ROBO Global Robotics & Automation Index ETF
ROBO
222 hedge funds and large institutions have $432M invested in ROBO Global Robotics & Automation Index ETF in 2023 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 70 increasing their positions, 57 reducing their positions, and 14 closing their positions.
166% more call options, than puts
Call options by funds: $1.7M | Put options by funds: $638K
93% more first-time investments, than exits
New positions opened: 27 | Existing positions closed: 14
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
23% more repeat investments, than reductions
Existing positions increased: 70 | Existing positions reduced: 57
12% more capital invested
Capital invested by funds: $385M → $432M (+$47.8M)
5% more funds holding
Funds holding: 212 → 222 (+10)
0.2% less ownership
Funds ownership: 28.78% → 28.58% (-0.2%)
Top Buyers
| 1 |
UBS Group
Zurich,
Switzerland
|
+$8.94M |
| 2 |
Morgan Stanley
New York
|
+$4.12M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$3.01M |
| 4 |
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
+$2.45M |
| 5 |
BCM
BlueCrest Capital Management
St Helier,
Jersey
|
+$2.4M |
Top Sellers
| 1 |
Osaic Holdings
Scottsdale,
Arizona
|
-$8.87M |
| 2 |
Wells Fargo
San Francisco,
California
|
-$5.13M |
| 3 |
Mariner
Overland Park,
Kansas
|
-$3.08M |
| 4 |
AWM
AE Wealth Management
Topeka,
Kansas
|
-$2.54M |
| 5 |
Jane Street
New York
|
-$2.35M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
YAVAPFMC
226
Yahav Achim Ve Achayot - Provident Funds Management Company
Tel-Aviv,
Israel
| – | -$1.53M | -28,365 | Closed |
|
|
BIM
227
Bullseye Investment Management
Cincinnati,
Ohio
| – | -$1.12M | -20,447 | Closed |
|
|
AAS
228
Ameritas Advisory Services
Lincoln,
Nebraska
| – | -$404K | -7,522 | Closed |
|
229
SG Americas Securities
New York
| – | -$383K | -7,000 | Closed |
|
230
Cerity Partners
New York
| – | -$289K | -5,274 | Closed |
|
|
ASN
231
Advisory Services Network
Atlanta,
Georgia
| – | -$98.7K | -1,804 | Closed |
|
|
BAM
232
Belpointe Asset Management
Reno,
Nevada
| – | -$78.7K | -1,439 | Closed |
|
|
BSC
233
Brown Shipley & Co
London,
United Kingdom
| – | -$40.7K | -745 | Closed |
|
|
IAIM
234
International Assets Investment Management
Orlando,
Florida
| – | -$10.4K | -190 | Closed |
|
235
Simplex Trading
Chicago,
Illinois
| – | -$6K | -119 | Closed |
|
|
AWM
236
Accel Wealth Management
Waverly,
Iowa
| – | -$6.02K | -110 | Closed |
|
|
RWM
237
Ruedi Wealth Management
Champaign,
Illinois
| – | -$5.57K | -102 | Closed |
|
ROBO Hedge Fund Activity: Q2 2023 in Review
222 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in ROBO Global Robotics & Automation Index ETF (ROBO) for Q2 2023, worth a combined $432M — up 12% from $385M a quarter earlier.
Buyers outnumbered sellers: 27 funds opened new ROBO positions and 14 closed out — a net gain of 13 holders — while 70 added to existing stakes and 57 trimmed.
The largest buyer was UBS Group, adding an estimated $8.94M. The largest seller was Osaic Holdings, cutting an estimated $8.87M.
- 222 institutional investors held ROBO Global Robotics & Automation Index ETF (ROBO) as of Q2 2023, up from 212 in Q1 2023.
- Funds reported $432M of ROBO Global Robotics & Automation Index ETF stock for Q2 2023, up 12% quarter-over-quarter.
- 27 funds opened new ROBO Global Robotics & Automation Index ETF positions in Q2 2023 and 14 closed out, a net change of +13 holders.
- The largest ROBO Global Robotics & Automation Index ETF buyer in Q2 2023 was UBS Group, an estimated $8.94M added.
- The largest ROBO Global Robotics & Automation Index ETF seller in Q2 2023 was Osaic Holdings, an estimated $8.87M sold.
Based on aggregated 13F filings for Q2 2023.