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ROBO Global Healthcare Technology and Innovation ETF

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.

New
Increased
Maintained
Reduced
Closed

450% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 2

133% more repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 3

77% more capital invested

Capital invested by funds: $20.9M → $37M (+$16.1M)

56% more funds holding

Funds holding: 1625 (+9)

9.33% less ownership

Funds ownership: 42.77%33.45% (-9.3%)

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
Name Holding Trade Value Shares
Change
Change in
Stake
UBS Group
1
UBS Group
Switzerland
$15M +$7.36M +188,206 +122%
GG
2
Gofen & Glossberg
Illinois
$8.02M +$50.8K +1,300 +0.7%
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$6.45M +$1.67M +42,758 +41%
MIFH
4
Migdal Insurance & Financial Holdings
Israel
$2.6M +$610K +15,587 +35%
SAM
5
Silvercrest Asset Management
New York
$874K
Mercer Global Advisors
6
Mercer Global Advisors
Colorado
$511K -$73.8K -1,886 -14%
SFPG
7
Stonebridge Financial Planning Group
Florida
$498K +$446K +11,395 New
LPL Financial
8
LPL Financial
California
$410K +$367K +9,373 New
LNC
9
Lincoln National Corp
Pennsylvania
$384K +$343K +8,772 New
Janney Montgomery Scott
10
Janney Montgomery Scott
Pennsylvania
$375K +$335K +8,575 New
AF
11
Advisornet Financial
Minnesota
$281K
SFS
12
Sowell Financial Services
Arkansas
$279K +$122K +3,130 +96%
TI
13
Tidal Investments
Wisconsin
$258K -$2.19K -56 -0.9%
SCM
14
SOL Capital Management
Maryland
$250K +$224K +5,720 New
CA
15
Cetera Advisors
Colorado
$249K -$2.74K -70 -1%
RJA
16
Raymond James & Associates
Florida
$217K +$194K +4,954 New
SPIA
17
Steward Partners Investment Advisory
New York
$105K +$82.7K +2,115 +717%
GWM
18
Geneos Wealth Management
Colorado
$67K +$60.6K +1,550 New
Bank of America
19
Bank of America
North Carolina
$60K +$53.9K +1,379 New
Osaic Holdings
20
Osaic Holdings
Arizona
$43K +$8.8K +225 +29%
Carson Wealth (CWM LLC)
21
Carson Wealth (CWM LLC)
Nebraska
$25K
BWA
22
BDO Wealth Advisors
Florida
$23K
ACA
23
Aptus Capital Advisors
Alabama
$21K +$19.6K +500 New
PA
24
Parallel Advisors
California
$13K +$11.7K +300 New
ASN
25
Advisory Services Network
Georgia
$7K +$5.87K +150 New

HTEC Hedge Fund Activity: Q4 2020 in Review

25 of the 5,652 institutional investors tracked by Wall St. Rank reported a position in ROBO Global Healthcare Technology and Innovation ETF (HTEC) for Q4 2020, worth a combined $37M — up 77% from $20.9M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new HTEC positions and 2 closed out — a net gain of 9 holders — while 7 added to existing stakes and 3 trimmed.

The largest buyer was UBS Group, adding an estimated $7.36M. The largest seller was Jane Street, exiting entirely with an estimated $1.48M sold.

  • 25 institutional investors held ROBO Global Healthcare Technology and Innovation ETF (HTEC) as of Q4 2020, up from 16 in Q3 2020.
  • Funds reported $37M of ROBO Global Healthcare Technology and Innovation ETF stock for Q4 2020, up 77% quarter-over-quarter.
  • 11 funds opened new ROBO Global Healthcare Technology and Innovation ETF positions in Q4 2020 and 2 closed out, a net change of +9 holders.
  • The largest ROBO Global Healthcare Technology and Innovation ETF buyer in Q4 2020 was UBS Group, an estimated $7.36M added.
  • The largest ROBO Global Healthcare Technology and Innovation ETF seller in Q4 2020 was Jane Street, an estimated $1.48M sold.

Based on aggregated 13F filings for Q4 2020.