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ROBO Global Robotics & Automation Index ETF

222 hedge funds and large institutions have $502M invested in ROBO Global Robotics & Automation Index ETF in 2021 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 70 increasing their positions, 45 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

56% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 16

56% more repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 45

34% more call options, than puts

Call options by funds: $483K | Put options by funds: $361K

1% more funds holding

Funds holding: 219222 (+3)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

0.11% less ownership

Funds ownership: 27.94%27.84% (-0.11%)

2% less capital invested

Capital invested by funds: $513M → $502M (-$10.6M)

Holders
222
Holders Change
+3
Holders Change %
+1.37%
% of All Funds
3.89%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
25
Increased
70
Reduced
45
Closed
16
Calls
$483K
Puts
$361K
Net Calls
+$122K
Net Calls Change
-$28K
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$102M +$2.43M +36,560 +2%
UBS Group
2
UBS Group
Switzerland
$90.7M +$837K +12,597 +0.9%
Ameriprise
3
Ameriprise
Minnesota
$24M +$2.96M +44,492 +14%
LPL Financial
4
LPL Financial
California
$21.8M +$4.71M +70,896 +26%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$20.1M -$210K -3,158 -1%
Wells Fargo
6
Wells Fargo
California
$16.8M +$1.84M +27,709 +12%
BFO
7
Biltmore Family Office
North Carolina
$16.1M +$1M +15,096 +6%
GG
8
Gofen & Glossberg
Illinois
$12.8M -$19.9K -300 -0.2%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$10.9M +$137K +2,058 +1%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$10.7M -$71.8K -1,080 -0.6%
Mercer Global Advisors
11
Mercer Global Advisors
Colorado
$8.58M +$8.85M +133,250 New
RJA
12
Raymond James & Associates
Florida
$6.37M +$39.3K +591 +0.6%
EWM
13
Endurance Wealth Management
Rhode Island
$5.9M +$88.9K +1,338 +1%
Citigroup
14
Citigroup
New York
$5.47M -$3.01M -45,334 -35%
RJFSA
15
Raymond James Financial Services Advisors
Florida
$5.4M -$1.09M -16,406 -16%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$4.37M +$7.64K +115 +0.2%
JWCA
17
J.W. Cole Advisors
Florida
$4.19M +$4.99M +75,049 +1,073%
NAM
18
NTV Asset Management
West Virginia
$4.02M +$135K +2,025 +3%
Northwestern Mutual Wealth Management
19
Northwestern Mutual Wealth Management
Wisconsin
$3.93M -$2.54M -38,298 -39%
Osaic Holdings
20
Osaic Holdings
Arizona
$3.93M +$162K +2,438 +4%
PAMS
21
Pictet Asset Management (Switzerland)
Switzerland
$3.64M +$3.75M +56,477 New
MIH
22
Meitav Investment House
Israel
$3.62M
FTUS
23
Flow Traders U.S.
New York
$3.37M +$2.17M +32,621 +165%
CCM
24
Crew Capital Management
Ohio
$3.33M +$119K +1,795 +4%
Susquehanna International Group
25
Susquehanna International Group
Pennsylvania
$3.21M +$517K +7,787 +19%

ROBO Hedge Fund Activity: Q3 2021 in Review

222 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in ROBO Global Robotics & Automation Index ETF (ROBO) for Q3 2021, worth a combined $502M — down 2.1% from $513M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new ROBO positions and 16 closed out — a net gain of 9 holders — while 70 added to existing stakes and 45 trimmed.

The largest buyer was Mercer Global Advisors, opening a new position worth an estimated $8.85M. The largest seller was Jane Street, exiting entirely with an estimated $13.5M sold.

  • 222 institutional investors held ROBO Global Robotics & Automation Index ETF (ROBO) as of Q3 2021, up from 219 in Q2 2021.
  • Funds reported $502M of ROBO Global Robotics & Automation Index ETF stock for Q3 2021, down 2.1% quarter-over-quarter.
  • 25 funds opened new ROBO Global Robotics & Automation Index ETF positions in Q3 2021 and 16 closed out, a net change of +9 holders.
  • The largest ROBO Global Robotics & Automation Index ETF buyer in Q3 2021 was Mercer Global Advisors, an estimated $8.85M added.
  • The largest ROBO Global Robotics & Automation Index ETF seller in Q3 2021 was Jane Street, an estimated $13.5M sold.

Based on aggregated 13F filings for Q3 2021.