We are live on ! Find out more
HTEC icon

ROBO Global Healthcare Technology and Innovation ETF

30 hedge funds and large institutions have $25.6M invested in ROBO Global Healthcare Technology and Innovation ETF in 2024 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 11 increasing their positions, 6 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

83% more repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 6

9.03% less ownership

Funds ownership: 48.55%39.52% (-9%)

17% less funds holding

Funds holding: 3630 (-6)

23% less capital invested

Capital invested by funds: $33.1M → $25.6M (-$7.47M)

67% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 9

Holders
30
Holders Change
-6
Holders Change %
-16.67%
% of All Funds
0.43%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
11
Reduced
6
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
UBS Group
1
UBS Group
Switzerland
$6.72M +$3.38M +121,011 +105%
Morgan Stanley
2
Morgan Stanley
New York
$3.41M -$3.31M -118,680 -50%
Corient Private Wealth
3
Corient Private Wealth
Florida
$2.89M -$124K -4,450 -4%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$2.25M +$214K +7,683 +11%
Citigroup
5
Citigroup
New York
$1.89M +$1.55M +55,527 +509%
Susquehanna International Group
6
Susquehanna International Group
Pennsylvania
$1.44M -$142K -5,101 -9%
SCM
7
SOL Capital Management
Maryland
$1.41M -$1.69M -60,615 -55%
MIFH
8
Migdal Insurance & Financial Holdings
Israel
$1.03M +$2.48K +89 +0.2%
EIP
9
Ellis Investment Partners
Pennsylvania
$739K +$307 +11 +0%
LPL Financial
10
LPL Financial
California
$733K +$86.5K +3,102 +14%
CNWM
11
Clay Northam Wealth Management
California
$612K +$5.16K +185 +0.9%
Vontobel Holding
12
Vontobel Holding
Switzerland
$512K +$502K +18,000 New
Baird Financial Group
13
Baird Financial Group
Wisconsin
$394K +$976 +35 +0.3%
BPA
14
Beacon Pointe Advisors
California
$380K +$4.18K +150 +1%
Jane Street
15
Jane Street
New York
$272K -$6.32M -226,658 -96%
SFP
16
Sweet Financial Partners
Minnesota
$228K
Carson Wealth (CWM LLC)
17
Carson Wealth (CWM LLC)
Nebraska
$175K +$13.6K +487 +9%
SAS
18
Stelac Advisory Services
New York
$170K
LC
19
Lindbrook Capital
California
$138K
1832 Asset Management
20
1832 Asset Management
Ontario, Canada
$72.4K
FFA
21
Farther Finance Advisors
California
$53K -$24.8K -888 -32%
Osaic Holdings
22
Osaic Holdings
Arizona
$39K +$697 +25 +2%
Bank of America
23
Bank of America
North Carolina
$22.1K
ACA
24
Aptus Capital Advisors
Alabama
$10.4K +$10.2K +366 New
NA
25
NewEdge Advisors
Louisiana
$6.42K

HTEC Hedge Fund Activity: Q1 2024 in Review

30 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in ROBO Global Healthcare Technology and Innovation ETF (HTEC) for Q1 2024, worth a combined $25.6M — down 23% from $33.1M a quarter earlier.

Sellers outnumbered buyers: 9 funds closed out of HTEC and 3 opened new positions — a net loss of 6 holders — while 6 trimmed existing stakes and 11 added.

The largest buyer was UBS Group, adding an estimated $3.38M. The largest seller was Jane Street, cutting an estimated $6.32M.

  • 30 institutional investors held ROBO Global Healthcare Technology and Innovation ETF (HTEC) as of Q1 2024, down from 36 in Q4 2023.
  • Funds reported $25.6M of ROBO Global Healthcare Technology and Innovation ETF stock for Q1 2024, down 23% quarter-over-quarter.
  • 3 funds opened new ROBO Global Healthcare Technology and Innovation ETF positions in Q1 2024 and 9 closed out, a net change of -6 holders.
  • The largest ROBO Global Healthcare Technology and Innovation ETF buyer in Q1 2024 was UBS Group, an estimated $3.38M added.
  • The largest ROBO Global Healthcare Technology and Innovation ETF seller in Q1 2024 was Jane Street, an estimated $6.32M sold.

Based on aggregated 13F filings for Q1 2024.