Who Owns HRTS?

Tema Cardiovascular and Metabolic ETF — Institutional Ownership & 13F Holdings

$32.74

+0.00 (+0.00%)

Market Cap

$56.0M

Shares Outstanding

1,539,704

Institutional Holders

23

Total Inst. Value

$15.2M

% of Float Held

QoQ Holder Change

+14

Institutional data as of Q1 2025

New Positions

10

Closed Positions

5

Increased

3

Decreased

2

Institutional Ownership Trend

Top 10 Institutional Holders(Q1 2025)

#FundValueShares
1Sterling Investment Advisors, Ltd.$5.2M178,603
2STIFEL FINANCIAL CORP$2.4M83,490
3FLOW TRADERS U.S. LLCNew$1.7M56,441
4OLIVER LAGORE VANVALIN INVESTMENT GROUPNew$1.6M55,816
5UBS Group AG$1.2M42,266
6JANE STREET GROUP, LLCNew$996K33,962
7Crumly & Associates Inc.New$616K21,016
8ROYAL BANK OF CANADA$616K20,990
9IHT Wealth Management, LLC$298K10,886
10Relyea Zuckerberg Hanson LLCNew$257K8,770

Biggest Buyers & Sellers This Quarter

Top Sellers

FundShares RemovedValue
IHT Wealth Management, LLC-31K$298K
UBS Group AG-14K$1.2M

Related Stocks

Frequently Asked Questions

How many institutional investors hold HRTS?

As of Q1 2025, 23 institutional investors report holding HRTS (Tema Cardiovascular and Metabolic ETF) in their 13F filings.

Which hedge fund owns the most HRTS?

The largest institutional holder of HRTS is Sterling Investment Advisors, Ltd. with $5.2M in shares.

Are institutions buying or selling HRTS?

This quarter, 10 institutions opened new positions in HRTS and 5 closed their positions.

What is 13F institutional ownership?

SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.

How often is institutional ownership data updated?

13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.