We are live on ! Find out more
HTEC icon

ROBO Global Healthcare Technology and Innovation ETF

40 hedge funds and large institutions have $61M invested in ROBO Global Healthcare Technology and Innovation ETF in 2022 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 13 increasing their positions, 15 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.32% less ownership

Funds ownership: 37.96%37.64% (-0.32%)

13% less repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 15

17% less funds holding

Funds holding: 4840 (-8)

27% less capital invested

Capital invested by funds: $83.1M → $61M (-$22.1M)

55% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 11

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
40
Holders Change
-8
Holders Change %
-16.67%
% of All Funds
0.63%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
5
Increased
13
Reduced
15
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
UBS Group
1
UBS Group
Switzerland
$17M -$1.41M -38,113 -8%
Morgan Stanley
2
Morgan Stanley
New York
$10.5M -$66.8K -1,805 -0.6%
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$6.88M -$388K -10,476 -5%
GG
4
Gofen & Glossberg
Illinois
$6.67M +$20.4K +550 +0.3%
SCM
5
SOL Capital Management
Maryland
$5.5M +$2.98M +80,458 +114%
MIFH
6
Migdal Insurance & Financial Holdings
Israel
$2.72M -$398K -10,755 -13%
Stifel Financial
7
Stifel Financial
Missouri
$1.64M -$125K -3,379 -7%
Citadel Advisors
8
Citadel Advisors
Florida
$1.63M +$1.65M +44,673 New
LPL Financial
9
LPL Financial
California
$1.37M -$235K -6,352 -14%
Jane Street
10
Jane Street
New York
$1.09M -$655K -17,706 -37%
CNWM
11
Clay Northam Wealth Management
California
$975K +$217K +5,870 +28%
EIP
12
Ellis Investment Partners
Pennsylvania
$743K +$79.5K +2,149 +12%
SAM
13
Silvercrest Asset Management
New York
$728K
LNC
14
Lincoln National Corp
Pennsylvania
$441K +$25.6K +693 +6%
CPWMP
15
Cardinal Point Wealth Management Partners
California
$415K -$7.53M -203,382 -95%
Mercer Global Advisors
16
Mercer Global Advisors
Colorado
$399K +$13.6K +368 +3%
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$331K +$28K +757 +9%
AF
18
Advisornet Financial
Minnesota
$302K +$29.7K +802 +11%
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$268K +$273K +7,371 New
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$237K +$242K +6,534 New
BIM
21
Bullseye Investment Management
Ohio
$232K -$37K -1,000 -14%
LC
22
Lindbrook Capital
California
$231K -$18.5K -500 -7%
SAS
23
Stelac Advisory Services
New York
$170K +$48.7K +1,316 +39%
1832 Asset Management
24
1832 Asset Management
Ontario, Canada
$91K
Bank of America
25
Bank of America
North Carolina
$72K -$36.1K -975 -33%

HTEC Hedge Fund Activity: Q1 2022 in Review

40 of the 6,341 institutional investors tracked by Wall St. Rank reported a position in ROBO Global Healthcare Technology and Innovation ETF (HTEC) for Q1 2022, worth a combined $61M — down 27% from $83.1M a quarter earlier.

Sellers outnumbered buyers: 11 funds closed out of HTEC and 5 opened new positions — a net loss of 6 holders — while 15 trimmed existing stakes and 13 added.

The largest buyer was SOL Capital Management, adding an estimated $2.98M. The largest seller was Cardinal Point Wealth Management Partners, cutting an estimated $7.53M.

  • 40 institutional investors held ROBO Global Healthcare Technology and Innovation ETF (HTEC) as of Q1 2022, down from 48 in Q4 2021.
  • Funds reported $61M of ROBO Global Healthcare Technology and Innovation ETF stock for Q1 2022, down 27% quarter-over-quarter.
  • 5 funds opened new ROBO Global Healthcare Technology and Innovation ETF positions in Q1 2022 and 11 closed out, a net change of -6 holders.
  • The largest ROBO Global Healthcare Technology and Innovation ETF buyer in Q1 2022 was SOL Capital Management, an estimated $2.98M added.
  • The largest ROBO Global Healthcare Technology and Innovation ETF seller in Q1 2022 was Cardinal Point Wealth Management Partners, an estimated $7.53M sold.

Based on aggregated 13F filings for Q1 2022.