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ROBO Global Healthcare Technology and Innovation ETF
HTEC

Overview Fund Activity

48 hedge funds and large institutions have $83.1M invested in ROBO Global Healthcare Technology and Innovation ETF in 2021 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 10 increasing their positions, 12 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
48
Holders Change
+8
Holders Change %
+20%
% of All Funds
0.74%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
15
Increased
10
Reduced
12
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$12.7M
2
Jane Street
Jane Street
New York
$2.07M
3
CFA
Carroll Financial Associates
North Carolina
$1.33M
4
SCM
SOL Capital Management
Maryland
$3.07M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$348K

Top Sellers

1
TI
Tidal Investments
Wisconsin
$0
2
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
$0
3
UBS Group
UBS Group
Switzerland
$22.1M
4
Creative Planning
Creative Planning
Kansas
$0
5
RJA
Raymond James & Associates
Florida
$213K
Name Holding Trade Value Shares
Change 		Shares
Change %
GIA
26
Gladstone Institutional Advisory
Florida
$268K +$31K +712 +13%
MWM
27
Mascoma Wealth Management
New Hampshire
$225K +$56.3K +1,289 +33%
RJA
28
Raymond James & Associates
Florida
$213K -$347K -7,971 -62%
SAS
29
Stelac Advisory Services
New York
$146K +$146K +3,349 New
SPIA
30
Steward Partners Investment Advisory
New York
$145K +$2.22K +51 +2%
Bank of America
31
Bank of America
North Carolina
$128K – – –
1832 Asset Management
32
1832 Asset Management
Ontario, Canada
$112K – – –
VNA
33
Valley National Advisers
Pennsylvania
$86K +$86K +1,968 New
Osaic Holdings
34
Osaic Holdings
Arizona
$70K – – –
SWM
35
Spire Wealth Management
Virginia
$51K +$51K +1,163 New
BWA
36
BDO Wealth Advisors
Florida
$23K – – –
Carson Wealth (CWM LLC)
37
Carson Wealth (CWM LLC)
Nebraska
$23K +$23K +517 New
GWM
38
Geneos Wealth Management
Colorado
$21K – – –
AIP
39
Ahrens Investment Partners
Louisiana
$17K +$17K +400 New
EVM
40
Eaton Vance Management
Massachusetts
$10K -$19.6K -438 -66%
IA
41
IFP Advisors
Florida
$6K -$8K -200 -57%
TWC
42
TD Waterhouse Canada
Ontario, Canada
$2.25K +$2.25K +46 New
HI
43
Harbour Investments
Wisconsin
$2K – – –
Fidelity Investments
44
Fidelity Investments
Massachusetts
$2K – – –
HWM
45
HighMark Wealth Management
Minnesota
$2K +$2K +46 New
Wells Fargo
46
Wells Fargo
California
$1K – – –
CAPTRUST Financial Advisors
47
CAPTRUST Financial Advisors
North Carolina
$1K – – –
Northwestern Mutual Wealth Management
48
Northwestern Mutual Wealth Management
Wisconsin
$1K – – –
TI
49
Tidal Investments
Wisconsin
– -$505K -11,071 Closed
Janney Montgomery Scott
50
Janney Montgomery Scott
Pennsylvania
– -$485K -10,635 Closed
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