Bank of America
16
Bank of America
North Carolina
$28.1K -$50.5K -1,697 -64%
JP Morgan Chase
17
JP Morgan Chase
New York
$16.9K
SS
18
SBI Securities
Japan
$15.6K +$15.8K +531 New
FFWM
19
Future Financial Wealth Management
Ohio
$13.8K
National Bank of Canada
20
National Bank of Canada
Quebec, Canada
$9.19K
AG
21
AmeriFlex Group
Nevada
$4.92K +$4.46K +150 New
RWPA
22
Richard W. Paul & Associates
Michigan
$2.95K -$536 -18 -15%
LFG
23
Larson Financial Group
Missouri
$2.69K
AWM
24
Abound Wealth Management
Tennessee
$2.16K
AWM
25
AE Wealth Management
Kansas
$1.22K +$1.22K +41 New

HEAL Hedge Fund Activity: Q4 2024 in Review

28 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in Global X Funds Global X HealthTech ETF (HEAL) for Q4 2024, worth a combined $13.2M — down 25% from $17.7M a quarter earlier.

Sellers outnumbered buyers: 10 funds closed out of HEAL and 5 opened new positions — a net loss of 5 holders — while 9 trimmed existing stakes and 4 added.

The largest buyer was Flow Traders U.S., opening a new position worth an estimated $237K. The largest seller was Daiwa Securities Group, cutting an estimated $1.49M.

  • 28 institutional investors held Global X Funds Global X HealthTech ETF (HEAL) as of Q4 2024, down from 36 in Q3 2024.
  • Funds reported $13.2M of Global X Funds Global X HealthTech ETF stock for Q4 2024, down 25% quarter-over-quarter.
  • 5 funds opened new Global X Funds Global X HealthTech ETF positions in Q4 2024 and 10 closed out, a net change of -5 holders.
  • The largest Global X Funds Global X HealthTech ETF buyer in Q4 2024 was Flow Traders U.S., an estimated $237K added.
  • The largest Global X Funds Global X HealthTech ETF seller in Q4 2024 was Daiwa Securities Group, an estimated $1.49M sold.

Based on aggregated 13F filings for Q4 2024.