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ROBO Global Robotics & Automation Index ETF

222 hedge funds and large institutions have $502M invested in ROBO Global Robotics & Automation Index ETF in 2021 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 70 increasing their positions, 45 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

56% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 16

56% more repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 45

34% more call options, than puts

Call options by funds: $483K | Put options by funds: $361K

1% more funds holding

Funds holding: 219222 (+3)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

0.11% less ownership

Funds ownership: 27.94%27.84% (-0.11%)

2% less capital invested

Capital invested by funds: $513M → $502M (-$10.6M)

Holders
222
Holders Change
+3
Holders Change %
+1.37%
% of All Funds
3.89%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
25
Increased
70
Reduced
45
Closed
16
Calls
$483K
Puts
$361K
Net Calls
+$122K
Net Calls Change
-$28K
Name Holding Trade Value Shares
Change
Change in
Stake
NSIM
126
North Star Investment Management
Illinois
$280K
Marshall Wace
127
Marshall Wace
United Kingdom
$275K +$284K +4,269 New
VWM
128
Vigilare Wealth Management
Arizona
$273K +$15.6K +235 +6%
AIP
129
Almanack Investment Partners
Pennsylvania
$271K +$279K +4,205 New
Truist Financial
130
Truist Financial
North Carolina
$265K +$16.5K +248 +6%
WP
131
WealthSource Partners
California
$265K +$273K +4,109 New
SAM
132
Summit Asset Management
Tennessee
$260K +$3.92K +59 +1%
LJAC
133
L.J. Altfest & Co
New York
$250K -$133 -2 -0.1%
AWM
134
AE Wealth Management
Kansas
$245K +$8.57K +129 +4%
ANTB
135
AMG National Trust Bank
Colorado
$244K
BWM
136
Bulltick Wealth Management
Florida
$241K
GRP
137
Global Retirement Partners
California
$239K
WAS
138
Winch Advisory Services
Wisconsin
$235K +$106K +1,589 +77%
Fidelity Investments
139
Fidelity Investments
Massachusetts
$231K +$45K +677 +23%
CAS
140
Cascadia Advisory Services
Oregon
$230K -$3.32K -50 -1%
CAPTRUST Financial Advisors
141
CAPTRUST Financial Advisors
North Carolina
$227K
SPFA
142
Summit Place Financial Advisors
New Jersey
$222K -$36.2K -545 -14%
PFS
143
Prospera Financial Services
Texas
$221K +$228K +3,429 New
BRWA
144
B. Riley Wealth Advisors
Florida
$220K +$4.92K +74 +2%
CA
145
Claro Advisors
Massachusetts
$218K +$225K +3,389 New
DADC
146
D.A. Davidson & Co
Montana
$217K -$39.1K -588 -15%
Thrivent Financial for Lutherans
147
Thrivent Financial for Lutherans
Minnesota
$208K
V
148
Veritable
Delaware
$207K
DA
149
DCM Advisors
New York
$190K -$39.9K -600 -17%
Bank of Montreal
150
Bank of Montreal
Ontario, Canada
$189K -$4.74M -71,347 -96%

ROBO Hedge Fund Activity: Q3 2021 in Review

222 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in ROBO Global Robotics & Automation Index ETF (ROBO) for Q3 2021, worth a combined $502M — down 2.1% from $513M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new ROBO positions and 16 closed out — a net gain of 9 holders — while 70 added to existing stakes and 45 trimmed.

The largest buyer was Mercer Global Advisors, opening a new position worth an estimated $8.85M. The largest seller was Jane Street, exiting entirely with an estimated $13.5M sold.

  • 222 institutional investors held ROBO Global Robotics & Automation Index ETF (ROBO) as of Q3 2021, up from 219 in Q2 2021.
  • Funds reported $502M of ROBO Global Robotics & Automation Index ETF stock for Q3 2021, down 2.1% quarter-over-quarter.
  • 25 funds opened new ROBO Global Robotics & Automation Index ETF positions in Q3 2021 and 16 closed out, a net change of +9 holders.
  • The largest ROBO Global Robotics & Automation Index ETF buyer in Q3 2021 was Mercer Global Advisors, an estimated $8.85M added.
  • The largest ROBO Global Robotics & Automation Index ETF seller in Q3 2021 was Jane Street, an estimated $13.5M sold.

Based on aggregated 13F filings for Q3 2021.