ROBO Global Robotics & Automation Index ETF
ROBO
212 hedge funds and large institutions have $406M invested in ROBO Global Robotics & Automation Index ETF in 2023 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 55 increasing their positions, 57 reducing their positions, and 27 closing their positions.
14% more call options, than puts
Call options by funds: $750K | Put options by funds: $660K
1.84% more ownership
Funds ownership: 28.58% → 30.43% (+1.8%)
4% less repeat investments, than reductions
Existing positions increased: 55 | Existing positions reduced: 57
5% less funds holding
Funds holding: 222 → 212 (-10)
6% less capital invested
Capital invested by funds: $432M → $406M (-$26.3M)
22% less first-time investments, than exits
New positions opened: 21 | Existing positions closed: 27
33% less funds holding in top 10
Funds holding in top 10: 3 → 2 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GBWM
Granite Bay Wealth Management
Portsmouth,
New Hampshire
|
+$14.5M |
| 2 |
Morgan Stanley
New York
|
+$8.51M |
| 3 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
+$7.49M |
| 4 |
Jane Street
New York
|
+$6.27M |
| 5 |
SWP
Stratos Wealth Partners
Beachwood,
Ohio
|
+$3.63M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PS
Portfolio Strategies
Monsey,
New York
|
-$9.6M |
| 2 |
Wells Fargo
San Francisco,
California
|
-$7.3M |
| 3 |
BCM
BlueCrest Capital Management
St Helier,
Jersey
|
-$3.46M |
| 4 |
EC
EdgeRock Capital
Denver,
Colorado
|
-$2.79M |
| 5 |
KWM
Kingsview Wealth Management
Grants Pass,
Oregon
|
-$2.31M |
ROBO Hedge Fund Activity: Q3 2023 in Review
212 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in ROBO Global Robotics & Automation Index ETF (ROBO) for Q3 2023, worth a combined $406M — down 6.1% from $432M a quarter earlier.
Sellers outnumbered buyers: 27 funds closed out of ROBO and 21 opened new positions — a net loss of 6 holders — while 57 trimmed existing stakes and 55 added.
The largest buyer was Granite Bay Wealth Management, opening a new position worth an estimated $14.5M. The largest seller was Portfolio Strategies, cutting an estimated $9.6M.
- 212 institutional investors held ROBO Global Robotics & Automation Index ETF (ROBO) as of Q3 2023, down from 222 in Q2 2023.
- Funds reported $406M of ROBO Global Robotics & Automation Index ETF stock for Q3 2023, down 6.1% quarter-over-quarter.
- 21 funds opened new ROBO Global Robotics & Automation Index ETF positions in Q3 2023 and 27 closed out, a net change of -6 holders.
- The largest ROBO Global Robotics & Automation Index ETF buyer in Q3 2023 was Granite Bay Wealth Management, an estimated $14.5M added.
- The largest ROBO Global Robotics & Automation Index ETF seller in Q3 2023 was Portfolio Strategies, an estimated $9.6M sold.
Based on aggregated 13F filings for Q3 2023.