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ROBO Global Healthcare Technology and Innovation ETF

26 hedge funds and large institutions have $24.5M invested in ROBO Global Healthcare Technology and Innovation ETF in 2024 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 6 increasing their positions, 11 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

3.72% more ownership

Funds ownership: 39.52%43.24% (+3.7%)

4% less capital invested

Capital invested by funds: $25.6M → $24.5M (-$1.12M)

13% less funds holding

Funds holding: 3026 (-4)

45% less repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 11

67% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 6

Holders
26
Holders Change
-4
Holders Change %
-13.33%
% of All Funds
0.38%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
6
Reduced
11
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
UBS Group
1
UBS Group
Switzerland
$6.1M -$346K -12,678 -5%
Morgan Stanley
2
Morgan Stanley
New York
$3.18M -$86.5K -3,170 -3%
Corient Private Wealth
3
Corient Private Wealth
Florida
$2.58M -$194K -7,097 -7%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$2.15M +$2.29K +84 +0.1%
Citigroup
5
Citigroup
New York
$2.05M +$241K +8,824 +13%
Susquehanna International Group
6
Susquehanna International Group
Pennsylvania
$1.46M +$79.9K +2,928 +6%
Jane Street
7
Jane Street
New York
$1.36M +$1.1M +40,414 +422%
MIFH
8
Migdal Insurance & Financial Holdings
Israel
$975K -$11.3K -413 -1%
EIP
9
Ellis Investment Partners
Pennsylvania
$761K +$53.7K +1,967 +8%
LPL Financial
10
LPL Financial
California
$690K -$13K -475 -2%
CNWM
11
Clay Northam Wealth Management
California
$573K -$12.7K -465 -2%
Vontobel Holding
12
Vontobel Holding
Switzerland
$490K
Baird Financial Group
13
Baird Financial Group
Wisconsin
$371K -$5.81K -213 -2%
BPA
14
Beacon Pointe Advisors
California
$359K -$4.67K -171 -1%
SCM
15
SOL Capital Management
Maryland
$296K -$1.06M -38,713 -78%
Citadel Advisors
16
Citadel Advisors
Florida
$236K +$236K +8,659 New
SFP
17
Sweet Financial Partners
Minnesota
$219K
Carson Wealth (CWM LLC)
18
Carson Wealth (CWM LLC)
Nebraska
$199K +$31.2K +1,142 +19%
SAS
19
Stelac Advisory Services
New York
$163K
LC
20
Lindbrook Capital
California
$132K
1832 Asset Management
21
1832 Asset Management
Ontario, Canada
$69.3K
FFA
22
Farther Finance Advisors
California
$45.1K -$5.65K -207 -11%
Osaic Holdings
23
Osaic Holdings
Arizona
$20.3K -$17K -624 -46%
Wells Fargo
24
Wells Fargo
California
$4.63K +$4.64K +170 New
IA
25
IFP Advisors
Florida
$3.81K

HTEC Hedge Fund Activity: Q2 2024 in Review

26 of the 6,925 institutional investors tracked by Wall St. Rank reported a position in ROBO Global Healthcare Technology and Innovation ETF (HTEC) for Q2 2024, worth a combined $24.5M — down 4.4% from $25.6M a quarter earlier.

Sellers outnumbered buyers: 6 funds closed out of HTEC and 2 opened new positions — a net loss of 4 holders — while 11 trimmed existing stakes and 6 added.

The largest buyer was Jane Street, adding an estimated $1.1M. The largest seller was SOL Capital Management, cutting an estimated $1.06M.

  • 26 institutional investors held ROBO Global Healthcare Technology and Innovation ETF (HTEC) as of Q2 2024, down from 30 in Q1 2024.
  • Funds reported $24.5M of ROBO Global Healthcare Technology and Innovation ETF stock for Q2 2024, down 4.4% quarter-over-quarter.
  • 2 funds opened new ROBO Global Healthcare Technology and Innovation ETF positions in Q2 2024 and 6 closed out, a net change of -4 holders.
  • The largest ROBO Global Healthcare Technology and Innovation ETF buyer in Q2 2024 was Jane Street, an estimated $1.1M added.
  • The largest ROBO Global Healthcare Technology and Innovation ETF seller in Q2 2024 was SOL Capital Management, an estimated $1.06M sold.

Based on aggregated 13F filings for Q2 2024.