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ROBO Global Healthcare Technology and Innovation ETF

21 hedge funds and large institutions have $20.2M invested in ROBO Global Healthcare Technology and Innovation ETF in 2025 Q1 according to their latest regulatory filings, with 0 funds opening new positions, 6 increasing their positions, 10 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

2.57% less ownership

Funds ownership: 48.03%45.45% (-2.6%)

15% less capital invested

Capital invested by funds: $23.9M → $20.2M (-$3.67M)

30% less funds holding

Funds holding: 3021 (-9)

40% less repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 10

100% less first-time investments, than exits

New positions opened: 0 | Existing positions closed: 9

Holders
21
Holders Change
-9
Holders Change %
-30%
% of All Funds
0.28%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
6
Reduced
10
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
UBS Group
1
UBS Group
Switzerland
$8.56M +$1.06M +35,939 +13%
Morgan Stanley
2
Morgan Stanley
New York
$2.92M -$65.8K -2,234 -2%
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$1.94M -$96.1K -3,265 -4%
Corient Private Wealth
4
Corient Private Wealth
Florida
$1.74M -$599K -20,332 -24%
EIP
5
Ellis Investment Partners
Pennsylvania
$689K -$1.41K -48 -0.2%
Citigroup
6
Citigroup
New York
$611K +$39.1K +1,328 +6%
MIFH
7
Migdal Insurance & Financial Holdings
Israel
$581K -$153K -5,194 -20%
CNWM
8
Clay Northam Wealth Management
California
$572K +$11.8K +400 +2%
Vontobel Holding
9
Vontobel Holding
Switzerland
$530K +$41.2K +1,400 +8%
LPL Financial
10
LPL Financial
California
$485K -$122K -4,156 -19%
Susquehanna International Group
11
Susquehanna International Group
Pennsylvania
$391K -$396K -13,445 -48%
Raymond James Financial
12
Raymond James Financial
Florida
$324K -$236 -8 -0.1%
BPA
13
Beacon Pointe Advisors
California
$316K -$23.6K -801 -6%
SAS
14
Stelac Advisory Services
New York
$211K +$52.2K +1,774 +30%
Carson Wealth (CWM LLC)
15
Carson Wealth (CWM LLC)
Nebraska
$186K
Osaic Holdings
16
Osaic Holdings
Arizona
$144K +$61.8K +2,100 +66%
FFA
17
Farther Finance Advisors
California
$37.7K
LC
18
Lindbrook Capital
California
$6.15K -$3.53K -120 -35%
IA
19
IFP Advisors
Florida
$3.83K
TC
20
Trust Company
Kansas
$3.45K
Fidelity Investments
21
Fidelity Investments
Massachusetts
$2.4K
CIBC Private Wealth Group
22
CIBC Private Wealth Group
Georgia
$3
FTUS
23
Flow Traders U.S.
New York
-$1.04M -36,035 Closed
Citadel Advisors
24
Citadel Advisors
Florida
-$609K -21,164 Closed
Jane Street
25
Jane Street
New York
-$307K -10,683 Closed

HTEC Hedge Fund Activity: Q1 2025 in Review

21 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in ROBO Global Healthcare Technology and Innovation ETF (HTEC) for Q1 2025, worth a combined $20.2M — down 15% from $23.9M a quarter earlier.

Sellers outnumbered buyers: 9 funds closed out of HTEC and 0 opened new positions — a net loss of 9 holders — while 10 trimmed existing stakes and 6 added.

The largest buyer was UBS Group, adding an estimated $1.06M. The largest seller was Flow Traders U.S., exiting entirely with an estimated $1.04M sold.

  • 21 institutional investors held ROBO Global Healthcare Technology and Innovation ETF (HTEC) as of Q1 2025, down from 30 in Q4 2024.
  • Funds reported $20.2M of ROBO Global Healthcare Technology and Innovation ETF stock for Q1 2025, down 15% quarter-over-quarter.
  • 0 funds opened new ROBO Global Healthcare Technology and Innovation ETF positions in Q1 2025 and 9 closed out, a net change of -9 holders.
  • The largest ROBO Global Healthcare Technology and Innovation ETF buyer in Q1 2025 was UBS Group, an estimated $1.06M added.
  • The largest ROBO Global Healthcare Technology and Innovation ETF seller in Q1 2025 was Flow Traders U.S., an estimated $1.04M sold.

Based on aggregated 13F filings for Q1 2025.