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ROBO Global Healthcare Technology and Innovation ETF

38 hedge funds and large institutions have $35.6M invested in ROBO Global Healthcare Technology and Innovation ETF in 2022 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 9 increasing their positions, 14 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

5% less funds holding

Funds holding: 4038 (-2)

5.13% less ownership

Funds ownership: 37.64%32.51% (-5.1%)

25% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 8

36% less repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 14

42% less capital invested

Capital invested by funds: $61M → $35.6M (-$25.4M)

Holders
38
Holders Change
-2
Holders Change %
-5%
% of All Funds
0.64%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
9
Reduced
14
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
UBS Group
1
UBS Group
Switzerland
$9.46M -$4.38M -141,330 -30%
SCM
2
SOL Capital Management
Maryland
$5.72M +$1.44M +46,555 +31%
GG
3
Gofen & Glossberg
Illinois
$5.26M -$40.2K -1,300 -0.7%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$2.72M -$2.94M -94,970 -50%
Morgan Stanley
5
Morgan Stanley
New York
$2.63M -$6.14M -198,177 -69%
MIFH
6
Migdal Insurance & Financial Holdings
Israel
$1.99M -$192K -6,216 -8%
Susquehanna International Group
7
Susquehanna International Group
Pennsylvania
$1.21M +$1.3M +41,876 New
LPL Financial
8
LPL Financial
California
$1.17M +$86.2K +2,784 +7%
Stifel Financial
9
Stifel Financial
Missouri
$926K -$408K -13,179 -29%
Jane Street
10
Jane Street
New York
$765K -$108K -3,483 -12%
EIP
11
Ellis Investment Partners
Pennsylvania
$739K +$158K +5,112 +25%
CNWM
12
Clay Northam Wealth Management
California
$611K -$175K -5,665 -21%
LNC
13
Lincoln National Corp
Pennsylvania
$377K +$28.7K +927 +8%
Mercer Global Advisors
14
Mercer Global Advisors
Colorado
$309K -$9.6K -310 -3%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$254K -$9.6K -310 -3%
AF
16
Advisornet Financial
Minnesota
$233K -$7.12K -230 -3%
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$219K +$5.97K +193 +3%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$218K +$31K +1,000 +15%
SAS
19
Stelac Advisory Services
New York
$187K +$56K +1,808 +39%
LC
20
Lindbrook Capital
California
$184K
Wells Fargo
21
Wells Fargo
California
$108K +$116K +3,737 New
1832 Asset Management
22
1832 Asset Management
Ontario, Canada
$74K
Bank of America
23
Bank of America
North Carolina
$54K -$3.1K -100 -5%
Carson Wealth (CWM LLC)
24
Carson Wealth (CWM LLC)
Nebraska
$51K +$8.3K +268 +18%
Osaic Holdings
25
Osaic Holdings
Arizona
$33K -$1.86K -60 -5%

HTEC Hedge Fund Activity: Q2 2022 in Review

38 of the 5,937 institutional investors tracked by Wall St. Rank reported a position in ROBO Global Healthcare Technology and Innovation ETF (HTEC) for Q2 2022, worth a combined $35.6M — down 42% from $61M a quarter earlier.

Sellers outnumbered buyers: 8 funds closed out of HTEC and 6 opened new positions — a net loss of 2 holders — while 14 trimmed existing stakes and 9 added.

The largest buyer was SOL Capital Management, adding an estimated $1.44M. The largest seller was Morgan Stanley, cutting an estimated $6.14M.

  • 38 institutional investors held ROBO Global Healthcare Technology and Innovation ETF (HTEC) as of Q2 2022, down from 40 in Q1 2022.
  • Funds reported $35.6M of ROBO Global Healthcare Technology and Innovation ETF stock for Q2 2022, down 42% quarter-over-quarter.
  • 6 funds opened new ROBO Global Healthcare Technology and Innovation ETF positions in Q2 2022 and 8 closed out, a net change of -2 holders.
  • The largest ROBO Global Healthcare Technology and Innovation ETF buyer in Q2 2022 was SOL Capital Management, an estimated $1.44M added.
  • The largest ROBO Global Healthcare Technology and Innovation ETF seller in Q2 2022 was Morgan Stanley, an estimated $6.14M sold.

Based on aggregated 13F filings for Q2 2022.