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ROBO Global Healthcare Technology and Innovation ETF

43 hedge funds and large institutions have $33.2M invested in ROBO Global Healthcare Technology and Innovation ETF in 2023 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 7 increasing their positions, 18 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

350% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 2

16% more funds holding

Funds holding: 3743 (+6)

17.13% less ownership

Funds ownership: 49.86%32.73% (-17%)

35% less capital invested

Capital invested by funds: $50.8M → $33.2M (-$17.7M)

61% less repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 18

Holders
43
Holders Change
+6
Holders Change %
+16.22%
% of All Funds
0.69%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
7
Reduced
18
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
UBS AM
26
UBS AM
Illinois
$35.2K +$35.5K +1,180 New
Osaic Holdings
27
Osaic Holdings
Arizona
$32.8K -$5.12K -170 -13%
Bank of America
28
Bank of America
North Carolina
$23.2K
NA
29
NewEdge Advisors
Louisiana
$21.6K -$16.3K -540 -43%
BWA
30
BDO Wealth Advisors
Florida
$15.7K
MWM
31
Mascoma Wealth Management
New Hampshire
$6.59K +$6.56K +218 New
ACA
32
Aptus Capital Advisors
Alabama
$5.96K +$6.02K +200 New
GWANC
33
Guardian Wealth Advisors (North Carolina)
North Carolina
$5.96K +$6.02K +200 New
ASN
34
Advisory Services Network
Georgia
$5.96K -$7.53K -250 -56%
TC
35
Trust Company
Kansas
$3.76K
IA
36
IFP Advisors
Florida
$3.39K -$14.6K -485 -78%
GRP
37
Global Retirement Partners
California
$3.05K
JP Morgan Chase
38
JP Morgan Chase
New York
$2.98K +$3.01K +100 New
National Bank of Canada
39
National Bank of Canada
Quebec, Canada
$2.98K +$3.01K +100 New
HI
40
Harbour Investments
Wisconsin
$1.49K
VNA
41
Valley National Advisers
Pennsylvania
$1K +$1.08K +36 New
SPIA
42
Steward Partners Investment Advisory
New York
$566 -$963 -32 -63%
Commonwealth Equity Services
43
Commonwealth Equity Services
Massachusetts
$297 -$43.4K -1,441 -13%
SFS
44
Sowell Financial Services
Arkansas
-$294K -10,197 Closed
BAM
45
Belpointe Asset Management
Nevada
-$5.78K -200 Closed

HTEC Hedge Fund Activity: Q1 2023 in Review

43 of the 6,276 institutional investors tracked by Wall St. Rank reported a position in ROBO Global Healthcare Technology and Innovation ETF (HTEC) for Q1 2023, worth a combined $33.2M — down 35% from $50.8M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new HTEC positions and 2 closed out — a net gain of 7 holders — while 7 added to existing stakes and 18 trimmed.

The largest buyer was Citigroup, opening a new position worth an estimated $183K. The largest seller was Jane Street, cutting an estimated $12.1M.

  • 43 institutional investors held ROBO Global Healthcare Technology and Innovation ETF (HTEC) as of Q1 2023, up from 37 in Q4 2022.
  • Funds reported $33.2M of ROBO Global Healthcare Technology and Innovation ETF stock for Q1 2023, down 35% quarter-over-quarter.
  • 9 funds opened new ROBO Global Healthcare Technology and Innovation ETF positions in Q1 2023 and 2 closed out, a net change of +7 holders.
  • The largest ROBO Global Healthcare Technology and Innovation ETF buyer in Q1 2023 was Citigroup, an estimated $183K added.
  • The largest ROBO Global Healthcare Technology and Innovation ETF seller in Q1 2023 was Jane Street, an estimated $12.1M sold.

Based on aggregated 13F filings for Q1 2023.