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ROBO Global Robotics & Automation Index ETF
ROBO

223 hedge funds and large institutions have $445M invested in ROBO Global Robotics & Automation Index ETF in 2022 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 79 increasing their positions, 71 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

11% more repeat investments, than reductions

Existing positions increased: 79 | Existing positions reduced: 71

1.59% less ownership

Funds ownership: 29.47% → 27.89% (-1.6%)

12% less funds holding

Funds holding: 253 → 223 (-30)

23% less capital invested

Capital invested by funds: $576M → $445M (-$131M)

33% less funds holding in top 10

Funds holding in top 10: 3 → 2 (-1)

52% less call options, than puts

Call options by funds: $297K | Put options by funds: $618K

61% less first-time investments, than exits

New positions opened: 17 | Existing positions closed: 44

Holders
223
Holders Change
-30
Holders Change %
-11.86%
% of All Funds
3.52%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
17
Increased
79
Reduced
71
Closed
44
Calls
$297K
Puts
$618K
Net Calls
-$321K
Net Calls Change
-$623K

Top Buyers

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$5.19M
2
AFS
AFG Fiduciary Services
Massachusetts
+$2.16M
3
IIA
Integral Investment Advisors
California
+$2.05M
4
RJA
Raymond James & Associates
Florida
+$1.37M
5
Stifel Financial
Stifel Financial
Missouri
+$1.15M

Top Sellers

1
Osaic Holdings
Osaic Holdings
Arizona
-$7.4M
2
Morgan Stanley
Morgan Stanley
New York
-$5.65M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$5.57M
4
UBS Group
UBS Group
Switzerland
-$5.13M
5
BCM
BlueCrest Capital Management
Jersey
-$4.37M
Name Holding Trade Value Shares
Change 		Change in
Stake
PA
26
Pinnacle Associates
New York
$2.34M +$721K +11,840 +42%
IIA
27
Integral Investment Advisors
California
$2.23M +$2.05M +33,600 +736%
SWA
28
SFMG Wealth Advisors
Texas
$2.13M -$62.6K -1,029 -3%
AWM
29
Axxcess Wealth Management
California
$2.02M -$365 -6 -0%
MIH
30
Meitav Investment House
Israel
$2M -$1.33M -21,922 -39%
Northwestern Mutual Wealth Management
31
Northwestern Mutual Wealth Management
Wisconsin
$1.85M -$250K -4,105 -11%
HighTower Advisors
32
HighTower Advisors
Illinois
$1.82M +$112K +1,833 +6%
JMPWA
33
JP Morgan Private Wealth Advisors
California
$1.76M -$282K -4,631 -13%
EIP
34
Ellis Investment Partners
Pennsylvania
$1.71M +$14.3K +235 +0.8%
MIFH
35
Migdal Insurance & Financial Holdings
Israel
$1.7M -$233K -3,827 -12%
BO
36
Bank OZK
Arkansas
$1.68M – – –
MML Investors Services
37
MML Investors Services
Massachusetts
$1.64M +$92K +1,511 +6%
YAVAPFMC
38
Yahav Achim Ve Achayot - Provident Funds Management Company
Israel
$1.64M – – –
BONH
39
Bank of New Hampshire
New Hampshire
$1.59M +$9.98K +164 +0.6%
GW
40
GW & Wade
Massachusetts
$1.54M +$79.1K +1,300 +5%
KAS
41
Kestra Advisory Services
Texas
$1.5M +$120K +1,976 +8%
IA
42
IFP Advisors
Florida
$1.48M +$365K +5,996 +20%
CAGAS
43
Capital Advisory Group Advisory Services
Minnesota
$1.44M +$39.7K +652 +3%
CFMC
44
Curbstone Financial Management Corp
New Hampshire
$1.38M -$12.2K -200 -0.8%
PP
45
Prudential plc
United Kingdom
$1.34M -$256K -4,200 -16%
MSFS
46
Main Street Financial Solutions
Pennsylvania
$1.34M -$37.7K -619 -3%
Creative Planning
47
Creative Planning
Kansas
$1.29M +$91.6K +1,505 +7%
SFG
48
Summit Financial Group
West Virginia
$1.19M -$191K -3,135 -13%
AFS
49
AFG Fiduciary Services
Massachusetts
$1.18M +$2.16M +35,414 New
ES
50
ETF Store
Kansas
$1.15M -$13.5K -221 -1%
1
2
3 4 5

ROBO Hedge Fund Activity: Q1 2022 in Review

223 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in ROBO Global Robotics & Automation Index ETF (ROBO) for Q1 2022, worth a combined $445M — down 23% from $576M a quarter earlier.

Sellers outnumbered buyers: 44 funds closed out of ROBO and 17 opened new positions — a net loss of 27 holders — while 71 trimmed existing stakes and 79 added.

The largest buyer was Susquehanna International Group, opening a new position worth an estimated $5.19M. The largest seller was Osaic Holdings, cutting an estimated $7.4M.

  • 223 institutional investors held ROBO Global Robotics & Automation Index ETF (ROBO) as of Q1 2022, down from 253 in Q4 2021.
  • Funds reported $445M of ROBO Global Robotics & Automation Index ETF stock for Q1 2022, down 23% quarter-over-quarter.
  • 17 funds opened new ROBO Global Robotics & Automation Index ETF positions in Q1 2022 and 44 closed out, a net change of -27 holders.
  • The largest ROBO Global Robotics & Automation Index ETF buyer in Q1 2022 was Susquehanna International Group, an estimated $5.19M added.
  • The largest ROBO Global Robotics & Automation Index ETF seller in Q1 2022 was Osaic Holdings, an estimated $7.4M sold.

Based on aggregated 13F filings for Q1 2022.