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ROBO Global Robotics & Automation Index ETF

229 hedge funds and large institutions have $426M invested in ROBO Global Robotics & Automation Index ETF in 2024 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 64 increasing their positions, 72 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

438% more call options, than puts

Call options by funds: $1.29M | Put options by funds: $240K

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

4% less first-time investments, than exits

New positions opened: 24 | Existing positions closed: 25

2% less funds holding

Funds holding: 234229 (-5)

4.89% less ownership

Funds ownership: 36.33%31.44% (-4.9%)

11% less repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 72

15% less capital invested

Capital invested by funds: $502M → $426M (-$75.3M)

Holders
229
Holders Change
-5
Holders Change %
-2.14%
% of All Funds
3.3%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
24
Increased
64
Reduced
72
Closed
25
Calls
$1.29M
Puts
$240K
Net Calls
+$1.05M
Net Calls Change
-$496K
Name Holding Trade Value Shares
Change
Change in
Stake
UBS Group
1
UBS Group
Switzerland
$56.3M +$2.15M +38,043 +4%
Morgan Stanley
2
Morgan Stanley
New York
$51.1M -$64.3M -1,137,344 -57%
LPL Financial
3
LPL Financial
California
$20.8M -$906K -16,022 -4%
FA
4
Fountainhead AM
New Jersey
$15.1M +$711K +12,574 +5%
Ameriprise
5
Ameriprise
Minnesota
$13.5M +$3M +53,137 +30%
BFO
6
Biltmore Family Office
North Carolina
$12.4M +$887K +15,683 +8%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$12.2M -$1.84M -32,503 -13%
GF
8
Gray Foundation
New York
$12M
Corient Private Wealth
9
Corient Private Wealth
Florida
$11.9M -$220K -3,894 -2%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$10.7M +$176K +3,120 +2%
RJA
11
Raymond James & Associates
Florida
$10.3M +$457K +8,077 +5%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$9.07M -$165K -2,922 -2%
Cetera Investment Advisers
13
Cetera Investment Advisers
Illinois
$7.28M +$5.49M +97,076 +359%
CAPTRUST Financial Advisors
14
CAPTRUST Financial Advisors
North Carolina
$7.12M +$225K +3,972 +3%
PS
15
Principal Securities
Iowa
$6.54M +$266K +4,709 +4%
Mercer Global Advisors
16
Mercer Global Advisors
Colorado
$6.01M +$71K +1,256 +1%
CCM
17
Carmel Capital Management
California
$5.8M +$36.8K +650 +0.7%
Northwestern Mutual Wealth Management
18
Northwestern Mutual Wealth Management
Wisconsin
$5.4M +$191K +3,371 +4%
SPC
19
Spirepoint Private Client
Florida
$5.31M +$5.12M +90,611 New
Jane Street
20
Jane Street
New York
$5.22M +$5.04M +89,067 New
NAM
21
NTV Asset Management
West Virginia
$5.18M -$99.3K -1,756 -2%
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$5.12M -$329K -5,809 -6%
Citigroup
23
Citigroup
New York
$4.89M +$455K +8,044 +11%
CAN
24
Cetera Advisor Networks
California
$4.5M -$234K -4,132 -5%
Osaic Holdings
25
Osaic Holdings
Arizona
$4.36M -$1.22M -21,559 -22%

ROBO Hedge Fund Activity: Q1 2024 in Review

229 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in ROBO Global Robotics & Automation Index ETF (ROBO) for Q1 2024, worth a combined $426M — down 15% from $502M a quarter earlier.

Sellers outnumbered buyers: 25 funds closed out of ROBO and 24 opened new positions — a net loss of 1 holder — while 72 trimmed existing stakes and 64 added.

The largest buyer was Cetera Investment Advisers, adding an estimated $5.49M. The largest seller was Morgan Stanley, cutting an estimated $64.3M.

  • 229 institutional investors held ROBO Global Robotics & Automation Index ETF (ROBO) as of Q1 2024, down from 234 in Q4 2023.
  • Funds reported $426M of ROBO Global Robotics & Automation Index ETF stock for Q1 2024, down 15% quarter-over-quarter.
  • 24 funds opened new ROBO Global Robotics & Automation Index ETF positions in Q1 2024 and 25 closed out, a net change of -1 holder.
  • The largest ROBO Global Robotics & Automation Index ETF buyer in Q1 2024 was Cetera Investment Advisers, an estimated $5.49M added.
  • The largest ROBO Global Robotics & Automation Index ETF seller in Q1 2024 was Morgan Stanley, an estimated $64.3M sold.

Based on aggregated 13F filings for Q1 2024.