We are live on ! Find out more
ROBO icon

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
AF
176
Allworth Financial
California
$30.4K
BAM
177
Bellevue Asset Management
Washington
$30.2K
FGA
178
Fortis Group Advisors
New Jersey
$29.4K -$28.4K -502 -50%
BWP
179
Baldwin Wealth Partners
Massachusetts
$27.1K -$4.24K -75 -14%
CAM
180
Chesapeake Asset Management
New York
$22.2K +$12.9K +229 +153%
AAP
181
Arax Advisory Partners
Colorado
$22.1K
TFA
182
Toth Financial Advisory
Virginia
$21.1K
CWM
183
Cranbrook Wealth Management
Michigan
$18.9K
AA
184
AlphaMark Advisors
Kentucky
$18K +$1.7K +30 +11%
NBT
185
Northwest Bank & Trust
Iowa
$17.7K
CIBC Private Wealth Group
186
CIBC Private Wealth Group
Georgia
$14.4K +$14K +247 New
MG
187
Mather Group
Illinois
$14.3K +$14.1K +250 New
GRP
188
Global Retirement Partners
California
$13.2K +$1.41K +25 +12%
CP
189
Castleview Partners
Texas
$12.7K
TRCT
190
Tower Research Capital (TRC)
New York
$12.1K -$396 -7 -3%
HGERS
191
Householder Group Estate & Retirement Specialist
Arizona
$11.7K
GJWM
192
Gilliland Jeter Wealth Management
Arkansas
$11.7K +$11.3K +200 New
IWP
193
IAG Wealth Partners
Wisconsin
$11K
CTA
194
Colonial Trust Advisors
South Carolina
$10.8K +$10.4K +184 New
WT
195
Washington Trust
Rhode Island
$9.44K
PP
196
Pacifica Partners
Canada
$9.19K
NFSG
197
Newbridge Financial Services Group
Florida
$8.8K
ACM
198
Anfield Capital Management
California
$7.8K +$7.52K +133 New
WWM
199
Wolff Wiese Magana
California
$7.33K
CA
200
CoreCap Advisors
Michigan
$7.33K +$7.07K +125 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.