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ROBO Global Robotics & Automation Index ETF
ROBO

223 hedge funds and large institutions have $445M invested in ROBO Global Robotics & Automation Index ETF in 2022 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 79 increasing their positions, 71 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

11% more repeat investments, than reductions

Existing positions increased: 79 | Existing positions reduced: 71

1.59% less ownership

Funds ownership: 29.47% → 27.89% (-1.6%)

12% less funds holding

Funds holding: 253 → 223 (-30)

23% less capital invested

Capital invested by funds: $576M → $445M (-$131M)

33% less funds holding in top 10

Funds holding in top 10: 3 → 2 (-1)

52% less call options, than puts

Call options by funds: $297K | Put options by funds: $618K

61% less first-time investments, than exits

New positions opened: 17 | Existing positions closed: 44

Holders
223
Holders Change
-30
Holders Change %
-11.86%
% of All Funds
3.52%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
17
Increased
79
Reduced
71
Closed
44
Calls
$297K
Puts
$618K
Net Calls
-$321K
Net Calls Change
-$623K

Top Buyers

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$5.19M
2
AFS
AFG Fiduciary Services
Massachusetts
+$2.16M
3
IIA
Integral Investment Advisors
California
+$2.05M
4
RJA
Raymond James & Associates
Florida
+$1.37M
5
Stifel Financial
Stifel Financial
Missouri
+$1.15M

Top Sellers

1
Osaic Holdings
Osaic Holdings
Arizona
-$7.4M
2
Morgan Stanley
Morgan Stanley
New York
-$5.65M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$5.57M
4
UBS Group
UBS Group
Switzerland
-$5.13M
5
BCM
BlueCrest Capital Management
Jersey
-$4.37M
Name Holding Trade Value Shares
Change 		Change in
Stake
TFGT
201
TS Financial Group (TSFG)
Illinois
$9K +$4.57K +75 +94%
CFGS
202
Concourse Financial Group Securities
Alabama
$7K -$81.8K -1,344 -92%
SSB
203
Sandy Spring Bank
Maryland
$7K – – –
WWM
204
Wolff Wiese Magana
California
$7K – – –
Simplex Trading
205
Simplex Trading
Illinois
$7K +$7.61K +125 New
AWM
206
Accel Wealth Management
Iowa
$6K +$4.57K +75 +214%
BC
207
Bartlett & Co
Ohio
$6K +$6.09K +100 New
WIM
208
Westside Investment Management
California
$5.85K – – –
BCWM
209
Bartlett & Co Wealth Management
Ohio
$5.83K +$6.09K +100 New
EW
210
Evoke Wealth
California
$5K -$18.7K -308 -78%
CFD
211
Creative Financial Designs
Indiana
$5K -$4.57K -75 -48%
BBPWM
212
Blue Bell Private Wealth Management
Pennsylvania
$5K – – –
CFB
213
Cullen/Frost Bankers
Texas
$5K – – –
S
214
SignatureFD
Georgia
$5K – – –
CP
215
Corbenic Partners
Pennsylvania
$4K -$10K -165 -69%
GEA
216
Glen Eagle Advisors
New Jersey
$3.5K – – –
BBHC
217
Brown Brothers Harriman & Co
New York
$3K – – –
MWC
218
MBM Wealth Consultants
Missouri
$3K – – –
GWS
219
Glassman Wealth Services
Virginia
$2K – – –
FRA
220
Front Row Advisors
California
$1K – – –
GI
221
Gradient Investments
Minnesota
$1K – – –
SIS
222
Sound Income Strategies
Florida
$1K – – –
BCM
223
BlueCrest Capital Management
Jersey
– -$4.37M -62,262 Closed
PAMS
224
Pictet Asset Management (Switzerland)
Switzerland
– -$2.75M -39,239 Closed
BCM
225
Beck Capital Management
Texas
– -$2.09M -29,773 Closed
7 8
9
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ROBO Hedge Fund Activity: Q1 2022 in Review

223 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in ROBO Global Robotics & Automation Index ETF (ROBO) for Q1 2022, worth a combined $445M — down 23% from $576M a quarter earlier.

Sellers outnumbered buyers: 44 funds closed out of ROBO and 17 opened new positions — a net loss of 27 holders — while 71 trimmed existing stakes and 79 added.

The largest buyer was Susquehanna International Group, opening a new position worth an estimated $5.19M. The largest seller was Osaic Holdings, cutting an estimated $7.4M.

  • 223 institutional investors held ROBO Global Robotics & Automation Index ETF (ROBO) as of Q1 2022, down from 253 in Q4 2021.
  • Funds reported $445M of ROBO Global Robotics & Automation Index ETF stock for Q1 2022, down 23% quarter-over-quarter.
  • 17 funds opened new ROBO Global Robotics & Automation Index ETF positions in Q1 2022 and 44 closed out, a net change of -27 holders.
  • The largest ROBO Global Robotics & Automation Index ETF buyer in Q1 2022 was Susquehanna International Group, an estimated $5.19M added.
  • The largest ROBO Global Robotics & Automation Index ETF seller in Q1 2022 was Osaic Holdings, an estimated $7.4M sold.

Based on aggregated 13F filings for Q1 2022.