Horizon Kinetics Medical ETF
MEDX
4 hedge funds and large institutions have $91.4K invested in Horizon Kinetics Medical ETF in 2023 Q2 according to their latest regulatory filings, with 0 funds opening new positions, increasing their positions, 2 reducing their positions, and 1 closing their positions.
2.02% less ownership
Funds ownership: 2.5% → 0.48% (-2%)
20% less funds holding
Funds holding: 5 → 4 (-1)
80% less capital invested
Capital invested by funds: $464K → $91.4K (-$372K)
100% less first-time investments, than exits
New positions opened: 0 | Existing positions closed: 1
100% less repeat investments, than reductions
Existing positions increased: 0 | Existing positions reduced: 2
Top Buyers
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EH
Equitable Holdings
New York
|
-$364K |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
-$8.05K |
| 3 |
SPIA
Steward Partners Investment Advisory
New York
|
-$2.75K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Osaic Holdings
Scottsdale,
Arizona
| $78.5K | -$8.05K | -261 | -9% |
|
|
SPIA
2
Steward Partners Investment Advisory
New York
| $7.94K | -$2.75K | -89 | -26% |
|
|
HWM
3
HighMark Wealth Management
St. Paul,
Minnesota
| $4.67K | – | – | – |
|
4
Fidelity Investments
Boston,
Massachusetts
| $244 | – | – | – |
|
|
EH
5
Equitable Holdings
New York
| – | -$364K | -12,157 | Closed |
|
MEDX Hedge Fund Activity: Q2 2023 in Review
4 of the 6,370 institutional investors tracked by Wall St. Rank reported a position in Horizon Kinetics Medical ETF (MEDX) for Q2 2023, worth a combined $91.4K — down 80% from $464K a quarter earlier.
Sellers outnumbered buyers: 1 fund closed out of MEDX and 0 opened new positions — a net loss of 1 holder — while 2 trimmed existing stakes and 0 added.
The largest seller was Equitable Holdings, exiting entirely with an estimated $364K sold.
- 4 institutional investors held Horizon Kinetics Medical ETF (MEDX) as of Q2 2023, down from 5 in Q1 2023.
- Funds reported $91.4K of Horizon Kinetics Medical ETF stock for Q2 2023, down 80% quarter-over-quarter.
- 0 funds opened new Horizon Kinetics Medical ETF positions in Q2 2023 and 1 closed out, a net change of -1 holder.
- The largest Horizon Kinetics Medical ETF seller in Q2 2023 was Equitable Holdings, an estimated $364K sold.
Based on aggregated 13F filings for Q2 2023.