ROBO Global Robotics & Automation Index ETF
ROBO
212 hedge funds and large institutions have $385M invested in ROBO Global Robotics & Automation Index ETF in 2023 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 52 increasing their positions, 69 reducing their positions, and 18 closing their positions.
100% more first-time investments, than exits
New positions opened: 36 | Existing positions closed: 18
51% more call options, than puts
Call options by funds: $1.84M | Put options by funds: $1.22M
16% more capital invested
Capital invested by funds: $333M → $385M (+$51.8M)
7% more funds holding
Funds holding: 198 → 212 (+14)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
0.13% less ownership
Funds ownership: 28.92% → 28.78% (-0.13%)
25% less repeat investments, than reductions
Existing positions increased: 52 | Existing positions reduced: 69
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PS
Portfolio Strategies
Monsey,
New York
|
+$22.1M |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
+$9.03M |
| 3 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$2.91M |
| 4 |
Baird Financial Group
Milwaukee,
Wisconsin
|
+$2.27M |
| 5 |
KWM
Kingsview Wealth Management
Grants Pass,
Oregon
|
+$2.11M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$23.8M |
| 2 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$3.62M |
| 3 |
MIH
Meitav Investment House
Bene-Beraq,
Israel
|
-$1.48M |
| 4 |
LPL Financial
San Diego,
California
|
-$1.38M |
| 5 |
IA
IFP Advisors
Tampa,
Florida
|
-$1.21M |
ROBO Hedge Fund Activity: Q1 2023 in Review
212 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in ROBO Global Robotics & Automation Index ETF (ROBO) for Q1 2023, worth a combined $385M — up 16% from $333M a quarter earlier.
Buyers outnumbered sellers: 36 funds opened new ROBO positions and 18 closed out — a net gain of 18 holders — while 52 added to existing stakes and 69 trimmed.
The largest buyer was Portfolio Strategies, opening a new position worth an estimated $22.1M. The largest seller was Morgan Stanley, cutting an estimated $23.8M.
- 212 institutional investors held ROBO Global Robotics & Automation Index ETF (ROBO) as of Q1 2023, up from 198 in Q4 2022.
- Funds reported $385M of ROBO Global Robotics & Automation Index ETF stock for Q1 2023, up 16% quarter-over-quarter.
- 36 funds opened new ROBO Global Robotics & Automation Index ETF positions in Q1 2023 and 18 closed out, a net change of +18 holders.
- The largest ROBO Global Robotics & Automation Index ETF buyer in Q1 2023 was Portfolio Strategies, an estimated $22.1M added.
- The largest ROBO Global Robotics & Automation Index ETF seller in Q1 2023 was Morgan Stanley, an estimated $23.8M sold.
Based on aggregated 13F filings for Q1 2023.