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ROBO Global Robotics & Automation Index ETF

186 hedge funds and large institutions have $312M invested in ROBO Global Robotics & Automation Index ETF in 2022 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 47 increasing their positions, 60 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

148% more call options, than puts

Call options by funds: $645K | Put options by funds: $260K

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

0.53% more ownership

Funds ownership: 28.85%29.38% (+0.53%)

9% less capital invested

Capital invested by funds: $344M → $312M (-$31.1M)

11% less funds holding

Funds holding: 209186 (-23)

22% less repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 60

55% less first-time investments, than exits

New positions opened: 14 | Existing positions closed: 31

Holders
186
Holders Change
-23
Holders Change %
-11%
% of All Funds
3.2%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
14
Increased
47
Reduced
60
Closed
31
Calls
$645K
Puts
$260K
Net Calls
+$385K
Net Calls Change
+$435K
Name Holding Trade Value Shares
Change
Change in
Stake
CWM
151
Cranbrook Wealth Management
Michigan
$13K
GEA
152
Glen Eagle Advisors
New Jersey
$11.2K +$9.93K +210 +350%
Qube Research & Technologies (QRT)
153
Qube Research & Technologies (QRT)
United Kingdom
$11K +$12.3K +261 New
FPFS
154
First Personal Financial Services
North Carolina
$11K +$13.1K +277 New
FDCDDQ
155
Federation des caisses Desjardins du Quebec
Quebec, Canada
$9.92K
TRCT
156
Tower Research Capital (TRC)
New York
$9K +$236 +5 +2%
WAM
157
WFA Asset Management
Wisconsin
$8.36K
Bank Julius Baer & Co
158
Bank Julius Baer & Co
Switzerland
$8K -$142 -3 -2%
IWP
159
IAG Wealth Partners
Wisconsin
$8K
TF
160
Tompkins Financial
New York
$8K
PP
161
Pacifica Partners
Canada
$7K
WT
162
Washington Trust
Rhode Island
$7K +$7.62K +161 New
SIS
163
Sound Income Strategies
Florida
$6K
TFGT
164
TS Financial Group (TSFG)
Illinois
$6K
AWM
165
Accel Wealth Management
Iowa
$5K
CAM
166
Close Asset Management
United Kingdom
$5K
CFGS
167
Concourse Financial Group Securities
Alabama
$5K
SSB
168
Sandy Spring Bank
Maryland
$5K
WWM
169
Wolff Wiese Magana
California
$5K
BCWM
170
Bartlett & Co Wealth Management
Ohio
$4.13K
BC
171
Bartlett & Co
Ohio
$4K
BBPWM
172
Blue Bell Private Wealth Management
Pennsylvania
$4K
CWM
173
Castle Wealth Management
Florida
$4K
EW
174
Evoke Wealth
California
$4K
FHA
175
First Horizon Advisors
Tennessee
$4K

ROBO Hedge Fund Activity: Q3 2022 in Review

186 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in ROBO Global Robotics & Automation Index ETF (ROBO) for Q3 2022, worth a combined $312M — down 9.1% from $344M a quarter earlier.

Sellers outnumbered buyers: 31 funds closed out of ROBO and 14 opened new positions — a net loss of 17 holders — while 60 trimmed existing stakes and 47 added.

The largest buyer was Fountainhead AM, opening a new position worth an estimated $9.85M. The largest seller was UBS Group, cutting an estimated $3.91M.

  • 186 institutional investors held ROBO Global Robotics & Automation Index ETF (ROBO) as of Q3 2022, down from 209 in Q2 2022.
  • Funds reported $312M of ROBO Global Robotics & Automation Index ETF stock for Q3 2022, down 9.1% quarter-over-quarter.
  • 14 funds opened new ROBO Global Robotics & Automation Index ETF positions in Q3 2022 and 31 closed out, a net change of -17 holders.
  • The largest ROBO Global Robotics & Automation Index ETF buyer in Q3 2022 was Fountainhead AM, an estimated $9.85M added.
  • The largest ROBO Global Robotics & Automation Index ETF seller in Q3 2022 was UBS Group, an estimated $3.91M sold.

Based on aggregated 13F filings for Q3 2022.