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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
AAS
101
Avantax Advisory Services
Texas
$307K -$15.8K -333 -4%
TGAM
102
TBH Global Asset Management
Tennessee
$290K
MIA
103
MMBG Investment Advisors
Florida
$272K
William Blair & Company
104
William Blair & Company
Illinois
$268K +$3.88K +82 +1%
CCM
105
Crew Capital Management
Ohio
$260K -$709 -15 -0.2%
SC
106
Scotia Capital
Ontario, Canada
$249K -$83.5K -1,765 -23%
WS
107
Wedbush Securities
California
$246K +$4.73K +100 +2%
LNC
108
Lincoln National Corp
Pennsylvania
$231K +$2.37K +50 +0.9%
FSA
109
Fort Sheridan Advisors
Illinois
$216K
SWP
110
Stratos Wealth Partners
Ohio
$215K -$190K -4,021 -44%
Janney Montgomery Scott
111
Janney Montgomery Scott
Pennsylvania
$214K -$36.3K -767 -13%
JWCA
112
J.W. Cole Advisors
Florida
$212K +$242K +5,123 New
CFG
113
Citizens Financial Group
Rhode Island
$211K
VCM
114
Vivaldi Capital Management
Illinois
$211K
Barclays
115
Barclays
United Kingdom
$208K
PAG
116
Private Advisor Group
New Jersey
$205K -$13.9K -293 -6%
SAM
117
Summit Asset Management
Tennessee
$203K
JP Morgan Chase
118
JP Morgan Chase
New York
$202K -$17.5K -369 -7%
TWC
119
TD Waterhouse Canada
Ontario, Canada
$193K
HI
120
Harbour Investments
Wisconsin
$181K
NSIM
121
North Star Investment Management
Illinois
$180K
CTC
122
Central Trust Company
Missouri
$175K +$153K +3,230 +323%
Fidelity Investments
123
Fidelity Investments
Massachusetts
$170K -$10.2K -216 -5%
GRP
124
Global Retirement Partners
California
$164K
WAS
125
Winch Advisory Services
Wisconsin
$146K

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.