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ROBO Global Robotics & Automation Index ETF

229 hedge funds and large institutions have $426M invested in ROBO Global Robotics & Automation Index ETF in 2024 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 64 increasing their positions, 72 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

438% more call options, than puts

Call options by funds: $1.29M | Put options by funds: $240K

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

4% less first-time investments, than exits

New positions opened: 24 | Existing positions closed: 25

2% less funds holding

Funds holding: 234229 (-5)

4.89% less ownership

Funds ownership: 36.33%31.44% (-4.9%)

11% less repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 72

15% less capital invested

Capital invested by funds: $502M → $426M (-$75.3M)

Holders
229
Holders Change
-5
Holders Change %
-2.14%
% of All Funds
3.3%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
24
Increased
64
Reduced
72
Closed
25
Calls
$1.29M
Puts
$240K
Net Calls
+$1.05M
Net Calls Change
-$496K
Name Holding Trade Value Shares
Change
Change in
Stake
CT
251
Colonial Trust
South Carolina
-$2.87K -50 Closed
SHIM
252
Stone House Investment Management
Pennsylvania
-$2.29K -40 Closed
EPW
253
Evergreen Private Wealth
Colorado
-$1.72K -30 Closed
GI
254
Gradient Investments
Minnesota
-$1.26K -22 Closed

ROBO Hedge Fund Activity: Q1 2024 in Review

229 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in ROBO Global Robotics & Automation Index ETF (ROBO) for Q1 2024, worth a combined $426M — down 15% from $502M a quarter earlier.

Sellers outnumbered buyers: 25 funds closed out of ROBO and 24 opened new positions — a net loss of 1 holder — while 72 trimmed existing stakes and 64 added.

The largest buyer was Cetera Investment Advisers, adding an estimated $5.49M. The largest seller was Morgan Stanley, cutting an estimated $64.3M.

  • 229 institutional investors held ROBO Global Robotics & Automation Index ETF (ROBO) as of Q1 2024, down from 234 in Q4 2023.
  • Funds reported $426M of ROBO Global Robotics & Automation Index ETF stock for Q1 2024, down 15% quarter-over-quarter.
  • 24 funds opened new ROBO Global Robotics & Automation Index ETF positions in Q1 2024 and 25 closed out, a net change of -1 holder.
  • The largest ROBO Global Robotics & Automation Index ETF buyer in Q1 2024 was Cetera Investment Advisers, an estimated $5.49M added.
  • The largest ROBO Global Robotics & Automation Index ETF seller in Q1 2024 was Morgan Stanley, an estimated $64.3M sold.

Based on aggregated 13F filings for Q1 2024.