Horizon Kinetics Medical ETF
MEDX
4 hedge funds and large institutions have $518K invested in Horizon Kinetics Medical ETF in 2025 Q1 according to their latest regulatory filings, with 0 funds opening new positions, 1 increasing their positions, 1 reducing their positions, and 3 closing their positions.
20% more capital invested
Capital invested by funds: $432K → $518K (+$86K)
0.48% more ownership
Funds ownership: 3.59% → 4.07% (+0.48%)
0% more repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 1
43% less funds holding
Funds holding: 7 → 4 (-3)
100% less first-time investments, than exits
New positions opened: 0 | Existing positions closed: 3
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
+$123K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
-$59.2K |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$2.96K |
| 3 |
SPIA
Steward Partners Investment Advisory
New York
|
-$523 |
| 4 |
TRCT
Tower Research Capital (TRC)
New York
|
-$26 |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Citadel Advisors
Miami,
Florida
| $488K | +$123K | +4,459 | +34% |
|
|
2
UBS Group
Zurich,
Switzerland
| $24.8K | -$2.96K | -107 | -11% |
|
|
HWM
3
HighMark Wealth Management
St. Paul,
Minnesota
| $4.57K | – | – | – |
|
4
Fidelity Investments
Boston,
Massachusetts
| $221 | – | – | – |
|
|
5
Wells Fargo
San Francisco,
California
| $9 | -$59.2K | -2,142 | Closed |
|
|
SPIA
6
Steward Partners Investment Advisory
New York
| – | -$523 | -20 | Closed |
|
|
TRCT
7
Tower Research Capital (TRC)
New York
| – | -$26 | -1 | Closed |
|
MEDX Hedge Fund Activity: Q1 2025 in Review
4 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Horizon Kinetics Medical ETF (MEDX) for Q1 2025, worth a combined $518K — up 20% from $432K a quarter earlier.
Sellers outnumbered buyers: 3 funds closed out of MEDX and 0 opened new positions — a net loss of 3 holders — while 1 trimmed existing stakes and 1 added.
The largest buyer was Citadel Advisors, adding an estimated $123K. The largest seller was Wells Fargo, exiting entirely with an estimated $59.2K sold.
- 4 institutional investors held Horizon Kinetics Medical ETF (MEDX) as of Q1 2025, down from 7 in Q4 2024.
- Funds reported $518K of Horizon Kinetics Medical ETF stock for Q1 2025, up 20% quarter-over-quarter.
- 0 funds opened new Horizon Kinetics Medical ETF positions in Q1 2025 and 3 closed out, a net change of -3 holders.
- The largest Horizon Kinetics Medical ETF buyer in Q1 2025 was Citadel Advisors, an estimated $123K added.
- The largest Horizon Kinetics Medical ETF seller in Q1 2025 was Wells Fargo, an estimated $59.2K sold.
Based on aggregated 13F filings for Q1 2025.