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ARK Autonomous Technology & Robotics ETF

41 hedge funds and large institutions have $35.9M invested in ARK Autonomous Technology & Robotics ETF in 2018 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 9 increasing their positions, 11 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

57% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 7

17% more capital invested

Capital invested by funds: $30.8M → $35.9M (+$5.17M)

8% more funds holding

Funds holding: 3841 (+3)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1.34% less ownership

Funds ownership: 20.91%19.57% (-1.3%)

18% less repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 11

Holders
41
Holders Change
+3
Holders Change %
+7.89%
% of All Funds
0.94%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
11
Increased
9
Reduced
11
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$6.63M +$957K +26,583 +17%
HFM
2
Hartford Financial Management
Connecticut
$5.97M -$536K -14,896 -8%
EFS
3
Edelman Financial Services
Virginia
$4.63M -$303K -8,409 -6%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$4.55M -$221K -6,132 -5%
LPL Financial
5
LPL Financial
California
$2.37M -$335K -9,310 -12%
BCM
6
Barometer Capital Management
Ontario, Canada
$1.77M +$1.77M +49,100 New
PAG
7
Private Advisor Group
New Jersey
$1.67M +$1.04M +28,786 +164%
Jane Street
8
Jane Street
New York
$1.09M -$28.2K -784 -3%
Susquehanna International Group
9
Susquehanna International Group
Pennsylvania
$1.01M +$706K +19,604 +234%
OC
10
Oppenheimer & Co
New York
$960K +$4.61K +128 +0.5%
CFA
11
Carroll Financial Associates
North Carolina
$760K -$6.84K -190 -0.9%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$710K +$273K +7,588 +62%
LTFS
13
Ladenburg Thalmann Financial Services
Florida
$469K -$239K -6,645 -34%
MML Investors Services
14
MML Investors Services
Massachusetts
$429K +$133K +3,692 +45%
IA
15
IFP Advisors
Florida
$311K -$28.8K -800 -8%
Bank of America
16
Bank of America
North Carolina
$249K
CAN
17
Cetera Advisor Networks
California
$248K +$20K +556 +9%
RJFSA
18
Raymond James Financial Services Advisors
Florida
$235K +$235K +6,538 New
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$226K +$226K +6,280 New
Koshinski Asset Management
20
Koshinski Asset Management
Illinois
$213K +$213K +5,918 New
AA
21
AlphaMark Advisors
Kentucky
$211K -$88.3K -2,452 -29%
Northern Trust
22
Northern Trust
Illinois
$201K +$201K +5,570 New
RJA
23
Raymond James & Associates
Florida
$201K +$201K +5,590 New
AG
24
Advisor Group
Arizona
$165K +$44.3K +1,232 +37%
GWM
25
Geneos Wealth Management
Colorado
$140K

ARKQ Hedge Fund Activity: Q3 2018 in Review

41 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in ARK Autonomous Technology & Robotics ETF (ARKQ) for Q3 2018, worth a combined $35.9M — up 17% from $30.8M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new ARKQ positions and 7 closed out — a net gain of 4 holders — while 9 added to existing stakes and 11 trimmed.

The largest buyer was Barometer Capital Management, opening a new position worth an estimated $1.77M. The largest seller was Hartford Financial Management, cutting an estimated $536K.

  • 41 institutional investors held ARK Autonomous Technology & Robotics ETF (ARKQ) as of Q3 2018, up from 38 in Q2 2018.
  • Funds reported $35.9M of ARK Autonomous Technology & Robotics ETF stock for Q3 2018, up 17% quarter-over-quarter.
  • 11 funds opened new ARK Autonomous Technology & Robotics ETF positions in Q3 2018 and 7 closed out, a net change of +4 holders.
  • The largest ARK Autonomous Technology & Robotics ETF buyer in Q3 2018 was Barometer Capital Management, an estimated $1.77M added.
  • The largest ARK Autonomous Technology & Robotics ETF seller in Q3 2018 was Hartford Financial Management, an estimated $536K sold.

Based on aggregated 13F filings for Q3 2018.