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ROBO Global Healthcare Technology and Innovation ETF

33 hedge funds and large institutions have $36.1M invested in ROBO Global Healthcare Technology and Innovation ETF in 2022 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 13 increasing their positions, 7 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

86% more repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 7

4.56% more ownership

Funds ownership: 32.51%37.07% (+4.6%)

1% more capital invested

Capital invested by funds: $35.6M → $36.1M (+$524K)

13% less funds holding

Funds holding: 3833 (-5)

56% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 9

Holders
33
Holders Change
-5
Holders Change %
-13.16%
% of All Funds
0.57%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
13
Reduced
7
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
UBS Group
1
UBS Group
Switzerland
$8M -$952K -31,148 -10%
SCM
2
SOL Capital Management
Maryland
$5.43M +$104K +3,388 +2%
GG
3
Gofen & Glossberg
Illinois
$4.9M -$20.4K -666 -0.4%
Jane Street
4
Jane Street
New York
$3.49M +$3.14M +102,643 +389%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$3.29M +$840K +27,483 +29%
Morgan Stanley
6
Morgan Stanley
New York
$2.52M +$67.5K +2,207 +2%
MIFH
7
Migdal Insurance & Financial Holdings
Israel
$1.77M -$99K -3,239 -5%
Susquehanna International Group
8
Susquehanna International Group
Pennsylvania
$1.53M +$446K +14,576 +35%
Citadel Advisors
9
Citadel Advisors
Florida
$1.28M +$1.45M +47,360 New
LPL Financial
10
LPL Financial
California
$1.09M +$2.08K +68 +0.2%
EIP
11
Ellis Investment Partners
Pennsylvania
$703K +$13.9K +454 +2%
CNWM
12
Clay Northam Wealth Management
California
$571K
Mercer Global Advisors
13
Mercer Global Advisors
Colorado
$321K +$37.1K +1,215 +11%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$270K +$36.9K +1,206 +14%
AF
15
Advisornet Financial
Minnesota
$215K -$3.67K -120 -1%
Wells Fargo
16
Wells Fargo
California
$177K +$85.5K +2,798 +75%
SAS
17
Stelac Advisory Services
New York
$175K
LC
18
Lindbrook Capital
California
$131K -$45.8K -1,500 -24%
1832 Asset Management
19
1832 Asset Management
Ontario, Canada
$69K
Carson Wealth (CWM LLC)
20
Carson Wealth (CWM LLC)
Nebraska
$58K +$12.5K +409 +23%
Osaic Holdings
21
Osaic Holdings
Arizona
$35K +$5.66K +185 +16%
Bank of America
22
Bank of America
North Carolina
$21K -$32.9K -1,075 -58%
IA
23
IFP Advisors
Florida
$15K +$4.34K +142 +30%
BWA
24
BDO Wealth Advisors
Florida
$14K
PA
25
Parallel Advisors
California
$8K +$9.41K +308 New

HTEC Hedge Fund Activity: Q3 2022 in Review

33 of the 5,806 institutional investors tracked by Wall St. Rank reported a position in ROBO Global Healthcare Technology and Innovation ETF (HTEC) for Q3 2022, worth a combined $36.1M — up 1.5% from $35.6M a quarter earlier.

Sellers outnumbered buyers: 9 funds closed out of HTEC and 4 opened new positions — a net loss of 5 holders — while 7 trimmed existing stakes and 13 added.

The largest buyer was Jane Street, adding an estimated $3.14M. The largest seller was UBS Group, cutting an estimated $952K.

  • 33 institutional investors held ROBO Global Healthcare Technology and Innovation ETF (HTEC) as of Q3 2022, down from 38 in Q2 2022.
  • Funds reported $36.1M of ROBO Global Healthcare Technology and Innovation ETF stock for Q3 2022, up 1.5% quarter-over-quarter.
  • 4 funds opened new ROBO Global Healthcare Technology and Innovation ETF positions in Q3 2022 and 9 closed out, a net change of -5 holders.
  • The largest ROBO Global Healthcare Technology and Innovation ETF buyer in Q3 2022 was Jane Street, an estimated $3.14M added.
  • The largest ROBO Global Healthcare Technology and Innovation ETF seller in Q3 2022 was UBS Group, an estimated $952K sold.

Based on aggregated 13F filings for Q3 2022.