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ROBO Global Healthcare Technology and Innovation ETF

30 hedge funds and large institutions have $23.9M invested in ROBO Global Healthcare Technology and Innovation ETF in 2024 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 2 increasing their positions, 14 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

500% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 1

15% more funds holding

Funds holding: 2630 (+4)

1.51% more ownership

Funds ownership: 46.52%48.03% (+1.5%)

11% less capital invested

Capital invested by funds: $26.9M → $23.9M (-$3M)

86% less repeat investments, than reductions

Existing positions increased: 2 | Existing positions reduced: 14

Holders
30
Holders Change
+4
Holders Change %
+15.38%
% of All Funds
0.4%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
2
Reduced
14
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
UBS Group
1
UBS Group
Switzerland
$7.97M -$256K -8,761 -3%
Morgan Stanley
2
Morgan Stanley
New York
$3.14M -$114K -3,903 -3%
Corient Private Wealth
3
Corient Private Wealth
Florida
$2.42M -$181K -6,213 -7%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$2.13M -$101K -3,454 -4%
FTUS
5
Flow Traders U.S.
New York
$1.04M +$1.05M +36,035 New
Susquehanna International Group
6
Susquehanna International Group
Pennsylvania
$799K +$336K +11,527 +71%
MIFH
7
Migdal Insurance & Financial Holdings
Israel
$761K -$225K -7,720 -23%
EIP
8
Ellis Investment Partners
Pennsylvania
$727K -$24K -823 -3%
LPL Financial
9
LPL Financial
California
$630K -$129K -4,433 -17%
Citadel Advisors
10
Citadel Advisors
Florida
$609K +$618K +21,164 New
Citigroup
11
Citigroup
New York
$605K -$1.57M -53,900 -72%
CNWM
12
Clay Northam Wealth Management
California
$593K -$26.3K -900 -4%
Vontobel Holding
13
Vontobel Holding
Switzerland
$518K
BPA
14
Beacon Pointe Advisors
California
$356K -$9.63K -330 -3%
Raymond James Financial
15
Raymond James Financial
Florida
$341K +$346K +11,847 New
Jane Street
16
Jane Street
New York
$307K -$1.05M -35,995 -77%
Baird Financial Group
17
Baird Financial Group
Wisconsin
$231K -$105K -3,599 -31%
SCM
18
SOL Capital Management
Maryland
$210K -$27.7K -950 -12%
Carson Wealth (CWM LLC)
19
Carson Wealth (CWM LLC)
Nebraska
$195K
SAS
20
Stelac Advisory Services
New York
$173K
Osaic Holdings
21
Osaic Holdings
Arizona
$91.2K +$79.1K +2,710 +590%
FFA
22
Farther Finance Advisors
California
$40.2K
LC
23
Lindbrook Capital
California
$9.93K -$131K -4,500 -93%
IA
24
IFP Advisors
Florida
$4.03K
TC
25
Trust Company
Kansas
$3.63K

HTEC Hedge Fund Activity: Q4 2024 in Review

30 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in ROBO Global Healthcare Technology and Innovation ETF (HTEC) for Q4 2024, worth a combined $23.9M — down 11% from $26.9M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new HTEC positions and 1 closed out — a net gain of 5 holders — while 2 added to existing stakes and 14 trimmed.

The largest buyer was Flow Traders U.S., opening a new position worth an estimated $1.05M. The largest seller was Citigroup, cutting an estimated $1.57M.

  • 30 institutional investors held ROBO Global Healthcare Technology and Innovation ETF (HTEC) as of Q4 2024, up from 26 in Q3 2024.
  • Funds reported $23.9M of ROBO Global Healthcare Technology and Innovation ETF stock for Q4 2024, down 11% quarter-over-quarter.
  • 6 funds opened new ROBO Global Healthcare Technology and Innovation ETF positions in Q4 2024 and 1 closed out, a net change of +5 holders.
  • The largest ROBO Global Healthcare Technology and Innovation ETF buyer in Q4 2024 was Flow Traders U.S., an estimated $1.05M added.
  • The largest ROBO Global Healthcare Technology and Innovation ETF seller in Q4 2024 was Citigroup, an estimated $1.57M sold.

Based on aggregated 13F filings for Q4 2024.