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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
Carson Wealth (CWM LLC)
101
Carson Wealth (CWM LLC)
Nebraska
$345K -$183 -4 -0.1%
AAS
102
Avantax Advisory Services
Texas
$317K -$27.4K -600 -8%
MIA
103
MMBG Investment Advisors
Florida
$305K
TGAM
104
TBH Global Asset Management
Tennessee
$295K -$29.7K -650 -9%
CCM
105
Crew Capital Management
Ohio
$292K
MA
106
Mutual Advisors
Nebraska
$289K -$218K -4,787 -43%
Susquehanna International Group
107
Susquehanna International Group
Pennsylvania
$285K -$1.09M -23,863 -79%
SC
108
Scotia Capital
Ontario, Canada
$281K +$2.01K +44 +0.7%
VCM
109
Vivaldi Capital Management
Illinois
$268K +$23K +504 +10%
IIA
110
Integral Investment Advisors
California
$268K -$1.4M -30,781 -84%
Cerity Partners
111
Cerity Partners
New York
$244K +$240K +5,268 New
FFA
112
Farther Finance Advisors
California
$242K +$239K +5,227 New
FSA
113
Fort Sheridan Advisors
Illinois
$242K
William Blair & Company
114
William Blair & Company
Illinois
$238K -$60.9K -1,334 -21%
CFG
115
Citizens Financial Group
Rhode Island
$236K
TSS
116
Two Sigma Securities
New York
$234K +$231K +5,057 New
Barclays
117
Barclays
United Kingdom
$232K
KCFA
118
Key Client Fiduciary Advisors
New Jersey
$229K +$225K +4,938 New
KIA
119
Kraematon Investment Advisors
Massachusetts
$223K +$220K +4,817 New
WE
120
Wealth Effects
Massachusetts
$219K +$216K +4,729 New
WWM
121
Western Wealth Management
Colorado
$216K -$208K -4,561 -50%
SWP
122
Stratos Wealth Partners
Ohio
$215K -$25.3K -555 -11%
SAM
123
Summit Asset Management
Tennessee
$210K -$16.4K -360 -7%
WBCM
124
Wilson & Boucher Capital Management
California
$208K +$205K +4,500 New
NSIM
125
North Star Investment Management
Illinois
$202K

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.