Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

EXCHANGE TRADED CONCEPTS TRU (ROBO)

235 + Investors. Track Smart Money conviction in ROBO. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +23
Streak
2Q ▲
Buyers last Q
63%

Smart Money Signals — ROBO

Based on 232 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, more hedge funds added ROBO than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
232 hedge funds hold ROBO right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
📶

Steady growth — +15% more funds vs a year ago

fund count last 6Q
+31 new funds entered over the past year (+15% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟢

More buyers than sellers — 63% buying

125 buying74 selling
Last quarter: 125 funds were net buyers (45 opened a brand new position + 80 added to an existing one). Only 74 were sellers (52 trimmed + 22 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+14 vs last Q)

new funds entering per quarter
Funds opening a new ROBO position: 26 → 25 → 31 → 45. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

62% of holders stayed for 2+ years

■ 62% conviction (2yr+) ■ 16% medium ■ 22% new
144 out of 232 hedge funds have held ROBO for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
📈

Growing discovery — still being found

23 → 26 → 25 → 31 → 45 new funds/Q
New funds entering each quarter: 26 → 25 → 31 → 45. A growing number of institutions are discovering ROBO each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Deep conviction — 65% of holders stayed 2+ years

■ 65% veterans ■ 10% 1-2yr ■ 25% new
Of 235 current holders: 153 (65%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
✅

Strong quality — 38% AUM from major funds

38% from top-100 AUM funds
16 of 232 holders rank in the top 100 by AUM, accounting for 38% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
3.8
out of 10
Low Exit Risk
Exit risk score 3.8/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Hedge Fund Ownership: ROBO

How many hedge funds hold ROBO — quarterly history vs. share price
Quarterly hedge fund ownership of ROBO vs. share price

Market Analysis: ROBO

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: ROBO

-- --
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

22 top-rated funds 4 high-conviction
Consensus
5.9
/ 10
breadth
×
Elite
3.6
/ 10
conviction
Hedge Fund Positioning: ROBO
2026 Q1 Stats Unlock in 22 days 235 + Investors

Track Smart Money conviction in ROBO. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 235 211 11.37%
13F Shares 6M 5M 13.89%
Total Value $389M $342M 13.7%
New Positions 46 31 +15
Increased Positions 88 50 +38
Closed Positions 22 20 +2
Reduced Positions 52 58 -6
Total Calls 2 1 100.0%
Total Puts 2 1 100.0%
PUT/CALL Ratio 1.0 1.0 Neutral

Statistics: ROBO

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Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

235 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in ROBO. Verified SEC 13F-HR filings.

Top 25 institutional holders of ROBO — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Gray Foundation 3.54% 205,000 $14.0M
2 MinichMacGregor Wealth Management, LLC 2.21% 182,845 $12.5M
3 Carmel Capital Management L.L.C. 1.94% 98,940 $6.8M
4 RAINIER FAMILY WEALTH INC 1.52% 33,137 $2.3M
5 Invera Wealth Advisors, LLC 1.07% 24,372 $1.7M
6 Annex Advisory Services, LLC 0.95% 741,102 $50.7M
7 Black Swift Group, LLC 0.77% 64,540 $4.4M
8 VVR Holdings LLC 0.36% 10,170 $696K
9 Curbstone Financial Management Corp 0.33% 25,166 $1.7M
10 Eagle Strategies LLC 0.33% 39,949 $2.7M
11 Creekside Partners 0.20% 7,114 $487K
12 M3 Advisory Group, LLC 0.17% 4,052 $277K
13 American Institute for Advanced Investment Management, LLP 0.14% 3,072 $210K
14 BIP Wealth, LLC 0.13% 48,172 $3.3M
15 James J. Burns & Company, LLC 0.11% 12,031 $823K
16 Summit Investment Advisory Services, LLC 0.10% 3,799 $260K
17 Vigilare Wealth Management 0.08% 3,668 $251K
18 Noble Wealth Management PBC 0.08% 2,280 $156K
19 WEALTH EFFECTS LLC 0.07% 3,080 $211K
20 CHICAGO TRUST Co NA 0.06% 5,300 $363K
21 Pinnacle Wealth Management Advisory Group, LLC 0.05% 10,074 $689K
22 MATAURO, LLC 0.04% 4,128 $282K
23 PINNACLE ASSOCIATES LTD 0.04% 45,748 $3.1M
24 ARMSTRONG ADVISORY GROUP, INC 0.03% 6,842 $468K
25 Columbus Macro, LLC 0.02% 3,101 $212K
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — EXCHANGE TRADED CONCEPTS TRU (ROBO)

What does the Smart Money Trend signal show for ROBO?

Buying streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds added ROBO than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for ROBO?

More buyers than sellers — 63% buying: Last quarter: 125 funds were net buyers (45 opened a brand new position + 80 added to an existing one). Only 74 were sellers (52 trimmed + 22 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for ROBO holders?

Strong quality — 38% AUM from major funds: 16 of 232 holders rank in the top 100 by AUM, accounting for 38% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held ROBO?

62% of holders stayed for 2+ years: 144 out of 232 hedge funds have held ROBO for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.