ROBO Global Healthcare Technology and Innovation ETF
HTEC
38 hedge funds and large institutions have $65.6M invested in ROBO Global Healthcare Technology and Innovation ETF in 2021 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 11 increasing their positions, 5 reducing their positions, and 4 closing their positions.
325% more first-time investments, than exits
New positions opened: 17 | Existing positions closed: 4
120% more repeat investments, than reductions
Existing positions increased: 11 | Existing positions reduced: 5
77% more capital invested
Capital invested by funds: $37M → $65.6M (+$28.6M)
52% more funds holding
Funds holding: 25 → 38 (+13)
0.8% less ownership
Funds ownership: 33.45% → 32.64% (-0.8%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CPWM
Cardinal Point Wealth Management
Irvine,
California
|
+$9.87M |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$8.3M |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$3.54M |
| 4 |
Jane Street
New York
|
+$2.48M |
| 5 |
SCM
SOL Capital Management
Rockville,
Maryland
|
+$1.22M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Mercer Global Advisors
Denver,
Colorado
|
-$511K |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$53.7K |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$27.9K |
| 4 |
ACA
Aptus Capital Advisors
Fairhope,
Alabama
|
-$21K |
| 5 |
AF
Advisornet Financial
Minnetonka,
Minnesota
|
-$19.1K |
HTEC Hedge Fund Activity: Q1 2021 in Review
38 of the 5,696 institutional investors tracked by Wall St. Rank reported a position in ROBO Global Healthcare Technology and Innovation ETF (HTEC) for Q1 2021, worth a combined $65.6M — up 77% from $37M a quarter earlier.
Buyers outnumbered sellers: 17 funds opened new HTEC positions and 4 closed out — a net gain of 13 holders — while 11 added to existing stakes and 5 trimmed.
The largest buyer was Cardinal Point Wealth Management, opening a new position worth an estimated $9.87M. The largest seller was Mercer Global Advisors, exiting entirely with an estimated $511K sold.
- 38 institutional investors held ROBO Global Healthcare Technology and Innovation ETF (HTEC) as of Q1 2021, up from 25 in Q4 2020.
- Funds reported $65.6M of ROBO Global Healthcare Technology and Innovation ETF stock for Q1 2021, up 77% quarter-over-quarter.
- 17 funds opened new ROBO Global Healthcare Technology and Innovation ETF positions in Q1 2021 and 4 closed out, a net change of +13 holders.
- The largest ROBO Global Healthcare Technology and Innovation ETF buyer in Q1 2021 was Cardinal Point Wealth Management, an estimated $9.87M added.
- The largest ROBO Global Healthcare Technology and Innovation ETF seller in Q1 2021 was Mercer Global Advisors, an estimated $511K sold.
Based on aggregated 13F filings for Q1 2021.