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ROBO Global Robotics & Automation Index ETF

222 hedge funds and large institutions have $502M invested in ROBO Global Robotics & Automation Index ETF in 2021 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 70 increasing their positions, 45 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

56% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 16

56% more repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 45

34% more call options, than puts

Call options by funds: $483K | Put options by funds: $361K

1% more funds holding

Funds holding: 219222 (+3)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

0.11% less ownership

Funds ownership: 27.94%27.84% (-0.11%)

2% less capital invested

Capital invested by funds: $513M → $502M (-$10.6M)

Holders
222
Holders Change
+3
Holders Change %
+1.37%
% 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
25
Increased
70
Reduced
45
Closed
16
Calls
$483K
Puts
$361K
Net Calls
+$122K
Net Calls Change
-$28K
Name Holding Trade Value Shares
Change
Change in
Stake
Stifel Financial
26
Stifel Financial
Missouri
$3.16M -$280K -4,213 -8%
PSF
27
Pacific Sun Financial
California
$2.89M +$2.98M +44,844 New
PP
28
Prudential plc
United Kingdom
$2.55M -$153K -2,300 -6%
SWA
29
SFMG Wealth Advisors
Texas
$2.42M +$199K +2,996 +9%
VNA
30
Valley National Advisers
Pennsylvania
$2.35M +$183K +2,752 +8%
MIFH
31
Migdal Insurance & Financial Holdings
Israel
$2.31M +$48.8K +735 +2%
JMPWA
32
JP Morgan Private Wealth Advisors
California
$2.26M -$3.32K -50 -0.1%
CAGAS
33
Capital Advisory Group Advisory Services
Minnesota
$2.23M +$90.2K +1,357 +4%
BCM
34
Beck Capital Management
Texas
$1.91M +$1.97M +29,697 New
IA
35
IFP Advisors
Florida
$1.83M +$75.7K +1,139 +4%
YAVAPFMC
36
Yahav Achim Ve Achayot - Provident Funds Management Company
Israel
$1.83M +$1.88M +28,365 New
PA
37
Pinnacle Associates
New York
$1.82M +$19.9K +300 +1%
EIP
38
Ellis Investment Partners
Pennsylvania
$1.79M -$3.19K -48 -0.2%
BONH
39
Bank of New Hampshire
New Hampshire
$1.76M
HighTower Advisors
40
HighTower Advisors
Illinois
$1.74M +$116K +1,745 +7%
MML Investors Services
41
MML Investors Services
Massachusetts
$1.74M -$474K -7,133 -21%
BO
42
Bank OZK
Arkansas
$1.71M
MIC
43
Means Investment Company
Maine
$1.68M +$560K +8,427 +48%
TWM
44
TriaGen Wealth Management
California
$1.64M +$54.2K +816 +3%
CFMC
45
Curbstone Financial Management Corp
New Hampshire
$1.54M
MSFS
46
Main Street Financial Solutions
Pennsylvania
$1.53M -$67.6K -1,018 -4%
SFG
47
Summit Financial Group
West Virginia
$1.52M +$3.65K +55 +0.2%
GW
48
GW & Wade
Massachusetts
$1.5M +$89K +1,340 +6%
KAS
49
Kestra Advisory Services
Texas
$1.46M +$127K +1,905 +9%
Creative Planning
50
Creative Planning
Kansas
$1.32M +$52.6K +792 +4%

ROBO Hedge Fund Activity: Q3 2021 in Review

222 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in ROBO Global Robotics & Automation Index ETF (ROBO) for Q3 2021, worth a combined $502M — down 2.1% from $513M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new ROBO positions and 16 closed out — a net gain of 9 holders — while 70 added to existing stakes and 45 trimmed.

The largest buyer was Mercer Global Advisors, opening a new position worth an estimated $8.85M. The largest seller was Jane Street, exiting entirely with an estimated $13.5M sold.

  • 222 institutional investors held ROBO Global Robotics & Automation Index ETF (ROBO) as of Q3 2021, up from 219 in Q2 2021.
  • Funds reported $502M of ROBO Global Robotics & Automation Index ETF stock for Q3 2021, down 2.1% quarter-over-quarter.
  • 25 funds opened new ROBO Global Robotics & Automation Index ETF positions in Q3 2021 and 16 closed out, a net change of +9 holders.
  • The largest ROBO Global Robotics & Automation Index ETF buyer in Q3 2021 was Mercer Global Advisors, an estimated $8.85M added.
  • The largest ROBO Global Robotics & Automation Index ETF seller in Q3 2021 was Jane Street, an estimated $13.5M sold.

Based on aggregated 13F filings for Q3 2021.