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ROBO Global Robotics & Automation Index ETF

234 hedge funds and large institutions have $502M invested in ROBO Global Robotics & Automation Index ETF in 2023 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 52 increasing their positions, 78 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,092% more call options, than puts

Call options by funds: $1.62M | Put options by funds: $74K

171% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 14

100% more funds holding in top 10

Funds holding in top 10: 24 (+2)

24% more capital invested

Capital invested by funds: $406M → $502M (+$95.6M)

10% more funds holding

Funds holding: 212234 (+22)

5.91% more ownership

Funds ownership: 30.43%36.33% (+5.9%)

33% less repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 78

Holders
234
Holders Change
+22
Holders Change %
+10.38%
% of All Funds
3.41%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
38
Increased
52
Reduced
78
Closed
14
Calls
$1.62M
Puts
$74K
Net Calls
+$1.55M
Net Calls Change
+$1.46M
Name Holding Trade Value Shares
Change
Change in
Stake
AIFAIM
101
American Institute for Advanced Investment Management
Arizona
$442K -$15.4K -301 -4%
FFA
102
Farther Finance Advisors
California
$419K +$162K +3,181 +77%
SC
103
Scotia Capital
Ontario, Canada
$412K +$5.56K +109 +2%
JJBC
104
James J. Burns & Company
New York
$402K +$18.6K +365 +5%
Vontobel Holding
105
Vontobel Holding
Switzerland
$386K
PAG
106
Private Advisor Group
New Jersey
$383K +$86.5K +1,695 +34%
Barclays
107
Barclays
United Kingdom
$373K
IA
108
Insight Advisors
Pennsylvania
$361K +$321K +6,297 New
QPBE
109
Quintet Private Bank (Europe)
Luxembourg
$360K -$139K -2,733 -30%
KCFA
110
Key Client Fiduciary Advisors
New Jersey
$359K -$4.49K -88 -1%
FFA
111
First Foundation Advisors
California
$359K -$2.76K -54 -0.9%
SA
112
Sunesis Advisors
Kansas
$350K
MIH
113
Meitav Investment House
Israel
$338K
MA
114
Mutual Advisors
Nebraska
$336K
WP
115
WealthSource Partners
California
$317K -$10.6K -208 -4%
CT
116
Chicago Trust
Illinois
$304K
FSA
117
Fort Sheridan Advisors
Illinois
$299K
William Blair & Company
118
William Blair & Company
Illinois
$295K -$29.7K -582 -10%
CFG
119
Citizens Financial Group
Rhode Island
$293K +$510 +10 +0.2%
PNC Financial Services Group
120
PNC Financial Services Group
Pennsylvania
$287K +$17.5K +343 +7%
CVA
121
Central Valley Advisors
California
$287K +$256K +5,009 New
Koshinski Asset Management
122
Koshinski Asset Management
Illinois
$285K +$254K +4,977 New
MCCP
123
Mission Creek Capital Partners
California
$280K -$4.85K -95 -2%
Cerity Partners
124
Cerity Partners
New York
$275K +$245K +4,791 New
MCWS
125
McKinley Carter Wealth Services
West Virginia
$272K -$14K -274 -5%

ROBO Hedge Fund Activity: Q4 2023 in Review

234 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in ROBO Global Robotics & Automation Index ETF (ROBO) for Q4 2023, worth a combined $502M — up 24% from $406M a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new ROBO positions and 14 closed out — a net gain of 24 holders — while 52 added to existing stakes and 78 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $46.5M. The largest seller was Credit Suisse, exiting entirely with an estimated $16.4M sold.

  • 234 institutional investors held ROBO Global Robotics & Automation Index ETF (ROBO) as of Q4 2023, up from 212 in Q3 2023.
  • Funds reported $502M of ROBO Global Robotics & Automation Index ETF stock for Q4 2023, up 24% quarter-over-quarter.
  • 38 funds opened new ROBO Global Robotics & Automation Index ETF positions in Q4 2023 and 14 closed out, a net change of +24 holders.
  • The largest ROBO Global Robotics & Automation Index ETF buyer in Q4 2023 was Morgan Stanley, an estimated $46.5M added.
  • The largest ROBO Global Robotics & Automation Index ETF seller in Q4 2023 was Credit Suisse, an estimated $16.4M sold.

Based on aggregated 13F filings for Q4 2023.