Tema ETF Trust Tema Heart & Health ETF
HRTS
22 hedge funds and large institutions have $17.9M invested in Tema ETF Trust Tema Heart & Health ETF in 2024 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 6 increasing their positions, 3 reducing their positions, and 4 closing their positions.
100% more repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 3
25% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 4
5% more funds holding
Funds holding: 21 → 22 (+1)
4.65% more ownership
Funds ownership: 21.65% → 26.3% (+4.6%)
0% more capital invested
Capital invested by funds: $17.9M → $17.9M (+$23.1K)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IWM
IHT Wealth Management
Chicago,
Illinois
|
+$1.35M |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$1.28M |
| 3 |
OLVIG
Oliver Lagore Vanvalin Investment Group
Flint,
Michigan
|
+$311K |
| 4 |
SIAP
Sterling Investment Advisors (Pennsylvania)
Berwyn,
Pennsylvania
|
+$290K |
| 5 |
Stifel Financial
St. Louis,
Missouri
|
+$140K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$230K |
| 2 |
EFG
Embree Financial Group
Chicago,
Illinois
|
-$206K |
| 3 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
-$129K |
| 4 |
CA
Crumly & Associates
Springfield,
Illinois
|
-$30.4K |
| 5 |
Simplex Trading
Chicago,
Illinois
|
-$12.4K |
HRTS Hedge Fund Activity: Q4 2024 in Review
22 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in Tema ETF Trust Tema Heart & Health ETF (HRTS) for Q4 2024, worth a combined $17.9M — up 0.13% from $17.9M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new HRTS positions and 4 closed out — a net gain of 1 holder — while 6 added to existing stakes and 3 trimmed.
The largest buyer was IHT Wealth Management, opening a new position worth an estimated $1.35M. The largest seller was Jane Street, exiting entirely with an estimated $230K sold.
- 22 institutional investors held Tema ETF Trust Tema Heart & Health ETF (HRTS) as of Q4 2024, up from 21 in Q3 2024.
- Funds reported $17.9M of Tema ETF Trust Tema Heart & Health ETF stock for Q4 2024, up 0.13% quarter-over-quarter.
- 5 funds opened new Tema ETF Trust Tema Heart & Health ETF positions in Q4 2024 and 4 closed out, a net change of +1 holder.
- The largest Tema ETF Trust Tema Heart & Health ETF buyer in Q4 2024 was IHT Wealth Management, an estimated $1.35M added.
- The largest Tema ETF Trust Tema Heart & Health ETF seller in Q4 2024 was Jane Street, an estimated $230K sold.
Based on aggregated 13F filings for Q4 2024.