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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
MCC
126
Money Concepts Capital
Florida
$145K -$20K -422 -11%
BTI
127
Blue Trust Inc
Georgia
$143K
BAM
128
Belpointe Asset Management
Nevada
$140K -$30.8K -651 -16%
SPIA
129
Steward Partners Investment Advisory
New York
$108K -$2.37K -50 -2%
RIA
130
Realta Investment Advisors
Delaware
$105K +$120K +2,533 New
LC
131
Lindbrook Capital
California
$88K
CWA
132
Clearview Wealth Advisors
Oregon
$75K
CAL
133
Capital Analysts LLC
Pennsylvania
$54K
BFEC
134
Benjamin F. Edwards & Company
Missouri
$51K
SC
135
Solstein Capital
California
$49K
EWM
136
Evermay Wealth Management
Virginia
$48K
ME
137
McIlrath & Eck
Washington
$39K +$45.1K +954 New
PAI
138
Pittenger & Anderson Inc
Nebraska
$36K
WIM
139
Westside Investment Management
California
$33.5K +$33.1K +700 +700%
PA
140
Parallel Advisors
California
$28K +$31.5K +667 New
BWP
141
Baldwin Wealth Partners
Massachusetts
$27K -$236 -5 -0.8%
AA
142
AlphaMark Advisors
Kentucky
$25K -$9.46K -200 -25%
BAM
143
Bellevue Asset Management
Washington
$23K
ACA
144
Atlas Capital Advisors
Wyoming
$23K +$26.3K +556 New
HFM
145
Hartford Financial Management
Connecticut
$22K
HNB
146
Huntington National Bank
Ohio
$18K
DSC
147
Duncker Streett & Co
Missouri
$17K
Fifth Third Bancorp
148
Fifth Third Bancorp
Ohio
$17K
AAP
149
Arax Advisory Partners
Colorado
$16K
NL
150
NVWM LLC
Pennsylvania
$14K

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.