Robo Global Healthcare TechHTECETF
13F holders, Q2 2024 (June 30)26holders −4
2new positions
6sold out
1famous investor
$27.23avg. 13F price*
At the end of Q2 2024, 26 institutions reported holding Robo Global Healthcare Tech (HTEC) in their 13F filings, down 4 from Q1 2024. 2 opened new positions and 6 sold out. The largest holders were UBS Group AG ($6.1M), Morgan Stanley ($3.2M) and Corient Private Wealth LP ($2.6M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Robo Global Healthcare Tech
- Filed as
- EXCHANGE TRADED CONCEPTS TRU (Q2 2024)
- CUSIP
- 301505723
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $240K |
| Exits | 6 | $43K |
All 13F filers, Q1 2024 → Q2 2024: 64,188 shares bought and 65,830 shares sold, net −1,642 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 26 holders
| UBS Group AG | 0.00% | Reduce -5.4% | 223,844 | $6.1M |
| Morgan Stanley | 0.00% | Reduce -2.6% | 116,784 | $3.2M |
| Corient Private Wealth LP | 0.00% | Reduce -7.0% | 94,735 | $2.6M |
| Royal Bank of Canada | 0.00% | Add +0.1% | 79,072 | $2.2M |
| Citigroup Inc. | 0.00% | Add +13.3% | 75,254 | $2.0M |
| Susquehanna International Group, LLP | 0.00% | Add +5.8% | 53,743 | $1.5M |
| Jane Street Group, LLC | 0.00% | Add +422.2% | 49,986 | $1.4M |
| Migdal Insurance & Financial Holdings Ltd. | 0.02% | Reduce -1.1% | 35,802 | $975K |
| Ellis Investment Partners, LLC | 0.16% | Add +7.6% | 27,957 | $761K |
| LPL Financial LLC | 0.00% | Reduce -1.8% | 25,327 | $690K |
| Clay Northam Wealth Management, LLC | 0.43% | Reduce -2.2% | 21,050 | $573K |
| Vontobel Holding Ltd. | 0.00% | No change | 18,000 | $490K |
| Baird Financial Group, Inc. | 0.00% | Reduce -1.5% | 13,634 | $371K |
| Beacon Pointe Advisors, LLC | 0.00% | Reduce -1.3% | 13,194 | $359K |
| SOL Capital Management CO | 0.04% | Reduce -78.1% | 10,873 | $296K |
| Citadel Advisors | 0.00% | New | 8,659 | $236K |
| Sweet Financial Partners, LLC | 0.05% | No change | 8,030 | $219K |
| Cwm, LLC | 0.00% | Add +18.6% | 7,296 | $199K |
| Stelac Advisory Services LLC | 0.07% | No change | 5,980 | $163K |
| Lindbrook Capital, LLC | 0.01% | No change | 4,845 | $132K |
| 1832 Asset Management L.P. | 0.00% | No change | 2,546 | $69K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -11.0% | 1,673 | $45K |
| Osaic Holdings, Inc. | 0.00% | Reduce -45.5% | 747 | $20K |
| Wells Fargo & Company | 0.00% | New | 170 | $5K |
| IFP Advisors, Inc | 0.00% | No change | 140 | $4K |
| Trust Co | 0.00% | No change | 126 | $3K |
"% of holder's portfolio" is HTEC's weight in each manager's 13F, not the share of Robo Global Healthcare Tech the manager owns.