We are live on ! Find out more
ROBO icon

ROBO Global Robotics & Automation Index ETF

229 hedge funds and large institutions have $426M invested in ROBO Global Robotics & Automation Index ETF in 2024 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 64 increasing their positions, 72 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

438% more call options, than puts

Call options by funds: $1.29M | Put options by funds: $240K

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

4% less first-time investments, than exits

New positions opened: 24 | Existing positions closed: 25

2% less funds holding

Funds holding: 234229 (-5)

4.89% less ownership

Funds ownership: 36.33%31.44% (-4.9%)

11% less repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 72

15% less capital invested

Capital invested by funds: $502M → $426M (-$75.3M)

Holders
229
Holders Change
-5
Holders Change %
-2.14%
% of All Funds
3.3%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
24
Increased
64
Reduced
72
Closed
25
Calls
$1.29M
Puts
$240K
Net Calls
+$1.05M
Net Calls Change
-$496K
Name Holding Trade Value Shares
Change
Change in
Stake
MSFS
51
Main Street Financial Solutions
Pennsylvania
$1.28M -$27.3K -483 -2%
HighTower Advisors
52
HighTower Advisors
Illinois
$1.27M -$42.8K -756 -3%
CFMC
53
Curbstone Financial Management Corp
New Hampshire
$1.21M -$8.48K -150 -0.7%
MIC
54
Means Investment Company
Maine
$1.19M -$391K -6,922 -25%
SFG
55
Summit Financial Group
West Virginia
$1.14M -$39.3K -695 -3%
S4W
56
Solutions 4 Wealth
Texas
$1.08M +$339 +6 +0%
BONH
57
Bank of New Hampshire
New Hampshire
$1.06M -$24.8K -438 -2%
MIFH
58
Migdal Insurance & Financial Holdings
Israel
$1.03M -$19.6K -347 -2%
EH
59
Equitable Holdings
New York
$992K -$226K -3,999 -19%
GWM
60
Geneos Wealth Management
Colorado
$968K
JP Morgan Chase
61
JP Morgan Chase
New York
$963K +$52.8K +934 +6%
Creative Planning
62
Creative Planning
Kansas
$947K -$40.7K -719 -4%
CNWM
63
Clay Northam Wealth Management
California
$946K +$9.9K +175 +1%
OC
64
Oppenheimer & Co
New York
$897K -$3.96K -70 -0.5%
SFI
65
SPC Financial Inc
Maryland
$891K +$20.5K +363 +2%
KAS
66
Kestra Advisory Services
Texas
$869K +$39K +690 +5%
PWMAG
67
Pinnacle Wealth Management Advisory Group
New Jersey
$858K -$14.3K -253 -2%
ES
68
Eagle Strategies
New York
$855K +$825K +14,581 New
MC
69
Mathes Company
New York
$831K
CG
70
Caprock Group
Idaho
$830K
Bank of New York Mellon
71
Bank of New York Mellon
New York
$803K -$142K -2,511 -15%
CAGAS
72
Capital Advisory Group Advisory Services
Minnesota
$800K -$3.34K -59 -0.4%
OMC
73
Old Mission Capital
Illinois
$796K +$768K +13,576 New
AWM
74
Avior Wealth Management
Nebraska
$760K +$733K +12,965 New
Bessemer Group
75
Bessemer Group
New Jersey
$759K

ROBO Hedge Fund Activity: Q1 2024 in Review

229 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in ROBO Global Robotics & Automation Index ETF (ROBO) for Q1 2024, worth a combined $426M — down 15% from $502M a quarter earlier.

Sellers outnumbered buyers: 25 funds closed out of ROBO and 24 opened new positions — a net loss of 1 holder — while 72 trimmed existing stakes and 64 added.

The largest buyer was Cetera Investment Advisers, adding an estimated $5.49M. The largest seller was Morgan Stanley, cutting an estimated $64.3M.

  • 229 institutional investors held ROBO Global Robotics & Automation Index ETF (ROBO) as of Q1 2024, down from 234 in Q4 2023.
  • Funds reported $426M of ROBO Global Robotics & Automation Index ETF stock for Q1 2024, down 15% quarter-over-quarter.
  • 24 funds opened new ROBO Global Robotics & Automation Index ETF positions in Q1 2024 and 25 closed out, a net change of -1 holder.
  • The largest ROBO Global Robotics & Automation Index ETF buyer in Q1 2024 was Cetera Investment Advisers, an estimated $5.49M added.
  • The largest ROBO Global Robotics & Automation Index ETF seller in Q1 2024 was Morgan Stanley, an estimated $64.3M sold.

Based on aggregated 13F filings for Q1 2024.