We are live on ! Find out more
MEDX icon

Horizon Kinetics Medical ETF

5 hedge funds and large institutions have $83.7K invested in Horizon Kinetics Medical ETF in 2025 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 1 increasing their positions, 0 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 2 | Existing positions closed: 1

25% more funds holding

Funds holding: 45 (+1)

3.51% less ownership

Funds ownership: 4.07%0.55% (-3.5%)

84% less capital invested

Capital invested by funds: $518K → $83.7K (-$434K)

Holders
5
Holders Change
+1
Holders Change %
+25%
% of All Funds
0.07%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
1
Reduced
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
UBS Group
1
UBS Group
Switzerland
$58.7K +$34K +1,307 +146%
MYIA
2
Mount Yale Investment Advisors
Colorado
$20.4K +$19.9K +764 New
HWM
3
HighMark Wealth Management
Minnesota
$4.4K
Fidelity Investments
4
Fidelity Investments
Massachusetts
$213
Wells Fargo
5
Wells Fargo
California
$20 +$26 +1 New
Citadel Advisors
6
Citadel Advisors
Florida
-$488K -17,635 Closed

MEDX Hedge Fund Activity: Q2 2025 in Review

5 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Horizon Kinetics Medical ETF (MEDX) for Q2 2025, worth a combined $83.7K — down 84% from $518K a quarter earlier.

Buyers outnumbered sellers: 2 funds opened new MEDX positions and 1 closed out — a net gain of 1 holder — while 1 added to existing stakes and 0 trimmed.

The largest buyer was UBS Group, adding an estimated $34K. The largest seller was Citadel Advisors, exiting entirely with an estimated $488K sold.

  • 5 institutional investors held Horizon Kinetics Medical ETF (MEDX) as of Q2 2025, up from 4 in Q1 2025.
  • Funds reported $83.7K of Horizon Kinetics Medical ETF stock for Q2 2025, down 84% quarter-over-quarter.
  • 2 funds opened new Horizon Kinetics Medical ETF positions in Q2 2025 and 1 closed out, a net change of +1 holder.
  • The largest Horizon Kinetics Medical ETF buyer in Q2 2025 was UBS Group, an estimated $34K added.
  • The largest Horizon Kinetics Medical ETF seller in Q2 2025 was Citadel Advisors, an estimated $488K sold.

Based on aggregated 13F filings for Q2 2025.