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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
Bank of Montreal
126
Bank of Montreal
Ontario, Canada
$269K -$2.72M -53,340 -92%
Fidelity Investments
127
Fidelity Investments
Massachusetts
$265K -$2.76K -54 -1%
WWM
128
Western Wealth Management
Colorado
$263K -$6.84K -134 -3%
JIC
129
Johnson Investment Counsel
Ohio
$260K +$2.3K +45 +1%
US Bancorp
130
US Bancorp
Minnesota
$255K +$6.48K +127 +3%
WE
131
Wealth Effects
Massachusetts
$254K +$51 +1 +0%
NSIM
132
North Star Investment Management
Illinois
$249K
WBCM
133
Wilson & Boucher Capital Management
California
$242K -$14K -275 -6%
FCM
134
Family Capital Management
Michigan
$241K
Mariner
135
Mariner
Kansas
$238K -$62.6K -1,226 -23%
SAM
136
Summit Asset Management
Tennessee
$237K
MFA
137
Mayflower Financial Advisors
Massachusetts
$235K +$209K +4,094 New
Carson Wealth (CWM LLC)
138
Carson Wealth (CWM LLC)
Nebraska
$229K -$35K -686 -15%
VWM
139
Vigilare Wealth Management
Arizona
$226K -$4.75K -93 -2%
Pathstone Holdings
140
Pathstone Holdings
New Jersey
$220K +$196K +3,837 New
GLA
141
Good Life Advisors
Pennsylvania
$217K -$64.9K -1,272 -25%
KIA
142
Kraematon Investment Advisors
Massachusetts
$215K -$50.6K -991 -21%
PPP
143
Private Portfolio Partners
New Jersey
$215K +$192K +3,753 New
ANTB
144
AMG National Trust Bank
Colorado
$209K +$186K +3,651 New
MIA
145
MMBG Investment Advisors
Florida
$205K -$153K -3,000 -46%
RBFC
146
Roman Butler Fullerton & Co
Missouri
$204K +$185K +3,634 New
Truist Financial
147
Truist Financial
North Carolina
$203K +$181K +3,538 New
WAS
148
Winch Advisory Services
Wisconsin
$202K
CGA
149
Crescent Grove Advisors
Illinois
$201K +$179K +3,516 New
WAG
150
Wiser Advisor Group
Arizona
$201K +$179K +3,515 New

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.