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ROBO Global Healthcare Technology and Innovation ETF
HTEC

Overview Fund Activity

25 hedge funds and large institutions have $37M invested in ROBO Global Healthcare Technology and Innovation ETF in 2020 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 7 increasing their positions, 3 reducing their positions, and 2 closing their positions.

Holders
25
Holders Change
+9
Holders Change %
+56.25%
% of All Funds
0.44%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
11
Increased
7
Reduced
3
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$15M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$6.45M
3
MIFH
3
Migdal Insurance & Financial Holdings
Israel
$2.6M
4
SFPG
4
Stonebridge Financial Planning Group
Florida
$498K
5
LPL Financial
5
LPL Financial
California
$410K

Top Sellers

1
Jane Street
1
Jane Street
New York
$0
2
VWA
2
Visionary Wealth Advisors
Illinois
$0
3
Mercer Global Advisors
3
Mercer Global Advisors
Colorado
$511K
4
CA
4
Cetera Advisors
Colorado
$249K
5
TI
5
Tidal Investments
Wisconsin
$258K
Name Market Value Shares Shares
Change 		Shares
Change %
UBS Group
1
UBS Group
Switzerland
$15M 342,527 +188,206 +122%
GG
2
Gofen & Glossberg
Illinois
$8.02M 183,400 +1,300 +0.7%
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$6.45M 147,511 +42,758 +41%
MIFH
4
Migdal Insurance & Financial Holdings
Israel
$2.6M 59,518 +15,587 +35%
SAM
5
Silvercrest Asset Management
New York
$874K 20,000 – –
Mercer Global Advisors
6
Mercer Global Advisors
Colorado
$511K 11,693 -1,886 -14%
SFPG
7
Stonebridge Financial Planning Group
Florida
$498K 11,395 +11,395 New
LPL Financial
8
LPL Financial
California
$410K 9,373 +9,373 New
LNC
9
Lincoln National Corp
Pennsylvania
$384K 8,772 +8,772 New
Janney Montgomery Scott
10
Janney Montgomery Scott
Pennsylvania
$375K 8,575 +8,575 New
AF
11
Advisornet Financial
Minnesota
$281K 6,435 – –
SFS
12
Sowell Financial Services
Arkansas
$279K 6,382 +3,130 +96%
TI
13
Tidal Investments
Wisconsin
$258K 5,924 -56 -0.9%
SCM
14
SOL Capital Management
Maryland
$250K 5,720 +5,720 New
CA
15
Cetera Advisors
Colorado
$249K 5,700 -70 -1%
RJA
16
Raymond James & Associates
Florida
$217K 4,954 +4,954 New
SPIA
17
Steward Partners Investment Advisory
New York
$105K 2,410 +2,115 +717%
GWM
18
Geneos Wealth Management
Colorado
$67K 1,550 +1,550 New
Bank of America
19
Bank of America
North Carolina
$60K 1,379 +1,379 New
Osaic Holdings
20
Osaic Holdings
Arizona
$43K 1,000 +225 +29%
Carson Wealth (CWM LLC)
21
Carson Wealth (CWM LLC)
Nebraska
$25K 517 – –
BWA
22
BDO Wealth Advisors
Florida
$23K 525 – –
ACA
23
Aptus Capital Advisors
Alabama
$21K 500 +500 New
PA
24
Parallel Advisors
California
$13K 300 +300 New
ASN
25
Advisory Services Network
Georgia
$7K 150 +150 New
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