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ROBO Global Healthcare Technology and Innovation ETF

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.

New
Increased
Maintained
Reduced
Closed

88% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 8

40% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 5

22% more capital invested

Capital invested by funds: $65.6M → $80.1M (+$14.5M)

5% more funds holding

Funds holding: 3840 (+2)

1.64% more ownership

Funds ownership: 32.64%34.29% (+1.6%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

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
Name Holding Trade Value Shares
Change
Change in
Stake
UBS Group
1
UBS Group
Switzerland
$23.3M -$1.72M -37,866 -7%
CPWM
2
Cardinal Point Wealth Management
California
$10.5M +$222K +4,875 +2%
Morgan Stanley
3
Morgan Stanley
New York
$9.66M +$9.11M +200,460 New
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$9.57M +$2.38M +52,313 +36%
GG
5
Gofen & Glossberg
Illinois
$8.83M +$9.09K +200 +0.1%
MIFH
6
Migdal Insurance & Financial Holdings
Israel
$4.31M +$224K +4,924 +6%
SCM
7
SOL Capital Management
Maryland
$2.17M +$595K +13,100 +41%
Stifel Financial
8
Stifel Financial
Missouri
$2.08M +$1.97M +43,263 New
LPL Financial
9
LPL Financial
California
$1.37M +$401K +8,812 +45%
SAM
10
Silvercrest Asset Management
New York
$963K
Citadel Advisors
11
Citadel Advisors
Florida
$804K -$2.7M -59,472 -78%
SFPG
12
Stonebridge Financial Planning Group
Florida
$713K -$172K -3,785 -20%
RJA
13
Raymond James & Associates
Florida
$621K +$33.1K +729 +6%
TI
14
Tidal Investments
Wisconsin
$570K +$212K +4,655 +65%
LNC
15
Lincoln National Corp
Pennsylvania
$535K +$19.7K +434 +4%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$489K +$461K +10,153 New
Janney Montgomery Scott
17
Janney Montgomery Scott
Pennsylvania
$473K -$60.9K -1,341 -12%
AIP
18
Almanack Investment Partners
Pennsylvania
$457K +$6.68K +147 +2%
RJFSA
19
Raymond James Financial Services Advisors
Florida
$417K +$102K +2,251 +35%
NA
20
NewEdge Advisors
Louisiana
$406K -$61.1K -1,345 -14%
EIP
21
Ellis Investment Partners
Pennsylvania
$380K +$251K +5,520 +231%
Creative Planning
22
Creative Planning
Kansas
$375K +$58.7K +1,292 +20%
AF
23
Advisornet Financial
Minnesota
$286K -$4.41K -97 -2%
CA
24
Cetera Advisors
Colorado
$226K -$45.5K -1,000 -18%
SPIA
25
Steward Partners Investment Advisory
New York
$158K +$3.64K +80 +2%

HTEC Hedge Fund Activity: Q2 2021 in Review

40 of the 5,746 institutional investors tracked by Wall St. Rank reported a position in ROBO Global Healthcare Technology and Innovation ETF (HTEC) for Q2 2021, worth a combined $80.1M — up 22% from $65.6M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new HTEC positions and 5 closed out — a net gain of 2 holders — while 15 added to existing stakes and 8 trimmed.

The largest buyer was Morgan Stanley, opening a new position worth an estimated $9.11M. The largest seller was Citadel Advisors, cutting an estimated $2.7M.

  • 40 institutional investors held ROBO Global Healthcare Technology and Innovation ETF (HTEC) as of Q2 2021, up from 38 in Q1 2021.
  • Funds reported $80.1M of ROBO Global Healthcare Technology and Innovation ETF stock for Q2 2021, up 22% quarter-over-quarter.
  • 7 funds opened new ROBO Global Healthcare Technology and Innovation ETF positions in Q2 2021 and 5 closed out, a net change of +2 holders.
  • The largest ROBO Global Healthcare Technology and Innovation ETF buyer in Q2 2021 was Morgan Stanley, an estimated $9.11M added.
  • The largest ROBO Global Healthcare Technology and Innovation ETF seller in Q2 2021 was Citadel Advisors, an estimated $2.7M sold.

Based on aggregated 13F filings for Q2 2021.