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ROBO Global Robotics & Automation Index ETF

234 hedge funds and large institutions have $502M invested in ROBO Global Robotics & Automation Index ETF in 2023 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 52 increasing their positions, 78 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,092% more call options, than puts

Call options by funds: $1.62M | Put options by funds: $74K

171% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 14

100% more funds holding in top 10

Funds holding in top 10: 24 (+2)

24% more capital invested

Capital invested by funds: $406M → $502M (+$95.6M)

10% more funds holding

Funds holding: 212234 (+22)

5.91% more ownership

Funds ownership: 30.43%36.33% (+5.9%)

33% less repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 78

Holders
234
Holders Change
+22
Holders Change %
+10.38%
% of All Funds
3.41%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
38
Increased
52
Reduced
78
Closed
14
Calls
$1.62M
Puts
$74K
Net Calls
+$1.55M
Net Calls Change
+$1.46M
Name Holding Trade Value Shares
Change
Change in
Stake
Stifel Financial
26
Stifel Financial
Missouri
$3.71M -$163K -3,193 -5%
GVAG
27
Great Valley Advisor Group
Delaware
$3.28M +$151K +2,961 +5%
PA
28
Pinnacle Associates
New York
$3.19M +$102 +2 +0%
National Bank of Canada
29
National Bank of Canada
Quebec, Canada
$3.14M +$9.08K +178 +0.3%
CAG
30
Crestwood Advisors Group
Massachusetts
$2.98M +$163K +3,195 +7%
BPA
31
Beacon Pointe Advisors
California
$2.93M -$144K -2,826 -5%
VWM
32
Valley Wealth Managers
New Jersey
$2.91M -$310K -6,075 -11%
RJFSA
33
Raymond James Financial Services Advisors
Florida
$2.72M +$1.07K +21 +0%
PSF
34
Pacific Sun Financial
California
$2.53M -$44.4K -870 -2%
HI
35
Humankind Investments
New York
$2.38M +$2.12M +41,500 New
MML Investors Services
36
MML Investors Services
Massachusetts
$1.97M +$153K +2,999 +10%
OIA
37
OneDigital Investment Advisors
Kansas
$1.76M -$51.2K -1,003 -3%
GW
38
GW & Wade
Massachusetts
$1.68M -$61K -1,195 -4%
AWS
39
Atria Wealth Solutions
New York
$1.62M +$6.69K +131 +0.5%
MIC
40
Means Investment Company
Maine
$1.56M -$251K -4,920 -15%
EIP
41
Ellis Investment Partners
Pennsylvania
$1.55M +$3.32K +65 +0.2%
Cetera Investment Advisers
42
Cetera Investment Advisers
Illinois
$1.55M -$22.1K -433 -2%
SWM
43
Spire Wealth Management
Virginia
$1.54M -$98.1K -1,922 -6%
PWM
44
Purus Wealth Management
California
$1.46M -$27.5K -538 -2%
BO
45
Bank OZK
Arkansas
$1.41M -$62.3K -1,220 -5%
SCM
46
SOL Capital Management
Maryland
$1.39M +$14K +275 +1%
ES
47
ETF Store
Kansas
$1.32M +$33.1K +648 +3%
HighTower Advisors
48
HighTower Advisors
Illinois
$1.28M -$383K -7,508 -25%
MSFS
49
Main Street Financial Solutions
Pennsylvania
$1.28M +$25.5K +500 +2%
RIA
50
RPG Investment Advisory
California
$1.24M +$47.2K +925 +4%

ROBO Hedge Fund Activity: Q4 2023 in Review

234 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in ROBO Global Robotics & Automation Index ETF (ROBO) for Q4 2023, worth a combined $502M — up 24% from $406M a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new ROBO positions and 14 closed out — a net gain of 24 holders — while 52 added to existing stakes and 78 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $46.5M. The largest seller was Credit Suisse, exiting entirely with an estimated $16.4M sold.

  • 234 institutional investors held ROBO Global Robotics & Automation Index ETF (ROBO) as of Q4 2023, up from 212 in Q3 2023.
  • Funds reported $502M of ROBO Global Robotics & Automation Index ETF stock for Q4 2023, up 24% quarter-over-quarter.
  • 38 funds opened new ROBO Global Robotics & Automation Index ETF positions in Q4 2023 and 14 closed out, a net change of +24 holders.
  • The largest ROBO Global Robotics & Automation Index ETF buyer in Q4 2023 was Morgan Stanley, an estimated $46.5M added.
  • The largest ROBO Global Robotics & Automation Index ETF seller in Q4 2023 was Credit Suisse, an estimated $16.4M sold.

Based on aggregated 13F filings for Q4 2023.