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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
HI
151
Harbour Investments
Wisconsin
$175K -$4.8K -94 -3%
SPIA
152
Steward Partners Investment Advisory
New York
$165K -$21.1K -414 -13%
ASN
153
Advisory Services Network
Georgia
$152K +$136K +2,657 New
BTI
154
Blue Trust Inc
Georgia
$150K -$9.6K -188 -6%
CAL
155
Capital Analysts LLC
Pennsylvania
$147K +$39.6K +775 +43%
TWC
156
TD Waterhouse Canada
Ontario, Canada
$142K -$1.53K -30 -1%
MCM
157
Manchester Capital Management
Vermont
$138K
LC
158
Lindbrook Capital
California
$121K
FDCDDQ
159
Federation des caisses Desjardins du Quebec
Quebec, Canada
$110K
CAM
160
Creekmur Asset Management
Illinois
$87.9K +$78.3K +1,534 New
VNA
161
Valley National Advisers
Pennsylvania
$76K -$534K -10,455 -89%
NA
162
NewEdge Advisors
Louisiana
$71.5K +$30.3K +594 +91%
IA
163
IFP Advisors
Florida
$69.3K +$25.5K +500 +70%
SC
164
Solstein Capital
California
$67.3K
1832 Asset Management
165
1832 Asset Management
Ontario, Canada
$66.5K
EWM
166
Evermay Wealth Management
Virginia
$66.5K
Kayne Anderson Rudnick Investment Management
167
Kayne Anderson Rudnick Investment Management
California
$60.8K
FGA
168
Fortis Group Advisors
New Jersey
$57.5K +$25.6K +502 +100%
CTC
169
Central Trust Company
Missouri
$57.3K
BFEC
170
Benjamin F. Edwards & Company
Missouri
$56K -$22.9K -449 -32%
ME
171
McIlrath & Eck
Washington
$54.7K
CIA
172
Cape Investment Advisory
Georgia
$50.5K +$45K +882 New
PAI
173
Pittenger & Anderson Inc
Nebraska
$50.1K
RFA
174
Resurgent Financial Advisors
Georgia
$37.5K +$4.59K +90 +16%
BWP
175
Baldwin Wealth Partners
Massachusetts
$30.8K -$5.97K -117 -18%

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.