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ROBO Global Healthcare Technology and Innovation ETF

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.

New
Increased
Maintained
Reduced
Closed

10% more capital invested

Capital invested by funds: $24.5M → $26.9M (+$2.42M)

3.27% more ownership

Funds ownership: 43.24%46.52% (+3.3%)

0% more funds holding

Funds holding: 2626 (0)

0% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 4

79% less repeat investments, than reductions

Existing positions increased: 3 | Existing positions reduced: 14

Holders
26
Holders Change
Holders Change %
0%
% of All Funds
0.37%
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
Name Holding Trade Value Shares
Change
Change in
Stake
UBS Group
1
UBS Group
Switzerland
$8.49M +$1.78M +62,010 +28%
Morgan Stanley
2
Morgan Stanley
New York
$3.35M -$110K -3,839 -3%
Corient Private Wealth
3
Corient Private Wealth
Florida
$2.68M -$127K -4,437 -5%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$2.3M -$42.9K -1,495 -2%
Citigroup
5
Citigroup
New York
$2.23M -$9.17K -320 -0.4%
Jane Street
6
Jane Street
New York
$1.39M -$94.8K -3,308 -7%
MIFH
7
Migdal Insurance & Financial Holdings
Israel
$1.01M -$46.7K -1,629 -5%
LPL Financial
8
LPL Financial
California
$782K +$28.5K +994 +4%
EIP
9
Ellis Investment Partners
Pennsylvania
$774K -$54K -1,885 -7%
CNWM
10
Clay Northam Wealth Management
California
$637K +$11.3K +395 +2%
Vontobel Holding
11
Vontobel Holding
Switzerland
$535K
Susquehanna International Group
12
Susquehanna International Group
Pennsylvania
$482K -$1.08M -37,513 -70%
BPA
13
Beacon Pointe Advisors
California
$377K -$13.9K -485 -4%
RJFSA
14
Raymond James Financial Services Advisors
Florida
$356K +$344K +11,998 New
Baird Financial Group
15
Baird Financial Group
Wisconsin
$346K -$57.3K -2,000 -15%
Bank of Montreal
16
Bank of Montreal
Ontario, Canada
$332K +$347K +12,100 New
SCM
17
SOL Capital Management
Maryland
$245K -$75.2K -2,624 -24%
Carson Wealth (CWM LLC)
18
Carson Wealth (CWM LLC)
Nebraska
$202K -$14.5K -506 -7%
SAS
19
Stelac Advisory Services
New York
$178K
LC
20
Lindbrook Capital
California
$144K
FFA
21
Farther Finance Advisors
California
$41.5K -$7.91K -276 -16%
Osaic Holdings
22
Osaic Holdings
Arizona
$13.6K -$8.26K -288 -39%
IA
23
IFP Advisors
Florida
$4.16K
TC
24
Trust Company
Kansas
$3.75K
Fidelity Investments
25
Fidelity Investments
Massachusetts
$2.61K +$2.52K +88 New

HTEC Hedge Fund Activity: Q3 2024 in Review

26 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in ROBO Global Healthcare Technology and Innovation ETF (HTEC) for Q3 2024, worth a combined $26.9M — up 9.9% from $24.5M a quarter earlier.

Fund positioning in HTEC was balanced in Q3 2024: 4 funds opened new positions, 4 closed out, 3 added to existing stakes and 14 trimmed.

The largest buyer was UBS Group, adding an estimated $1.78M. The largest seller was Susquehanna International Group, cutting an estimated $1.08M.

  • 26 institutional investors held ROBO Global Healthcare Technology and Innovation ETF (HTEC) as of Q3 2024, unchanged from Q2 2024.
  • Funds reported $26.9M of ROBO Global Healthcare Technology and Innovation ETF stock for Q3 2024, up 9.9% quarter-over-quarter.
  • 4 funds opened new ROBO Global Healthcare Technology and Innovation ETF positions in Q3 2024 and 4 closed out, a net change of 0 holders.
  • The largest ROBO Global Healthcare Technology and Innovation ETF buyer in Q3 2024 was UBS Group, an estimated $1.78M added.
  • The largest ROBO Global Healthcare Technology and Innovation ETF seller in Q3 2024 was Susquehanna International Group, an estimated $1.08M sold.

Based on aggregated 13F filings for Q3 2024.