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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
SWM
101
SeaCrest Wealth Management
New York
$462K +$19.9K +300 +4%
SPIA
102
Steward Partners Investment Advisory
New York
$454K +$10.6K +160 +2%
SC
103
Scotia Capital
Ontario, Canada
$444K +$44.2K +665 +11%
PAG
104
Private Advisor Group
New Jersey
$431K -$31K -467 -7%
CS
105
Credit Suisse
Switzerland
$430K -$3.8M -57,243 -90%
CF
106
Centaurus Financial
California
$423K +$436K +6,570 New
WS
107
Wedbush Securities
California
$404K -$4.12K -62 -1%
Renaissance Technologies
108
Renaissance Technologies
New York
$399K +$412K +6,200 New
Baird Financial Group
109
Baird Financial Group
Wisconsin
$388K +$8.7K +131 +2%
LNC
110
Lincoln National Corp
Pennsylvania
$386K +$13K +195 +3%
BCV
111
Banque Cantonale Vaudoise
Switzerland
$384K -$12.6K -189 -3%
HI
112
Harbour Investments
Wisconsin
$382K +$134K +2,017 +51%
FAIM
113
Financial Advocates Investment Management
Washington
$374K -$1.98M -29,842 -84%
CCMD
114
Cypress Capital Management (Delaware)
Delaware
$372K
RTS
115
Round Table Services
New Jersey
$363K -$6.31K -95 -2%
JP Morgan Chase
116
JP Morgan Chase
New York
$346K -$19.9K -299 -5%
FSA
117
Fort Sheridan Advisors
Illinois
$336K
SCM
118
Spreng Capital Management
Ohio
$328K
GIA
119
Gladstone Institutional Advisory
Florida
$327K +$11.5K +173 +4%
Janney Montgomery Scott
120
Janney Montgomery Scott
Pennsylvania
$323K +$17.5K +263 +6%
VCM
121
Vivaldi Capital Management
Illinois
$321K
CFG
122
Citizens Financial Group
Rhode Island
$309K +$319K +4,802 New
TI
123
Tidal Investments
Wisconsin
$298K -$30.7K -462 -9%
PWM
124
Purus Wealth Management
California
$295K +$96.5K +1,452 +47%
BAM
125
Belpointe Asset Management
Nevada
$284K +$14.3K +216 +5%

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.