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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
AF
176
Allworth Financial
California
$29.7K -$10.5K -205 -28%
BAM
177
Bellevue Asset Management
Washington
$29.5K
Fifth Third Bancorp
178
Fifth Third Bancorp
Ohio
$28.6K
Simplex Trading
179
Simplex Trading
Illinois
$26K +$23.5K +460 New
TVAMP
180
Tennessee Valley Asset Management Partners
Tennessee
$23.2K +$20.7K +405 New
AAP
181
Arax Advisory Partners
Colorado
$21.6K
TFA
182
Toth Financial Advisory
Virginia
$20.6K
NBT
183
Northwest Bank & Trust
Iowa
$18.6K +$16.6K +325 New
BNP Paribas Financial Markets
184
BNP Paribas Financial Markets
France
$18.6K -$887K -17,378 -98%
CWM
185
Cranbrook Wealth Management
Michigan
$18.5K
Qube Research & Technologies (QRT)
186
Qube Research & Technologies (QRT)
United Kingdom
$18.2K -$183K -3,595 -92%
AA
187
AlphaMark Advisors
Kentucky
$16K
CP
188
Castleview Partners
Texas
$12.4K +$11K +216 New
TRCT
189
Tower Research Capital (TRC)
New York
$12.2K -$1.02K -20 -9%
WAM
190
WFA Asset Management
Wisconsin
$11.6K
GRP
191
Global Retirement Partners
California
$11.1K
HGERS
192
Householder Group Estate & Retirement Specialist
Arizona
$11K
Bank Julius Baer & Co
193
Bank Julius Baer & Co
Switzerland
$10.9K -$102 -2 -1%
IWP
194
IAG Wealth Partners
Wisconsin
$10.8K
CWP
195
Concord Wealth Partners
Virginia
$10.8K +$9.6K +188 New
WT
196
Washington Trust
Rhode Island
$9.22K
TFGT
197
TS Financial Group (TSFG)
Illinois
$9K
CAM
198
Chesapeake Asset Management
New York
$8.6K -$19.3K -379 -72%
NFSG
199
Newbridge Financial Services Group
Florida
$8.6K
PP
200
Pacifica Partners
Canada
$8.24K

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.