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ROBO Global Healthcare Technology and Innovation ETF
HTEC

Overview Fund Activity

32 hedge funds and large institutions have $27M invested in ROBO Global Healthcare Technology and Innovation ETF in 2023 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 9 increasing their positions, 10 reducing their positions, and 5 closing their positions.

Holders
32
Holders Change
-3
Holders Change %
-8.57%
% of All Funds
0.51%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
9
Reduced
10
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Citadel Advisors
1
Citadel Advisors
Florida
$490K
2
SFP
2
Sweet Financial Partners
Minnesota
$203K
3
EIP
3
Ellis Investment Partners
Pennsylvania
$838K
4
Osaic Holdings
4
Osaic Holdings
Arizona
$147K
5
Bank of Montreal
5
Bank of Montreal
Ontario, Canada
$731K

Top Sellers

1
SCM
1
SOL Capital Management
Maryland
$4.54M
2
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$0
3
GIA
3
Gladstone Institutional Advisory
Florida
$0
4
V
4
ViaWealth
Kansas
$0
5
UBS Group
5
UBS Group
Switzerland
$3.81M
Name Market Value Shares Shares
Change 		Shares
Change %
SCM
1
SOL Capital Management
Maryland
$4.54M 179,830 -14,776 -8%
Corient Private Wealth
2
Corient Private Wealth
Florida
$4.47M 176,916 +434 +0.2%
UBS Group
3
UBS Group
Switzerland
$3.81M 150,686 -8,224 -5%
Jane Street
4
Jane Street
New York
$3.17M 125,567 -3,922 -3%
Morgan Stanley
5
Morgan Stanley
New York
$2.65M 104,730 +1,078 +1%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$1.98M 78,464 -8,037 -9%
MIFH
7
Migdal Insurance & Financial Holdings
Israel
$1.02M 40,189 -3,935 -9%
EIP
8
Ellis Investment Partners
Pennsylvania
$838K 33,163 +5,030 +18%
Bank of Montreal
9
Bank of Montreal
Ontario, Canada
$731K 25,498 +3,006 +13%
LPL Financial
10
LPL Financial
California
$611K 24,169 -3,297 -12%
CNWM
11
Clay Northam Wealth Management
California
$539K 21,330 – –
Citadel Advisors
12
Citadel Advisors
Florida
$490K 19,393 +19,393 New
BPA
13
Beacon Pointe Advisors
California
$371K 14,670 -395 -3%
Baird Financial Group
14
Baird Financial Group
Wisconsin
$322K 12,736 +672 +6%
Citigroup
15
Citigroup
New York
$254K 10,061 +3,236 +47%
SFP
16
Sweet Financial Partners
Minnesota
$203K 8,030 +8,030 New
SAS
17
Stelac Advisory Services
New York
$164K 6,473 – –
Osaic Holdings
18
Osaic Holdings
Arizona
$147K 5,837 +4,801 +463%
Carson Wealth (CWM LLC)
19
Carson Wealth (CWM LLC)
Nebraska
$143K 5,667 +2,144 +61%
LC
20
Lindbrook Capital
California
$122K 4,845 – –
Wells Fargo
21
Wells Fargo
California
$122K 4,822 +12 +0.2%
Comerica Bank
22
Comerica Bank
Texas
$75.8K 3,000 +3,000 New
FFA
23
Farther Finance Advisors
California
$72.9K 2,884 -167 -5%
1832 Asset Management
24
1832 Asset Management
Ontario, Canada
$64.3K 2,546 – –
Bank of America
25
Bank of America
North Carolina
$19.7K 779 – –
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