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ROBO Global Healthcare Technology and Innovation ETF
HTEC

Overview Fund Activity

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
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
–

Top Buyers

1
SCM
SOL Capital Management
Maryland
$5.5M
2
Citadel Advisors
Citadel Advisors
Florida
$1.63M
3
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$268K
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$237K
5
CNWM
Clay Northam Wealth Management
California
$975K

Top Sellers

1
CPWMP
Cardinal Point Wealth Management Partners
California
$415K
2
UBS Group
UBS Group
Switzerland
$17M
3
Jane Street
Jane Street
New York
$1.09M
4
SEA
Stegent Equity Advisors
Texas
$0
5
MIFH
Migdal Insurance & Financial Holdings
Israel
$2.72M
Name Holding Trade Value Shares
Change 		Shares
Change %
SPIA
26
Steward Partners Investment Advisory
New York
$59K -$61.5K -1,699 -51%
Carson Wealth (CWM LLC)
27
Carson Wealth (CWM LLC)
Nebraska
$54K +$35.2K +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 +$8.25K +330 +220%
CAPTRUST Financial Advisors
34
CAPTRUST Financial Advisors
North Carolina
$8K +$7.44K +200 +1,333%
VNA
35
Valley National Advisers
Pennsylvania
$5K -$71.9K -1,840 -93%
Northwestern Mutual Wealth Management
36
Northwestern Mutual Wealth Management
Wisconsin
$3K +$2.07K +60 +222%
GRP
37
Global Retirement Partners
California
$3K +$3K +101 New
HWM
38
HighMark Wealth Management
Minnesota
$2K – – –
Fidelity Investments
39
Fidelity Investments
Massachusetts
$1K -$26 -1 -3%
LSA
40
Lansing Street Advisors
Pennsylvania
$1K +$1K +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
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