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Tema ETF Trust Tema Heart & Health ETF
HRTS

14 hedge funds and large institutions have $16.7M invested in Tema ETF Trust Tema Heart & Health ETF in 2024 Q1 according to their latest regulatory filings, with 12 funds opening new positions, increasing their positions, reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,100% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 1

717% more capital invested

Capital invested by funds: $2.04M → $16.7M (+$14.6M)

367% more funds holding

Funds holding: 3 → 14 (+11)

17.48% more ownership

Funds ownership: 11.08% → 28.56% (+17%)

Holders
14
Holders Change
+11
Holders Change %
+366.67%
% of All Funds
0.2%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
12
Increased
–
Reduced
–
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
CA
Crumly & Associates
Illinois
+$4.16M
2
SIAP
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
+$4.13M
3
OLVIG
Oliver Lagore Vanvalin Investment Group
Michigan
+$3.98M
4
Stifel Financial
Stifel Financial
Missouri
+$1.63M
5
Citadel Advisors
Citadel Advisors
Florida
+$1.51M

Top Sellers

Rank Fund Capital Flow
1
AWM
AE Wealth Management
Kansas
-$1.84M
Name Holding Trade Value Shares
Change 		Change in
Stake
CA
1
Crumly & Associates
Illinois
$4.37M +$4.16M +127,827 New
SIAP
2
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$4.34M +$4.13M +126,960 New
OLVIG
3
Oliver Lagore Vanvalin Investment Group
Michigan
$4.18M +$3.98M +122,203 New
Stifel Financial
4
Stifel Financial
Missouri
$1.71M +$1.63M +50,154 New
Citadel Advisors
5
Citadel Advisors
Florida
$1.58M +$1.51M +46,372 New
SPIA
6
Steward Partners Investment Advisory
New York
$220K – – –
GWP
7
Gen-Wealth Partners
Michigan
$147K +$140K +4,290 New
FFA
8
Frazier Financial Advisors
Ohio
$59.8K +$57K +1,750 New
CA
9
CoreCap Advisors
Michigan
$56.2K +$53.5K +1,645 New
CAM
10
Creekmur Asset Management
Illinois
$10.4K +$9.89K +304 New
HCP
11
Hexagon Capital Partners
Arkansas
$8.54K – – –
PS
12
Principal Securities
Iowa
$2.56K +$2.44K +75 New
Osaic Holdings
13
Osaic Holdings
Arizona
$1.71K +$1.63K +50 New
AWM
14
Abound Wealth Management
Tennessee
$732 +$683 +21 New
AWM
15
AE Wealth Management
Kansas
– -$1.84M -58,688 Closed

HRTS Hedge Fund Activity: Q1 2024 in Review

14 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Tema ETF Trust Tema Heart & Health ETF (HRTS) for Q1 2024, worth a combined $16.7M — up 717% from $2.04M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new HRTS positions and 1 closed out — a net gain of 11 holders — while 0 added to existing stakes and 0 trimmed.

The largest buyer was Crumly & Associates, opening a new position worth an estimated $4.16M. The largest seller was AE Wealth Management, exiting entirely with an estimated $1.84M sold.

  • 14 institutional investors held Tema ETF Trust Tema Heart & Health ETF (HRTS) as of Q1 2024, up from 3 in Q4 2023.
  • Funds reported $16.7M of Tema ETF Trust Tema Heart & Health ETF stock for Q1 2024, up 717% quarter-over-quarter.
  • 12 funds opened new Tema ETF Trust Tema Heart & Health ETF positions in Q1 2024 and 1 closed out, a net change of +11 holders.
  • The largest Tema ETF Trust Tema Heart & Health ETF buyer in Q1 2024 was Crumly & Associates, an estimated $4.16M added.
  • The largest Tema ETF Trust Tema Heart & Health ETF seller in Q1 2024 was AE Wealth Management, an estimated $1.84M sold.

Based on aggregated 13F filings for Q1 2024.