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Tema ETF Trust Tema Heart & Health ETF
HRTS

18 hedge funds and large institutions have $20.9M invested in Tema ETF Trust Tema Heart & Health ETF in 2024 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 4 increasing their positions, 2 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

400% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 1

100% more repeat investments, than reductions

Existing positions increased: 4 | Existing positions reduced: 2

29% more funds holding

Funds holding: 14 → 18 (+4)

25% more capital invested

Capital invested by funds: $16.7M → $20.9M (+$4.18M)

0.61% less ownership

Funds ownership: 28.56% → 27.94% (-0.61%)

Holders
18
Holders Change
+4
Holders Change %
+28.57%
% of All Funds
0.26%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
4
Reduced
2
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
+$2.59M
2
OLVIG
Oliver Lagore Vanvalin Investment Group
Michigan
+$886K
3
SIAP
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
+$844K
4
Stifel Financial
Stifel Financial
Missouri
+$375K
5
CA
Crumly & Associates
Illinois
+$313K

Top Sellers

Rank Fund Capital Flow
1
Citadel Advisors
Citadel Advisors
Florida
-$684K
2
GWP
Gen-Wealth Partners
Michigan
-$147K
3
CA
CoreCap Advisors
Michigan
-$44.5K
Name Holding Trade Value Shares
Change 		Change in
Stake
SIAP
1
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$5.1M +$844K +26,130 +21%
OLVIG
2
Oliver Lagore Vanvalin Investment Group
Michigan
$4.99M +$886K +27,404 +22%
CA
3
Crumly & Associates
Illinois
$4.58M +$313K +9,686 +8%
Jane Street
4
Jane Street
New York
$2.67M +$2.59M +80,230 New
Stifel Financial
5
Stifel Financial
Missouri
$2.06M +$375K +11,619 +23%
Citadel Advisors
6
Citadel Advisors
Florida
$841K -$684K -21,155 -46%
SPIA
7
Steward Partners Investment Advisory
New York
$215K – – –
UBS Group
8
UBS Group
Switzerland
$181K +$176K +5,435 New
Carson Wealth (CWM LLC)
9
Carson Wealth (CWM LLC)
Nebraska
$128K +$124K +3,830 New
FFA
10
Frazier Financial Advisors
Ohio
$58.3K – – –
CAM
11
Creekmur Asset Management
Illinois
$10.1K – – –
CA
12
CoreCap Advisors
Michigan
$8.97K -$44.5K -1,376 -84%
HCP
13
Hexagon Capital Partners
Arkansas
$8.34K – – –
IGWM
14
ICA Group Wealth Management
Colorado
$3.33K +$3.23K +100 New
PS
15
Principal Securities
Iowa
$2.5K – – –
Osaic Holdings
16
Osaic Holdings
Arizona
$1.67K – – –
AWM
17
Abound Wealth Management
Tennessee
$714 – – –
GWP
18
Gen-Wealth Partners
Michigan
– -$147K -4,290 Closed
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
– +$129 +4 New

HRTS Hedge Fund Activity: Q2 2024 in Review

18 of the 6,925 institutional investors tracked by Wall St. Rank reported a position in Tema ETF Trust Tema Heart & Health ETF (HRTS) for Q2 2024, worth a combined $20.9M — up 25% from $16.7M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new HRTS positions and 1 closed out — a net gain of 4 holders — while 4 added to existing stakes and 2 trimmed.

The largest buyer was Jane Street, opening a new position worth an estimated $2.59M. The largest seller was Citadel Advisors, cutting an estimated $684K.

  • 18 institutional investors held Tema ETF Trust Tema Heart & Health ETF (HRTS) as of Q2 2024, up from 14 in Q1 2024.
  • Funds reported $20.9M of Tema ETF Trust Tema Heart & Health ETF stock for Q2 2024, up 25% quarter-over-quarter.
  • 5 funds opened new Tema ETF Trust Tema Heart & Health ETF positions in Q2 2024 and 1 closed out, a net change of +4 holders.
  • The largest Tema ETF Trust Tema Heart & Health ETF buyer in Q2 2024 was Jane Street, an estimated $2.59M added.
  • The largest Tema ETF Trust Tema Heart & Health ETF seller in Q2 2024 was Citadel Advisors, an estimated $684K sold.

Based on aggregated 13F filings for Q2 2024.