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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
BONH
51
Bank of New Hampshire
New Hampshire
$1.09M -$23K -505 -2%
MIFH
52
Migdal Insurance & Financial Holdings
Israel
$1.08M -$86.4K -1,894 -8%
CFMC
53
Curbstone Financial Management Corp
New Hampshire
$1.06M -$36.5K -800 -3%
MSFS
54
Main Street Financial Solutions
Pennsylvania
$1.05M -$913 -20 -0.1%
PP
55
Prudential plc
United Kingdom
$1.02M
SFG
56
Summit Financial Group
West Virginia
$941K -$102K -2,235 -10%
SWA
57
SFMG Wealth Advisors
Texas
$889K -$221K -4,838 -20%
OIA
58
OneDigital Investment Advisors
Kansas
$860K +$847K +18,570 New
MFA
59
Mayflower Financial Advisors
Massachusetts
$843K -$42.4K -929 -5%
CG
60
Caprock Group
Idaho
$835K +$95.3K +2,088 +13%
OC
61
Oppenheimer & Co
New York
$776K +$162K +3,544 +27%
GWM
62
Geneos Wealth Management
Colorado
$764K +$188K +4,126 +33%
US Bancorp
63
US Bancorp
Minnesota
$747K -$784K -17,185 -52%
RIA
64
RPG Investment Advisory
California
$692K +$11.4K +250 +2%
PWMAG
65
Pinnacle Wealth Management Advisory Group
New Jersey
$681K -$2.97K -65 -0.4%
CAGAS
66
Capital Advisory Group Advisory Services
Minnesota
$669K -$380K -8,323 -37%
AWS
67
Atria Wealth Solutions
New York
$661K -$41.2K -902 -6%
MC
68
Mathes Company
New York
$657K
Bank of New York Mellon
69
Bank of New York Mellon
New York
$645K -$3.38K -74 -0.5%
CNWM
70
Clay Northam Wealth Management
California
$637K
VNA
71
Valley National Advisers
Pennsylvania
$628K -$28.6K -626 -5%
Baird Financial Group
72
Baird Financial Group
Wisconsin
$617K +$189K +4,145 +45%
Bessemer Group
73
Bessemer Group
New Jersey
$600K -$33.3K -730 -5%
Citadel Advisors
74
Citadel Advisors
Florida
$600K +$591K +12,947 New
CA
75
Cetera Advisors
Colorado
$600K -$27.9K -611 -5%

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.