Robo Global Healthcare TechHTECETF
13F holders, Q1 2024 (March 31)30holders
$28.42avg. 13F price*
At the end of Q1 2024, 30 institutions reported holding Robo Global Healthcare Tech (HTEC) in their 13F filings. The largest holders were UBS Group AG ($6.7M), Morgan Stanley ($3.4M) and Corient Private Wealth LP ($2.9M).
- Company
- Robo Global Healthcare Tech
- Filed as
- EXCHANGE TRADED CONCEPTS TRU (Q1 2024)
- CUSIP
- 301505723
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 4 | $522K |
| Exits | 9 | $1.9M |
Ownership 30 holders
| UBS Group AG | 0.00% | Add +104.8% | 236,522 | $6.7M |
| Morgan Stanley | 0.00% | Add +0.5% | 119,954 | $3.4M |
| Corient Private Wealth LP | 0.01% | Reduce -4.2% | 101,832 | $2.9M |
| Royal Bank of Canada | 0.00% | Add +10.8% | 78,988 | $2.2M |
| Citigroup Inc. | 0.00% | Add +509.3% | 66,430 | $1.9M |
| Susquehanna International Group, LLP | 0.00% | Reduce -9.1% | 50,815 | $1.4M |
| SOL Capital Management CO | 0.18% | Reduce -55.0% | 49,586 | $1.4M |
| Migdal Insurance & Financial Holdings Ltd. | 0.02% | Add +0.3% | 36,215 | $1.0M |
| Ellis Investment Partners, LLC | 0.16% | Add +0.0% | 25,990 | $739K |
| LPL Financial LLC | 0.00% | Add +13.7% | 25,802 | $733K |
| Clay Northam Wealth Management, LLC | 0.49% | Add +0.9% | 21,515 | $612K |
| Vontobel Holding Ltd. | 0.00% | New | 18,000 | $512K |
| Baird Financial Group, Inc. | 0.00% | Add +0.3% | 13,847 | $394K |
| Beacon Pointe Advisors, LLC | 0.00% | Add +1.1% | 13,365 | $380K |
| Jane Street Group, LLC | 0.00% | Reduce -96.0% | 9,572 | $272K |
| Sweet Financial Partners, LLC | 0.05% | No change | 8,030 | $228K |
| Cwm, LLC | 0.00% | Add +8.6% | 6,154 | $175K |
| Stelac Advisory Services LLC | 0.08% | No change | 5,980 | $170K |
| Lindbrook Capital, LLC | 0.01% | No change | 4,845 | $138K |
| 1832 Asset Management L.P. | 0.00% | No change | 2,546 | $72K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -32.1% | 1,880 | $53K |
| Osaic Holdings, Inc. | 0.00% | Add +1.9% | 1,371 | $39K |
| Bank of America Corp. | 0.00% | No change | 779 | $22K |
| Aptus Capital Advisors, LLC | 0.00% | New | 366 | $10K |
| NewEdge Advisors, LLC | 0.00% | No change | 226 | $6K |
| IFP Advisors, Inc | 0.00% | No change | 140 | $4K |
| Trust Co | 0.00% | No change | 126 | $4K |
| Sound Income Strategies, LLC | 0.00% | No change | 97 | $3K |
| Valley National Advisers Inc. | 0.00% | No change | 36 | $1K |
| JPMorgan Chase & Co. | 0.00% | New | 100 | $3 |
"% of holder's portfolio" is HTEC's weight in each manager's 13F, not the share of Robo Global Healthcare Tech the manager owns.