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ROBO Global Healthcare Technology and Innovation ETF

40 hedge funds and large institutions have $61M invested in ROBO Global Healthcare Technology and Innovation ETF in 2022 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 13 increasing their positions, 15 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.32% less ownership

Funds ownership: 37.96%37.64% (-0.32%)

13% less repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 15

17% less funds holding

Funds holding: 4840 (-8)

27% less capital invested

Capital invested by funds: $83.1M → $61M (-$22.1M)

55% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 11

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
40
Holders Change
-8
Holders Change %
-16.67%
% of All Funds
0.63%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
5
Increased
13
Reduced
15
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SPIA
26
Steward Partners Investment Advisory
New York
$59K -$62.9K -1,699 -51%
Carson Wealth (CWM LLC)
27
Carson Wealth (CWM LLC)
Nebraska
$54K +$35.7K +966 +187%
Osaic Holdings
28
Osaic Holdings
Arizona
$44K -$15.7K -425 -26%
SWM
29
Spire Wealth Management
Virginia
$42K
BWA
30
BDO Wealth Advisors
Florida
$19K
GWM
31
Geneos Wealth Management
Colorado
$18K
AIP
32
Ahrens Investment Partners
Louisiana
$15K
IA
33
IFP Advisors
Florida
$12K +$12.2K +330 +220%
CAPTRUST Financial Advisors
34
CAPTRUST Financial Advisors
North Carolina
$8K +$7.4K +200 +1,333%
VNA
35
Valley National Advisers
Pennsylvania
$5K -$68.1K -1,840 -93%
Northwestern Mutual Wealth Management
36
Northwestern Mutual Wealth Management
Wisconsin
$3K +$2.22K +60 +222%
GRP
37
Global Retirement Partners
California
$3K +$3.74K +101 New
HWM
38
HighMark Wealth Management
Minnesota
$2K
Fidelity Investments
39
Fidelity Investments
Massachusetts
$1K -$37 -1 -3%
LSA
40
Lansing Street Advisors
Pennsylvania
$1K +$1.48K +40 New
SEA
41
Stegent Equity Advisors
Texas
-$489K -11,225 Closed
SFPG
42
Stonebridge Financial Planning Group
Florida
-$366K -10,130 Closed
Susquehanna International Group
43
Susquehanna International Group
Pennsylvania
-$348K -7,978 Closed
RJFSA
44
Raymond James Financial Services Advisors
Florida
-$288K -6,600 Closed
AIP
45
Almanack Investment Partners
Pennsylvania
-$275K -6,301 Closed
GIA
46
Gladstone Institutional Advisory
Florida
-$268K -6,153 Closed
MWM
47
Mascoma Wealth Management
New Hampshire
-$225K -5,154 Closed
RJA
48
Raymond James & Associates
Florida
-$213K -4,893 Closed
EVM
49
Eaton Vance Management
Massachusetts
-$10K -223 Closed
TWC
50
TD Waterhouse Canada
Ontario, Canada
-$2.25K -46 Closed

HTEC Hedge Fund Activity: Q1 2022 in Review

40 of the 6,341 institutional investors tracked by Wall St. Rank reported a position in ROBO Global Healthcare Technology and Innovation ETF (HTEC) for Q1 2022, worth a combined $61M — down 27% from $83.1M a quarter earlier.

Sellers outnumbered buyers: 11 funds closed out of HTEC and 5 opened new positions — a net loss of 6 holders — while 15 trimmed existing stakes and 13 added.

The largest buyer was SOL Capital Management, adding an estimated $2.98M. The largest seller was Cardinal Point Wealth Management Partners, cutting an estimated $7.53M.

  • 40 institutional investors held ROBO Global Healthcare Technology and Innovation ETF (HTEC) as of Q1 2022, down from 48 in Q4 2021.
  • Funds reported $61M of ROBO Global Healthcare Technology and Innovation ETF stock for Q1 2022, down 27% quarter-over-quarter.
  • 5 funds opened new ROBO Global Healthcare Technology and Innovation ETF positions in Q1 2022 and 11 closed out, a net change of -6 holders.
  • The largest ROBO Global Healthcare Technology and Innovation ETF buyer in Q1 2022 was SOL Capital Management, an estimated $2.98M added.
  • The largest ROBO Global Healthcare Technology and Innovation ETF seller in Q1 2022 was Cardinal Point Wealth Management Partners, an estimated $7.53M sold.

Based on aggregated 13F filings for Q1 2022.