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HEAL

Global X Funds Global X HealthTech ETF

25 hedge funds and large institutions have $13M invested in Global X Funds Global X HealthTech ETF in 2025 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 6 increasing their positions, 5 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 5

1.42% more ownership

Funds ownership: 11.27%12.69% (+1.4%)

2% less capital invested

Capital invested by funds: $13.2M → $13M (-$211K)

11% less funds holding

Funds holding: 2825 (-3)

75% less first-time investments, than exits

New positions opened: 1 | Existing positions closed: 4

Holders
25
Holders Change
-3
Holders Change %
-10.71%
% of All Funds
0.34%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
1
Increased
6
Reduced
5
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Daiwa Securities Group
1
Daiwa Securities Group
Japan
$9.97M
FTUS
2
Flow Traders U.S.
New York
$783K +$617K +19,659 +247%
LPL Financial
3
LPL Financial
California
$533K -$23.2K -739 -4%
Cetera Investment Advisers
4
Cetera Investment Advisers
Illinois
$479K +$14.4K +458 +3%
Raymond James Financial
5
Raymond James Financial
Florida
$431K +$255K +8,109 +114%
Jane Street
6
Jane Street
New York
$350K +$104K +3,300 +36%
UBS Group
7
UBS Group
Switzerland
$99.7K -$24.4K -776 -18%
BCV
8
Banque Cantonale Vaudoise
Switzerland
$81K +$89.3K +2,845 New
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$53K
Barclays
10
Barclays
United Kingdom
$48.8K
Osaic Holdings
11
Osaic Holdings
Arizona
$32.2K +$2.29K +73 +7%
GT
12
Glenmede Trust
Pennsylvania
$27.7K
Bank of America
13
Bank of America
North Carolina
$27K
JP Morgan Chase
14
JP Morgan Chase
New York
$17.2K +$1.07K +34 +6%
SS
15
SBI Securities
Japan
$14.1K -$1.07K -34 -6%
Morgan Stanley
16
Morgan Stanley
New York
$13.4K -$62.2K -1,980 -81%
FFWM
17
Future Financial Wealth Management
Ohio
$13.2K
AG
18
AmeriFlex Group
Nevada
$4.25K
LFG
19
Larson Financial Group
Missouri
$2.59K
RWPA
20
Richard W. Paul & Associates
Michigan
$2.15K -$753 -24 -24%
AWM
21
Abound Wealth Management
Tennessee
$2.08K
AWM
22
AE Wealth Management
Kansas
$1.17K
VNA
23
Valley National Advisers
Pennsylvania
$1K
DWM
24
Darwin Wealth Management
Florida
$855
FDCDDQ
25
Federation des caisses Desjardins du Quebec
Quebec, Canada
$472

HEAL Hedge Fund Activity: Q1 2025 in Review

25 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Global X Funds Global X HealthTech ETF (HEAL) for Q1 2025, worth a combined $13M — down 1.6% from $13.2M a quarter earlier.

Sellers outnumbered buyers: 4 funds closed out of HEAL and 1 opened new positions — a net loss of 3 holders — while 5 trimmed existing stakes and 6 added.

The largest buyer was Flow Traders U.S., adding an estimated $617K. The largest seller was WCG Wealth Advisors, exiting entirely with an estimated $307K sold.

  • 25 institutional investors held Global X Funds Global X HealthTech ETF (HEAL) as of Q1 2025, down from 28 in Q4 2024.
  • Funds reported $13M of Global X Funds Global X HealthTech ETF stock for Q1 2025, down 1.6% quarter-over-quarter.
  • 1 fund opened new Global X Funds Global X HealthTech ETF positions in Q1 2025 and 4 closed out, a net change of -3 holders.
  • The largest Global X Funds Global X HealthTech ETF buyer in Q1 2025 was Flow Traders U.S., an estimated $617K added.
  • The largest Global X Funds Global X HealthTech ETF seller in Q1 2025 was WCG Wealth Advisors, an estimated $307K sold.

Based on aggregated 13F filings for Q1 2025.