Robo Global Healthcare TechHTECETF
13F holders, Q4 2024 (December 31)30holders +4
4new positions
1sold out
1famous investor
$28.78avg. 13F price*
At the end of Q4 2024, 30 institutions reported holding Robo Global Healthcare Tech (HTEC) in their 13F filings, up 4 from Q3 2024. 4 opened new positions and 1 sold out. The largest holders were UBS Group AG ($8.0M), Morgan Stanley ($3.1M) and Corient Private Wealth LP ($2.4M). 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 (Q4 2024)
- CUSIP
- 301505723
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 4 | $1.6M |
| Exits | 1 | $332K |
All 13F filers, Q3 2024 → Q4 2024: 71,490 shares bought and 147,581 shares sold, net −76,091 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 30 holders
| UBS Group AG | 0.00% | Reduce -3.1% | 277,093 | $8.0M |
| Morgan Stanley | 0.00% | Reduce -3.5% | 109,042 | $3.1M |
| Corient Private Wealth LP | 0.00% | Reduce -6.9% | 84,085 | $2.4M |
| Royal Bank of Canada | 0.00% | Reduce -4.5% | 74,123 | $2.1M |
| Flow Traders U.S. LLC | 0.04% | New | 36,035 | $1.0M |
| Susquehanna International Group, LLP | 0.00% | Add +71.0% | 27,757 | $799K |
| Migdal Insurance & Financial Holdings Ltd. | 0.01% | Reduce -22.6% | 26,453 | $761K |
| Ellis Investment Partners, LLC | 0.14% | Reduce -3.2% | 25,249 | $727K |
| LPL Financial LLC | 0.00% | Reduce -16.8% | 21,888 | $630K |
| Citadel Advisors | 0.00% | New | 21,164 | $609K |
| Citigroup Inc. | 0.00% | Reduce -71.9% | 21,034 | $605K |
| Clay Northam Wealth Management, LLC | 0.38% | Reduce -4.2% | 20,545 | $593K |
| Vontobel Holding Ltd. | 0.00% | No change | 18,000 | $518K |
| Beacon Pointe Advisors, LLC | 0.00% | Reduce -2.6% | 12,379 | $356K |
| Raymond James Financial Inc. | 0.00% | — | 11,847 | $341K |
| Jane Street Group, LLC | 0.00% | Reduce -77.1% | 10,683 | $307K |
| Baird Financial Group, Inc. | 0.00% | Reduce -30.9% | 8,035 | $231K |
| SOL Capital Management CO | 0.02% | Reduce -11.5% | 7,299 | $210K |
| Cwm, LLC | 0.00% | No change | 6,790 | $195K |
| Stelac Advisory Services LLC | 0.07% | No change | 5,980 | $173K |
| Osaic Holdings, Inc. | 0.00% | Add +590.4% | 3,169 | $91K |
| Farther Finance Advisors, LLC | 0.00% | No change | 1,397 | $40K |
| Lindbrook Capital, LLC | 0.00% | Reduce -92.9% | 345 | $10K |
| IFP Advisors, Inc | 0.00% | No change | 140 | $4K |
| Trust Co | 0.00% | No change | 126 | $4K |
| FMR LLC | 0.00% | No change | 88 | $3K |
| Valley National Advisers Inc. | 0.00% | No change | 36 | $1K |
| Steward Partners Investment Advisory, LLC | 0.00% | New | 34 | $979 |
| Ameriflex Group, Inc. | 0.00% | — | 21 | $653 |
| New Wave Wealth Advisors LLC | 0.00% | New | 20 | $576 |
"% of holder's portfolio" is HTEC's weight in each manager's 13F, not the share of Robo Global Healthcare Tech the manager owns.