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ROBO Global Healthcare Technology and Innovation ETF

48 hedge funds and large institutions have $83.1M invested in ROBO Global Healthcare Technology and Innovation ETF in 2021 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 10 increasing their positions, 12 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 6

20% more funds holding

Funds holding: 4048 (+8)

3.53% more ownership

Funds ownership: 34.43%37.96% (+3.5%)

5% more capital invested

Capital invested by funds: $79.3M → $83.1M (+$3.86M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

17% less repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 12

Holders
48
Holders Change
+8
Holders Change %
+20%
% of All Funds
0.74%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
15
Increased
10
Reduced
12
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
UBS Group
1
UBS Group
Switzerland
$22.1M -$464K -10,396 -2%
Morgan Stanley
2
Morgan Stanley
New York
$12.7M +$2.74M +61,316 +27%
CPWMP
3
Cardinal Point Wealth Management Partners
California
$9.36M +$9.59M +214,772 New
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$8.69M +$243K +5,440 +3%
GG
5
Gofen & Glossberg
Illinois
$7.95M -$1.12K -25 -0%
MIFH
6
Migdal Insurance & Financial Holdings
Israel
$3.73M -$272K -6,095 -7%
SCM
7
SOL Capital Management
Maryland
$3.07M +$1.04M +23,205 +49%
Stifel Financial
8
Stifel Financial
Missouri
$2.12M -$101K -2,256 -4%
Jane Street
9
Jane Street
New York
$2.07M +$2.13M +47,600 New
LPL Financial
10
LPL Financial
California
$1.92M +$122K +2,734 +7%
CFA
11
Carroll Financial Associates
North Carolina
$1.33M +$1.36M +30,366 New
CNWM
12
Clay Northam Wealth Management
California
$911K +$934K +20,900 New
SAM
13
Silvercrest Asset Management
New York
$871K
EIP
14
Ellis Investment Partners
Pennsylvania
$796K +$232K +5,183 +40%
LNC
15
Lincoln National Corp
Pennsylvania
$497K +$15K +336 +3%
SEA
16
Stegent Equity Advisors
Texas
$489K +$501K +11,225 New
Mercer Global Advisors
17
Mercer Global Advisors
Colorado
$462K -$33.1K -740 -7%
SFPG
18
Stonebridge Financial Planning Group
Florida
$366K -$154K -3,450 -25%
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$363K -$57.6K -1,289 -13%
Susquehanna International Group
20
Susquehanna International Group
Pennsylvania
$348K +$356K +7,978 New
AF
21
Advisornet Financial
Minnesota
$326K +$66.3K +1,484 +25%
BIM
22
Bullseye Investment Management
Ohio
$321K +$329K +7,360 New
LC
23
Lindbrook Capital
California
$298K +$306K +6,845 New
RJFSA
24
Raymond James Financial Services Advisors
Florida
$288K -$101K -2,258 -25%
AIP
25
Almanack Investment Partners
Pennsylvania
$275K -$3.57K -80 -1%

HTEC Hedge Fund Activity: Q4 2021 in Review

48 of the 6,499 institutional investors tracked by Wall St. Rank reported a position in ROBO Global Healthcare Technology and Innovation ETF (HTEC) for Q4 2021, worth a combined $83.1M — up 4.9% from $79.3M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new HTEC positions and 6 closed out — a net gain of 9 holders — while 10 added to existing stakes and 12 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $2.74M. The largest seller was Tidal Investments, exiting entirely with an estimated $505K sold.

  • 48 institutional investors held ROBO Global Healthcare Technology and Innovation ETF (HTEC) as of Q4 2021, up from 40 in Q3 2021.
  • Funds reported $83.1M of ROBO Global Healthcare Technology and Innovation ETF stock for Q4 2021, up 4.9% quarter-over-quarter.
  • 15 funds opened new ROBO Global Healthcare Technology and Innovation ETF positions in Q4 2021 and 6 closed out, a net change of +9 holders.
  • The largest ROBO Global Healthcare Technology and Innovation ETF buyer in Q4 2021 was Morgan Stanley, an estimated $2.74M added.
  • The largest ROBO Global Healthcare Technology and Innovation ETF seller in Q4 2021 was Tidal Investments, an estimated $505K sold.

Based on aggregated 13F filings for Q4 2021.