ROBO Global Healthcare Technology and Innovation ETF
HTEC
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.
5.56% more ownership
Funds ownership: 34.87% → 40.43% (+5.6%)
9% less funds holding
Funds holding: 35 → 32 (-3)
10% less repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 10
17% less capital invested
Capital invested by funds: $32.5M → $27M (-$5.57M)
40% less first-time investments, than exits
New positions opened: 3 | Existing positions closed: 5
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
+$551K |
| 2 |
SFP
Sweet Financial Partners
Fairmont,
Minnesota
|
+$228K |
| 3 |
EIP
Ellis Investment Partners
Berwyn,
Pennsylvania
|
+$143K |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
+$136K |
| 5 |
Citigroup
New York
|
+$92K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SCM
SOL Capital Management
Rockville,
Maryland
|
-$420K |
| 2 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$262K |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$234K |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$228K |
| 5 |
GIA
Gladstone Institutional Advisory
Palm Beach Gardens,
Florida
|
-$223K |
HTEC Hedge Fund Activity: Q3 2023 in Review
32 of the 6,310 institutional investors tracked by Wall St. Rank reported a position in ROBO Global Healthcare Technology and Innovation ETF (HTEC) for Q3 2023, worth a combined $27M — down 17% from $32.5M a quarter earlier.
Sellers outnumbered buyers: 5 funds closed out of HTEC and 3 opened new positions — a net loss of 2 holders — while 10 trimmed existing stakes and 9 added.
The largest buyer was Citadel Advisors, opening a new position worth an estimated $551K. The largest seller was SOL Capital Management, cutting an estimated $420K.
- 32 institutional investors held ROBO Global Healthcare Technology and Innovation ETF (HTEC) as of Q3 2023, down from 35 in Q2 2023.
- Funds reported $27M of ROBO Global Healthcare Technology and Innovation ETF stock for Q3 2023, down 17% quarter-over-quarter.
- 3 funds opened new ROBO Global Healthcare Technology and Innovation ETF positions in Q3 2023 and 5 closed out, a net change of -2 holders.
- The largest ROBO Global Healthcare Technology and Innovation ETF buyer in Q3 2023 was Citadel Advisors, an estimated $551K added.
- The largest ROBO Global Healthcare Technology and Innovation ETF seller in Q3 2023 was SOL Capital Management, an estimated $420K sold.
Based on aggregated 13F filings for Q3 2023.