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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
PPP
126
Private Portfolio Partners
New Jersey
$201K +$198K +4,347 New
JWCA
127
J.W. Cole Advisors
Florida
$201K -$35.5K -778 -15%
Bank of Montreal
128
Bank of Montreal
Ontario, Canada
$199K -$2.86M -62,743 -94%
JP Morgan Chase
129
JP Morgan Chase
New York
$198K -$28.8K -630 -13%
HI
130
Harbour Investments
Wisconsin
$187K
GRP
131
Global Retirement Partners
California
$172K
TWC
132
TD Waterhouse Canada
Ontario, Canada
$170K -$41.3K -905 -20%
Fidelity Investments
133
Fidelity Investments
Massachusetts
$167K -$22.2K -487 -12%
WAS
134
Winch Advisory Services
Wisconsin
$163K
FFL
135
Financial Freedom LLC
Ohio
$148K +$146K +3,201 New
BTI
136
Blue Trust Inc
Georgia
$133K +$1.6K +35 +1%
BAM
137
Belpointe Asset Management
Nevada
$132K -$25.5K -558 -16%
SPIA
138
Steward Partners Investment Advisory
New York
$116K -$4.56K -100 -4%
MCC
139
Money Concepts Capital
Florida
$107K -$54.9K -1,204 -34%
LC
140
Lindbrook Capital
California
$98.2K
RIA
141
Realta Investment Advisors
Delaware
$94.2K -$22.8K -500 -20%
USCWA
142
U.S. Capital Wealth Advisors
Texas
$91.1K +$89.8K +1,967 New
ASN
143
Advisory Services Network
Georgia
$73.8K +$72.7K +1,594 New
CWA
144
Clearview Wealth Advisors
Oregon
$73.2K -$11K -240 -13%
CS
145
Credit Suisse
Switzerland
$61.6K -$446K -9,767 -88%
BFEC
146
Benjamin F. Edwards & Company
Missouri
$57K
SC
147
Solstein Capital
California
$54.4K
EWM
148
Evermay Wealth Management
Virginia
$53.7K
CTC
149
Central Trust Company
Missouri
$46.3K -$147K -3,230 -76%
MS
150
Madden Securities
Texas
$46.3K +$45.6K +1,000 New

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.