ROBO Global Robotics & Automation Index ETF
ROBO
222 hedge funds and large institutions have $502M invested in ROBO Global Robotics & Automation Index ETF in 2021 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 70 increasing their positions, 45 reducing their positions, and 16 closing their positions.
56% more first-time investments, than exits
New positions opened: 25 | Existing positions closed: 16
56% more repeat investments, than reductions
Existing positions increased: 70 | Existing positions reduced: 45
34% more call options, than puts
Call options by funds: $483K | Put options by funds: $361K
1% more funds holding
Funds holding: 219 → 222 (+3)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
0.11% less ownership
Funds ownership: 27.94% → 27.84% (-0.11%)
2% less capital invested
Capital invested by funds: $513M → $502M (-$10.6M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Mercer Global Advisors
Denver,
Colorado
|
+$8.85M |
| 2 |
JWCA
J.W. Cole Advisors
Tampa,
Florida
|
+$4.99M |
| 3 |
LPL Financial
San Diego,
California
|
+$4.71M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
+$2.96M |
| 5 |
Morgan Stanley
New York
|
+$2.43M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$13.5M |
| 2 |
3F
360 Financial
Wayzata,
Minnesota
|
-$6.4M |
| 3 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$4.74M |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$3.85M |
| 5 |
CS
Credit Suisse
Zurich,
Switzerland
|
-$3.8M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
NA
226
NewEdge Advisors
New Orleans,
Louisiana
| – | -$333K | -5,110 | Closed |
|
|
EWA
227
Exencial Wealth Advisors
Oklahoma City,
Oklahoma
| – | -$264K | -4,048 | Closed |
|
228
Deutsche Bank
Frankfurt Am Main Ge,
Germany
| – | -$150K | -2,299 | Closed |
|
|
CFD
229
Creative Financial Designs
Kokomo,
Indiana
| – | -$66.4K | -1,000 | -100% |
|
|
M
230
MOTCO
San Antonio,
Texas
| – | -$52K | -802 | Closed |
|
231
Optiver Holding
Amsterdam,
Netherlands
| – | -$52K | -795 | Closed |
|
|
PWP
232
Personal Wealth Partners
Bloomington,
Minnesota
| – | -$15K | -236 | Closed |
|
|
AWA
233
Arkadios Wealth Advisors
Atlanta,
Georgia
| – | -$13K | -200 | Closed |
|
|
SB
234
Strategic Blueprint
Atlanta,
Georgia
| – | -$7K | -100 | Closed |
|
|
BWM
235
BerganKDV Wealth Management
Bloomington,
Minnesota
| – | -$4.65K | -70 | -91% |
|
|
BWA
236
BDO Wealth Advisors
Jacksonville,
Florida
| – | -$2K | -27 | Closed |
|
|
TWA
237
TCI Wealth Advisors
Tucson,
Arizona
| – | -$1K | -20 | Closed |
|
|
ASN
238
Advisory Services Network
Atlanta,
Georgia
| – | -$1K | -10 | Closed |
|
ROBO Hedge Fund Activity: Q3 2021 in Review
222 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in ROBO Global Robotics & Automation Index ETF (ROBO) for Q3 2021, worth a combined $502M — down 2.1% from $513M a quarter earlier.
Buyers outnumbered sellers: 25 funds opened new ROBO positions and 16 closed out — a net gain of 9 holders — while 70 added to existing stakes and 45 trimmed.
The largest buyer was Mercer Global Advisors, opening a new position worth an estimated $8.85M. The largest seller was Jane Street, exiting entirely with an estimated $13.5M sold.
- 222 institutional investors held ROBO Global Robotics & Automation Index ETF (ROBO) as of Q3 2021, up from 219 in Q2 2021.
- Funds reported $502M of ROBO Global Robotics & Automation Index ETF stock for Q3 2021, down 2.1% quarter-over-quarter.
- 25 funds opened new ROBO Global Robotics & Automation Index ETF positions in Q3 2021 and 16 closed out, a net change of +9 holders.
- The largest ROBO Global Robotics & Automation Index ETF buyer in Q3 2021 was Mercer Global Advisors, an estimated $8.85M added.
- The largest ROBO Global Robotics & Automation Index ETF seller in Q3 2021 was Jane Street, an estimated $13.5M sold.
Based on aggregated 13F filings for Q3 2021.