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ROBO Global Robotics & Automation Index ETF

186 hedge funds and large institutions have $312M invested in ROBO Global Robotics & Automation Index ETF in 2022 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 47 increasing their positions, 60 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

148% more call options, than puts

Call options by funds: $645K | Put options by funds: $260K

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

0.53% more ownership

Funds ownership: 28.85%29.38% (+0.53%)

9% less capital invested

Capital invested by funds: $344M → $312M (-$31.1M)

11% less funds holding

Funds holding: 209186 (-23)

22% less repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 60

55% less first-time investments, than exits

New positions opened: 14 | Existing positions closed: 31

Holders
186
Holders Change
-23
Holders Change %
-11%
% of All Funds
3.2%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
14
Increased
47
Reduced
60
Closed
31
Calls
$645K
Puts
$260K
Net Calls
+$385K
Net Calls Change
+$435K
Name Holding Trade Value Shares
Change
Change in
Stake
Osaic Holdings
26
Osaic Holdings
Arizona
$1.98M -$887K -18,753 -28%
PSF
27
Pacific Sun Financial
California
$1.97M -$46.8K -990 -2%
MIC
28
Means Investment Company
Maine
$1.96M +$137K +2,892 +6%
VFM
29
Valley Financial Management
New York
$1.61M +$1.85M +39,061 New
IA
30
IFP Advisors
Florida
$1.52M +$53.5K +1,132 +3%
IIA
31
Integral Investment Advisors
California
$1.51M -$179K -3,782 -9%
JMPWA
32
JP Morgan Private Wealth Advisors
California
$1.47M +$268K +5,670 +19%
MIH
33
Meitav Investment House
Israel
$1.43M
US Bancorp
34
US Bancorp
Minnesota
$1.38M -$44.9K -950 -3%
HighTower Advisors
35
HighTower Advisors
Illinois
$1.36M +$259K +5,476 +20%
GVAG
36
Great Valley Advisor Group
Delaware
$1.33M +$284K +6,014 +23%
EIP
37
Ellis Investment Partners
Pennsylvania
$1.27M +$29.4K +622 +2%
GW
38
GW & Wade
Massachusetts
$1.27M +$125K +2,649 +9%
Susquehanna International Group
39
Susquehanna International Group
Pennsylvania
$1.24M -$3.46M -73,201 -71%
EH
40
Equitable Holdings
New York
$1.19M +$946 +20 +0.1%
YAVAPFMC
41
Yahav Achim Ve Achayot - Provident Funds Management Company
Israel
$1.18M
BO
42
Bank OZK
Arkansas
$1.1M
MML Investors Services
43
MML Investors Services
Massachusetts
$1.07M -$7.47K -158 -0.6%
MIFH
44
Migdal Insurance & Financial Holdings
Israel
$1.04M -$67.4K -1,426 -5%
ES
45
ETF Store
Kansas
$1.03M +$57.2K +1,209 +5%
BONH
46
Bank of New Hampshire
New Hampshire
$993K -$110K -2,317 -9%
SWA
47
SFMG Wealth Advisors
Texas
$984K -$416K -8,799 -27%
CFMC
48
Curbstone Financial Management Corp
New Hampshire
$978K
Creative Planning
49
Creative Planning
Kansas
$974K +$54.2K +1,146 +5%
MSFS
50
Main Street Financial Solutions
Pennsylvania
$942K +$16.4K +346 +2%

ROBO Hedge Fund Activity: Q3 2022 in Review

186 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in ROBO Global Robotics & Automation Index ETF (ROBO) for Q3 2022, worth a combined $312M — down 9.1% from $344M a quarter earlier.

Sellers outnumbered buyers: 31 funds closed out of ROBO and 14 opened new positions — a net loss of 17 holders — while 60 trimmed existing stakes and 47 added.

The largest buyer was Fountainhead AM, opening a new position worth an estimated $9.85M. The largest seller was UBS Group, cutting an estimated $3.91M.

  • 186 institutional investors held ROBO Global Robotics & Automation Index ETF (ROBO) as of Q3 2022, down from 209 in Q2 2022.
  • Funds reported $312M of ROBO Global Robotics & Automation Index ETF stock for Q3 2022, down 9.1% quarter-over-quarter.
  • 14 funds opened new ROBO Global Robotics & Automation Index ETF positions in Q3 2022 and 31 closed out, a net change of -17 holders.
  • The largest ROBO Global Robotics & Automation Index ETF buyer in Q3 2022 was Fountainhead AM, an estimated $9.85M added.
  • The largest ROBO Global Robotics & Automation Index ETF seller in Q3 2022 was UBS Group, an estimated $3.91M sold.

Based on aggregated 13F filings for Q3 2022.