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ROBO Global Robotics & Automation Index ETF

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: 253223 (-30)

23% less capital invested

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

33% less funds holding in top 10

Funds holding in top 10: 32 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$90.8M -$5.65M -92,801 -6%
UBS Group
2
UBS Group
Switzerland
$79.9M -$5.13M -84,232 -6%
LPL Financial
3
LPL Financial
California
$22.1M -$769K -12,640 -3%
Ameriprise
4
Ameriprise
Minnesota
$18.7M -$2.81M -46,114 -13%
Wells Fargo
5
Wells Fargo
California
$15.4M +$77.8K +1,279 +0.5%
BFO
6
Biltmore Family Office
North Carolina
$15.2M +$168K +2,764 +1%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$13M -$5.57M -91,586 -29%
GG
8
Gofen & Glossberg
Illinois
$11.6M +$609 +10 +0%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$11M +$1.09M +17,838 +10%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$9.37M +$138K +2,260 +1%
RJA
11
Raymond James & Associates
Florida
$7.1M +$1.37M +22,508 +23%
Mercer Global Advisors
12
Mercer Global Advisors
Colorado
$6.97M -$286K -4,703 -4%
RJFSA
13
Raymond James Financial Services Advisors
Florida
$5.12M +$467K +7,674 +10%
Susquehanna International Group
14
Susquehanna International Group
Pennsylvania
$4.97M +$5.19M +85,261 New
CCM
15
Carmel Capital Management
California
$4.51M +$180K +2,950 +4%
Stifel Financial
16
Stifel Financial
Missouri
$4.16M +$1.15M +18,971 +36%
NAM
17
NTV Asset Management
West Virginia
$3.98M +$9.13K +150 +0.2%
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$3.95M +$211K +3,466 +5%
Citigroup
19
Citigroup
New York
$3.8M -$694K -11,399 -15%
EWM
20
Endurance Wealth Management
Rhode Island
$3.19M -$1.14M -18,793 -26%
National Bank of Canada
21
National Bank of Canada
Quebec, Canada
$2.88M +$254K +4,173 +9%
PSF
22
Pacific Sun Financial
California
$2.88M +$195K +3,205 +7%
CCM
23
Crew Capital Management
Ohio
$2.75M -$85.2K -1,400 -3%
Osaic Holdings
24
Osaic Holdings
Arizona
$2.5M -$7.4M -121,508 -66%
MIC
25
Means Investment Company
Maine
$2.35M +$419K +6,892 +21%

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.