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ROBO Global Robotics & Automation Index ETF
ROBO

186 hedge funds and large institutions have $312M invested in ROBO Global Robotics & Automation Index ETF in 2022 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 47 increasing their positions, 60 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

148% more call options, than puts

Call options by funds: $645K | Put options by funds: $260K

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

0.53% more ownership

Funds ownership: 28.85% → 29.38% (+0.53%)

9% less capital invested

Capital invested by funds: $344M → $312M (-$31.1M)

11% less funds holding

Funds holding: 209 → 186 (-23)

22% less repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 60

55% less first-time investments, than exits

New positions opened: 14 | Existing positions closed: 31

Holders
186
Holders Change
-23
Holders Change %
-11%
% of All Funds
3.2%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
14
Increased
47
Reduced
60
Closed
31
Calls
$645K
Puts
$260K
Net Calls
+$385K
Net Calls Change
+$435K

Top Buyers

1
FA
Fountainhead AM
New Jersey
+$9.85M
2
Morgan Stanley
Morgan Stanley
New York
+$4.23M
3
MIAN
Mariner Independent Advisor Network
Kansas
+$2.87M
4
RJA
Raymond James & Associates
Florida
+$687K
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$562K

Top Sellers

1
UBS Group
UBS Group
Switzerland
-$3.91M
2
Citadel Advisors
Citadel Advisors
Florida
-$3.86M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$3.46M
4
Ameriprise
Ameriprise
Minnesota
-$1.9M
5
WSTAM
Wilbanks Smith & Thomas Asset Management
Virginia
-$915K
Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$65.5M +$4.23M +89,353 +6%
UBS Group
2
UBS Group
Switzerland
$49.3M -$3.91M -82,622 -6%
LPL Financial
3
LPL Financial
California
$15.5M -$267K -5,638 -1%
BFO
4
Biltmore Family Office
North Carolina
$10.3M -$788K -16,651 -6%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$10.1M +$562K +11,878 +5%
Wells Fargo
6
Wells Fargo
California
$9.52M -$461K -9,753 -4%
Ameriprise
7
Ameriprise
Minnesota
$8.65M -$1.9M -40,115 -16%
FA
8
Fountainhead AM
New Jersey
$8.61M +$9.85M +208,329 New
GG
9
Gofen & Glossberg
Illinois
$8.14M -$34.7K -734 -0.4%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$7.18M -$373K -7,878 -4%
Jane Street
11
Jane Street
New York
$6.65M -$647K -13,670 -8%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$6.27M +$66.6K +1,409 +0.9%
Mercer Global Advisors
13
Mercer Global Advisors
Colorado
$5.03M +$35.5K +751 +0.6%
RJA
14
Raymond James & Associates
Florida
$4.48M +$687K +14,528 +15%
RJFSA
15
Raymond James Financial Services Advisors
Florida
$3.64M -$474K -10,028 -10%
CCM
16
Carmel Capital Management
California
$3.42M +$46.1K +975 +1%
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$3.22M +$72.2K +1,527 +2%
Stifel Financial
18
Stifel Financial
Missouri
$3.1M +$40.9K +865 +1%
PA
19
Pinnacle Associates
New York
$2.85M -$259K -5,485 -7%
NAM
20
NTV Asset Management
West Virginia
$2.81M -$23.6K -500 -0.7%
Northwestern Mutual Wealth Management
21
Northwestern Mutual Wealth Management
Wisconsin
$2.69M +$518K +10,955 +20%
Citigroup
22
Citigroup
New York
$2.67M +$6.76K +143 +0.2%
MIAN
23
Mariner Independent Advisor Network
Kansas
$2.51M +$2.87M +60,662 New
EWM
24
Endurance Wealth Management
Rhode Island
$2.16M -$82.3K -1,740 -3%
National Bank of Canada
25
National Bank of Canada
Quebec, Canada
$2.16M +$56.7K +1,198 +2%
1
2 3 4 5

ROBO Hedge Fund Activity: Q3 2022 in Review

186 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in ROBO Global Robotics & Automation Index ETF (ROBO) for Q3 2022, worth a combined $312M — down 9.1% from $344M a quarter earlier.

Sellers outnumbered buyers: 31 funds closed out of ROBO and 14 opened new positions — a net loss of 17 holders — while 60 trimmed existing stakes and 47 added.

The largest buyer was Fountainhead AM, opening a new position worth an estimated $9.85M. The largest seller was UBS Group, cutting an estimated $3.91M.

  • 186 institutional investors held ROBO Global Robotics & Automation Index ETF (ROBO) as of Q3 2022, down from 209 in Q2 2022.
  • Funds reported $312M of ROBO Global Robotics & Automation Index ETF stock for Q3 2022, down 9.1% quarter-over-quarter.
  • 14 funds opened new ROBO Global Robotics & Automation Index ETF positions in Q3 2022 and 31 closed out, a net change of -17 holders.
  • The largest ROBO Global Robotics & Automation Index ETF buyer in Q3 2022 was Fountainhead AM, an estimated $9.85M added.
  • The largest ROBO Global Robotics & Automation Index ETF seller in Q3 2022 was UBS Group, an estimated $3.91M sold.

Based on aggregated 13F filings for Q3 2022.