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ROBO Global Robotics & Automation Index ETF

198 hedge funds and large institutions have $333M invested in ROBO Global Robotics & Automation Index ETF in 2022 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 29 increasing their positions, 83 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

88% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 17

22% more call options, than puts

Call options by funds: $2.76M | Put options by funds: $2.26M

7% more capital invested

Capital invested by funds: $312M → $333M (+$20.5M)

6% more funds holding

Funds holding: 186198 (+12)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0.47% less ownership

Funds ownership: 29.38%28.92% (-0.47%)

65% less repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 83

Holders
198
Holders Change
+12
Holders Change %
+6.45%
% of All Funds
3.18%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
32
Increased
29
Reduced
83
Closed
17
Calls
$2.76M
Puts
$2.26M
Net Calls
+$505K
Net Calls Change
+$120K
Name Holding Trade Value Shares
Change
Change in
Stake
CCA
76
Clearwater Capital Advisors
Illinois
$583K -$130K -2,842 -18%
CFCI
77
Comprehensive Financial Consultants Institutional
Indiana
$581K +$1.14K +25 +0.2%
SFI
78
SPC Financial Inc
Maryland
$571K -$87.5K -1,917 -13%
TAM
79
Tocqueville Asset Management
New York
$558K +$550K +12,053 New
PWM
80
Purus Wealth Management
California
$551K -$19.3K -423 -3%
KAS
81
Kestra Advisory Services
Texas
$546K -$142K -3,105 -21%
CFA
82
Cahill Financial Advisors
Minnesota
$541K -$132K -2,891 -20%
PWM
83
Perigon Wealth Management
California
$506K -$31.4K -688 -6%
Bank of America
84
Bank of America
North Carolina
$486K +$91 +2 +0%
JIC
85
Joel Isaacson & Co
New York
$456K -$22.9K -501 -5%
AF
86
Advisornet Financial
Minnesota
$445K -$148K -3,239 -25%
PGFC
87
Peapack-Gladstone Financial Corp
New Jersey
$445K -$20.1K -440 -4%
AIFAIM
88
American Institute for Advanced Investment Management
Arizona
$438K -$219K -4,807 -34%
FA
89
Fiduciary Alliance
South Carolina
$408K +$402K +8,816 New
CAM
90
Cresset Asset Management
Illinois
$403K -$53.4K -1,171 -11%
Rockefeller Capital Management
91
Rockefeller Capital Management
New York
$396K -$38.8K -850 -9%
CG
92
Colony Group
Massachusetts
$395K +$389K +8,528 New
IWM
93
IHT Wealth Management
Illinois
$393K -$4.93K -108 -1%
Vontobel Holding
94
Vontobel Holding
Switzerland
$389K -$97.6K -2,139 -20%
GLA
95
Good Life Advisors
Pennsylvania
$388K +$14.3K +313 +4%
SWM
96
Spire Wealth Management
Virginia
$382K +$11.4K +250 +3%
AP
97
Americana Partners
Texas
$371K
GWM
98
Greenwich Wealth Management
Connecticut
$368K
PNC Financial Services Group
99
PNC Financial Services Group
Pennsylvania
$353K -$12.8K -280 -4%
AAS
100
Ameritas Advisory Services
Nebraska
$351K +$2.28K +50 +0.7%

ROBO Hedge Fund Activity: Q4 2022 in Review

198 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in ROBO Global Robotics & Automation Index ETF (ROBO) for Q4 2022, worth a combined $333M — up 6.6% from $312M a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new ROBO positions and 17 closed out — a net gain of 15 holders — while 29 added to existing stakes and 83 trimmed.

The largest buyer was Old Mission Capital, opening a new position worth an estimated $3.56M. The largest seller was UBS Group, cutting an estimated $13.2M.

  • 198 institutional investors held ROBO Global Robotics & Automation Index ETF (ROBO) as of Q4 2022, up from 186 in Q3 2022.
  • Funds reported $333M of ROBO Global Robotics & Automation Index ETF stock for Q4 2022, up 6.6% quarter-over-quarter.
  • 32 funds opened new ROBO Global Robotics & Automation Index ETF positions in Q4 2022 and 17 closed out, a net change of +15 holders.
  • The largest ROBO Global Robotics & Automation Index ETF buyer in Q4 2022 was Old Mission Capital, an estimated $3.56M added.
  • The largest ROBO Global Robotics & Automation Index ETF seller in Q4 2022 was UBS Group, an estimated $13.2M sold.

Based on aggregated 13F filings for Q4 2022.