ROBO Global Healthcare Technology and Innovation ETF
HTEC
40 hedge funds and large institutions have $61M invested in ROBO Global Healthcare Technology and Innovation ETF in 2022 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 13 increasing their positions, 15 reducing their positions, and 11 closing their positions.
0.32% less ownership
Funds ownership: 37.96% → 37.64% (-0.32%)
13% less repeat investments, than reductions
Existing positions increased: 13 | Existing positions reduced: 15
17% less funds holding
Funds holding: 48 → 40 (-8)
27% less capital invested
Capital invested by funds: $83.1M → $61M (-$22.1M)
55% less first-time investments, than exits
New positions opened: 5 | Existing positions closed: 11
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SCM
SOL Capital Management
Rockville,
Maryland
|
+$2.98M |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$1.65M |
| 3 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$273K |
| 4 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$242K |
| 5 |
CNWM
Clay Northam Wealth Management
Huntington Beach,
California
|
+$217K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CPWMP
Cardinal Point Wealth Management Partners
Irvine,
California
|
-$7.53M |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$1.41M |
| 3 |
Jane Street
New York
|
-$655K |
| 4 |
SEA
Stegent Equity Advisors
Houston,
Texas
|
-$489K |
| 5 |
MIFH
Migdal Insurance & Financial Holdings
Petach Tikva,
Israel
|
-$398K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
51
Wells Fargo
San Francisco,
California
| – | -$1K | -22 | Closed |
|
HTEC Hedge Fund Activity: Q1 2022 in Review
40 of the 6,341 institutional investors tracked by Wall St. Rank reported a position in ROBO Global Healthcare Technology and Innovation ETF (HTEC) for Q1 2022, worth a combined $61M — down 27% from $83.1M a quarter earlier.
Sellers outnumbered buyers: 11 funds closed out of HTEC and 5 opened new positions — a net loss of 6 holders — while 15 trimmed existing stakes and 13 added.
The largest buyer was SOL Capital Management, adding an estimated $2.98M. The largest seller was Cardinal Point Wealth Management Partners, cutting an estimated $7.53M.
- 40 institutional investors held ROBO Global Healthcare Technology and Innovation ETF (HTEC) as of Q1 2022, down from 48 in Q4 2021.
- Funds reported $61M of ROBO Global Healthcare Technology and Innovation ETF stock for Q1 2022, down 27% quarter-over-quarter.
- 5 funds opened new ROBO Global Healthcare Technology and Innovation ETF positions in Q1 2022 and 11 closed out, a net change of -6 holders.
- The largest ROBO Global Healthcare Technology and Innovation ETF buyer in Q1 2022 was SOL Capital Management, an estimated $2.98M added.
- The largest ROBO Global Healthcare Technology and Innovation ETF seller in Q1 2022 was Cardinal Point Wealth Management Partners, an estimated $7.53M sold.
Based on aggregated 13F filings for Q1 2022.