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ROBO Global Robotics & Automation Index ETF

229 hedge funds and large institutions have $426M invested in ROBO Global Robotics & Automation Index ETF in 2024 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 64 increasing their positions, 72 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

438% more call options, than puts

Call options by funds: $1.29M | Put options by funds: $240K

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

4% less first-time investments, than exits

New positions opened: 24 | Existing positions closed: 25

2% less funds holding

Funds holding: 234229 (-5)

4.89% less ownership

Funds ownership: 36.33%31.44% (-4.9%)

11% less repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 72

15% less capital invested

Capital invested by funds: $502M → $426M (-$75.3M)

Holders
229
Holders Change
-5
Holders Change %
-2.14%
% of All Funds
3.3%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
24
Increased
64
Reduced
72
Closed
25
Calls
$1.29M
Puts
$240K
Net Calls
+$1.05M
Net Calls Change
-$496K
Name Holding Trade Value Shares
Change
Change in
Stake
QPBE
101
Quintet Private Bank (Europe)
Luxembourg
$466K +$38.1K +674 +11%
EWA
102
EP Wealth Advisors
California
$462K -$2.66K -47 -0.6%
FFA
103
Farther Finance Advisors
California
$444K +$18.4K +325 +4%
CFA
104
Cahill Financial Advisors
Minnesota
$442K -$32.1K -568 -7%
Thrivent Financial for Lutherans
105
Thrivent Financial for Lutherans
Minnesota
$434K -$278K -4,920 -40%
NA
106
NewEdge Advisors
Louisiana
$421K +$335K +5,930 +476%
SC
107
Scotia Capital
Ontario, Canada
$405K -$15.9K -282 -4%
SCM
108
Spreng Capital Management
Ohio
$400K +$418K +7,384 New
Vontobel Holding
109
Vontobel Holding
Switzerland
$395K
PAG
110
Private Advisor Group
New Jersey
$391K -$509 -9 -0.1%
Barclays
111
Barclays
United Kingdom
$382K
FFA
112
First Foundation Advisors
California
$367K
CAM
113
Cresset Asset Management
Illinois
$350K -$155K -2,734 -31%
MA
114
Mutual Advisors
Nebraska
$339K -$4.35K -77 -1%
PNC Financial Services Group
115
PNC Financial Services Group
Pennsylvania
$336K +$40.2K +710 +14%
KCFA
116
Key Client Fiduciary Advisors
New Jersey
$332K -$33.9K -600 -10%
PGFC
117
Peapack-Gladstone Financial Corp
New Jersey
$323K -$130K -2,300 -29%
CT
118
Chicago Trust
Illinois
$311K
TGAM
119
TBH Global Asset Management
Tennessee
$308K +$297K +5,246 New
FSA
120
Fort Sheridan Advisors
Illinois
$306K
William Blair & Company
121
William Blair & Company
Illinois
$303K +$509 +9 +0.2%
CFG
122
Citizens Financial Group
Rhode Island
$299K -$566 -10 -0.2%
IA
123
Insight Advisors
Pennsylvania
$297K -$69.3K -1,226 -19%
Cerity Partners
124
Cerity Partners
New York
$295K +$13.4K +237 +5%
CVA
125
Central Valley Advisors
California
$276K -$16.9K -299 -6%

ROBO Hedge Fund Activity: Q1 2024 in Review

229 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in ROBO Global Robotics & Automation Index ETF (ROBO) for Q1 2024, worth a combined $426M — down 15% from $502M a quarter earlier.

Sellers outnumbered buyers: 25 funds closed out of ROBO and 24 opened new positions — a net loss of 1 holder — while 72 trimmed existing stakes and 64 added.

The largest buyer was Cetera Investment Advisers, adding an estimated $5.49M. The largest seller was Morgan Stanley, cutting an estimated $64.3M.

  • 229 institutional investors held ROBO Global Robotics & Automation Index ETF (ROBO) as of Q1 2024, down from 234 in Q4 2023.
  • Funds reported $426M of ROBO Global Robotics & Automation Index ETF stock for Q1 2024, down 15% quarter-over-quarter.
  • 24 funds opened new ROBO Global Robotics & Automation Index ETF positions in Q1 2024 and 25 closed out, a net change of -1 holder.
  • The largest ROBO Global Robotics & Automation Index ETF buyer in Q1 2024 was Cetera Investment Advisers, an estimated $5.49M added.
  • The largest ROBO Global Robotics & Automation Index ETF seller in Q1 2024 was Morgan Stanley, an estimated $64.3M sold.

Based on aggregated 13F filings for Q1 2024.