Horizon Kinetics Medical ETF
MEDX
4 hedge funds and large institutions have $76K invested in Horizon Kinetics Medical ETF in 2024 Q1 according to their latest regulatory filings, with funds opening new positions, 1 increasing their positions, 2 reducing their positions, and closing their positions.
0% more funds holding
Funds holding: 4 → 4 (0)
0.08% less ownership
Funds ownership: 0.49% → 0.41% (-0.08%)
11% less capital invested
Capital invested by funds: $85.3K → $76K (-$9.25K)
50% less repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HWM
HighMark Wealth Management
St. Paul,
Minnesota
|
+$263 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Osaic Holdings
Scottsdale,
Arizona
|
-$13.9K |
| 2 |
SPIA
Steward Partners Investment Advisory
New York
|
-$905 |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Osaic Holdings
Scottsdale,
Arizona
| $65K | -$13.9K | -476 | -18% |
|
|
SPIA
2
Steward Partners Investment Advisory
New York
| $5.92K | -$905 | -31 | -13% |
|
|
HWM
3
HighMark Wealth Management
St. Paul,
Minnesota
| $4.82K | +$263 | +9 | +6% |
|
4
Fidelity Investments
Boston,
Massachusetts
| $238 | – | – | – |
|
MEDX Hedge Fund Activity: Q1 2024 in Review
4 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in Horizon Kinetics Medical ETF (MEDX) for Q1 2024, worth a combined $76K — down 11% from $85.3K a quarter earlier.
Fund positioning in MEDX was balanced in Q1 2024: 0 funds opened new positions, 0 closed out, 1 added to existing stakes and 2 trimmed.
The largest buyer was HighMark Wealth Management, adding an estimated $263. The largest seller was Osaic Holdings, cutting an estimated $13.9K.
- 4 institutional investors held Horizon Kinetics Medical ETF (MEDX) as of Q1 2024, unchanged from Q4 2023.
- Funds reported $76K of Horizon Kinetics Medical ETF stock for Q1 2024, down 11% quarter-over-quarter.
- 0 funds opened new Horizon Kinetics Medical ETF positions in Q1 2024 and 0 closed out.
- The largest Horizon Kinetics Medical ETF buyer in Q1 2024 was HighMark Wealth Management, an estimated $263 added.
- The largest Horizon Kinetics Medical ETF seller in Q1 2024 was Osaic Holdings, an estimated $13.9K sold.
Based on aggregated 13F filings for Q1 2024.