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Horizon Kinetics Medical ETF
MEDX

4 hedge funds and large institutions have $85.3K invested in Horizon Kinetics Medical ETF in 2023 Q4 according to their latest regulatory filings, with funds opening new positions, 1 increasing their positions, 1 reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

0.01% more ownership

Funds ownership: 0.48% → 0.49% (+0.01%)

0% more funds holding

Funds holding: 4 → 4 (0)

0% more repeat investments, than reductions

Existing positions increased: 1 | Existing positions reduced: 1

2% less capital invested

Capital invested by funds: $87.4K → $85.3K (-$2.15K)

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
1
Reduced
1
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Osaic Holdings
Osaic Holdings
Arizona
+$2.61K

Top Sellers

Rank Fund Capital Flow
1
SPIA
Steward Partners Investment Advisory
New York
-$773
Name Holding Trade Value Shares
Change 		Change in
Stake
Osaic Holdings
1
Osaic Holdings
Arizona
$74.3K +$2.61K +91 +4%
SPIA
2
Steward Partners Investment Advisory
New York
$6.42K -$773 -27 -11%
HWM
3
HighMark Wealth Management
Minnesota
$4.27K – – –
Fidelity Investments
4
Fidelity Investments
Massachusetts
$223 – – –

MEDX Hedge Fund Activity: Q4 2023 in Review

4 of the 6,860 institutional investors tracked by Wall St. Rank reported a position in Horizon Kinetics Medical ETF (MEDX) for Q4 2023, worth a combined $85.3K — down 2.5% from $87.4K a quarter earlier.

Fund positioning in MEDX was balanced in Q4 2023: 0 funds opened new positions, 0 closed out, 1 added to existing stakes and 1 trimmed.

The largest buyer was Osaic Holdings, adding an estimated $2.61K. The largest seller was Steward Partners Investment Advisory, cutting an estimated $773.

  • 4 institutional investors held Horizon Kinetics Medical ETF (MEDX) as of Q4 2023, unchanged from Q3 2023.
  • Funds reported $85.3K of Horizon Kinetics Medical ETF stock for Q4 2023, down 2.5% quarter-over-quarter.
  • 0 funds opened new Horizon Kinetics Medical ETF positions in Q4 2023 and 0 closed out.
  • The largest Horizon Kinetics Medical ETF buyer in Q4 2023 was Osaic Holdings, an estimated $2.61K added.
  • The largest Horizon Kinetics Medical ETF seller in Q4 2023 was Steward Partners Investment Advisory, an estimated $773 sold.

Based on aggregated 13F filings for Q4 2023.