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ROBO Global Healthcare Technology and Innovation ETF

40 hedge funds and large institutions have $79.3M invested in ROBO Global Healthcare Technology and Innovation ETF in 2021 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 14 increasing their positions, 10 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 10

20% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 5

0.14% more ownership

Funds ownership: 34.29%34.43% (+0.14%)

0% more funds holding

Funds holding: 4040 (0)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1% less capital invested

Capital invested by funds: $80.1M → $79.3M (-$826K)

Holders
40
Holders Change
Holders Change %
0%
% 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
6
Increased
14
Reduced
10
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
UBS Group
1
UBS Group
Switzerland
$23.5M +$1.58M +33,294 +7%
Morgan Stanley
2
Morgan Stanley
New York
$10.5M +$1.38M +28,994 +14%
CPWM
3
Cardinal Point Wealth Management
California
$9.82M -$79.2K -1,664 -0.8%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$8.85M -$219K -4,609 -2%
GG
5
Gofen & Glossberg
Illinois
$8.32M -$32.1K -675 -0.4%
MIFH
6
Migdal Insurance & Financial Holdings
Israel
$4.17M +$99.1K +2,081 +2%
Stifel Financial
7
Stifel Financial
Missouri
$2.31M +$358K +7,520 +17%
SCM
8
SOL Capital Management
Maryland
$2.15M +$106K +2,230 +5%
LPL Financial
9
LPL Financial
California
$1.88M +$609K +12,797 +45%
SAM
10
Silvercrest Asset Management
New York
$912K
SFPG
11
Stonebridge Financial Planning Group
Florida
$660K -$65.9K -1,385 -9%
EIP
12
Ellis Investment Partners
Pennsylvania
$596K +$247K +5,190 +66%
RJA
13
Raymond James & Associates
Florida
$586K -$1.48K -31 -0.2%
Mercer Global Advisors
14
Mercer Global Advisors
Colorado
$517K +$540K +11,337 New
TI
15
Tidal Investments
Wisconsin
$505K -$35.8K -753 -6%
LNC
16
Lincoln National Corp
Pennsylvania
$504K -$2.19K -46 -0.4%
Janney Montgomery Scott
17
Janney Montgomery Scott
Pennsylvania
$485K +$38.7K +813 +8%
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$438K -$25.5K -535 -5%
RJFSA
19
Raymond James Financial Services Advisors
Florida
$404K +$9.8K +206 +2%
Creative Planning
20
Creative Planning
Kansas
$382K +$29.2K +613 +8%
AIP
21
Almanack Investment Partners
Pennsylvania
$291K -$148K -3,099 -33%
AF
22
Advisornet Financial
Minnesota
$274K +$3.62K +76 +1%
GIA
23
Gladstone Institutional Advisory
Florida
$248K +$259K +5,441 New
FTUS
24
Flow Traders U.S.
New York
$224K +$233K +4,904 New
MWM
25
Mascoma Wealth Management
New Hampshire
$176K +$184K +3,865 New

HTEC Hedge Fund Activity: Q3 2021 in Review

40 of the 5,713 institutional investors tracked by Wall St. Rank reported a position in ROBO Global Healthcare Technology and Innovation ETF (HTEC) for Q3 2021, worth a combined $79.3M — down 1% from $80.1M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new HTEC positions and 5 closed out — a net gain of 1 holder — while 14 added to existing stakes and 10 trimmed.

The largest buyer was UBS Group, adding an estimated $1.58M. The largest seller was Citadel Advisors, exiting entirely with an estimated $804K sold.

  • 40 institutional investors held ROBO Global Healthcare Technology and Innovation ETF (HTEC) as of Q3 2021, unchanged from Q2 2021.
  • Funds reported $79.3M of ROBO Global Healthcare Technology and Innovation ETF stock for Q3 2021, down 1% quarter-over-quarter.
  • 6 funds opened new ROBO Global Healthcare Technology and Innovation ETF positions in Q3 2021 and 5 closed out, a net change of +1 holder.
  • The largest ROBO Global Healthcare Technology and Innovation ETF buyer in Q3 2021 was UBS Group, an estimated $1.58M added.
  • The largest ROBO Global Healthcare Technology and Innovation ETF seller in Q3 2021 was Citadel Advisors, an estimated $804K sold.

Based on aggregated 13F filings for Q3 2021.