Exchange Traded Concepts Tru (ROBO): Hedge Fund Ownership & Smart Money Signals (Q1 2026)

Q: Is it too late to buy Exchange Traded Concepts Tru (ROBO) following the 2026 Q1 hedge fund 13F filings?

As of today, ROBO has moved -1.0% since the 2026 Q1 13F filing date (May 15, 2026), compared to +2.0% for the SPY sector ETF — an outperformance of -3.0%. Since the quarter end (March 31, 2026), ROBO gained +22.9% vs +15.9% for SPY. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Exchange Traded Concepts Tru (ROBO)

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

Smart Money Signals — ROBO

Based on 264 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 3 quarters in a row

last 6Q

For 3 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

264 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.

🚀

Fast accumulation — +26% more funds vs a year ago

fund count last 6Q

+55 new funds entered over the past year (+26% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.

🟢

More buyers than sellers — 64% buying

135 buying76 selling

Last quarter: 135 funds were net buyers (48 opened a brand new position + 87 added to an existing one). Only 76 were sellers (50 trimmed + 26 sold completely). A clear majority buying is a strong confirmation signal.

➡️

Steady new buyers — ~48 new funds per quarter

new funds entering per quarter

Funds opening this position for the first time: 27 → 32 → 46 → 48. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.

🔒

59% of holders stayed for 2+ years

■ 59% conviction (2yr+) ■ 17% medium ■ 24% new

155 out of 264 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.

🚀

Acceleration phase — new buyers rushing in

28 → 27 → 32 → 46 → 48 new funds/Q

New funds entering each quarter: 27 → 32 → 46 → 48. The pace of institutional discovery is accelerating sharply. This is the 'hot idea' phase — the thesis is being passed from fund to fund. You are not late — the accumulation wave is still building.

🏛️

Deep conviction — 63% of holders stayed 2+ years

■ 63% veterans ■ 11% 1-2yr ■ 26% new

Of 268 current holders: 169 (63%) 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.

🏆

Elite ownership — 43% AUM from top-100 funds

43% from top-100 AUM funds

24 of 264 holders are among the 100 largest funds by AUM, controlling 43% of total institutional value in ROBO. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

4.0

out of 10

Moderate Exit Risk

Exit risk score 4.0/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

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.

Metric	All 13F Filers (2026 Q1)	Prior (2025 Q4)	Change
Funds Holding	263	242	8.68%
13F Shares	7M	6M	24.8%
Total Value	$495M	$390M	26.77%
New Positions	48	46	+2
Increased Positions	87	82	+5
Closed Positions	27	23	+4
Reduced Positions	49	53	-4
Total Calls	2	2	-
Total Puts	2	2	-
PUT/CALL Ratio	1.0	1.0	Neutral

Metric

All 13F Filers (2026 Q1)

Prior (2025 Q4)

Change

Funds Holding

263

242

8.68%

13F Shares

24.8%

Total Value

$495M

$390M

26.77%

New Positions

Increased Positions

Closed Positions

Reduced Positions

-4

Total Calls

Total Puts

PUT/CALL Ratio

1.0

Neutral

Institutional Holders (2026 Q1)

263 + investors

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

QUARTER:

FILTER:All New Added To Reduced No Change | Overweight >5%

Top 25 ROBO holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Gray Foundation	3.54%	205,000	$14.0M
2	Hyposwiss Advisors SA	2.35%	34,666	$2.4M
3	MinichMacGregor Wealth Management, LLC	2.21%	182,845	$12.5M
4	Solutions 4 Wealth, Ltd	2.16%	21,028	$1.4M
5	Biltmore Family Office, LLC	1.94%	202,951	$13.9M
6	Carmel Capital Management L.L.C.	1.94%	98,940	$6.8M
7	Rainier Family Wealth Inc	1.52%	33,137	$2.3M
8	Pacific Sun Financial Corp	1.25%	37,699	$2.6M
9	Invera Wealth Advisors, LLC	1.07%	24,372	$1.7M
10	Annex Advisory Services, LLC	0.95%	741,102	$50.7M
11	Black Swift Group, LLC	0.77%	64,540	$4.4M
12	Ntv Asset Management LLC	0.65%	87,045	$6.0M
13	Bank OZK	0.57%	23,757	$1.6M
14	Clay Northam Wealth Management, LLC	0.51%	13,283	$909K
15	Objectivity Squared, LLC	0.42%	9,715	$665K
16	Quadcap Wealth Management, LLC	0.42%	53,506	$3.7M
17	Mustico Financial Group, INC.	0.36%	6,478	$517K
18	VVR Holdings LLC	0.36%	10,170	$696K
19	Curbstone Financial Management Corp	0.33%	25,166	$1.7M
20	Eagle Strategies LLC	0.33%	39,949	$2.7M
21	Fortis Group Advisors, LLC	0.25%	18,711	$1.5M
22	Financial Freedom, LLC	0.24%	7,151	$489K
23	Smart Portfolios, LLC	0.21%	3,050	$209K
24	Creekside Partners	0.20%	7,114	$487K
25	Mission Financial Group, LLC	0.19%	3,078	$211K

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 — 3 quarters in a row: For 3 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 — 64% buying: Last quarter: 135 funds were net buyers (48 opened a brand new position + 87 added to an existing one). Only 76 were sellers (50 trimmed + 26 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for ROBO holders?

Elite ownership — 43% AUM from top-100 funds: 24 of 264 holders are among the 100 largest funds by AUM, controlling 43% of total institutional value in ROBO. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held ROBO?

59% of holders stayed for 2+ years: 155 out of 264 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.

Is it too late to buy Exchange Traded Concepts Tru (ROBO) following the 2026 Q1 hedge fund 13F filings?

As of today, ROBO has moved -1.0% since the 2026 Q1 13F filing date (May 15, 2026), compared to +2.0% for the SPY sector ETF — an outperformance of -3.0%. Since the quarter end (March 31, 2026), ROBO has gained +22.9% vs +15.9% for SPY. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

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.

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Exchange Traded Concepts Tru (ROBO)

Smart Money Signals — ROBO

Buying streak — 3 quarters in a row

At the ownership peak (100% of max)

Fast accumulation — +26% more funds vs a year ago

More buyers than sellers — 64% buying

Steady new buyers — ~48 new funds per quarter

59% of holders stayed for 2+ years

Acceleration phase — new buyers rushing in

Deep conviction — 63% of holders stayed 2+ years

Elite ownership — 43% AUM from top-100 funds

Institutional Sentiment Summary — ROBO

Hedge Fund Ownership: ROBO

Market Analysis: ROBO

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: ROBO

Is It Too Late to Buy Exchange Traded Concepts Tru (ROBO) Based on Hedge Fund 13F Filings?

Hedge Fund Positioning: ROBO

Statistics: ROBO

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q1)

Frequently Asked Questions — Exchange Traded Concepts Tru (ROBO)

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