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ROBO Global Robotics & Automation Index ETF

186 hedge funds and large institutions have $312M invested in ROBO Global Robotics & Automation Index ETF in 2022 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 47 increasing their positions, 60 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

148% more call options, than puts

Call options by funds: $645K | Put options by funds: $260K

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

0.53% more ownership

Funds ownership: 28.85%29.38% (+0.53%)

9% less capital invested

Capital invested by funds: $344M → $312M (-$31.1M)

11% less funds holding

Funds holding: 209186 (-23)

22% less repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 60

55% less first-time investments, than exits

New positions opened: 14 | Existing positions closed: 31

Holders
186
Holders Change
-23
Holders Change %
-11%
% of All Funds
3.2%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
14
Increased
47
Reduced
60
Closed
31
Calls
$645K
Puts
$260K
Net Calls
+$385K
Net Calls Change
+$435K
Name Holding Trade Value Shares
Change
Change in
Stake
GWM
76
Geneos Wealth Management
Colorado
$511K -$37.8K -800 -6%
PWM
77
Purus Wealth Management
California
$509K -$10.5K -221 -2%
PWM
78
Perigon Wealth Management
California
$480K +$44.9K +950 +9%
CFCI
79
Comprehensive Financial Consultants Institutional
Indiana
$479K -$28.4K -600 -5%
CAN
80
Cetera Advisor Networks
California
$463K -$252K -5,322 -32%
CS
81
Credit Suisse
Switzerland
$459K +$16.2K +343 +3%
CAM
82
Cresset Asset Management
Illinois
$456K -$85.1K -1,800 -14%
MA
83
Mutual Advisors
Nebraska
$455K -$53.5K -1,131 -9%
Vontobel Holding
84
Vontobel Holding
Switzerland
$435K +$101K +2,139 +25%
Bank of America
85
Bank of America
North Carolina
$434K
JIC
86
Joel Isaacson & Co
New York
$427K
PGFC
87
Peapack-Gladstone Financial Corp
New Jersey
$415K +$475K +10,040 New
EVM
88
Eaton Vance Management
Massachusetts
$400K +$5.44K +115 +1%
Rockefeller Capital Management
89
Rockefeller Capital Management
New York
$389K -$3.07K -65 -0.7%
WWM
90
Western Wealth Management
Colorado
$379K
Baird Financial Group
91
Baird Financial Group
Wisconsin
$379K +$43.1K +912 +11%
AllianceBernstein
92
AllianceBernstein
Tennessee
$360K +$144K +3,050 +54%
IWM
93
IHT Wealth Management
Illinois
$355K -$112K -2,361 -22%
GLA
94
Good Life Advisors
Pennsylvania
$334K -$4.92K -104 -1%
AP
95
Americana Partners
Texas
$330K -$244K -5,150 -39%
SWM
96
Spire Wealth Management
Virginia
$330K -$70.3K -1,487 -16%
GWM
97
Greenwich Wealth Management
Connecticut
$328K
PNC Financial Services Group
98
PNC Financial Services Group
Pennsylvania
$327K
AAS
99
Ameritas Advisory Services
Nebraska
$311K
Carson Wealth (CWM LLC)
100
Carson Wealth (CWM LLC)
Nebraska
$308K +$28.7K +607 +9%

ROBO Hedge Fund Activity: Q3 2022 in Review

186 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in ROBO Global Robotics & Automation Index ETF (ROBO) for Q3 2022, worth a combined $312M — down 9.1% from $344M a quarter earlier.

Sellers outnumbered buyers: 31 funds closed out of ROBO and 14 opened new positions — a net loss of 17 holders — while 60 trimmed existing stakes and 47 added.

The largest buyer was Fountainhead AM, opening a new position worth an estimated $9.85M. The largest seller was UBS Group, cutting an estimated $3.91M.

  • 186 institutional investors held ROBO Global Robotics & Automation Index ETF (ROBO) as of Q3 2022, down from 209 in Q2 2022.
  • Funds reported $312M of ROBO Global Robotics & Automation Index ETF stock for Q3 2022, down 9.1% quarter-over-quarter.
  • 14 funds opened new ROBO Global Robotics & Automation Index ETF positions in Q3 2022 and 31 closed out, a net change of -17 holders.
  • The largest ROBO Global Robotics & Automation Index ETF buyer in Q3 2022 was Fountainhead AM, an estimated $9.85M added.
  • The largest ROBO Global Robotics & Automation Index ETF seller in Q3 2022 was UBS Group, an estimated $3.91M sold.

Based on aggregated 13F filings for Q3 2022.