Horizon Kinetics Medical ETF
MEDX
5 hedge funds and large institutions have $464K invested in Horizon Kinetics Medical ETF in 2023 Q1 according to their latest regulatory filings, with 5 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.
2.5% more ownership
Funds ownership: 0% → 2.5% (+2.5%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EH
Equitable Holdings
New York
|
+$364K |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
+$84.7K |
| 3 |
SPIA
Steward Partners Investment Advisory
New York
|
+$10.4K |
| 4 |
HWM
HighMark Wealth Management
St. Paul,
Minnesota
|
+$4.58K |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
+$239 |
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
EH
1
Equitable Holdings
New York
| $364K | +$364K | +12,157 | New |
|
|
2
Osaic Holdings
Scottsdale,
Arizona
| $84.7K | +$84.7K | +2,832 | New |
|
|
SPIA
3
Steward Partners Investment Advisory
New York
| $10.4K | +$10.4K | +349 | New |
|
|
HWM
4
HighMark Wealth Management
St. Paul,
Minnesota
| $4.58K | +$4.58K | +153 | New |
|
|
5
Fidelity Investments
Boston,
Massachusetts
| $239 | +$239 | +8 | New |
|
MEDX Hedge Fund Activity: Q1 2023 in Review
5 of the 6,276 institutional investors tracked by Wall St. Rank reported a position in Horizon Kinetics Medical ETF (MEDX) for Q1 2023, worth a combined $464K.
Buyers outnumbered sellers: 5 funds opened new MEDX positions and 0 closed out — a net gain of 5 holders — while 0 added to existing stakes and 0 trimmed.
The largest buyer was Equitable Holdings, opening a new position worth an estimated $364K.
- 5 institutional investors held Horizon Kinetics Medical ETF (MEDX) as of Q1 2023, up from 0 in Q4 2022.
- Funds reported $464K of Horizon Kinetics Medical ETF stock for Q1 2023.
- 5 funds opened new Horizon Kinetics Medical ETF positions in Q1 2023 and 0 closed out, a net change of +5 holders.
- The largest Horizon Kinetics Medical ETF buyer in Q1 2023 was Equitable Holdings, an estimated $364K added.
Based on aggregated 13F filings for Q1 2023.