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ROBO Global Healthcare Technology and Innovation ETF
HTEC

Overview Fund Activity

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.

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
–

Top Buyers

1
Citigroup
1
Citigroup
New York
$181K
2
SCM
2
SOL Capital Management
Maryland
$5.85M
3
Baird Financial Group
3
Baird Financial Group
Wisconsin
$359K
4
AAS
4
Ameritas Advisory Services
Nebraska
$57.3K
5
UBS AM
5
UBS AM
Illinois
$35.2K

Top Sellers

1
Jane Street
1
Jane Street
New York
$2.35M
2
Morgan Stanley
2
Morgan Stanley
New York
$2.21M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$2.63M
4
UBS Group
4
UBS Group
Switzerland
$5.93M
5
SFS
5
Sowell Financial Services
Arkansas
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
UBS AM
26
UBS AM
Illinois
$35.2K +$35.2K +1,180 New
Osaic Holdings
27
Osaic Holdings
Arizona
$32.8K -$5.07K -170 -13%
Bank of America
28
Bank of America
North Carolina
$23.2K – – –
NA
29
NewEdge Advisors
Louisiana
$21.6K -$16.1K -540 -43%
BWA
30
BDO Wealth Advisors
Florida
$15.7K – – –
MWM
31
Mascoma Wealth Management
New Hampshire
$6.59K +$6.59K +218 New
ACA
32
Aptus Capital Advisors
Alabama
$5.97K +$5.97K +200 New
GWANC
33
Guardian Wealth Advisors (North Carolina)
North Carolina
$5.97K +$5.97K +200 New
ASN
34
Advisory Services Network
Georgia
$5.96K -$7.45K -250 -56%
TC
35
Trust Company
Kansas
$3.76K – – –
IA
36
IFP Advisors
Florida
$3.39K -$11.8K -485 -78%
GRP
37
Global Retirement Partners
California
$3.05K – – –
JPMorgan Chase & Co
38
JPMorgan Chase & Co
New York
$2.98K +$2.98K +100 New
National Bank of Canada
39
National Bank of Canada
Quebec, Canada
$2.98K +$2.98K +100 New
HI
40
Harbour Investments
Wisconsin
$1.49K – – –
VNA
41
Valley National Advisers
Pennsylvania
$1K +$1K +36 New
SPIA
42
Steward Partners Investment Advisory
New York
$566 -$953 -32 -63%
Commonwealth Equity Services
43
Commonwealth Equity Services
Massachusetts
$297 -$43 -1,441 -13%
SFS
44
Sowell Financial Services
Arkansas
– -$294K -10,197 Closed
BAM
45
Belpointe Asset Management
Nevada
– -$5.78K -200 Closed
HWM
46
HighMark Wealth Management
Minnesota
– -$12 – –
1
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