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ROBO Global Robotics & Automation Index ETF
ROBO

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: 2 → 4 (+2)

24% more capital invested

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

10% more funds holding

Funds holding: 212 → 234 (+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

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$46.5M
2
GBWM
Granite Bay Wealth Management
New Hampshire
+$25.2M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$6.03M
4
HI
Humankind Investments
New York
+$2.12M
5
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
+$1.39M

Top Sellers

1
CS
Credit Suisse
Switzerland
-$16.4M
2
PS
Portfolio Strategies
New York
-$11.5M
3
UBS Group
UBS Group
Switzerland
-$6.81M
4
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
-$6.4M
5
Jane Street
Jane Street
New York
-$5.75M
Name Holding Trade Value Shares
Change 		Change in
Stake
Citadel Advisors
51
Citadel Advisors
Florida
$1.21M -$226K -4,431 -17%
EH
52
Equitable Holdings
New York
$1.2M -$158K -3,092 -13%
CFMC
53
Curbstone Financial Management Corp
New Hampshire
$1.19M – – –
SFG
54
Summit Financial Group
West Virginia
$1.15M – – –
BONH
55
Bank of New Hampshire
New Hampshire
$1.06M -$103K -2,009 -10%
S4W
56
Solutions 4 Wealth
Texas
$1.05M +$938K +18,389 New
MIFH
57
Migdal Insurance & Financial Holdings
Israel
$1.03M -$97.2K -1,904 -10%
Creative Planning
58
Creative Planning
Kansas
$967K +$14.2K +278 +2%
ARC
59
Advisor Resource Council
Texas
$952K +$848K +16,623 New
GWM
60
Geneos Wealth Management
Colorado
$945K – – –
Bank of New York Mellon
61
Bank of New York Mellon
New York
$929K +$25.4K +498 +3%
Comerica Bank
62
Comerica Bank
Texas
$926K +$13.8K +271 +2%
CNWM
63
Clay Northam Wealth Management
California
$914K -$1.79K -35 -0.2%
CA
64
Cetera Advisors
Colorado
$910K +$21.6K +424 +3%
JP Morgan Chase
65
JP Morgan Chase
New York
$888K +$787K +15,429 +23,028%
OC
66
Oppenheimer & Co
New York
$881K -$39.3K -771 -5%
PWMAG
67
Pinnacle Wealth Management Advisory Group
New Jersey
$853K +$45K +882 +6%
SFI
68
SPC Financial Inc
Maryland
$850K +$28.7K +562 +4%
PP
69
Prudential plc
United Kingdom
$835K – – –
MC
70
Mathes Company
New York
$812K – – –
CG
71
Caprock Group
Idaho
$811K – – –
KAS
72
Kestra Advisory Services
Texas
$810K +$97.5K +1,910 +16%
SWA
73
SFMG Wealth Advisors
Texas
$794K -$41.3K -809 -6%
CAGAS
74
Capital Advisory Group Advisory Services
Minnesota
$785K -$11.5K -226 -2%
Bessemer Group
75
Bessemer Group
New Jersey
$741K – – –
1 2
3
4 5

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.