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ROBO Global Healthcare Technology and Innovation ETF
HTEC

Overview Fund Activity

35 hedge funds and large institutions have $32.5M invested in ROBO Global Healthcare Technology and Innovation ETF in 2023 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 9 increasing their positions, 11 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
35
Holders Change
-8
Holders Change %
-18.6%
% of All Funds
0.55%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
2
Increased
9
Reduced
11
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jane Street
Jane Street
New York
$3.9M
2
Morgan Stanley
Morgan Stanley
New York
$3.12M
3
GIA
Gladstone Institutional Advisory
Florida
$223K
4
EIP
Ellis Investment Partners
Pennsylvania
$846K
5
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
$106K

Top Sellers

1
UBS Group
UBS Group
Switzerland
$4.78M
2
SPL
Smart Portfolios LLC
Washington
$0
3
MIFH
Migdal Insurance & Financial Holdings
Israel
$1.33M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$0
5
Mercer Global Advisors
Mercer Global Advisors
Colorado
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of America
26
Bank of America
North Carolina
$23.4K – – –
NA
27
NewEdge Advisors
Louisiana
$21.8K – – –
BWA
28
BDO Wealth Advisors
Florida
$15.8K – – –
TC
29
Truvestments Capital
Florida
$13.8K +$13.8K +459 New
IA
30
IFP Advisors
Florida
$4.21K – – –
TC
31
Trust Company
Kansas
$3.8K – – –
GRP
32
Global Retirement Partners
California
$3.04K – – –
VNA
33
Valley National Advisers
Pennsylvania
$2K – – –
HI
34
Harbour Investments
Wisconsin
$1.5K – – –
SPIA
35
Steward Partners Investment Advisory
New York
$572 – – –
SPL
36
Smart Portfolios LLC
Washington
– -$1.16M -38,898 Closed
Envestnet Asset Management
37
Envestnet Asset Management
Illinois
– -$281K -9,418 Closed
Mercer Global Advisors
38
Mercer Global Advisors
Colorado
– -$280K -9,409 Closed
AAS
39
Ameritas Advisory Services
Nebraska
– -$57.3K -1,905 Closed
MWM
40
Mascoma Wealth Management
New Hampshire
– -$6.59K -218 Closed
ACA
41
Aptus Capital Advisors
Alabama
– -$5.97K -200 Closed
ASN
42
Advisory Services Network
Georgia
– -$5.96K -200 Closed
GWANC
43
Guardian Wealth Advisors (North Carolina)
North Carolina
– -$5.97K -200 Closed
JPMorgan Chase & Co
44
JPMorgan Chase & Co
New York
– -$2.98K -100 Closed
National Bank of Canada
45
National Bank of Canada
Quebec, Canada
– -$2.98K -100 Closed
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