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Horizon Kinetics Medical ETF
MEDX

4 hedge funds and large institutions have $87.4K invested in Horizon Kinetics Medical ETF in 2023 Q3 according to their latest regulatory filings, with funds opening new positions, increasing their positions, 1 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding

Funds holding: 4 → 4 (0)

0% less ownership

Funds ownership: 0.48% → 0.48% (-0%)

4% less capital invested

Capital invested by funds: $91.4K → $87.4K (-$3.95K)

100% less repeat investments, than reductions

Existing positions increased: 0 | Existing positions reduced: 1

Holders
4
Holders Change
–
Holders Change %
0%
% of All Funds
0.06%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
–
Increased
–
Reduced
1
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

No buyers this quarter

Top Sellers

Rank Fund Capital Flow
1
SPIA
Steward Partners Investment Advisory
New York
-$91
Name Holding Trade Value Shares
Change 		Change in
Stake
Osaic Holdings
1
Osaic Holdings
Arizona
$75.2K – – –
SPIA
2
Steward Partners Investment Advisory
New York
$7.52K -$91 -3 -1%
HWM
3
HighMark Wealth Management
Minnesota
$4.47K – – –
Fidelity Investments
4
Fidelity Investments
Massachusetts
$234 – – –

MEDX Hedge Fund Activity: Q3 2023 in Review

4 of the 6,302 institutional investors tracked by Wall St. Rank reported a position in Horizon Kinetics Medical ETF (MEDX) for Q3 2023, worth a combined $87.4K — down 4.3% from $91.4K a quarter earlier.

Fund positioning in MEDX was balanced in Q3 2023: 0 funds opened new positions, 0 closed out, 0 added to existing stakes and 1 trimmed.

The largest seller was Steward Partners Investment Advisory, cutting an estimated $91.

  • 4 institutional investors held Horizon Kinetics Medical ETF (MEDX) as of Q3 2023, unchanged from Q2 2023.
  • Funds reported $87.4K of Horizon Kinetics Medical ETF stock for Q3 2023, down 4.3% quarter-over-quarter.
  • 0 funds opened new Horizon Kinetics Medical ETF positions in Q3 2023 and 0 closed out.
  • The largest Horizon Kinetics Medical ETF seller in Q3 2023 was Steward Partners Investment Advisory, an estimated $91 sold.

Based on aggregated 13F filings for Q3 2023.