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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
HI
151
Harbour Investments
Wisconsin
$181K +$1.7K +30 +1%
SPIA
152
Steward Partners Investment Advisory
New York
$178K +$8.2K +145 +5%
BTI
153
Blue Trust Inc
Georgia
$175K
MCM
154
Manchester Capital Management
Vermont
$152K +$11.3K +200 +8%
TWC
155
TD Waterhouse Canada
Ontario, Canada
$149K
RIA
156
Realta Investment Advisors
Delaware
$122K +$118K +2,083 New
FDCDDQ
157
Federation des caisses Desjardins du Quebec
Quebec, Canada
$108K -$4.24K -75 -4%
CAL
158
Capital Analysts LLC
Pennsylvania
$102K -$47.2K -834 -32%
CAM
159
Creekmur Asset Management
Illinois
$90K +$57 +1 +0.1%
BNP Paribas Financial Markets
160
BNP Paribas Financial Markets
France
$87.7K +$66.2K +1,171 +361%
IA
161
IFP Advisors
Florida
$76.9K +$5.71K +101 +8%
HNB
162
Hilltop National Bank
Wyoming
$71.2K +$68.7K +1,214 New
SC
163
Solstein Capital
California
$68.9K
EWM
164
Evermay Wealth Management
Virginia
$68K
1832 Asset Management
165
1832 Asset Management
Ontario, Canada
$68K
Kayne Anderson Rudnick Investment Management
166
Kayne Anderson Rudnick Investment Management
California
$61.9K
VNA
167
Valley National Advisers
Pennsylvania
$61K -$16.7K -295 -22%
CTC
168
Central Trust Company
Missouri
$58.6K
ME
169
McIlrath & Eck
Washington
$56K
BCWM
170
Bartlett & Co Wealth Management
Ohio
$52.8K +$45.2K +800 +800%
PAI
171
Pittenger & Anderson Inc
Nebraska
$51.3K
IAIM
172
International Assets Investment Management
Florida
$41.3K +$40.2K +711 New
PP
173
PFS Partners
New Jersey
$35.2K +$33.9K +600 New
BFEC
174
Benjamin F. Edwards & Company
Missouri
$33K -$23K -407 -42%
ACA
175
Atlas Capital Advisors
Wyoming
$32.6K +$31.4K +556 New

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.