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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
AAG
126
Accordant Advisory Group
Maryland
$274K +$264K +4,676 New
CGA
127
Crescent Grove Advisors
Illinois
$273K +$64.9K +1,147 +33%
MCCP
128
Mission Creek Capital Partners
California
$270K -$15.8K -280 -6%
WWM
129
Western Wealth Management
Colorado
$269K
JIC
130
Johnson Investment Counsel
Ohio
$269K +$3.39K +60 +1%
WE
131
Wealth Effects
Massachusetts
$260K
NSIM
132
North Star Investment Management
Illinois
$255K
RBFC
133
Roman Butler Fullerton & Co
Missouri
$252K +$61.1K +1,080 +30%
AWM
134
Axxcess Wealth Management
California
$249K -$381K -6,733 -61%
WBCM
135
Wilson & Boucher Capital Management
California
$248K
Koshinski Asset Management
136
Koshinski Asset Management
Illinois
$247K -$43.3K -766 -15%
Susquehanna International Group
137
Susquehanna International Group
Pennsylvania
$246K -$6.44M -113,894 -96%
Carson Wealth (CWM LLC)
138
Carson Wealth (CWM LLC)
Nebraska
$242K +$7.8K +138 +3%
SAM
139
Summit Asset Management
Tennessee
$242K -$1.19K -21 -0.5%
VWM
140
Vigilare Wealth Management
Arizona
$231K
Pathstone Holdings
141
Pathstone Holdings
New Jersey
$225K +$57 +1 +0%
ANTB
142
AMG National Trust Bank
Colorado
$214K
MIA
143
MMBG Investment Advisors
Florida
$210K
WAS
144
Winch Advisory Services
Wisconsin
$207K +$57 +1 +0%
WAG
145
Wiser Advisor Group
Arizona
$207K +$566 +10 +0.3%
DAS
146
Dynamic Advisor Solutions
Arizona
$206K +$198K +3,505 New
PPP
147
Private Portfolio Partners
New Jersey
$202K -$17K -301 -8%
Bank of Montreal
148
Bank of Montreal
Ontario, Canada
$201K -$70.2K -1,241 -27%
EWA
149
Exencial Wealth Advisors
Oklahoma
$200K +$193K +3,418 New
US Bancorp
150
US Bancorp
Minnesota
$186K -$71.9K -1,271 -29%

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.