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ROBO Global Robotics & Automation Index ETF
ROBO

253 hedge funds and large institutions have $576M invested in ROBO Global Robotics & Automation Index ETF in 2021 Q4 according to their latest regulatory filings, with 53 funds opening new positions, 67 increasing their positions, 63 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

165% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 20

46% more call options, than puts

Call options by funds: $961K | Put options by funds: $659K

15% more capital invested

Capital invested by funds: $502M → $576M (+$74.2M)

14% more funds holding

Funds holding: 222 → 253 (+31)

1.63% more ownership

Funds ownership: 27.84% → 29.47% (+1.6%)

6% more repeat investments, than reductions

Existing positions increased: 67 | Existing positions reduced: 63

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

Holders
253
Holders Change
+31
Holders Change %
+13.96%
% 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
53
Increased
67
Reduced
63
Closed
20
Calls
$961K
Puts
$659K
Net Calls
+$302K
Net Calls Change
+$180K

Top Buyers

1
Osaic Holdings
Osaic Holdings
Arizona
+$8.37M
2
BCM
BlueCrest Capital Management
Jersey
+$4.25M
3
Morgan Stanley
Morgan Stanley
New York
+$4.22M
4
LPL Financial
LPL Financial
California
+$3.65M
5
UBS Group
UBS Group
Switzerland
+$3.19M

Top Sellers

1
JWCA
J.W. Cole Advisors
Florida
-$5.13M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$3.41M
3
FTUS
Flow Traders U.S.
New York
-$3.37M
4
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
-$1.72M
5
EWM
Endurance Wealth Management
Rhode Island
-$1.24M
Name Holding Trade Value Shares
Change 		Change in
Stake
SFG
51
Summit Financial Group
West Virginia
$1.65M -$3.76K -55 -0.2%
Creative Planning
52
Creative Planning
Kansas
$1.45M +$13.6K +199 +1%
ES
53
ETF Store
Kansas
$1.43M +$1.58M +23,086 New
BCM
54
Barometer Capital Management
Ontario, Canada
$1.37M +$246K +3,600 +23%
MC
55
Mathes Company
New York
$1.31M – – –
APA
56
American Portfolios Advisors
New York
$1.27M -$8.4K -123 -0.7%
WSTAM
57
Wilbanks Smith & Thomas Asset Management
Virginia
$1.23M -$114K -1,664 -9%
ARC
58
Advisor Resource Council
Texas
$1.2M +$1.17M +17,100 New
SWP
59
Stratos Wealth Partners
Ohio
$1.16M -$163K -2,391 -13%
MFA
60
Mayflower Financial Advisors
Massachusetts
$1.16M +$202K +2,958 +22%
CCA
61
Clearwater Capital Advisors
Illinois
$1.08M -$2.05K -30 -0.2%
SAM
62
Silvercrest Asset Management
New York
$1.08M +$683 +10 +0.1%
MA
63
Mutual Advisors
Nebraska
$1.03M +$15K +219 +2%
SC
64
Sierra Capital
Florida
$1.03M – – –
AIFAIM
65
American Institute for Advanced Investment Management
Arizona
$1.03M -$6.83K -100 -0.7%
Citadel Advisors
66
Citadel Advisors
Florida
$1.02M +$997K +14,592 New
RIA
67
RPG Investment Advisory
California
$1.02M +$1.23K +18 +0.1%
Bank of America
68
Bank of America
North Carolina
$1.02M +$61.8K +905 +7%
AllianceBernstein
69
AllianceBernstein
Tennessee
$1.01M +$989K +14,480 New
CFA
70
Cahill Financial Advisors
Minnesota
$1.01M -$32.8K -480 -3%
MCM
71
Murphy Capital Management
New Jersey
$999K -$5.81K -85 -0.6%
PWM
72
Perigon Wealth Management
California
$989K +$62.3K +912 +7%
PWM
73
Purus Wealth Management
California
$981K +$644K +9,421 +206%
SFI
74
SPC Financial Inc
Maryland
$978K -$36.9K -540 -4%
AF
75
Advisornet Financial
Minnesota
$963K -$8.81K -129 -0.9%
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ROBO Hedge Fund Activity: Q4 2021 in Review

253 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in ROBO Global Robotics & Automation Index ETF (ROBO) for Q4 2021, worth a combined $576M — up 15% from $502M a quarter earlier.

Buyers outnumbered sellers: 53 funds opened new ROBO positions and 20 closed out — a net gain of 33 holders — while 67 added to existing stakes and 63 trimmed.

The largest buyer was Osaic Holdings, adding an estimated $8.37M. The largest seller was J.W. Cole Advisors, cutting an estimated $5.13M.

  • 253 institutional investors held ROBO Global Robotics & Automation Index ETF (ROBO) as of Q4 2021, up from 222 in Q3 2021.
  • Funds reported $576M of ROBO Global Robotics & Automation Index ETF stock for Q4 2021, up 15% quarter-over-quarter.
  • 53 funds opened new ROBO Global Robotics & Automation Index ETF positions in Q4 2021 and 20 closed out, a net change of +33 holders.
  • The largest ROBO Global Robotics & Automation Index ETF buyer in Q4 2021 was Osaic Holdings, an estimated $8.37M added.
  • The largest ROBO Global Robotics & Automation Index ETF seller in Q4 2021 was J.W. Cole Advisors, an estimated $5.13M sold.

Based on aggregated 13F filings for Q4 2021.