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ROBO Global Healthcare Technology and Innovation ETF
HTEC

30 hedge funds and large institutions have $25.6M invested in ROBO Global Healthcare Technology and Innovation ETF in 2024 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 11 increasing their positions, 6 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

83% more repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 6

9.03% less ownership

Funds ownership: 48.55% → 39.52% (-9%)

17% less funds holding

Funds holding: 36 → 30 (-6)

23% less capital invested

Capital invested by funds: $33.1M → $25.6M (-$7.47M)

67% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 9

Holders
30
Holders Change
-6
Holders Change %
-16.67%
% of All Funds
0.43%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
11
Reduced
6
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
UBS Group
UBS Group
Switzerland
+$3.38M
2
Citigroup
Citigroup
New York
+$1.55M
3
Vontobel Holding
Vontobel Holding
Switzerland
+$502K
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$214K
5
LPL Financial
LPL Financial
California
+$86.5K

Top Sellers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
-$6.32M
2
Morgan Stanley
Morgan Stanley
New York
-$3.31M
3
SCM
SOL Capital Management
Maryland
-$1.69M
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$863K
5
SA
SFI Advisors
New Jersey
-$638K
Name Holding Trade Value Shares
Change 		Change in
Stake
IA
26
IFP Advisors
Florida
$3.98K – – –
TC
27
Trust Company
Kansas
$3.59K – – –
SIS
28
Sound Income Strategies
Florida
$2.76K – – –
VNA
29
Valley National Advisers
Pennsylvania
$1K – – –
CIBC Private Wealth Group
30
CIBC Private Wealth Group
Georgia
$4 – – –
JP Morgan Chase
31
JP Morgan Chase
New York
$3 +$2.79K +100 New
Bank of Montreal
32
Bank of Montreal
Ontario, Canada
– -$863K -30,372 Closed
SA
33
SFI Advisors
New Jersey
– -$638K -22,749 Closed
Citadel Advisors
34
Citadel Advisors
Florida
– -$417K -14,871 Closed
TC
35
Truvestments Capital
Florida
– -$12.9K -459 Closed
FWM
36
FSA Wealth Management
Massachusetts
– -$9K -314 Closed
ASN
37
Advisory Services Network
Georgia
– -$5.61K -200 Closed
Fidelity Investments
38
Fidelity Investments
Massachusetts
– -$1.81K -65 Closed
BFEC
39
Benjamin F. Edwards & Company
Missouri
– -$1K -34 Closed
GRP
40
Global Retirement Partners
California
– -$385 -14 Closed
1
2

HTEC Hedge Fund Activity: Q1 2024 in Review

30 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in ROBO Global Healthcare Technology and Innovation ETF (HTEC) for Q1 2024, worth a combined $25.6M — down 23% from $33.1M a quarter earlier.

Sellers outnumbered buyers: 9 funds closed out of HTEC and 3 opened new positions — a net loss of 6 holders — while 6 trimmed existing stakes and 11 added.

The largest buyer was UBS Group, adding an estimated $3.38M. The largest seller was Jane Street, cutting an estimated $6.32M.

  • 30 institutional investors held ROBO Global Healthcare Technology and Innovation ETF (HTEC) as of Q1 2024, down from 36 in Q4 2023.
  • Funds reported $25.6M of ROBO Global Healthcare Technology and Innovation ETF stock for Q1 2024, down 23% quarter-over-quarter.
  • 3 funds opened new ROBO Global Healthcare Technology and Innovation ETF positions in Q1 2024 and 9 closed out, a net change of -6 holders.
  • The largest ROBO Global Healthcare Technology and Innovation ETF buyer in Q1 2024 was UBS Group, an estimated $3.38M added.
  • The largest ROBO Global Healthcare Technology and Innovation ETF seller in Q1 2024 was Jane Street, an estimated $6.32M sold.

Based on aggregated 13F filings for Q1 2024.