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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
BDWM
176
Brewin Dolphin Wealth Management
Ireland
$165K – – –
Bank Julius Baer & Co
177
Bank Julius Baer & Co
Switzerland
$144K – – –
Barclays
178
Barclays
United Kingdom
$133K – – –
US Bancorp
179
US Bancorp
Minnesota
$122K – – –
Koshinski Asset Management
180
Koshinski Asset Management
Illinois
$110K -$39.3K -575 -27%
CWAF
181
Core Wealth Advisors (Florida)
Florida
$107K – – –
SIAP
182
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$104K +$3.42K +50 +3%
CFGS
183
Concourse Financial Group Securities
Alabama
$102K -$4.1K -60 -4%
Qube Research & Technologies (QRT)
184
Qube Research & Technologies (QRT)
United Kingdom
$102K +$99.3K +1,453 New
First Manhattan
185
First Manhattan
New York
$101K – – –
CAL
186
Capital Analysts LLC
Pennsylvania
$98K -$27.3K -400 -22%
CWA
187
Clearview Wealth Advisors
Oregon
$91K +$68 +1 +0.1%
BW
188
Bison Wealth
Georgia
$83K +$80.5K +1,178 New
SC
189
Solstein Capital
California
$82K – – –
BFEC
190
Benjamin F. Edwards & Company
Missouri
$81K -$2.25K -33 -3%
EWM
191
Evermay Wealth Management
Virginia
$81K – – –
FPS
192
Fieldpoint Private Securities
Connecticut
$80K – – –
AA
193
AlphaMark Advisors
Kentucky
$70K – – –
AIP
194
Ahrens Investment Partners
Louisiana
$64K +$62.2K +910 New
BWP
195
Baldwin Wealth Partners
Massachusetts
$61K -$10.2K -149 -15%
PAI
196
Pittenger & Anderson Inc
Nebraska
$61K – – –
HFM
197
Hartford Financial Management
Connecticut
$52K – – –
RPCONE
198
Retirement Planning Company of New England
Rhode Island
$52K +$51.2K +750 New
CPFP
199
Clear Perspectives Financial Planning
Ohio
$49K +$47.8K +700 New
PFGIA
200
Patriot Financial Group Insurance Agency
Massachusetts
$42K +$68 +1 +0.2%
6 7
8
9 10

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.