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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
CAGAS
51
Capital Advisory Group Advisory Services
Minnesota
$941K -$46.3K -979 -4%
SFG
52
Summit Financial Group
West Virginia
$932K -$14.4K -305 -1%
PP
53
Prudential plc
United Kingdom
$911K -$61.5K -1,300 -6%
SCM
54
SOL Capital Management
Maryland
$895K +$194K +4,094 +23%
MFA
55
Mayflower Financial Advisors
Massachusetts
$790K +$45K +951 +5%
LWM
56
Laidlaw Wealth Management
New York
$665K +$75K +1,585 +11%
CG
57
Caprock Group
Idaho
$658K -$38.2K -808 -5%
CCA
58
Clearwater Capital Advisors
Illinois
$637K -$13.1K -276 -2%
AWS
59
Atria Wealth Solutions
New York
$627K +$402K +8,508 +128%
KAS
60
Kestra Advisory Services
Texas
$615K +$105K +2,217 +18%
PWMAG
61
Pinnacle Wealth Management Advisory Group
New Jersey
$610K -$128K -2,715 -16%
RIA
62
RPG Investment Advisory
California
$607K +$1.66K +35 +0.2%
CFA
63
Cahill Financial Advisors
Minnesota
$602K +$15.1K +319 +2%
AIFAIM
64
American Institute for Advanced Investment Management
Arizona
$590K -$4.73K -100 -0.7%
SFI
65
SPC Financial Inc
Maryland
$588K +$9.13K +193 +1%
MC
66
Mathes Company
New York
$586K -$213K -4,500 -24%
APA
67
American Portfolios Advisors
New York
$581K -$264K -5,592 -28%
Bank of New York Mellon
68
Bank of New York Mellon
New York
$578K +$34.9K +737 +6%
CNWM
69
Clay Northam Wealth Management
California
$568K
Bessemer Group
70
Bessemer Group
New Jersey
$565K
VNA
71
Valley National Advisers
Pennsylvania
$561K -$61.3K -1,296 -9%
CA
72
Cetera Advisors
Colorado
$560K +$13.4K +284 +2%
OC
73
Oppenheimer & Co
New York
$546K -$50.1K -1,060 -7%
AF
74
Advisornet Financial
Minnesota
$531K -$11.8K -250 -2%
Cetera Investment Advisers
75
Cetera Investment Advisers
Illinois
$521K -$75.1K -1,587 -11%

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.