HTEC icon

ROBO Global Healthcare Technology and Innovation ETF
HTEC

Overview Fund Activity

38 hedge funds and large institutions have $65.6M invested in ROBO Global Healthcare Technology and Innovation ETF in 2021 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 11 increasing their positions, 5 reducing their positions, and 4 closing their positions.

Holders
38
Holders Change
+13
Holders Change %
+52%
% of All Funds
0.67%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
17
Increased
11
Reduced
5
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CPWM
1
Cardinal Point Wealth Management
California
$9.32M
2
UBS Group
2
UBS Group
Switzerland
$22.9M
3
Citadel Advisors
3
Citadel Advisors
Florida
$3.34M
4
Jane Street
4
Jane Street
New York
$2.34M
5
SCM
5
SOL Capital Management
Maryland
$1.4M

Top Sellers

1
Mercer Global Advisors
1
Mercer Global Advisors
Colorado
$0
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$6.42M
3
Bank of America
3
Bank of America
North Carolina
$34K
4
ACA
4
Aptus Capital Advisors
Alabama
$0
5
AF
5
Advisornet Financial
Minnesota
$264K
Name Market Value Shares Shares
Change 		Shares
Change %
UBS Group
1
UBS Group
Switzerland
$22.9M 521,104 +178,577 +52%
CPWM
2
Cardinal Point Wealth Management
California
$9.32M 212,301 +212,301 New
GG
3
Gofen & Glossberg
Illinois
$8.03M 183,050 -350 -0.2%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$6.42M 146,356 -1,155 -0.8%
MIFH
5
Migdal Insurance & Financial Holdings
Israel
$3.71M 84,592 +25,074 +42%
Citadel Advisors
6
Citadel Advisors
Florida
$3.34M 76,164 +76,164 New
Jane Street
7
Jane Street
New York
$2.34M 53,306 +53,306 New
SCM
8
SOL Capital Management
Maryland
$1.4M 31,910 +26,190 +458%
SAM
9
Silvercrest Asset Management
New York
$878K 20,000 – –
LPL Financial
10
LPL Financial
California
$861K 19,621 +10,248 +109%
SFPG
11
Stonebridge Financial Planning Group
Florida
$837K 18,750 +7,355 +65%
FTUS
12
Flow Traders U.S.
New York
$789K 17,982 +17,982 New
RJA
13
Raymond James & Associates
Florida
$534K 12,166 +7,212 +146%
Janney Montgomery Scott
14
Janney Montgomery Scott
Pennsylvania
$490K 11,163 +2,588 +30%
LNC
15
Lincoln National Corp
Pennsylvania
$469K 10,680 +1,908 +22%
NA
16
NewEdge Advisors
Louisiana
$429K 9,780 +9,780 New
SFS
17
Sowell Financial Services
Arkansas
$423K 9,495 +3,113 +49%
AIP
18
Almanack Investment Partners
Pennsylvania
$410K 9,333 +9,333 New
TI
19
Tidal Investments
Wisconsin
$315K 7,169 +1,245 +21%
Creative Planning
20
Creative Planning
Kansas
$285K 6,483 +6,483 New
RJFSA
21
Raymond James Financial Services Advisors
Florida
$281K 6,401 +6,401 New
AF
22
Advisornet Financial
Minnesota
$264K 6,024 -411 -6%
CA
23
Cetera Advisors
Colorado
$250K 5,700 – –
MWM
24
Mascoma Wealth Management
New Hampshire
$184K 4,201 +4,201 New
SPIA
25
Steward Partners Investment Advisory
New York
$141K 3,207 +797 +33%
1
2