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ROBO Global Healthcare Technology and Innovation ETF

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

150% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 6

20% more funds holding

Funds holding: 4048 (+8)

3.53% more ownership

Funds ownership: 34.43%37.96% (+3.5%)

5% more capital invested

Capital invested by funds: $79.3M → $83.1M (+$3.86M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

17% less repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 12

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
Name Holding Trade Value Shares
Change
Change in
Stake
GIA
26
Gladstone Institutional Advisory
Florida
$268K +$31.8K +712 +13%
MWM
27
Mascoma Wealth Management
New Hampshire
$225K +$57.6K +1,289 +33%
RJA
28
Raymond James & Associates
Florida
$213K -$356K -7,971 -62%
SAS
29
Stelac Advisory Services
New York
$146K +$150K +3,349 New
SPIA
30
Steward Partners Investment Advisory
New York
$145K +$2.28K +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 +$87.9K +1,968 New
Osaic Holdings
34
Osaic Holdings
Arizona
$70K
SWM
35
Spire Wealth Management
Virginia
$51K +$52K +1,163 New
BWA
36
BDO Wealth Advisors
Florida
$23K
Carson Wealth (CWM LLC)
37
Carson Wealth (CWM LLC)
Nebraska
$23K +$23.1K +517 New
GWM
38
Geneos Wealth Management
Colorado
$21K
AIP
39
Ahrens Investment Partners
Louisiana
$17K +$17.9K +400 New
EVM
40
Eaton Vance Management
Massachusetts
$10K -$19.6K -438 -66%
IA
41
IFP Advisors
Florida
$6K -$8.93K -200 -57%
TWC
42
TD Waterhouse Canada
Ontario, Canada
$2.25K +$2.06K +46 New
Fidelity Investments
43
Fidelity Investments
Massachusetts
$2K
HI
44
Harbour Investments
Wisconsin
$2K
HWM
45
HighMark Wealth Management
Minnesota
$2K +$2.06K +46 New
CAPTRUST Financial Advisors
46
CAPTRUST Financial Advisors
North Carolina
$1K
Northwestern Mutual Wealth Management
47
Northwestern Mutual Wealth Management
Wisconsin
$1K
Wells Fargo
48
Wells Fargo
California
$1K
TI
49
Tidal Investments
Wisconsin
-$505K -11,071 Closed
Janney Montgomery Scott
50
Janney Montgomery Scott
Pennsylvania
-$485K -10,635 Closed

HTEC Hedge Fund Activity: Q4 2021 in Review

48 of the 6,499 institutional investors tracked by Wall St. Rank reported a position in ROBO Global Healthcare Technology and Innovation ETF (HTEC) for Q4 2021, worth a combined $83.1M — up 4.9% from $79.3M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new HTEC positions and 6 closed out — a net gain of 9 holders — while 10 added to existing stakes and 12 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $2.74M. The largest seller was Tidal Investments, exiting entirely with an estimated $505K sold.

  • 48 institutional investors held ROBO Global Healthcare Technology and Innovation ETF (HTEC) as of Q4 2021, up from 40 in Q3 2021.
  • Funds reported $83.1M of ROBO Global Healthcare Technology and Innovation ETF stock for Q4 2021, up 4.9% quarter-over-quarter.
  • 15 funds opened new ROBO Global Healthcare Technology and Innovation ETF positions in Q4 2021 and 6 closed out, a net change of +9 holders.
  • The largest ROBO Global Healthcare Technology and Innovation ETF buyer in Q4 2021 was Morgan Stanley, an estimated $2.74M added.
  • The largest ROBO Global Healthcare Technology and Innovation ETF seller in Q4 2021 was Tidal Investments, an estimated $505K sold.

Based on aggregated 13F filings for Q4 2021.