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ROBO Global Robotics & Automation Index ETF
ROBO

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: 219 → 222 (+3)

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (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

Top Buyers

Rank Fund Capital Flow
1
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$8.85M
2
JWCA
J.W. Cole Advisors
Florida
+$4.99M
3
LPL Financial
LPL Financial
California
+$4.71M
4
Ameriprise
Ameriprise
Minnesota
+$2.96M
5
Morgan Stanley
Morgan Stanley
New York
+$2.43M

Top Sellers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
-$13.5M
2
3F
360 Financial
Minnesota
-$6.4M
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$4.74M
4
Citadel Advisors
Citadel Advisors
Florida
-$3.85M
5
CS
Credit Suisse
Switzerland
-$3.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
PAI
176
Pittenger & Anderson Inc
Nebraska
$56K – – –
HFM
177
Hartford Financial Management
Connecticut
$48K – – –
PFGIA
178
Patriot Financial Group Insurance Agency
Massachusetts
$39K – – –
BAM
179
Bellevue Asset Management
Washington
$35K – – –
PA
180
Parallel Advisors
California
$34K – – –
JCM
181
Jacobi Capital Management
Pennsylvania
$32K – – –
JPLA
182
Joseph P. Lucia & Associates
New York
$28K – – –
PMFA
183
Plante Moran Financial Advisors
Michigan
$28K – – –
DSC
184
Duncker Streett & Co
Missouri
$26K -$26.6K -400 -49%
COCM
185
Charter Oak Capital Management
New Hampshire
$26K – – –
Fifth Third Bancorp
186
Fifth Third Bancorp
Ohio
$26K – – –
PVH
187
Psagot Value Holdings
Israel
$26K – – –
AAP
188
Arax Advisory Partners
Colorado
$24K -$40.2K -605 -62%
KPCM
189
Kings Point Capital Management
New York
$22K – – –
FDCDDQ
190
Federation des caisses Desjardins du Quebec
Quebec, Canada
$21.9K -$17.9K -270 -44%
CWM
191
Cranbrook Wealth Management
Michigan
$21K – – –
LWM
192
Liberty Wealth Management
California
$19K – – –
SJIM
193
St. Johns Investment Management
Florida
$18K – – –
1832 Asset Management
194
1832 Asset Management
Ontario, Canada
$17K +$17.3K +260 New
CP
195
Corbenic Partners
Pennsylvania
$15K – – –
BFC
196
Bedel Financial Consulting
Indiana
$14K – – –
DOA
197
D'Orazio & Associates
Virginia
$14K +$6.71K +101 +86%
IWP
198
IAG Wealth Partners
Wisconsin
$13K – – –
TCM
199
TD Capital Management
Tennessee
$12K – – –
PP
200
Pacifica Partners
Canada
$11K – – –
6 7
8
9 10

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.