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Tema ETF Trust Tema Heart & Health ETF

20 hedge funds and large institutions have $12.5M invested in Tema ETF Trust Tema Heart & Health ETF in 2025 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 3 increasing their positions, 5 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.16% more ownership

Funds ownership: 24.36%24.52% (+0.16%)

5% less funds holding

Funds holding: 2120 (-1)

15% less capital invested

Capital invested by funds: $14.6M → $12.5M (-$2.13M)

20% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 5

40% less repeat investments, than reductions

Existing positions increased: 3 | Existing positions reduced: 5

Holders
20
Holders Change
-1
Holders Change %
-4.76%
% of All Funds
0.26%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
3
Reduced
5
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SIAP
1
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$4.98M -$121K -4,325 -2%
Stifel Financial
2
Stifel Financial
Missouri
$2.83M +$436K +15,599 +19%
UBS Group
3
UBS Group
Switzerland
$1.09M -$118K -4,216 -10%
Jane Street
4
Jane Street
New York
$1.06M +$89.5K +3,202 +9%
OLVIG
5
Oliver Lagore Vanvalin Investment Group
Michigan
$905K +$862K +30,841 New
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$638K +$37.4K +1,339 +6%
FTUS
7
Flow Traders U.S.
New York
$522K -$1.07M -38,178 -68%
IWM
8
IHT Wealth Management
Illinois
$307K -$3.86K -138 -1%
JP Morgan Chase
9
JP Morgan Chase
New York
$62.9K +$61.5K +2,200 New
FFA
10
Frazier Financial Advisors
Ohio
$50K
Raymond James Financial
11
Raymond James Financial
Florida
$14.3K +$14K +500 New
CAM
12
Creekmur Asset Management
Illinois
$8.69K
PSFG
13
Park Square Financial Group
Georgia
$8.4K
CA
14
CoreCap Advisors
Michigan
$5.83K -$6.96K -249 -55%
Bank of America
15
Bank of America
North Carolina
$5.72K
Wells Fargo
16
Wells Fargo
California
$2.52K
PS
17
Principal Securities
Iowa
$2.14K
BWM
18
Bernard Wealth Management
Michigan
$1K
AWM
19
Abound Wealth Management
Tennessee
$621
HAP
20
Harbor Asset Planning
Massachusetts
$429 +$419 +15 New
Citadel Advisors
21
Citadel Advisors
Florida
-$1.16M -39,511 Closed
CA
22
Crumly & Associates
Illinois
-$616K -21,016 Closed
RZH
23
Relyea Zuckerberg Hanson
Connecticut
-$257K -8,770 Closed
HCP
24
Hexagon Capital Partners
Arkansas
-$7.33K -250 Closed
GPFA
25
Game Plan Financial Advisors
Ohio
-$440 -15 Closed

HRTS Hedge Fund Activity: Q2 2025 in Review

20 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Tema ETF Trust Tema Heart & Health ETF (HRTS) for Q2 2025, worth a combined $12.5M — down 15% from $14.6M a quarter earlier.

Sellers outnumbered buyers: 5 funds closed out of HRTS and 4 opened new positions — a net loss of 1 holder — while 5 trimmed existing stakes and 3 added.

The largest buyer was Stifel Financial, adding an estimated $436K. The largest seller was Citadel Advisors, exiting entirely with an estimated $1.16M sold.

  • 20 institutional investors held Tema ETF Trust Tema Heart & Health ETF (HRTS) as of Q2 2025, down from 21 in Q1 2025.
  • Funds reported $12.5M of Tema ETF Trust Tema Heart & Health ETF stock for Q2 2025, down 15% quarter-over-quarter.
  • 4 funds opened new Tema ETF Trust Tema Heart & Health ETF positions in Q2 2025 and 5 closed out, a net change of -1 holder.
  • The largest Tema ETF Trust Tema Heart & Health ETF buyer in Q2 2025 was Stifel Financial, an estimated $436K added.
  • The largest Tema ETF Trust Tema Heart & Health ETF seller in Q2 2025 was Citadel Advisors, an estimated $1.16M sold.

Based on aggregated 13F filings for Q2 2025.