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Tema ETF Trust Tema Heart & Health ETF

21 hedge funds and large institutions have $14.6M invested in Tema ETF Trust Tema Heart & Health ETF in 2025 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 3 increasing their positions, 3 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 4

0% more repeat investments, than reductions

Existing positions increased: 3 | Existing positions reduced: 3

1.94% less ownership

Funds ownership: 26.3%24.36% (-1.9%)

5% less funds holding

Funds holding: 2221 (-1)

18% less capital invested

Capital invested by funds: $17.9M → $14.6M (-$3.29M)

Holders
21
Holders Change
-1
Holders Change %
-4.55%
% of All Funds
0.28%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
3
Reduced
3
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SIAP
1
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$5.24M +$327K +10,900 +6%
Stifel Financial
2
Stifel Financial
Missouri
$2.45M +$269K +8,992 +12%
FTUS
3
Flow Traders U.S.
New York
$1.66M +$1.69M +56,441 New
UBS Group
4
UBS Group
Switzerland
$1.24M -$432K -14,416 -25%
Citadel Advisors
5
Citadel Advisors
Florida
$1.16M +$1.18M +39,511 New
Jane Street
6
Jane Street
New York
$996K +$1.02M +33,962 New
CA
7
Crumly & Associates
Illinois
$616K -$4.86M -162,251 -89%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$616K +$193K +6,454 +44%
IWM
9
IHT Wealth Management
Illinois
$298K -$924K -30,857 -74%
RZH
10
Relyea Zuckerberg Hanson
Connecticut
$257K +$263K +8,770 New
FFA
11
Frazier Financial Advisors
Ohio
$51.3K
CA
12
CoreCap Advisors
Michigan
$13.3K
CAM
13
Creekmur Asset Management
Illinois
$8.92K
PSFG
14
Park Square Financial Group
Georgia
$8.62K
HCP
15
Hexagon Capital Partners
Arkansas
$7.33K
Bank of America
16
Bank of America
North Carolina
$5.87K
Wells Fargo
17
Wells Fargo
California
$2.58K
PS
18
Principal Securities
Iowa
$2.17K
BWM
19
Bernard Wealth Management
Michigan
$1.03K
AWM
20
Abound Wealth Management
Tennessee
$638
GPFA
21
Game Plan Financial Advisors
Ohio
$440
BSG
22
Black Swift Group
Colorado
-$467K -16,180 Closed
SPIA
23
Steward Partners Investment Advisory
New York
-$186K -6,435 Closed
Simplex Trading
24
Simplex Trading
Illinois
-$10K -367 Closed
Fidelity Investments
25
Fidelity Investments
Massachusetts
-$29 -1 Closed

HRTS Hedge Fund Activity: Q1 2025 in Review

21 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in Tema ETF Trust Tema Heart & Health ETF (HRTS) for Q1 2025, worth a combined $14.6M — down 18% from $17.9M a quarter earlier.

Fund positioning in HRTS was balanced in Q1 2025: 4 funds opened new positions, 4 closed out, 3 added to existing stakes and 3 trimmed.

The largest buyer was Flow Traders U.S., opening a new position worth an estimated $1.69M. The largest seller was Crumly & Associates, cutting an estimated $4.86M.

  • 21 institutional investors held Tema ETF Trust Tema Heart & Health ETF (HRTS) as of Q1 2025, down from 22 in Q4 2024.
  • Funds reported $14.6M of Tema ETF Trust Tema Heart & Health ETF stock for Q1 2025, down 18% quarter-over-quarter.
  • 4 funds opened new Tema ETF Trust Tema Heart & Health ETF positions in Q1 2025 and 4 closed out, a net change of 0 holders.
  • The largest Tema ETF Trust Tema Heart & Health ETF buyer in Q1 2025 was Flow Traders U.S., an estimated $1.69M added.
  • The largest Tema ETF Trust Tema Heart & Health ETF seller in Q1 2025 was Crumly & Associates, an estimated $4.86M sold.

Based on aggregated 13F filings for Q1 2025.