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ROBO Global Healthcare Technology and Innovation ETF

38 hedge funds and large institutions have $35.6M invested in ROBO Global Healthcare Technology and Innovation ETF in 2022 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 9 increasing their positions, 14 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

5% less funds holding

Funds holding: 4038 (-2)

5.13% less ownership

Funds ownership: 37.64%32.51% (-5.1%)

25% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 8

36% less repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 14

42% less capital invested

Capital invested by funds: $61M → $35.6M (-$25.4M)

Holders
38
Holders Change
-2
Holders Change %
-5%
% of All Funds
0.64%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
9
Reduced
14
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BWA
26
BDO Wealth Advisors
Florida
$15K
GWM
27
Geneos Wealth Management
Colorado
$14K
AIP
28
Ahrens Investment Partners
Louisiana
$12K
IA
29
IFP Advisors
Florida
$12K
CAPTRUST Financial Advisors
30
CAPTRUST Financial Advisors
North Carolina
$6K
SPIA
31
Steward Partners Investment Advisory
New York
$4K -$46.2K -1,491 -92%
VNA
32
Valley National Advisers
Pennsylvania
$4K
TC
33
Trust Company
Kansas
$4K +$3.9K +126 New
GRP
34
Global Retirement Partners
California
$3K
HWM
35
HighMark Wealth Management
Minnesota
$1K +$155 +5 +11%
LF
36
Lee Financial
Texas
$1K +$1.02K +33 New
WWMSC
37
Wagner Wealth Management (South Carolina)
South Carolina
$1K +$1.08K +35 New
HI
38
Harbour Investments
Wisconsin
$1K +$1.55K +50 New
Citadel Advisors
39
Citadel Advisors
Florida
-$1.63M -44,673 Closed
SAM
40
Silvercrest Asset Management
New York
-$728K -20,000 Closed
CPWMP
41
Cardinal Point Wealth Management Partners
California
-$415K -11,390 Closed
BIM
42
Bullseye Investment Management
Ohio
-$232K -6,360 Closed
SWM
43
Spire Wealth Management
Virginia
-$42K -1,163 Closed
Northwestern Mutual Wealth Management
44
Northwestern Mutual Wealth Management
Wisconsin
-$3K -87 Closed
LSA
45
Lansing Street Advisors
Pennsylvania
-$1K -40 Closed
Fidelity Investments
46
Fidelity Investments
Massachusetts
-$1K -39 Closed

HTEC Hedge Fund Activity: Q2 2022 in Review

38 of the 5,937 institutional investors tracked by Wall St. Rank reported a position in ROBO Global Healthcare Technology and Innovation ETF (HTEC) for Q2 2022, worth a combined $35.6M — down 42% from $61M a quarter earlier.

Sellers outnumbered buyers: 8 funds closed out of HTEC and 6 opened new positions — a net loss of 2 holders — while 14 trimmed existing stakes and 9 added.

The largest buyer was SOL Capital Management, adding an estimated $1.44M. The largest seller was Morgan Stanley, cutting an estimated $6.14M.

  • 38 institutional investors held ROBO Global Healthcare Technology and Innovation ETF (HTEC) as of Q2 2022, down from 40 in Q1 2022.
  • Funds reported $35.6M of ROBO Global Healthcare Technology and Innovation ETF stock for Q2 2022, down 42% quarter-over-quarter.
  • 6 funds opened new ROBO Global Healthcare Technology and Innovation ETF positions in Q2 2022 and 8 closed out, a net change of -2 holders.
  • The largest ROBO Global Healthcare Technology and Innovation ETF buyer in Q2 2022 was SOL Capital Management, an estimated $1.44M added.
  • The largest ROBO Global Healthcare Technology and Innovation ETF seller in Q2 2022 was Morgan Stanley, an estimated $6.14M sold.

Based on aggregated 13F filings for Q2 2022.