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ROBO Global Healthcare Technology and Innovation ETF
HTEC

Overview Fund Activity

40 hedge funds and large institutions have $80.1M invested in ROBO Global Healthcare Technology and Innovation ETF in 2021 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 15 increasing their positions, 8 reducing their positions, and 5 closing their positions.

Holders
40
Holders Change
+2
Holders Change %
+5.26%
% of All Funds
0.7%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
7
Increased
15
Reduced
8
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$9.66M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$9.57M
3
Stifel Financial
3
Stifel Financial
Missouri
$2.08M
4
SCM
4
SOL Capital Management
Maryland
$2.17M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$489K

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$804K
2
Jane Street
2
Jane Street
New York
$0
3
UBS Group
3
UBS Group
Switzerland
$23.3M
4
FTUS
4
Flow Traders U.S.
New York
$0
5
SFS
5
Sowell Financial Services
Arkansas
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
UBS Group
1
UBS Group
Switzerland
$23.3M -$1.82M -37,866 -7%
CPWM
2
Cardinal Point Wealth Management
California
$10.5M +$235K +4,875 +2%
Morgan Stanley
3
Morgan Stanley
New York
$9.66M +$9.66M +200,460 New
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$9.57M +$2.52M +52,313 +36%
GG
5
Gofen & Glossberg
Illinois
$8.83M +$9.63K +200 +0.1%
MIFH
6
Migdal Insurance & Financial Holdings
Israel
$4.31M +$237K +4,924 +6%
SCM
7
SOL Capital Management
Maryland
$2.17M +$631K +13,100 +41%
Stifel Financial
8
Stifel Financial
Missouri
$2.08M +$2.08M +43,263 New
LPL Financial
9
LPL Financial
California
$1.37M +$425K +8,812 +45%
SAM
10
Silvercrest Asset Management
New York
$963K – – –
Citadel Advisors
11
Citadel Advisors
Florida
$804K -$2.86M -59,472 -78%
SFPG
12
Stonebridge Financial Planning Group
Florida
$713K -$180K -3,785 -20%
RJA
13
Raymond James & Associates
Florida
$621K +$35.1K +729 +6%
TI
14
Tidal Investments
Wisconsin
$570K +$224K +4,655 +65%
LNC
15
Lincoln National Corp
Pennsylvania
$535K +$20.9K +434 +4%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$489K +$489K +10,153 New
Janney Montgomery Scott
17
Janney Montgomery Scott
Pennsylvania
$473K -$64.6K -1,341 -12%
AIP
18
Almanack Investment Partners
Pennsylvania
$457K +$7.09K +147 +2%
RJFSA
19
Raymond James Financial Services Advisors
Florida
$417K +$108K +2,251 +35%
NA
20
NewEdge Advisors
Louisiana
$406K -$64.7K -1,345 -14%
EIP
21
Ellis Investment Partners
Pennsylvania
$380K +$265K +5,520 +231%
Creative Planning
22
Creative Planning
Kansas
$375K +$62.3K +1,292 +20%
AF
23
Advisornet Financial
Minnesota
$286K -$4.68K -97 -2%
CA
24
Cetera Advisors
Colorado
$226K -$48.1K -1,000 -18%
SPIA
25
Steward Partners Investment Advisory
New York
$158K +$3.85K +80 +2%
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