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ROBO Global Robotics & Automation Index ETF
ROBO

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: 253 → 223 (-30)

23% less capital invested

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

33% less funds holding in top 10

Funds holding in top 10: 3 → 2 (-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

Top Buyers

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$5.19M
2
AFS
AFG Fiduciary Services
Massachusetts
+$2.16M
3
IIA
Integral Investment Advisors
California
+$2.05M
4
RJA
Raymond James & Associates
Florida
+$1.37M
5
Stifel Financial
Stifel Financial
Missouri
+$1.15M

Top Sellers

1
Osaic Holdings
Osaic Holdings
Arizona
-$7.4M
2
Morgan Stanley
Morgan Stanley
New York
-$5.65M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$5.57M
4
UBS Group
UBS Group
Switzerland
-$5.13M
5
BCM
BlueCrest Capital Management
Jersey
-$4.37M
Name Holding Trade Value Shares
Change 		Change in
Stake
AAS
101
Avantax Advisory Services
Texas
$454K +$3.53K +58 +0.8%
AMBIA
102
Allen Mooney & Barnes Investment Advisors
Georgia
$453K +$474K +7,780 New
AAS
103
Ameritas Advisory Services
Nebraska
$439K – – –
JWCA
104
J.W. Cole Advisors
Florida
$416K +$12.2K +201 +3%
Renaissance Technologies
105
Renaissance Technologies
New York
$414K +$146K +2,400 +51%
IAP
106
Indie Asset Partners
Indiana
$403K -$195K -3,200 -32%
SWM
107
SeaCrest Wealth Management
New York
$401K +$304 +5 +0.1%
William Blair & Company
108
William Blair & Company
Illinois
$373K -$109K -1,797 -22%
Baird Financial Group
109
Baird Financial Group
Wisconsin
$367K +$9.56K +157 +3%
FAIM
110
Financial Advocates Investment Management
Washington
$365K +$8.77K +144 +2%
AWM
111
AE Wealth Management
Kansas
$362K +$27.1K +446 +8%
EH
112
Equitable Holdings
New York
$360K +$376K +6,178 New
CG
113
Colony Group
Massachusetts
$359K +$374K +6,151 New
BCV
114
Banque Cantonale Vaudoise
Switzerland
$351K +$4.2K +69 +1%
Janney Montgomery Scott
115
Janney Montgomery Scott
Pennsylvania
$349K +$58.9K +967 +19%
PAG
116
Private Advisor Group
New Jersey
$348K +$1.4K +23 +0.4%
WS
117
Wedbush Securities
California
$339K -$11.3K -185 -3%
CCMD
118
Cypress Capital Management (Delaware)
Delaware
$332K – – –
LNC
119
Lincoln National Corp
Pennsylvania
$329K -$23.6K -387 -6%
MIA
120
MMBG Investment Advisors
Florida
$321K – – –
MWM
121
Mission Wealth Management
California
$319K -$18.3K -300 -5%
KIA
122
Kraematon Investment Advisors
Massachusetts
$312K – – –
PPP
123
Private Portfolio Partners
New Jersey
$311K +$3.77K +62 +1%
JP Morgan Chase
124
JP Morgan Chase
New York
$311K +$7.49K +123 +2%
MCC
125
Money Concepts Capital
Florida
$311K +$45.8K +752 +16%
3 4
5
6 7

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.