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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
WWM
201
Wolff Wiese Magana
California
$7.16K
SSB
202
Sandy Spring Bank
Maryland
$7.06K
CAM
203
Close Asset Management
United Kingdom
$7K
BLC
204
Brown, Lisle/Cummings
Rhode Island
$6.7K +$5.97K +117 New
BC
205
Bartlett & Co
Ohio
$6K
BCWM
206
Bartlett & Co Wealth Management
Ohio
$5.77K
SIS
207
Sound Income Strategies
Florida
$5.73K -$663 -13 -12%
CHA
208
Carmichael Hill & Associates
Maryland
$5.73K
S
209
SignatureFD
Georgia
$4.87K
TCM
210
TD Capital Management
Tennessee
$4.59K
TC
211
Trust Company
Kansas
$4.56K
GEA
212
Glen Eagle Advisors
New Jersey
$3.44K
FWM
213
FSA Wealth Management
Massachusetts
$3K +$2.25K +44 New
AIM
214
Anchor Investment Management
South Carolina
$2.87K
CT
215
Colonial Trust
South Carolina
$2.87K +$2.55K +50 New
SHIM
216
Stone House Investment Management
Pennsylvania
$2.29K -$2.4K -47 -54%
CMA
217
Cedar Mountain Advisors
Oregon
$2.29K
HGA
218
Hobbs Group Advisors
South Carolina
$2.12K +$1.89K +37 New
NS
219
NBC Securities
Alabama
$2K
GWS
220
Glassman Wealth Services
Virginia
$1.72K
EPW
221
Evergreen Private Wealth
Colorado
$1.72K +$1.53K +30 New
NL
222
NVWM LLC
Pennsylvania
$1.66K -$17K -333 -92%
GI
223
Gradient Investments
Minnesota
$1.26K
BBPWM
224
Blue Bell Private Wealth Management
Pennsylvania
$860
VAG
225
VisionPoint Advisory Group
Texas
$860 +$766 +15 New

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.