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ROBO Global Robotics & Automation Index ETF
ROBO

253 hedge funds and large institutions have $576M invested in ROBO Global Robotics & Automation Index ETF in 2021 Q4 according to their latest regulatory filings, with 53 funds opening new positions, 67 increasing their positions, 63 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

165% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 20

46% more call options, than puts

Call options by funds: $961K | Put options by funds: $659K

15% more capital invested

Capital invested by funds: $502M → $576M (+$74.2M)

14% more funds holding

Funds holding: 222 → 253 (+31)

1.63% more ownership

Funds ownership: 27.84% → 29.47% (+1.6%)

6% more repeat investments, than reductions

Existing positions increased: 67 | Existing positions reduced: 63

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

Holders
253
Holders Change
+31
Holders Change %
+13.96%
% 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
53
Increased
67
Reduced
63
Closed
20
Calls
$961K
Puts
$659K
Net Calls
+$302K
Net Calls Change
+$180K

Top Buyers

1
Osaic Holdings
Osaic Holdings
Arizona
+$8.37M
2
BCM
BlueCrest Capital Management
Jersey
+$4.25M
3
Morgan Stanley
Morgan Stanley
New York
+$4.22M
4
LPL Financial
LPL Financial
California
+$3.65M
5
UBS Group
UBS Group
Switzerland
+$3.19M

Top Sellers

1
JWCA
J.W. Cole Advisors
Florida
-$5.13M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$3.41M
3
FTUS
Flow Traders U.S.
New York
-$3.37M
4
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
-$1.72M
5
EWM
Endurance Wealth Management
Rhode Island
-$1.24M
Name Holding Trade Value Shares
Change 		Change in
Stake
Carson Wealth (CWM LLC)
151
Carson Wealth (CWM LLC)
Nebraska
$272K +$265K +3,877 New
LJAC
152
L.J. Altfest & Co
New York
$271K -$1.44K -21 -0.5%
BWM
153
Bulltick Wealth Management
Florida
$262K – – –
ANTB
154
AMG National Trust Bank
Colorado
$260K -$5.12K -75 -2%
WAS
155
Winch Advisory Services
Wisconsin
$257K +$888 +13 +0.4%
UCFA
156
United Capital Financial Advisors
Texas
$256K +$250K +3,653 New
CAPTRUST Financial Advisors
157
CAPTRUST Financial Advisors
North Carolina
$253K +$5.4K +79 +2%
CS
158
Credit Suisse
Switzerland
$252K -$210K -3,075 -46%
PFS
159
Prospera Financial Services
Texas
$251K +$10.5K +154 +4%
RTS
160
Round Table Services
New Jersey
$244K -$147K -2,158 -38%
HI
161
Harbour Investments
Wisconsin
$242K -$170K -2,491 -42%
JIC
162
Johnson Investment Counsel
Ohio
$240K +$233K +3,416 New
CA
163
Claro Advisors
Massachusetts
$238K – – –
DADC
164
D.A. Davidson & Co
Montana
$237K – – –
SPFA
165
Summit Place Financial Advisors
New Jersey
$232K -$9.56K -140 -4%
KWM
166
Kingsview Wealth Management
Oregon
$227K +$221K +3,237 New
V
167
Veritable
Delaware
$226K – – –
SIM
168
Seaview Investment Managers
Florida
$223K +$216K +3,167 New
LC
169
Lindbrook Capital
California
$222K +$216K +3,165 New
KWA
170
Kellett Wealth Advisors
Ohio
$221K +$215K +3,150 New
Thrivent Financial for Lutherans
171
Thrivent Financial for Lutherans
Minnesota
$208K – – –
BRWA
172
B. Riley Wealth Advisors
Florida
$206K -$33.3K -488 -14%
RIA
173
Realta Investment Advisors
Delaware
$203K +$198K +2,898 New
TWC
174
TD Waterhouse Canada
Ontario, Canada
$180K +$175K +2,561 New
NFG
175
Next Financial Group
Texas
$176K -$10.1K -148 -6%
5 6
7
8 9

ROBO Hedge Fund Activity: Q4 2021 in Review

253 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in ROBO Global Robotics & Automation Index ETF (ROBO) for Q4 2021, worth a combined $576M — up 15% from $502M a quarter earlier.

Buyers outnumbered sellers: 53 funds opened new ROBO positions and 20 closed out — a net gain of 33 holders — while 67 added to existing stakes and 63 trimmed.

The largest buyer was Osaic Holdings, adding an estimated $8.37M. The largest seller was J.W. Cole Advisors, cutting an estimated $5.13M.

  • 253 institutional investors held ROBO Global Robotics & Automation Index ETF (ROBO) as of Q4 2021, up from 222 in Q3 2021.
  • Funds reported $576M of ROBO Global Robotics & Automation Index ETF stock for Q4 2021, up 15% quarter-over-quarter.
  • 53 funds opened new ROBO Global Robotics & Automation Index ETF positions in Q4 2021 and 20 closed out, a net change of +33 holders.
  • The largest ROBO Global Robotics & Automation Index ETF buyer in Q4 2021 was Osaic Holdings, an estimated $8.37M added.
  • The largest ROBO Global Robotics & Automation Index ETF seller in Q4 2021 was J.W. Cole Advisors, an estimated $5.13M sold.

Based on aggregated 13F filings for Q4 2021.