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ROBO Global Healthcare Technology and Innovation ETF
HTEC

Overview Fund Activity

26 hedge funds and large institutions have $26.9M invested in ROBO Global Healthcare Technology and Innovation ETF in 2024 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 3 increasing their positions, 14 reducing their positions, and 4 closing their positions.

Holders
26
Holders Change
–
Holders Change %
0%
% of All Funds
0.38%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
3
Reduced
14
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$8.49M
2
RJFSA
2
Raymond James Financial Services Advisors
Florida
$356K
3
Bank of Montreal
3
Bank of Montreal
Ontario, Canada
$332K
4
LPL Financial
4
LPL Financial
California
$782K
5
CNWM
5
Clay Northam Wealth Management
California
$637K

Top Sellers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$482K
2
Citadel Advisors
2
Citadel Advisors
Florida
$0
3
SFP
3
Sweet Financial Partners
Minnesota
$0
4
Corient Private Wealth
4
Corient Private Wealth
Florida
$2.68M
5
Morgan Stanley
5
Morgan Stanley
New York
$3.35M
Name Holding Trade Value Shares
Change 		Shares
Change %
UBS Group
1
UBS Group
Switzerland
$8.49M +$1.84M +62,010 +28%
Morgan Stanley
2
Morgan Stanley
New York
$3.35M -$114K -3,839 -3%
Corient Private Wealth
3
Corient Private Wealth
Florida
$2.68M -$132K -4,437 -5%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$2.3M -$44.4K -1,495 -2%
Citigroup
5
Citigroup
New York
$2.23M -$9.5K -320 -0.4%
Jane Street
6
Jane Street
New York
$1.39M -$98.2K -3,308 -7%
MIFH
7
Migdal Insurance & Financial Holdings
Israel
$1.02M -$48.4K -1,629 -5%
LPL Financial
8
LPL Financial
California
$782K +$29.5K +994 +4%
EIP
9
Ellis Investment Partners
Pennsylvania
$774K -$56K -1,885 -7%
CNWM
10
Clay Northam Wealth Management
California
$637K +$11.7K +395 +2%
Vontobel Holding
11
Vontobel Holding
Switzerland
$535K – – –
Susquehanna International Group
12
Susquehanna International Group
Pennsylvania
$482K -$1.11M -37,513 -70%
BPA
13
Beacon Pointe Advisors
California
$377K -$14.4K -485 -4%
RJFSA
14
Raymond James Financial Services Advisors
Florida
$356K +$356K +11,998 New
Baird Financial Group
15
Baird Financial Group
Wisconsin
$346K -$59.4K -2,000 -15%
Bank of Montreal
16
Bank of Montreal
Ontario, Canada
$332K +$332K +12,100 New
SCM
17
SOL Capital Management
Maryland
$245K -$77.9K -2,624 -24%
Carson Wealth (CWM LLC)
18
Carson Wealth (CWM LLC)
Nebraska
$202K -$15.1K -506 -7%
SAS
19
Stelac Advisory Services
New York
$178K – – –
LC
20
Lindbrook Capital
California
$144K – – –
FFA
21
Farther Finance Advisors
California
$41.5K -$8.2K -276 -16%
Osaic Holdings
22
Osaic Holdings
Arizona
$13.6K -$8.55K -288 -39%
IA
23
IFP Advisors
Florida
$4.16K – – –
TC
24
Trust Company
Kansas
$3.75K – – –
Fidelity Investments
25
Fidelity Investments
Massachusetts
$2.61K +$2.61K +88 New
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