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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
NFG
151
Next Financial Group
Texas
$171K +$13.2K +199 +8%
BDWM
152
Brewin Dolphin Wealth Management
Ireland
$151K
Koshinski Asset Management
153
Koshinski Asset Management
Illinois
$138K +$143K +2,150 New
Bank Julius Baer & Co
154
Bank Julius Baer & Co
Switzerland
$132K +$66 +1 +0%
Barclays
155
Barclays
United Kingdom
$123K
CAL
156
Capital Analysts LLC
Pennsylvania
$116K
US Bancorp
157
US Bancorp
Minnesota
$112K
CFGS
158
Concourse Financial Group Securities
Alabama
$98K
CWAF
159
Core Wealth Advisors (Florida)
Florida
$98K
RDFA
160
Ritter Daniher Financial Advisory
Ohio
$97K +$99.7K +1,500 New
CLOS
161
Compagnie Lombard Odier SCmA
Switzerland
$93K
First Manhattan
162
First Manhattan
New York
$93K
SFP
163
Sterling Financial Planning
New Jersey
$92K
SIAP
164
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$92K
CWA
165
Clearview Wealth Advisors
Oregon
$83K -$1.2K -18 -1%
BFEC
166
Benjamin F. Edwards & Company
Missouri
$76K
SC
167
Solstein Capital
California
$76K
EWM
168
Evermay Wealth Management
Virginia
$75K
FPS
169
Fieldpoint Private Securities
Connecticut
$74K
Simplex Trading
170
Simplex Trading
Illinois
$67K
BWP
171
Baldwin Wealth Partners
Massachusetts
$66K
AA
172
AlphaMark Advisors
Kentucky
$64K
TRCT
173
Tower Research Capital (TRC)
New York
$63K +$53.4K +804 +476%
GKWIM
174
Gerber Kawasaki Wealth & Investment Management
California
$61K +$63.2K +951 New
CG
175
Cutler Group
California
$57K

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.