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ROBO Global Robotics & Automation Index ETF

198 hedge funds and large institutions have $333M invested in ROBO Global Robotics & Automation Index ETF in 2022 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 29 increasing their positions, 83 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

88% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 17

22% more call options, than puts

Call options by funds: $2.76M | Put options by funds: $2.26M

7% more capital invested

Capital invested by funds: $312M → $333M (+$20.5M)

6% more funds holding

Funds holding: 186198 (+12)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0.47% less ownership

Funds ownership: 29.38%28.92% (-0.47%)

65% less repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 83

Holders
198
Holders Change
+12
Holders Change %
+6.45%
% of All Funds
3.18%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
32
Increased
29
Reduced
83
Closed
17
Calls
$2.76M
Puts
$2.26M
Net Calls
+$505K
Net Calls Change
+$120K
Name Holding Trade Value Shares
Change
Change in
Stake
WWM
176
Wolff Wiese Magana
California
$5.79K
CA
177
CoreCap Advisors
Michigan
$5.79K +$5.71K +125 New
SSB
178
Sandy Spring Bank
Maryland
$5.71K
SIS
179
Sound Income Strategies
Florida
$5.24K -$1.83K -40 -26%
CFGS
180
Concourse Financial Group Securities
Alabama
$5.24K
AWM
181
Accel Wealth Management
Iowa
$5.1K
BC
182
Bartlett & Co
Ohio
$5K
RWM
183
Ruedi Wealth Management
Illinois
$4.71K +$4.66K +102 New
BCWM
184
Bartlett & Co Wealth Management
Ohio
$4.63K
FHA
185
First Horizon Advisors
Tennessee
$4.22K
TC
186
Trust Company
Kansas
$4K
S
187
SignatureFD
Georgia
$3.94K
TCM
188
TD Capital Management
Tennessee
$3.71K
AWM
189
Accurate Wealth Management
Florida
$2.9K +$2.69K +59 New
MSCM
190
McElhenny Sheffield Capital Management
Texas
$2.59K +$2.56K +56 New
MPCL
191
My Personal CFO LLC
Washington
$2.5K +$2.46K +54 New
GWS
192
Glassman Wealth Services
Virginia
$1.39K
GI
193
Gradient Investments
Minnesota
$1.02K
BBPWM
194
Blue Bell Private Wealth Management
Pennsylvania
$695 -$3.42K -75 -83%
LFG
195
Larson Financial Group
Missouri
$602 +$593 +13 New
BWM
196
BerganKDV Wealth Management
Minnesota
$324
CFD
197
Creative Financial Designs
Indiana
$232
HNB
198
Huntington National Bank
Ohio
$46
SJIM
199
St. Johns Investment Management
Florida
$30
QCG
200
Quadrant Capital Group
Ohio
$13

ROBO Hedge Fund Activity: Q4 2022 in Review

198 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in ROBO Global Robotics & Automation Index ETF (ROBO) for Q4 2022, worth a combined $333M — up 6.6% from $312M a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new ROBO positions and 17 closed out — a net gain of 15 holders — while 29 added to existing stakes and 83 trimmed.

The largest buyer was Old Mission Capital, opening a new position worth an estimated $3.56M. The largest seller was UBS Group, cutting an estimated $13.2M.

  • 198 institutional investors held ROBO Global Robotics & Automation Index ETF (ROBO) as of Q4 2022, up from 186 in Q3 2022.
  • Funds reported $333M of ROBO Global Robotics & Automation Index ETF stock for Q4 2022, up 6.6% quarter-over-quarter.
  • 32 funds opened new ROBO Global Robotics & Automation Index ETF positions in Q4 2022 and 17 closed out, a net change of +15 holders.
  • The largest ROBO Global Robotics & Automation Index ETF buyer in Q4 2022 was Old Mission Capital, an estimated $3.56M added.
  • The largest ROBO Global Robotics & Automation Index ETF seller in Q4 2022 was UBS Group, an estimated $13.2M sold.

Based on aggregated 13F filings for Q4 2022.