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Tema ETF Trust Tema Heart & Health ETF

21 hedge funds and large institutions have $17.9M invested in Tema ETF Trust Tema Heart & Health ETF in 2024 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 6 increasing their positions, 2 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 2

200% more repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 2

17% more funds holding

Funds holding: 1821 (+3)

6.29% less ownership

Funds ownership: 27.94%21.65% (-6.3%)

14% less capital invested

Capital invested by funds: $20.9M → $17.9M (-$2.97M)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $3K

Holders
21
Holders Change
+3
Holders Change %
+16.67%
% of All Funds
0.3%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
6
Reduced
2
Closed
2
Calls
Puts
$3K
Net Calls
-$3K
Net Calls Change
-$3K
Name Holding Trade Value Shares
Change
Change in
Stake
CA
1
Crumly & Associates
Illinois
$6.19M +$1.6M +46,698 +34%
SIAP
2
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$5.33M +$192K +5,605 +4%
Stifel Financial
3
Stifel Financial
Missouri
$2.36M +$287K +8,388 +14%
OLVIG
4
Oliver Lagore Vanvalin Investment Group
Michigan
$1.55M -$3.54M -103,433 -69%
UBS Group
5
UBS Group
Switzerland
$566K +$391K +11,403 +210%
BSG
6
Black Swift Group
Colorado
$551K +$562K +16,410 New
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$437K +$446K +13,011 +325,275%
Jane Street
8
Jane Street
New York
$230K -$2.51M -73,388 -91%
SPIA
9
Steward Partners Investment Advisory
New York
$216K
EFG
10
Embree Financial Group
Illinois
$206K +$210K +6,140 New
Carson Wealth (CWM LLC)
11
Carson Wealth (CWM LLC)
Nebraska
$129K
FFA
12
Frazier Financial Advisors
Ohio
$58.8K
Simplex Trading
13
Simplex Trading
Illinois
$25K +$25.8K +752 New
CA
14
CoreCap Advisors
Michigan
$15.2K +$6.3K +184 +68%
CAM
15
Creekmur Asset Management
Illinois
$10.2K
HCP
16
Hexagon Capital Partners
Arkansas
$8.4K
Bank of America
17
Bank of America
North Carolina
$6.72K +$6.85K +200 New
Wells Fargo
18
Wells Fargo
California
$2.96K +$3.02K +88 New
PS
19
Principal Securities
Iowa
$2.52K
AWM
20
Abound Wealth Management
Tennessee
$720
HI
21
Harbour Investments
Wisconsin
$235 +$240 +7 New
Citadel Advisors
22
Citadel Advisors
Florida
-$841K -25,217 Closed
Osaic Holdings
23
Osaic Holdings
Arizona
-$1.67K -50 Closed

HRTS Hedge Fund Activity: Q3 2024 in Review

21 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in Tema ETF Trust Tema Heart & Health ETF (HRTS) for Q3 2024, worth a combined $17.9M — down 14% from $20.9M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new HRTS positions and 2 closed out — a net gain of 4 holders — while 6 added to existing stakes and 2 trimmed.

The largest buyer was Crumly & Associates, adding an estimated $1.6M. The largest seller was Oliver Lagore Vanvalin Investment Group, cutting an estimated $3.54M.

  • 21 institutional investors held Tema ETF Trust Tema Heart & Health ETF (HRTS) as of Q3 2024, up from 18 in Q2 2024.
  • Funds reported $17.9M of Tema ETF Trust Tema Heart & Health ETF stock for Q3 2024, down 14% quarter-over-quarter.
  • 6 funds opened new Tema ETF Trust Tema Heart & Health ETF positions in Q3 2024 and 2 closed out, a net change of +4 holders.
  • The largest Tema ETF Trust Tema Heart & Health ETF buyer in Q3 2024 was Crumly & Associates, an estimated $1.6M added.
  • The largest Tema ETF Trust Tema Heart & Health ETF seller in Q3 2024 was Oliver Lagore Vanvalin Investment Group, an estimated $3.54M sold.

Based on aggregated 13F filings for Q3 2024.