ROBO Global Healthcare Technology and Innovation ETF
HTEC
35 hedge funds and large institutions have $32.5M invested in ROBO Global Healthcare Technology and Innovation ETF in 2023 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 9 increasing their positions, 11 reducing their positions, and 10 closing their positions.
2.14% more ownership
Funds ownership: 32.73% → 34.87% (+2.1%)
3% less capital invested
Capital invested by funds: $33.5M → $32.5M (-$943K)
18% less repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 11
19% less funds holding
Funds holding: 43 → 35 (-8)
80% less first-time investments, than exits
New positions opened: 2 | Existing positions closed: 10
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
+$1.51M |
| 2 |
Morgan Stanley
New York
|
+$884K |
| 3 |
GIA
Gladstone Institutional Advisory
Palm Beach Gardens,
Florida
|
+$221K |
| 4 |
EIP
Ellis Investment Partners
Berwyn,
Pennsylvania
|
+$76.5K |
| 5 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
+$26.3K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
-$1.2M |
| 2 |
SPL
Smart Portfolios LLC
Seattle,
Washington
|
-$1.16M |
| 3 |
MIFH
Migdal Insurance & Financial Holdings
Petach Tikva,
Israel
|
-$509K |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
-$281K |
| 5 |
Mercer Global Advisors
Denver,
Colorado
|
-$280K |
HTEC Hedge Fund Activity: Q2 2023 in Review
35 of the 6,383 institutional investors tracked by Wall St. Rank reported a position in ROBO Global Healthcare Technology and Innovation ETF (HTEC) for Q2 2023, worth a combined $32.5M — down 2.8% from $33.5M a quarter earlier.
Sellers outnumbered buyers: 10 funds closed out of HTEC and 2 opened new positions — a net loss of 8 holders — while 11 trimmed existing stakes and 9 added.
The largest buyer was Jane Street, adding an estimated $1.51M. The largest seller was UBS Group, cutting an estimated $1.2M.
- 35 institutional investors held ROBO Global Healthcare Technology and Innovation ETF (HTEC) as of Q2 2023, down from 43 in Q1 2023.
- Funds reported $32.5M of ROBO Global Healthcare Technology and Innovation ETF stock for Q2 2023, down 2.8% quarter-over-quarter.
- 2 funds opened new ROBO Global Healthcare Technology and Innovation ETF positions in Q2 2023 and 10 closed out, a net change of -8 holders.
- The largest ROBO Global Healthcare Technology and Innovation ETF buyer in Q2 2023 was Jane Street, an estimated $1.51M added.
- The largest ROBO Global Healthcare Technology and Innovation ETF seller in Q2 2023 was UBS Group, an estimated $1.2M sold.
Based on aggregated 13F filings for Q2 2023.