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Tema ETF Trust Tema Heart & Health ETF

3 hedge funds and large institutions have $2.04M invested in Tema ETF Trust Tema Heart & Health ETF in 2023 Q4 according to their latest regulatory filings, with 3 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

11.08% more ownership

Funds ownership: 0%11.08% (+11%)

Holders
3
Holders Change
+3
Holders Change %
% of All Funds
0.04%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
1
AE Wealth Management
Kansas
$1.84M +$1.66M +58,688 New
SPIA
2
Steward Partners Investment Advisory
New York
$197K +$182K +6,435 New
HCP
3
Hexagon Capital Partners
Arkansas
$7.65K +$7.08K +250 New

HRTS Hedge Fund Activity: Q4 2023 in Review

3 of the 6,860 institutional investors tracked by Wall St. Rank reported a position in Tema ETF Trust Tema Heart & Health ETF (HRTS) for Q4 2023, worth a combined $2.04M.

Buyers outnumbered sellers: 3 funds opened new HRTS positions and 0 closed out — a net gain of 3 holders — while 0 added to existing stakes and 0 trimmed.

The largest buyer was AE Wealth Management, opening a new position worth an estimated $1.66M.

  • 3 institutional investors held Tema ETF Trust Tema Heart & Health ETF (HRTS) as of Q4 2023, up from 0 in Q3 2023.
  • Funds reported $2.04M of Tema ETF Trust Tema Heart & Health ETF stock for Q4 2023.
  • 3 funds opened new Tema ETF Trust Tema Heart & Health ETF positions in Q4 2023 and 0 closed out, a net change of +3 holders.
  • The largest Tema ETF Trust Tema Heart & Health ETF buyer in Q4 2023 was AE Wealth Management, an estimated $1.66M added.

Based on aggregated 13F filings for Q4 2023.