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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
SWA
76
SFMG Wealth Advisors
Texas
$755K -$55.9K -988 -7%
PP
77
Prudential plc
United Kingdom
$753K -$92.7K -1,640 -11%
Wealth Enhancement Advisory Services
78
Wealth Enhancement Advisory Services
Minnesota
$752K +$93.6K +1,656 +15%
IWM
79
IHT Wealth Management
Illinois
$742K -$1.87K -33 -0.3%
PWM
80
Perigon Wealth Management
California
$728K +$68K +1,202 +11%
CFCI
81
Comprehensive Financial Consultants Institutional
Indiana
$705K +$11.3K +200 +2%
Comerica Bank
82
Comerica Bank
Texas
$698K -$241K -4,253 -26%
CCA
83
Clearwater Capital Advisors
Illinois
$680K
GBWM
84
Granite Bay Wealth Management
New Hampshire
$624K -$42.2M -746,981 -99%
RWS
85
Resolute Wealth Strategies
Mississippi
$566K -$28.3K -501 -5%
JIC
86
Joel Isaacson & Co
New York
$554K +$226 +4 +0%
Bank of America
87
Bank of America
North Carolina
$551K +$85.4K +1,510 +19%
Baird Financial Group
88
Baird Financial Group
Wisconsin
$544K -$4.92K -87 -0.9%
OS
89
Objectivity Squared
South Carolina
$542K
AIFAIM
90
American Institute for Advanced Investment Management
Arizona
$541K +$84.8K +1,500 +19%
CFP
91
Cascade Financial Partners
California
$539K +$551K +9,747 New
FA
92
Fiduciary Alliance
South Carolina
$530K -$78K -1,379 -13%
AF
93
Advisornet Financial
Minnesota
$525K +$4.18K +74 +0.8%
AAS
94
Avantax Advisory Services
Texas
$513K +$8.99K +159 +2%
Fidelity Investments
95
Fidelity Investments
Massachusetts
$507K +$228K +4,028 +87%
PCA
96
Pallas Capital Advisors
Massachusetts
$500K -$151K -2,675 -24%
Wells Fargo
97
Wells Fargo
California
$497K -$59.4K -1,050 -11%
FFL
98
Financial Freedom LLC
Ohio
$482K -$24.5K -433 -5%
Mariner
99
Mariner
Kansas
$477K +$225K +3,974 +96%
GWM
100
Greenwich Wealth Management
Connecticut
$466K

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.