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ROBO Global Healthcare Technology and Innovation ETF
HTEC

Overview Fund Activity

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.

Holders
35
Holders Change
-8
Holders Change %
-18.6%
% of All Funds
0.55%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
2
Increased
9
Reduced
11
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jane Street
1
Jane Street
New York
$3.9M
2
Morgan Stanley
2
Morgan Stanley
New York
$3.12M
3
GIA
3
Gladstone Institutional Advisory
Florida
$223K
4
EIP
4
Ellis Investment Partners
Pennsylvania
$846K
5
Carson Wealth (CWM LLC)
5
Carson Wealth (CWM LLC)
Nebraska
$106K

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$4.78M
2
SPL
2
Smart Portfolios LLC
Washington
$0
3
MIFH
3
Migdal Insurance & Financial Holdings
Israel
$1.33M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$0
5
Mercer Global Advisors
5
Mercer Global Advisors
Colorado
$0
Name Market Value Shares Shares
Change 		Shares
Change %
SCM
1
SOL Capital Management
Maryland
$5.85M 194,606 -1,740 -0.9%
Corient Private Wealth
2
Corient Private Wealth
Florida
$5.31M 176,482 -2,000 -1%
UBS Group
3
UBS Group
Switzerland
$4.78M 158,910 -40,158 -20%
Jane Street
4
Jane Street
New York
$3.9M 129,489 +50,708 +64%
Morgan Stanley
5
Morgan Stanley
New York
$3.12M 103,652 +29,617 +40%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$2.6M 86,501 -1,805 -2%
MIFH
7
Migdal Insurance & Financial Holdings
Israel
$1.33M 44,124 -17,062 -28%
EIP
8
Ellis Investment Partners
Pennsylvania
$846K 28,133 +2,564 +10%
LPL Financial
9
LPL Financial
California
$826K 27,466 -4,913 -15%
Bank of Montreal
10
Bank of Montreal
Ontario, Canada
$680K 22,492 -4,203 -16%
CNWM
11
Clay Northam Wealth Management
California
$642K 21,330 +200 +0.9%
BPA
12
Beacon Pointe Advisors
California
$453K 15,065 -867 -5%
Baird Financial Group
13
Baird Financial Group
Wisconsin
$363K 12,064 +27 +0.2%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$262K 8,698 -1,292 -13%
GIA
15
Gladstone Institutional Advisory
Florida
$223K 7,418 +7,418 New
V
16
ViaWealth
Kansas
$222K 7,374 -155 -2%
Citigroup
17
Citigroup
New York
$205K 6,825 +745 +12%
SAS
18
Stelac Advisory Services
New York
$195K 6,473 – –
LC
19
Lindbrook Capital
California
$146K 4,845 – –
Wells Fargo
20
Wells Fargo
California
$145K 4,810 +365 +8%
Carson Wealth (CWM LLC)
21
Carson Wealth (CWM LLC)
Nebraska
$106K 3,523 +880 +33%
FFA
22
Farther Finance Advisors
California
$91.8K 3,051 +305 +11%
1832 Asset Management
23
1832 Asset Management
Ontario, Canada
$76.6K 2,546 – –
UBS AM
24
UBS AM
Illinois
$35.2K 1,180 – –
Osaic Holdings
25
Osaic Holdings
Arizona
$31.2K 1,036 -63 -6%
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