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ROBO Global Healthcare Technology and Innovation ETF
HTEC

Overview Fund Activity

36 hedge funds and large institutions have $33.1M invested in ROBO Global Healthcare Technology and Innovation ETF in 2023 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 5 increasing their positions, 13 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
36
Holders Change
+4
Holders Change %
+12.5%
% of All Funds
0.53%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
5
Reduced
13
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$6.69M
2
Jane Street
Jane Street
New York
$6.62M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$1.57M
4
SA
SFI Advisors
New Jersey
$638K
5
Bank of Montreal
Bank of Montreal
Ontario, Canada
$863K

Top Sellers

1
Corient Private Wealth
Corient Private Wealth
Florida
$2.98M
2
SCM
SOL Capital Management
Maryland
$3.09M
3
UBS Group
UBS Group
Switzerland
$3.24M
4
EIP
Ellis Investment Partners
Pennsylvania
$728K
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$2M
Name Holding Trade Value Shares
Change 		Shares
Change %
TC
26
Truvestments Capital
Florida
$12.9K – – –
FWM
27
FSA Wealth Management
Massachusetts
$9K +$9K +314 New
NA
28
NewEdge Advisors
Louisiana
$6.34K – – –
ASN
29
Advisory Services Network
Georgia
$5.61K +$5.61K +200 New
IA
30
IFP Advisors
Florida
$3.92K – – –
TC
31
Trust Company
Kansas
$3.54K – – –
SIS
32
Sound Income Strategies
Florida
$2.72K +$2.72K +97 New
Fidelity Investments
33
Fidelity Investments
Massachusetts
$1.81K +$1.81K +65 New
VNA
34
Valley National Advisers
Pennsylvania
$1K – – –
BFEC
35
Benjamin F. Edwards & Company
Missouri
$1K +$1K +34 New
GRP
36
Global Retirement Partners
California
$385 -$2.39K -87 -86%
Wells Fargo
37
Wells Fargo
California
– -$122K -4,822 Closed
Comerica Bank
38
Comerica Bank
Texas
– -$75.8K -3,000 Closed
SPIA
39
Steward Partners Investment Advisory
New York
– -$379 -15 Closed
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