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ROBO Global Robotics & Automation Index ETF

198 hedge funds and large institutions have $333M invested in ROBO Global Robotics & Automation Index ETF in 2022 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 29 increasing their positions, 83 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

88% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 17

22% more call options, than puts

Call options by funds: $2.76M | Put options by funds: $2.26M

7% more capital invested

Capital invested by funds: $312M → $333M (+$20.5M)

6% more funds holding

Funds holding: 186198 (+12)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0.47% less ownership

Funds ownership: 29.38%28.92% (-0.47%)

65% less repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 83

Holders
198
Holders Change
+12
Holders Change %
+6.45%
% of All Funds
3.18%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
32
Increased
29
Reduced
83
Closed
17
Calls
$2.76M
Puts
$2.26M
Net Calls
+$505K
Net Calls Change
+$120K
Name Holding Trade Value Shares
Change
Change in
Stake
Mariner
26
Mariner
Kansas
$2.66M +$2.62M +57,331 New
Osaic Holdings
27
Osaic Holdings
Arizona
$2.53M +$306K +6,715 +14%
National Bank of Canada
28
National Bank of Canada
Quebec, Canada
$2.44M +$9.99K +219 +0.4%
EWM
29
Endurance Wealth Management
Rhode Island
$2.31M -$103K -2,262 -4%
PSF
30
Pacific Sun Financial
California
$2.12M -$88.2K -1,933 -4%
MIC
31
Means Investment Company
Maine
$1.88M -$314K -6,881 -15%
AWM
32
AE Wealth Management
Kansas
$1.85M +$1.82M +39,837 New
EC
33
EdgeRock Capital
Colorado
$1.69M +$1.67M +36,558 New
JMPWA
34
JP Morgan Private Wealth Advisors
California
$1.67M +$24.4K +535 +2%
VFM
35
Valley Financial Management
New York
$1.64M -$168K -3,685 -9%
MIH
36
Meitav Investment House
Israel
$1.6M
GVAG
37
Great Valley Advisor Group
Delaware
$1.58M +$86.8K +1,902 +6%
IA
38
IFP Advisors
Florida
$1.52M -$6.25K -137 -0.4%
GW
39
GW & Wade
Massachusetts
$1.38M -$47.2K -1,035 -3%
Jane Street
40
Jane Street
New York
$1.36M -$6M -131,491 -82%
EH
41
Equitable Holdings
New York
$1.35M +$11.3K +247 +0.9%
YAVAPFMC
42
Yahav Achim Ve Achayot - Provident Funds Management Company
Israel
$1.32M
ES
43
ETF Store
Kansas
$1.29M -$34.8K -763 -3%
EIP
44
Ellis Investment Partners
Pennsylvania
$1.28M -$146K -3,198 -10%
Cetera Investment Advisers
45
Cetera Investment Advisers
Illinois
$1.27M +$678K +14,859 +118%
SCM
46
SOL Capital Management
Maryland
$1.26M +$255K +5,580 +26%
HighTower Advisors
47
HighTower Advisors
Illinois
$1.26M -$264K -5,775 -18%
BO
48
Bank OZK
Arkansas
$1.23M
MML Investors Services
49
MML Investors Services
Massachusetts
$1.19M -$8.72K -191 -0.7%
Creative Planning
50
Creative Planning
Kansas
$1.17M +$73.7K +1,615 +7%

ROBO Hedge Fund Activity: Q4 2022 in Review

198 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in ROBO Global Robotics & Automation Index ETF (ROBO) for Q4 2022, worth a combined $333M — up 6.6% from $312M a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new ROBO positions and 17 closed out — a net gain of 15 holders — while 29 added to existing stakes and 83 trimmed.

The largest buyer was Old Mission Capital, opening a new position worth an estimated $3.56M. The largest seller was UBS Group, cutting an estimated $13.2M.

  • 198 institutional investors held ROBO Global Robotics & Automation Index ETF (ROBO) as of Q4 2022, up from 186 in Q3 2022.
  • Funds reported $333M of ROBO Global Robotics & Automation Index ETF stock for Q4 2022, up 6.6% quarter-over-quarter.
  • 32 funds opened new ROBO Global Robotics & Automation Index ETF positions in Q4 2022 and 17 closed out, a net change of +15 holders.
  • The largest ROBO Global Robotics & Automation Index ETF buyer in Q4 2022 was Old Mission Capital, an estimated $3.56M added.
  • The largest ROBO Global Robotics & Automation Index ETF seller in Q4 2022 was UBS Group, an estimated $13.2M sold.

Based on aggregated 13F filings for Q4 2022.