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ROBO Global Robotics & Automation Index ETF

222 hedge funds and large institutions have $502M invested in ROBO Global Robotics & Automation Index ETF in 2021 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 70 increasing their positions, 45 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

56% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 16

56% more repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 45

34% more call options, than puts

Call options by funds: $483K | Put options by funds: $361K

1% more funds holding

Funds holding: 219222 (+3)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

0.11% less ownership

Funds ownership: 27.94%27.84% (-0.11%)

2% less capital invested

Capital invested by funds: $513M → $502M (-$10.6M)

Holders
222
Holders Change
+3
Holders Change %
+1.37%
% of All Funds
3.89%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
25
Increased
70
Reduced
45
Closed
16
Calls
$483K
Puts
$361K
Net Calls
+$122K
Net Calls Change
-$28K
Name Holding Trade Value Shares
Change
Change in
Stake
OC
76
Oppenheimer & Co
New York
$782K -$9.43K -142 -1%
Cetera Investment Advisers
77
Cetera Investment Advisers
Illinois
$782K +$160K +2,403 +25%
CAN
78
Cetera Advisor Networks
California
$751K -$25.6K -385 -3%
CIBC World Market
79
CIBC World Market
Ontario, Canada
$729K -$152K -2,290 -17%
GVAG
80
Great Valley Advisor Group
Delaware
$720K -$363K -5,470 -33%
CA
81
Cetera Advisors
Colorado
$713K +$60.1K +905 +9%
Rockefeller Capital Management
82
Rockefeller Capital Management
New York
$699K +$78.1K +1,175 +12%
SWM
83
Spire Wealth Management
Virginia
$693K +$5.12K +77 +0.7%
TGAM
84
TBH Global Asset Management
Tennessee
$673K
JIC
85
Joel Isaacson & Co
New York
$665K
IAP
86
Indie Asset Partners
Indiana
$652K
CAM
87
Cresset Asset Management
Illinois
$633K -$84.5K -1,272 -11%
EVM
88
Eaton Vance Management
Massachusetts
$604K +$53.4K +804 +9%
SCM
89
SOL Capital Management
Maryland
$597K +$43.5K +655 +8%
HSBC Holdings
90
HSBC Holdings
United Kingdom
$566K
AP
91
Americana Partners
Texas
$528K +$545K +8,200 New
GLA
92
Good Life Advisors
Pennsylvania
$525K +$266 +4 +0%
William Blair & Company
93
William Blair & Company
Illinois
$523K +$4.98K +75 +0.9%
IWM
94
IHT Wealth Management
Illinois
$518K +$26.2K +394 +5%
GWM
95
Greenwich Wealth Management
Connecticut
$511K
PNC Financial Services Group
96
PNC Financial Services Group
Pennsylvania
$504K
AAS
97
Avantax Advisory Services
Texas
$482K +$125K +1,875 +33%
MFW
98
Meristem Family Wealth
Minnesota
$481K +$496K +7,469 New
BNP Paribas Financial Markets
99
BNP Paribas Financial Markets
France
$474K -$1.11M -16,651 -69%
PPP
100
Private Portfolio Partners
New Jersey
$464K -$54.4K -819 -10%

ROBO Hedge Fund Activity: Q3 2021 in Review

222 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in ROBO Global Robotics & Automation Index ETF (ROBO) for Q3 2021, worth a combined $502M — down 2.1% from $513M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new ROBO positions and 16 closed out — a net gain of 9 holders — while 70 added to existing stakes and 45 trimmed.

The largest buyer was Mercer Global Advisors, opening a new position worth an estimated $8.85M. The largest seller was Jane Street, exiting entirely with an estimated $13.5M sold.

  • 222 institutional investors held ROBO Global Robotics & Automation Index ETF (ROBO) as of Q3 2021, up from 219 in Q2 2021.
  • Funds reported $502M of ROBO Global Robotics & Automation Index ETF stock for Q3 2021, down 2.1% quarter-over-quarter.
  • 25 funds opened new ROBO Global Robotics & Automation Index ETF positions in Q3 2021 and 16 closed out, a net change of +9 holders.
  • The largest ROBO Global Robotics & Automation Index ETF buyer in Q3 2021 was Mercer Global Advisors, an estimated $8.85M added.
  • The largest ROBO Global Robotics & Automation Index ETF seller in Q3 2021 was Jane Street, an estimated $13.5M sold.

Based on aggregated 13F filings for Q3 2021.