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ROBO Global Robotics & Automation Index ETF

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: 253223 (-30)

23% less capital invested

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

33% less funds holding in top 10

Funds holding in top 10: 32 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
MC
51
Mathes Company
New York
$1.09M
MFA
52
Mayflower Financial Advisors
Massachusetts
$1.06M +$107K +1,756 +11%
APA
53
American Portfolios Advisors
New York
$1.04M -$13.7K -225 -1%
VNA
54
Valley National Advisers
Pennsylvania
$1.01M -$1.1M -18,134 -51%
CNWM
55
Clay Northam Wealth Management
California
$976K +$355K +5,840 +54%
CG
56
Caprock Group
Idaho
$968K +$1.01M +16,609 New
VA
57
Valmark Advisers
Ohio
$926K +$967K +15,887 New
WSTAM
58
Wilbanks Smith & Thomas Asset Management
Virginia
$920K +$37K +608 +3%
CCA
59
Clearwater Capital Advisors
Illinois
$898K
SAM
60
Silvercrest Asset Management
New York
$897K +$1.83K +30 +0.2%
CFA
61
Cahill Financial Advisors
Minnesota
$893K +$59.4K +976 +7%
RIA
62
RPG Investment Advisory
California
$881K +$33.1K +544 +4%
AIFAIM
63
American Institute for Advanced Investment Management
Arizona
$876K +$20.4K +335 +2%
AF
64
Advisornet Financial
Minnesota
$818K +$18K +296 +2%
MA
65
Mutual Advisors
Nebraska
$814K -$46.7K -768 -5%
Cetera Investment Advisers
66
Cetera Investment Advisers
Illinois
$801K +$105K +1,729 +14%
GVAG
67
Great Valley Advisor Group
Delaware
$799K +$126K +2,072 +18%
Bessemer Group
68
Bessemer Group
New Jersey
$797K +$44.4K +730 +6%
SCM
69
SOL Capital Management
Maryland
$786K +$122K +2,000 +17%
SFI
70
SPC Financial Inc
Maryland
$780K -$34.9K -573 -4%
Bank of New York Mellon
71
Bank of New York Mellon
New York
$773K -$15.2K -250 -2%
Bank of America
72
Bank of America
North Carolina
$771K -$79.4K -1,305 -9%
GWM
73
Geneos Wealth Management
Colorado
$767K -$19.8K -325 -2%
PWM
74
Purus Wealth Management
California
$758K -$60.6K -995 -7%
CAN
75
Cetera Advisor Networks
California
$735K +$28.8K +473 +4%

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.