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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
SSB
201
Sandy Spring Bank
Maryland
$7.22K
LC
202
Lindbrook Capital
California
$7.04K -$113K -2,000 -94%
CAM
203
Close Asset Management
United Kingdom
$7K
BLC
204
Brown, Lisle/Cummings
Rhode Island
$6.86K
CHA
205
Carmichael Hill & Associates
Maryland
$5.86K
SIS
206
Sound Income Strategies
Florida
$5.86K
S
207
SignatureFD
Georgia
$4.98K
TCM
208
TD Capital Management
Tennessee
$4.7K
TC
209
Trust Company
Kansas
$4.66K
Qube Research & Technologies (QRT)
210
Qube Research & Technologies (QRT)
United Kingdom
$4.05K -$14K -248 -78%
GEA
211
Glen Eagle Advisors
New Jersey
$3.52K
AIM
212
Anchor Investment Management
South Carolina
$2.93K
FWM
213
FSA Wealth Management
Massachusetts
$2.58K
CMA
214
Cedar Mountain Advisors
Oregon
$2.35K
NS
215
NBC Securities
Alabama
$2K
GWS
216
Glassman Wealth Services
Virginia
$1.76K
NL
217
NVWM LLC
Pennsylvania
$1.7K
CA
218
Clearstead Advisors
Ohio
$1.43K +$1.41K +25 New
BBPWM
219
Blue Bell Private Wealth Management
Pennsylvania
$880
VAG
220
VisionPoint Advisory Group
Texas
$880
LFG
221
Larson Financial Group
Missouri
$762
RIL
222
Rothschild Investment LLC
Illinois
$586
TF
223
Tompkins Financial
New York
$586
HI
224
Horizon Investments
North Carolina
$293 -$509 -9 -64%
CFD
225
Creative Financial Designs
Indiana
$293

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.