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ROBO Global Healthcare Technology and Innovation ETF

37 hedge funds and large institutions have $50.8M invested in ROBO Global Healthcare Technology and Innovation ETF in 2022 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 3 increasing their positions, 13 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 8

41% more capital invested

Capital invested by funds: $36.1M → $50.8M (+$14.7M)

12.79% more ownership

Funds ownership: 37.07%49.86% (+13%)

12% more funds holding

Funds holding: 3337 (+4)

77% less repeat investments, than reductions

Existing positions increased: 3 | Existing positions reduced: 13

Holders
37
Holders Change
+4
Holders Change %
+12.12%
% of All Funds
0.59%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
12
Increased
3
Reduced
13
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Jane Street
1
Jane Street
New York
$13.9M +$10.1M +352,345 +273%
UBS Group
2
UBS Group
Switzerland
$6.13M -$2.38M -83,146 -28%
SCM
3
SOL Capital Management
Maryland
$5.51M -$284K -9,936 -5%
GG
4
Gofen & Glossberg
Illinois
$5.2M -$35.8K -1,252 -0.7%
Corient Private Wealth
5
Corient Private Wealth
Florida
$5.19M +$5.14M +179,882 New
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$2.96M -$544K -19,034 -16%
Morgan Stanley
7
Morgan Stanley
New York
$2.64M -$48.9K -1,710 -2%
MIFH
8
Migdal Insurance & Financial Holdings
Israel
$1.75M -$136K -4,756 -7%
SPL
9
Smart Portfolios LLC
Washington
$1.12M +$1.11M +38,715 New
LPL Financial
10
LPL Financial
California
$1.05M -$116K -4,062 -10%
Bank of Montreal
11
Bank of Montreal
Ontario, Canada
$996K +$971K +33,978 New
EIP
12
Ellis Investment Partners
Pennsylvania
$736K -$14.3K -499 -2%
CNWM
13
Clay Northam Wealth Management
California
$610K
BPA
14
Beacon Pointe Advisors
California
$481K +$476K +16,647 New
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$330K +$327K +11,431 New
Mercer Global Advisors
16
Mercer Global Advisors
Colorado
$313K -$29.5K -1,031 -9%
SFS
17
Sowell Financial Services
Arkansas
$294K +$291K +10,197 New
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$287K -$857 -30 -0.3%
Baird Financial Group
19
Baird Financial Group
Wisconsin
$247K +$244K +8,536 New
V
20
ViaWealth
Kansas
$229K +$223K +7,804 New
SAS
21
Stelac Advisory Services
New York
$187K
LC
22
Lindbrook Capital
California
$140K
Wells Fargo
23
Wells Fargo
California
$128K -$60K -2,098 -32%
FFA
24
Farther Finance Advisors
California
$108K +$107K +3,733 New
Carson Wealth (CWM LLC)
25
Carson Wealth (CWM LLC)
Nebraska
$76K +$13.8K +483 +22%

HTEC Hedge Fund Activity: Q4 2022 in Review

37 of the 6,222 institutional investors tracked by Wall St. Rank reported a position in ROBO Global Healthcare Technology and Innovation ETF (HTEC) for Q4 2022, worth a combined $50.8M — up 41% from $36.1M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new HTEC positions and 8 closed out — a net gain of 4 holders — while 3 added to existing stakes and 13 trimmed.

The largest buyer was Jane Street, adding an estimated $10.1M. The largest seller was UBS Group, cutting an estimated $2.38M.

  • 37 institutional investors held ROBO Global Healthcare Technology and Innovation ETF (HTEC) as of Q4 2022, up from 33 in Q3 2022.
  • Funds reported $50.8M of ROBO Global Healthcare Technology and Innovation ETF stock for Q4 2022, up 41% quarter-over-quarter.
  • 12 funds opened new ROBO Global Healthcare Technology and Innovation ETF positions in Q4 2022 and 8 closed out, a net change of +4 holders.
  • The largest ROBO Global Healthcare Technology and Innovation ETF buyer in Q4 2022 was Jane Street, an estimated $10.1M added.
  • The largest ROBO Global Healthcare Technology and Innovation ETF seller in Q4 2022 was UBS Group, an estimated $2.38M sold.

Based on aggregated 13F filings for Q4 2022.