ROBO Global Healthcare Technology and Innovation ETF
HTEC
26 hedge funds and large institutions have $26.9M invested in ROBO Global Healthcare Technology and Innovation ETF in 2024 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 3 increasing their positions, 14 reducing their positions, and 4 closing their positions.
10% more capital invested
Capital invested by funds: $24.5M → $26.9M (+$2.42M)
3.27% more ownership
Funds ownership: 43.24% → 46.52% (+3.3%)
0% more funds holding
Funds holding: 26 → 26 (0)
0% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 4
79% less repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 14
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
+$1.78M |
| 2 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$347K |
| 3 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$344K |
| 4 |
LPL Financial
San Diego,
California
|
+$28.5K |
| 5 |
CNWM
Clay Northam Wealth Management
Huntington Beach,
California
|
+$11.3K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.08M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$236K |
| 3 |
SFP
Sweet Financial Partners
Fairmont,
Minnesota
|
-$219K |
| 4 |
Corient Private Wealth
Miami,
Florida
|
-$127K |
| 5 |
Morgan Stanley
New York
|
-$110K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
VNA
26
Valley National Advisers
Bethlehem,
Pennsylvania
| $1K | +$1.03K | +36 | New |
|
27
CIBC Private Wealth Group
Atlanta,
Georgia
| $4 | – | – | – |
|
|
28
Citadel Advisors
Miami,
Florida
| – | -$236K | -8,659 | Closed |
|
|
SFP
29
Sweet Financial Partners
Fairmont,
Minnesota
| – | -$219K | -8,030 | Closed |
|
30
1832 Asset Management
Toronto,
Ontario, Canada
| – | -$69.3K | -2,546 | Closed |
|
31
Wells Fargo
San Francisco,
California
| – | -$4.63K | -170 | Closed |
|
HTEC Hedge Fund Activity: Q3 2024 in Review
26 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in ROBO Global Healthcare Technology and Innovation ETF (HTEC) for Q3 2024, worth a combined $26.9M — up 9.9% from $24.5M a quarter earlier.
Fund positioning in HTEC was balanced in Q3 2024: 4 funds opened new positions, 4 closed out, 3 added to existing stakes and 14 trimmed.
The largest buyer was UBS Group, adding an estimated $1.78M. The largest seller was Susquehanna International Group, cutting an estimated $1.08M.
- 26 institutional investors held ROBO Global Healthcare Technology and Innovation ETF (HTEC) as of Q3 2024, unchanged from Q2 2024.
- Funds reported $26.9M of ROBO Global Healthcare Technology and Innovation ETF stock for Q3 2024, up 9.9% quarter-over-quarter.
- 4 funds opened new ROBO Global Healthcare Technology and Innovation ETF positions in Q3 2024 and 4 closed out, a net change of 0 holders.
- The largest ROBO Global Healthcare Technology and Innovation ETF buyer in Q3 2024 was UBS Group, an estimated $1.78M added.
- The largest ROBO Global Healthcare Technology and Innovation ETF seller in Q3 2024 was Susquehanna International Group, an estimated $1.08M sold.
Based on aggregated 13F filings for Q3 2024.