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ROBO Global Healthcare Technology and Innovation ETF

36 hedge funds and large institutions have $33.1M invested in ROBO Global Healthcare Technology and Innovation ETF in 2023 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 5 increasing their positions, 13 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 3

23% more capital invested

Capital invested by funds: $27M → $33.1M (+$6.13M)

13% more funds holding

Funds holding: 3236 (+4)

8.12% more ownership

Funds ownership: 40.43%48.55% (+8.1%)

62% less repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 13

Holders
36
Holders Change
+4
Holders Change %
+12.5%
% of All Funds
0.52%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
5
Reduced
13
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$6.69M +$3.33M +133,904 +128%
Jane Street
2
Jane Street
New York
$6.62M +$2.75M +110,663 +88%
UBS Group
3
UBS Group
Switzerland
$3.24M -$874K -35,175 -23%
SCM
4
SOL Capital Management
Maryland
$3.09M -$1.73M -69,629 -39%
Corient Private Wealth
5
Corient Private Wealth
Florida
$2.98M -$1.75M -70,634 -40%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$2M -$178K -7,159 -9%
Susquehanna International Group
7
Susquehanna International Group
Pennsylvania
$1.57M +$1.39M +55,916 New
MIFH
8
Migdal Insurance & Financial Holdings
Israel
$1.01M -$101K -4,063 -10%
Bank of Montreal
9
Bank of Montreal
Ontario, Canada
$863K +$121K +4,874 +19%
EIP
10
Ellis Investment Partners
Pennsylvania
$728K -$178K -7,184 -22%
SA
11
SFI Advisors
New Jersey
$638K +$565K +22,749 New
LPL Financial
12
LPL Financial
California
$636K -$36.5K -1,469 -6%
CNWM
13
Clay Northam Wealth Management
California
$598K
Citadel Advisors
14
Citadel Advisors
Florida
$417K -$112K -4,522 -23%
Baird Financial Group
15
Baird Financial Group
Wisconsin
$387K +$26.7K +1,076 +8%
BPA
16
Beacon Pointe Advisors
California
$370K -$36.1K -1,455 -10%
Citigroup
17
Citigroup
New York
$306K +$20.9K +842 +8%
SFP
18
Sweet Financial Partners
Minnesota
$225K
SAS
19
Stelac Advisory Services
New York
$168K -$12.2K -493 -8%
Carson Wealth (CWM LLC)
20
Carson Wealth (CWM LLC)
Nebraska
$159K
LC
21
Lindbrook Capital
California
$136K
FFA
22
Farther Finance Advisors
California
$77.6K -$2.88K -116 -4%
1832 Asset Management
23
1832 Asset Management
Ontario, Canada
$71.4K
Osaic Holdings
24
Osaic Holdings
Arizona
$37.7K -$112K -4,491 -77%
Bank of America
25
Bank of America
North Carolina
$21.8K

HTEC Hedge Fund Activity: Q4 2023 in Review

36 of the 6,860 institutional investors tracked by Wall St. Rank reported a position in ROBO Global Healthcare Technology and Innovation ETF (HTEC) for Q4 2023, worth a combined $33.1M — up 23% from $27M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new HTEC positions and 3 closed out — a net gain of 4 holders — while 5 added to existing stakes and 13 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $3.33M. The largest seller was Corient Private Wealth, cutting an estimated $1.75M.

  • 36 institutional investors held ROBO Global Healthcare Technology and Innovation ETF (HTEC) as of Q4 2023, up from 32 in Q3 2023.
  • Funds reported $33.1M of ROBO Global Healthcare Technology and Innovation ETF stock for Q4 2023, up 23% quarter-over-quarter.
  • 7 funds opened new ROBO Global Healthcare Technology and Innovation ETF positions in Q4 2023 and 3 closed out, a net change of +4 holders.
  • The largest ROBO Global Healthcare Technology and Innovation ETF buyer in Q4 2023 was Morgan Stanley, an estimated $3.33M added.
  • The largest ROBO Global Healthcare Technology and Innovation ETF seller in Q4 2023 was Corient Private Wealth, an estimated $1.75M sold.

Based on aggregated 13F filings for Q4 2023.