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ROBO Global Robotics & Automation Index ETF
ROBO

223 hedge funds and large institutions have $445M invested in ROBO Global Robotics & Automation Index ETF in 2022 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 79 increasing their positions, 71 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

11% more repeat investments, than reductions

Existing positions increased: 79 | Existing positions reduced: 71

1.59% less ownership

Funds ownership: 29.47% → 27.89% (-1.6%)

12% less funds holding

Funds holding: 253 → 223 (-30)

23% less capital invested

Capital invested by funds: $576M → $445M (-$131M)

33% less funds holding in top 10

Funds holding in top 10: 3 → 2 (-1)

52% less call options, than puts

Call options by funds: $297K | Put options by funds: $618K

61% less first-time investments, than exits

New positions opened: 17 | Existing positions closed: 44

Holders
223
Holders Change
-30
Holders Change %
-11.86%
% of All Funds
3.52%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
17
Increased
79
Reduced
71
Closed
44
Calls
$297K
Puts
$618K
Net Calls
-$321K
Net Calls Change
-$623K

Top Buyers

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$5.19M
2
AFS
AFG Fiduciary Services
Massachusetts
+$2.16M
3
IIA
Integral Investment Advisors
California
+$2.05M
4
RJA
Raymond James & Associates
Florida
+$1.37M
5
Stifel Financial
Stifel Financial
Missouri
+$1.15M

Top Sellers

1
Osaic Holdings
Osaic Holdings
Arizona
-$7.4M
2
Morgan Stanley
Morgan Stanley
New York
-$5.65M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$5.57M
4
UBS Group
UBS Group
Switzerland
-$5.13M
5
BCM
BlueCrest Capital Management
Jersey
-$4.37M
Name Holding Trade Value Shares
Change 		Change in
Stake
TWM
226
TriaGen Wealth Management
California
– -$1.81M -25,853 Closed
BCM
227
Barometer Capital Management
Ontario, Canada
– -$1.37M -19,500 Closed
ARC
228
Advisor Resource Council
Texas
– -$1.2M -17,100 Closed
SC
229
Sierra Capital
Florida
– -$1.03M -14,702 Closed
Citadel Advisors
230
Citadel Advisors
Florida
– -$1.02M -14,592 Closed
DBIA
231
Dumont & Blake Investment Advisors
New Jersey
– -$936K -13,354 Closed
AP
232
Americana Partners
Texas
– -$918K -13,100 Closed
Chevy Chase Trust
233
Chevy Chase Trust
Maryland
– -$570K -8,126 Closed
MFW
234
Meristem Family Wealth
Minnesota
– -$524K -7,469 Closed
AIP
235
Almanack Investment Partners
Pennsylvania
– -$296K -4,224 Closed
Lido Advisors
236
Lido Advisors
California
– -$279K -3,991 Closed
RTS
237
Round Table Services
New Jersey
– -$244K -3,477 Closed
JIC
238
Johnson Investment Counsel
Ohio
– -$240K -3,416 Closed
DADC
239
D.A. Davidson & Co
Montana
– -$237K -3,374 Closed
SPFA
240
Summit Place Financial Advisors
New Jersey
– -$232K -3,305 Closed
KWM
241
Kingsview Wealth Management
Oregon
– -$227K -3,237 Closed
V
242
Veritable
Delaware
– -$226K -3,220 Closed
KWA
243
Kellett Wealth Advisors
Ohio
– -$221K -3,150 Closed
BRWA
244
B. Riley Wealth Advisors
Florida
– -$206K -2,925 Closed
RIA
245
Realta Investment Advisors
Delaware
– -$203K -2,898 Closed
Bank Julius Baer & Co
246
Bank Julius Baer & Co
Switzerland
– -$144K -2,056 Closed
Qube Research & Technologies (QRT)
247
Qube Research & Technologies (QRT)
United Kingdom
– -$102K -1,453 Closed
RPCONE
248
Retirement Planning Company of New England
Rhode Island
– -$52K -750 Closed
CPFP
249
Clear Perspectives Financial Planning
Ohio
– -$49K -700 Closed
PFGIA
250
Patriot Financial Group Insurance Agency
Massachusetts
– -$42K -601 Closed
7 8 9
10
11

ROBO Hedge Fund Activity: Q1 2022 in Review

223 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in ROBO Global Robotics & Automation Index ETF (ROBO) for Q1 2022, worth a combined $445M — down 23% from $576M a quarter earlier.

Sellers outnumbered buyers: 44 funds closed out of ROBO and 17 opened new positions — a net loss of 27 holders — while 71 trimmed existing stakes and 79 added.

The largest buyer was Susquehanna International Group, opening a new position worth an estimated $5.19M. The largest seller was Osaic Holdings, cutting an estimated $7.4M.

  • 223 institutional investors held ROBO Global Robotics & Automation Index ETF (ROBO) as of Q1 2022, down from 253 in Q4 2021.
  • Funds reported $445M of ROBO Global Robotics & Automation Index ETF stock for Q1 2022, down 23% quarter-over-quarter.
  • 17 funds opened new ROBO Global Robotics & Automation Index ETF positions in Q1 2022 and 44 closed out, a net change of -27 holders.
  • The largest ROBO Global Robotics & Automation Index ETF buyer in Q1 2022 was Susquehanna International Group, an estimated $5.19M added.
  • The largest ROBO Global Robotics & Automation Index ETF seller in Q1 2022 was Osaic Holdings, an estimated $7.4M sold.

Based on aggregated 13F filings for Q1 2022.