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ROBO Global Robotics & Automation Index ETF
ROBO

234 hedge funds and large institutions have $502M invested in ROBO Global Robotics & Automation Index ETF in 2023 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 52 increasing their positions, 78 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,092% more call options, than puts

Call options by funds: $1.62M | Put options by funds: $74K

171% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 14

100% more funds holding in top 10

Funds holding in top 10: 2 → 4 (+2)

24% more capital invested

Capital invested by funds: $406M → $502M (+$95.6M)

10% more funds holding

Funds holding: 212 → 234 (+22)

5.91% more ownership

Funds ownership: 30.43% → 36.33% (+5.9%)

33% less repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 78

Holders
234
Holders Change
+22
Holders Change %
+10.38%
% of All Funds
3.41%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
38
Increased
52
Reduced
78
Closed
14
Calls
$1.62M
Puts
$74K
Net Calls
+$1.55M
Net Calls Change
+$1.46M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$46.5M
2
GBWM
Granite Bay Wealth Management
New Hampshire
+$25.2M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$6.03M
4
HI
Humankind Investments
New York
+$2.12M
5
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
+$1.39M

Top Sellers

1
CS
Credit Suisse
Switzerland
-$16.4M
2
PS
Portfolio Strategies
New York
-$11.5M
3
UBS Group
UBS Group
Switzerland
-$6.81M
4
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
-$6.4M
5
Jane Street
Jane Street
New York
-$5.75M
Name Holding Trade Value Shares
Change 		Change in
Stake
HI
226
Horizon Investments
North Carolina
$802 – – –
LFG
227
Larson Financial Group
Missouri
$745 – – –
TF
228
Tompkins Financial
New York
$573 – – –
RIL
229
Rothschild Investment LLC
Illinois
$573 +$510 +10 New
CFD
230
Creative Financial Designs
Indiana
$287 – – –
MSG
231
Main Street Group
Virginia
$114 +$102 +2 New
HNB
232
Huntington National Bank
Ohio
$57 – – –
SJIM
233
St. Johns Investment Management
Florida
$37 – – –
PS
234
Portfolio Strategies
New York
– -$11.5M -227,702 Closed
Jane Street
235
Jane Street
New York
– -$5.75M -114,167 Closed
OMC
236
Old Mission Capital
Illinois
– -$3.1M -61,643 Closed
TGAM
237
TBH Global Asset Management
Tennessee
– -$268K -5,321 Closed
IFG
238
Independent Financial Group
California
– -$246K -4,880 Closed
KWM
239
Kingsview Wealth Management
Oregon
– -$204K -4,060 Closed
RIA
240
Realta Investment Advisors
Delaware
– -$119K -2,033 Closed
HFM
241
Hartford Financial Management
Connecticut
– -$27.2K -540 Closed
SSWM
242
Sheets Smith Wealth Management
North Carolina
– -$13.1K -260 Closed
VWM
243
Venturi Wealth Management
Texas
– -$8.91K -177 Closed
CFGS
244
Concourse Financial Group Securities
Alabama
– -$5.77K -113 Closed
CSPIA
245
Cary Street Partners Investment Advisory
Virginia
– -$4.78K -95 Closed
CS
246
Credit Suisse
Switzerland
– -$16.4M -92 Closed
SN
247
Sittner & Nelson
Oregon
– -$50 -1 Closed
SAM
248
Smartleaf Asset Management
Massachusetts
– +$102 +2 New
6 7 8 9
10

ROBO Hedge Fund Activity: Q4 2023 in Review

234 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in ROBO Global Robotics & Automation Index ETF (ROBO) for Q4 2023, worth a combined $502M — up 24% from $406M a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new ROBO positions and 14 closed out — a net gain of 24 holders — while 52 added to existing stakes and 78 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $46.5M. The largest seller was Credit Suisse, exiting entirely with an estimated $16.4M sold.

  • 234 institutional investors held ROBO Global Robotics & Automation Index ETF (ROBO) as of Q4 2023, up from 212 in Q3 2023.
  • Funds reported $502M of ROBO Global Robotics & Automation Index ETF stock for Q4 2023, up 24% quarter-over-quarter.
  • 38 funds opened new ROBO Global Robotics & Automation Index ETF positions in Q4 2023 and 14 closed out, a net change of +24 holders.
  • The largest ROBO Global Robotics & Automation Index ETF buyer in Q4 2023 was Morgan Stanley, an estimated $46.5M added.
  • The largest ROBO Global Robotics & Automation Index ETF seller in Q4 2023 was Credit Suisse, an estimated $16.4M sold.

Based on aggregated 13F filings for Q4 2023.