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ROBO Global Robotics & Automation Index ETF
ROBO

253 hedge funds and large institutions have $576M invested in ROBO Global Robotics & Automation Index ETF in 2021 Q4 according to their latest regulatory filings, with 53 funds opening new positions, 67 increasing their positions, 63 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

165% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 20

46% more call options, than puts

Call options by funds: $961K | Put options by funds: $659K

15% more capital invested

Capital invested by funds: $502M → $576M (+$74.2M)

14% more funds holding

Funds holding: 222 → 253 (+31)

1.63% more ownership

Funds ownership: 27.84% → 29.47% (+1.6%)

6% more repeat investments, than reductions

Existing positions increased: 67 | Existing positions reduced: 63

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

Holders
253
Holders Change
+31
Holders Change %
+13.96%
% 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
53
Increased
67
Reduced
63
Closed
20
Calls
$961K
Puts
$659K
Net Calls
+$302K
Net Calls Change
+$180K

Top Buyers

1
Osaic Holdings
Osaic Holdings
Arizona
+$8.37M
2
BCM
BlueCrest Capital Management
Jersey
+$4.25M
3
Morgan Stanley
Morgan Stanley
New York
+$4.22M
4
LPL Financial
LPL Financial
California
+$3.65M
5
UBS Group
UBS Group
Switzerland
+$3.19M

Top Sellers

1
JWCA
J.W. Cole Advisors
Florida
-$5.13M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$3.41M
3
FTUS
Flow Traders U.S.
New York
-$3.37M
4
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
-$1.72M
5
EWM
Endurance Wealth Management
Rhode Island
-$1.24M
Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$116M +$4.22M +61,804 +4%
UBS Group
2
UBS Group
Switzerland
$102M +$3.19M +46,630 +3%
LPL Financial
3
LPL Financial
California
$27.5M +$3.65M +53,400 +16%
Ameriprise
4
Ameriprise
Minnesota
$25.7M -$421K -6,159 -2%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$22.1M +$166K +2,427 +0.8%
Wells Fargo
6
Wells Fargo
California
$18.4M +$70.9K +1,038 +0.4%
BFO
7
Biltmore Family Office
North Carolina
$18.1M +$461K +6,747 +3%
GG
8
Gofen & Glossberg
Illinois
$14M – – –
Osaic Holdings
9
Osaic Holdings
Arizona
$12.9M +$8.37M +122,477 +201%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$11.9M +$71.5K +1,047 +0.6%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$11.1M -$554K -8,105 -5%
Mercer Global Advisors
12
Mercer Global Advisors
Colorado
$8.71M -$614K -8,988 -7%
RJA
13
Raymond James & Associates
Florida
$6.96M +$24.3K +356 +0.4%
RJFSA
14
Raymond James Financial Services Advisors
Florida
$5.62M -$254K -3,714 -4%
Citigroup
15
Citigroup
New York
$5.37M -$574K -8,397 -10%
CCM
16
Carmel Capital Management
California
$5.22M +$5.09M +74,435 New
EWM
17
Endurance Wealth Management
Rhode Island
$5.16M -$1.24M -18,092 -20%
NAM
18
NTV Asset Management
West Virginia
$4.78M +$400K +5,850 +9%
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$4.51M -$238K -3,491 -5%
BCM
20
BlueCrest Capital Management
Jersey
$4.37M +$4.25M +62,262 New
MIH
21
Meitav Investment House
Israel
$3.94M – – –
Stifel Financial
22
Stifel Financial
Missouri
$3.67M +$226K +3,314 +7%
CCM
23
Crew Capital Management
Ohio
$3.4M -$215K -3,150 -6%
PSF
24
Pacific Sun Financial
California
$3.23M +$89K +1,303 +3%
National Bank of Canada
25
National Bank of Canada
Quebec, Canada
$3.23M +$3.15M +46,095 New
1
2 3 4 5

ROBO Hedge Fund Activity: Q4 2021 in Review

253 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in ROBO Global Robotics & Automation Index ETF (ROBO) for Q4 2021, worth a combined $576M — up 15% from $502M a quarter earlier.

Buyers outnumbered sellers: 53 funds opened new ROBO positions and 20 closed out — a net gain of 33 holders — while 67 added to existing stakes and 63 trimmed.

The largest buyer was Osaic Holdings, adding an estimated $8.37M. The largest seller was J.W. Cole Advisors, cutting an estimated $5.13M.

  • 253 institutional investors held ROBO Global Robotics & Automation Index ETF (ROBO) as of Q4 2021, up from 222 in Q3 2021.
  • Funds reported $576M of ROBO Global Robotics & Automation Index ETF stock for Q4 2021, up 15% quarter-over-quarter.
  • 53 funds opened new ROBO Global Robotics & Automation Index ETF positions in Q4 2021 and 20 closed out, a net change of +33 holders.
  • The largest ROBO Global Robotics & Automation Index ETF buyer in Q4 2021 was Osaic Holdings, an estimated $8.37M added.
  • The largest ROBO Global Robotics & Automation Index ETF seller in Q4 2021 was J.W. Cole Advisors, an estimated $5.13M sold.

Based on aggregated 13F filings for Q4 2021.