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ROBO Global Robotics & Automation Index ETF
ROBO

253 hedge funds and large institutions have $576M invested in ROBO Global Robotics & Automation Index ETF in 2021 Q4 according to their latest regulatory filings, with 53 funds opening new positions, 67 increasing their positions, 63 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

165% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 20

46% more call options, than puts

Call options by funds: $961K | Put options by funds: $659K

15% more capital invested

Capital invested by funds: $502M → $576M (+$74.2M)

14% more funds holding

Funds holding: 222 → 253 (+31)

1.63% more ownership

Funds ownership: 27.84% → 29.47% (+1.6%)

6% more repeat investments, than reductions

Existing positions increased: 67 | Existing positions reduced: 63

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

Holders
253
Holders Change
+31
Holders Change %
+13.96%
% of All Funds
3.89%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
53
Increased
67
Reduced
63
Closed
20
Calls
$961K
Puts
$659K
Net Calls
+$302K
Net Calls Change
+$180K

Top Buyers

1
Osaic Holdings
Osaic Holdings
Arizona
+$8.37M
2
BCM
BlueCrest Capital Management
Jersey
+$4.25M
3
Morgan Stanley
Morgan Stanley
New York
+$4.22M
4
LPL Financial
LPL Financial
California
+$3.65M
5
UBS Group
UBS Group
Switzerland
+$3.19M

Top Sellers

1
JWCA
J.W. Cole Advisors
Florida
-$5.13M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$3.41M
3
FTUS
Flow Traders U.S.
New York
-$3.37M
4
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
-$1.72M
5
EWM
Endurance Wealth Management
Rhode Island
-$1.24M
Name Holding Trade Value Shares
Change 		Change in
Stake
SIS
251
Sound Income Strategies
Florida
$1K – – –
BBHC
252
Brown Brothers Harriman & Co
New York
$3 – – –
FTUS
253
Flow Traders U.S.
New York
– -$3.37M -52,356 Closed
Susquehanna International Group
254
Susquehanna International Group
Pennsylvania
– -$3.41M -49,864 Closed
CG
255
Caprock Group
Idaho
– -$1.05M -16,314 Closed
CG
256
Colony Group
Massachusetts
– -$795K -12,339 Closed
BNP Paribas Financial Markets
257
BNP Paribas Financial Markets
France
– -$474K -7,364 Closed
TI
258
Tidal Investments
Wisconsin
– -$298K -4,627 Closed
Marshall Wace
259
Marshall Wace
United Kingdom
– -$275K -4,269 Closed
GRP
260
Global Retirement Partners
California
– -$239K -3,710 Closed
DA
261
DCM Advisors
New York
– -$190K -2,951 Closed
RDFA
262
Ritter Daniher Financial Advisory
Ohio
– -$97K -1,500 Closed
SFP
263
Sterling Financial Planning
New Jersey
– -$92K -1,435 Closed
Simplex Trading
264
Simplex Trading
Illinois
– -$67K -1,035 Closed
GKWIM
265
Gerber Kawasaki Wealth & Investment Management
California
– -$61K -951 Closed
CG
266
Cutler Group
California
– -$57K -900 Closed
JCM
267
Jacobi Capital Management
Pennsylvania
– -$32K -500 Closed
JPLA
268
Joseph P. Lucia & Associates
New York
– -$28K -430 Closed
PVH
269
Psagot Value Holdings
Israel
– -$26K -410 Closed
LWM
270
Liberty Wealth Management
California
– -$19K -300 Closed
1832 Asset Management
271
1832 Asset Management
Ontario, Canada
– -$17K -260 Closed
DOA
272
D'Orazio & Associates
Virginia
– -$14K -218 Closed
7 8 9 10
11

ROBO Hedge Fund Activity: Q4 2021 in Review

253 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in ROBO Global Robotics & Automation Index ETF (ROBO) for Q4 2021, worth a combined $576M — up 15% from $502M a quarter earlier.

Buyers outnumbered sellers: 53 funds opened new ROBO positions and 20 closed out — a net gain of 33 holders — while 67 added to existing stakes and 63 trimmed.

The largest buyer was Osaic Holdings, adding an estimated $8.37M. The largest seller was J.W. Cole Advisors, cutting an estimated $5.13M.

  • 253 institutional investors held ROBO Global Robotics & Automation Index ETF (ROBO) as of Q4 2021, up from 222 in Q3 2021.
  • Funds reported $576M of ROBO Global Robotics & Automation Index ETF stock for Q4 2021, up 15% quarter-over-quarter.
  • 53 funds opened new ROBO Global Robotics & Automation Index ETF positions in Q4 2021 and 20 closed out, a net change of +33 holders.
  • The largest ROBO Global Robotics & Automation Index ETF buyer in Q4 2021 was Osaic Holdings, an estimated $8.37M added.
  • The largest ROBO Global Robotics & Automation Index ETF seller in Q4 2021 was J.W. Cole Advisors, an estimated $5.13M sold.

Based on aggregated 13F filings for Q4 2021.