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Tema ETF Trust Tema Heart & Health ETF
HRTS

16 hedge funds and large institutions have $10.7M invested in Tema ETF Trust Tema Heart & Health ETF in 2025 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 2 increasing their positions, 5 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

3.53% less ownership

Funds ownership: 24.52% → 20.99% (-3.5%)

14% less capital invested

Capital invested by funds: $12.5M → $10.7M (-$1.78M)

20% less funds holding

Funds holding: 20 → 16 (-4)

60% less repeat investments, than reductions

Existing positions increased: 2 | Existing positions reduced: 5

75% less first-time investments, than exits

New positions opened: 1 | Existing positions closed: 4

Holders
16
Holders Change
-4
Holders Change %
-20%
% of All Funds
0.21%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
1
Increased
2
Reduced
5
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
CA
CoreCap Advisors
Michigan
+$1.51M
2
IWM
IHT Wealth Management
Illinois
+$524K
3
Citadel Advisors
Citadel Advisors
Florida
+$230K

Top Sellers

Rank Fund Capital Flow
1
Stifel Financial
Stifel Financial
Missouri
-$2.08M
2
SIAP
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
-$993K
3
FTUS
Flow Traders U.S.
New York
-$522K
4
Jane Street
Jane Street
New York
-$238K
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$90.7K
Name Holding Trade Value Shares
Change 		Change in
Stake
SIAP
1
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$4.34M -$993K -33,938 -19%
CA
2
CoreCap Advisors
Michigan
$1.6M +$1.51M +51,572 +25,280%
UBS Group
3
UBS Group
Switzerland
$1.14M -$37.3K -1,275 -3%
IWM
4
IHT Wealth Management
Illinois
$948K +$524K +17,916 +167%
Jane Street
5
Jane Street
New York
$898K -$238K -8,145 -22%
Stifel Financial
6
Stifel Financial
Missouri
$869K -$2.08M -71,013 -72%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$595K -$90.7K -3,099 -14%
Citadel Advisors
8
Citadel Advisors
Florida
$243K +$230K +7,860 New
FFA
9
Frazier Financial Advisors
Ohio
$54.2K – – –
CAM
10
Creekmur Asset Management
Illinois
$9.41K – – –
Bank of America
11
Bank of America
North Carolina
$6.19K – – –
Wells Fargo
12
Wells Fargo
California
$2.72K – – –
PS
13
Principal Securities
Iowa
$2.32K – – –
BWM
14
Bernard Wealth Management
Michigan
$1.08K – – –
AWM
15
Abound Wealth Management
Tennessee
$673 – – –
HAP
16
Harbor Asset Planning
Massachusetts
$464 – – –
FTUS
17
Flow Traders U.S.
New York
– -$522K -18,263 Closed
JP Morgan Chase
18
JP Morgan Chase
New York
– -$62.9K -2,200 Closed
Raymond James Financial
19
Raymond James Financial
Florida
– -$14.3K -500 Closed
PSFG
20
Park Square Financial Group
Georgia
– -$8.4K -294 Closed

HRTS Hedge Fund Activity: Q3 2025 in Review

16 of the 7,621 institutional investors tracked by Wall St. Rank reported a position in Tema ETF Trust Tema Heart & Health ETF (HRTS) for Q3 2025, worth a combined $10.7M — down 14% from $12.5M a quarter earlier.

Sellers outnumbered buyers: 4 funds closed out of HRTS and 1 opened new positions — a net loss of 3 holders — while 5 trimmed existing stakes and 2 added.

The largest buyer was CoreCap Advisors, adding an estimated $1.51M. The largest seller was Stifel Financial, cutting an estimated $2.08M.

  • 16 institutional investors held Tema ETF Trust Tema Heart & Health ETF (HRTS) as of Q3 2025, down from 20 in Q2 2025.
  • Funds reported $10.7M of Tema ETF Trust Tema Heart & Health ETF stock for Q3 2025, down 14% quarter-over-quarter.
  • 1 fund opened new Tema ETF Trust Tema Heart & Health ETF positions in Q3 2025 and 4 closed out, a net change of -3 holders.
  • The largest Tema ETF Trust Tema Heart & Health ETF buyer in Q3 2025 was CoreCap Advisors, an estimated $1.51M added.
  • The largest Tema ETF Trust Tema Heart & Health ETF seller in Q3 2025 was Stifel Financial, an estimated $2.08M sold.

Based on aggregated 13F filings for Q3 2025.