Tema ETF Trust Tema Obesity & Cardiometabolic ETFHRTS
HRTS
0
Funds holding %
of 6,810 funds
–
Analysts bullish %
Fund manager confidence
Based on 2024 Q3 regulatory filings by fund managers ($100M+ AUM)
200% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 2
200% more repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 2
17% more funds holding
Funds holding: 18 [Q2] → 21 (+3) [Q3]
6.89% less ownership
Funds ownership: 27.94% [Q2] → 21.05% (-6.89%) [Q3]
14% less capital invested
Capital invested by funds: $20.9M [Q2] → $17.9M (-$2.97M) [Q3]
Research analyst outlook
We haven’t received any recent analyst ratings for HRTS.
Financial journalist opinion
Positive
ETF Trends
2 weeks ago
Disruptive Theme of the Week: 2024's Top Investment Themes & Trends
2024 was an amazing year for investment performance, with the broad market S&P 500 TR Index up over 28%. There were also some serious ETF milestones achieved this year.
Positive
ETF Trends
1 month ago
Disruptive Theme of the Week – Breakthroughs in Medicine
Medical breakthroughs are occurring constantly, but they often get lost in the news headlines unless they directly impact our lives. I wanted to take a moment to highlight a few recent medical breakthroughs and developments and explore a few ways to get actionable exposure to them with ETFs.
Positive
ETF Trends
2 months ago
Disruptive Theme of the Week: Happy Post-Election Themes
With the completion of a close presidential election, roughly half of us are likely disappointed regardless of the winner. To counter the post-election blues, I identified some “happy” ETF themes to consider for investment.
Positive
Zacks Investment Research
2 months ago
Inside the Booming Obesity Drug Market: Weight Loss ETFs to Win
In recent years, the pharmaceutical industry has witnessed a remarkable surge in the development of weight loss medications.
Positive
Zacks Investment Research
3 months ago
Tap the Weight-Loss Drug Market With These ETFs
Investors seeking to tap the boom in weight-loss drug treatment could consider these ETFs.
Neutral
ETF Trends
4 months ago
Disruptive Theme of the Week: Playing Defense
When markets correct, it is a good time to revisit which equity market sectors are “defensive” themes. Certain products and services are nondiscretionary in nature that we cannot live without.
Positive
Invezz
5 months ago
How to capitalize on the weight loss revolution with Tema Obesity & Cardiometabolic ETF (HRTS)
The weight loss revolution sparked by Novo Nordisk last year is attracting many investors towards the high risk biotech sector. An ETF like HRTS gives a lower risk exposure to the sector.
Positive
Seeking Alpha
5 months ago
HRTS: Generating Alpha In Obesity Treatment
The Tema Obesity & Cardiometabolic ETF is a new actively managed fund focusing on the obesity treatment market. The investment strategy includes a mix of cash flow-positive companies, high-growth companies, and start-ups with promising technology. An interview with the PM increased my understanding and confidence in the portfolio construction and strategy.
Positive
Zacks Investment Research
5 months ago
ETFs in Focus as Competition Heats Up in Weight Loss Drug Segment
Two companies, Eli Lilly (LLY) and Novo Nordisk (NVO), have so far dominated the weight-loss drug market. Now, Roche recently announced encouraging Phase I trial data for its new obesity drug candidate.
Positive
Seeking Alpha
5 months ago
HRTS: Exposure To GLP-1 Drug Developers Means Plenty Of Upside
By 2030, the weight loss drug market is estimated to reach a significant size, attracting many competitors due to the high prevalence of obesity-related comorbidities. The Tema Obesity & Cardiometabolic ETF offers exposure to leading biotech and pharma companies in the anti-obesity drugs market, focusing on GLP-1 medicines. HRTS outperformed the market since its inception, with a focus on mid-cap pharma businesses and a moderate risk profile, making it a favorable investment in the expanding cardiometabolic drugs market.
Charts implemented using Lightweight Charts™