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ROBO Global Robotics & Automation Index ETF

223 hedge funds and large institutions have $445M invested in ROBO Global Robotics & Automation Index ETF in 2022 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 79 increasing their positions, 71 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

11% more repeat investments, than reductions

Existing positions increased: 79 | Existing positions reduced: 71

1.59% less ownership

Funds ownership: 29.47%27.89% (-1.6%)

12% less funds holding

Funds holding: 253223 (-30)

23% less capital invested

Capital invested by funds: $576M → $445M (-$131M)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

52% less call options, than puts

Call options by funds: $297K | Put options by funds: $618K

61% less first-time investments, than exits

New positions opened: 17 | Existing positions closed: 44

Holders
223
Holders Change
-30
Holders Change %
-11.86%
% of All Funds
3.52%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
17
Increased
79
Reduced
71
Closed
44
Calls
$297K
Puts
$618K
Net Calls
-$321K
Net Calls Change
-$623K
Name Holding Trade Value Shares
Change
Change in
Stake
CA
76
Cetera Advisors
Colorado
$735K +$129K +2,118 +20%
PWM
77
Perigon Wealth Management
California
$733K -$92.9K -1,527 -11%
OC
78
Oppenheimer & Co
New York
$717K +$2.07K +34 +0.3%
LWM
79
Laidlaw Wealth Management
New York
$692K +$73.5K +1,207 +11%
IWM
80
IHT Wealth Management
Illinois
$682K +$249K +4,087 +54%
MCM
81
Murphy Capital Management
New Jersey
$678K -$159K -2,618 -18%
Rockefeller Capital Management
82
Rockefeller Capital Management
New York
$634K
SWM
83
Spire Wealth Management
Virginia
$623K -$4.69K -77 -0.7%
CFCI
84
Comprehensive Financial Consultants Institutional
Indiana
$603K
AllianceBernstein
85
AllianceBernstein
Tennessee
$597K -$258K -4,244 -29%
SEA
86
Stegent Equity Advisors
Texas
$594K -$1.3M -21,311 -68%
CAM
87
Cresset Asset Management
Illinois
$592K +$6.09K +100 +1%
TGAM
88
TBH Global Asset Management
Tennessee
$584K -$30.4K -500 -5%
EVM
89
Eaton Vance Management
Massachusetts
$563K +$122 +2 +0%
AWS
90
Atria Wealth Solutions
New York
$548K +$572K +9,402 New
JIC
91
Joel Isaacson & Co
New York
$547K +$1.03K +17 +0.2%
WWM
92
Western Wealth Management
Colorado
$542K +$301K +4,948 +114%
SWP
93
Stratos Wealth Partners
Ohio
$534K -$453K -7,441 -45%
HSBC Holdings
94
HSBC Holdings
United Kingdom
$513K
Vontobel Holding
95
Vontobel Holding
Switzerland
$490K -$48.7K -800 -9%
CIBC World Market
96
CIBC World Market
Ontario, Canada
$487K -$60.1K -987 -11%
GLA
97
Good Life Advisors
Pennsylvania
$481K -$4.26K -70 -0.8%
SC
98
Scotia Capital
Ontario, Canada
$470K +$23.6K +388 +5%
GWM
99
Greenwich Wealth Management
Connecticut
$463K +$609 +10 +0.1%
PNC Financial Services Group
100
PNC Financial Services Group
Pennsylvania
$462K -$11K -180 -2%

ROBO Hedge Fund Activity: Q1 2022 in Review

223 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in ROBO Global Robotics & Automation Index ETF (ROBO) for Q1 2022, worth a combined $445M — down 23% from $576M a quarter earlier.

Sellers outnumbered buyers: 44 funds closed out of ROBO and 17 opened new positions — a net loss of 27 holders — while 71 trimmed existing stakes and 79 added.

The largest buyer was Susquehanna International Group, opening a new position worth an estimated $5.19M. The largest seller was Osaic Holdings, cutting an estimated $7.4M.

  • 223 institutional investors held ROBO Global Robotics & Automation Index ETF (ROBO) as of Q1 2022, down from 253 in Q4 2021.
  • Funds reported $445M of ROBO Global Robotics & Automation Index ETF stock for Q1 2022, down 23% quarter-over-quarter.
  • 17 funds opened new ROBO Global Robotics & Automation Index ETF positions in Q1 2022 and 44 closed out, a net change of -27 holders.
  • The largest ROBO Global Robotics & Automation Index ETF buyer in Q1 2022 was Susquehanna International Group, an estimated $5.19M added.
  • The largest ROBO Global Robotics & Automation Index ETF seller in Q1 2022 was Osaic Holdings, an estimated $7.4M sold.

Based on aggregated 13F filings for Q1 2022.