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ARK Autonomous Technology & Robotics ETF

32 hedge funds and large institutions have $23.3M invested in ARK Autonomous Technology & Robotics ETF in 2018 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 13 increasing their positions, 7 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

86% more repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 7

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

4.21% less ownership

Funds ownership: 19.57%15.36% (-4.2%)

22% less funds holding

Funds holding: 4132 (-9)

35% less capital invested

Capital invested by funds: $35.9M → $23.3M (-$12.6M)

57% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 14

Holders
32
Holders Change
-9
Holders Change %
-21.95%
% of All Funds
0.71%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
6
Increased
13
Reduced
7
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HFM
1
Hartford Financial Management
Connecticut
$4.92M +$36.9K +1,136 +0.7%
Morgan Stanley
2
Morgan Stanley
New York
$3.9M -$1.69M -51,854 -28%
Financial Engines Advisors
3
Financial Engines Advisors
California
$3.8M +$4.19M +128,796 New
LPL Financial
4
LPL Financial
California
$2.01M +$78.5K +2,415 +4%
PAG
5
Private Advisor Group
New Jersey
$1.41M +$44.9K +1,382 +3%
Susquehanna International Group
6
Susquehanna International Group
Pennsylvania
$1.08M +$283K +8,712 +31%
OC
7
Oppenheimer & Co
New York
$782K -$4.09K -126 -0.5%
Citadel Advisors
8
Citadel Advisors
Florida
$746K +$822K +25,283 New
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$670K +$97.3K +2,995 +15%
CFA
10
Carroll Financial Associates
North Carolina
$650K +$8.22K +253 +1%
UBS Group
11
UBS Group
Switzerland
$512K +$534K +16,432 +1,761%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$441K +$486K +14,970 New
MML Investors Services
13
MML Investors Services
Massachusetts
$434K +$91.8K +2,826 +24%
LTFS
14
Ladenburg Thalmann Financial Services
Florida
$377K -$8.35K -257 -2%
RJFSA
15
Raymond James Financial Services Advisors
Florida
$354K +$177K +5,454 +83%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$266K -$3.81M -117,212 -93%
IA
17
IFP Advisors
Florida
$243K -$12.5K -385 -4%
AG
18
Advisor Group
Arizona
$214K +$87K +2,676 +58%
AA
19
AlphaMark Advisors
Kentucky
$176K +$3.25K +100 +2%
GWM
20
Geneos Wealth Management
Colorado
$115K +$975 +30 +0.8%
APA
21
American Portfolios Advisors
New York
$87K -$23.7K -728 -20%
TFS
22
TrustCore Financial Services
Tennessee
$51K
Bank of Montreal
23
Bank of Montreal
Ontario, Canada
$25K
Fifth Third Bancorp
24
Fifth Third Bancorp
Ohio
$21K +$22.7K +700 New
GWS
25
Glassman Wealth Services
Virginia
$18K

ARKQ Hedge Fund Activity: Q4 2018 in Review

32 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in ARK Autonomous Technology & Robotics ETF (ARKQ) for Q4 2018, worth a combined $23.3M — down 35% from $35.9M a quarter earlier.

Sellers outnumbered buyers: 14 funds closed out of ARKQ and 6 opened new positions — a net loss of 8 holders — while 7 trimmed existing stakes and 13 added.

The largest buyer was Financial Engines Advisors, opening a new position worth an estimated $4.19M. The largest seller was Royal Bank of Canada, cutting an estimated $3.81M.

  • 32 institutional investors held ARK Autonomous Technology & Robotics ETF (ARKQ) as of Q4 2018, down from 41 in Q3 2018.
  • Funds reported $23.3M of ARK Autonomous Technology & Robotics ETF stock for Q4 2018, down 35% quarter-over-quarter.
  • 6 funds opened new ARK Autonomous Technology & Robotics ETF positions in Q4 2018 and 14 closed out, a net change of -8 holders.
  • The largest ARK Autonomous Technology & Robotics ETF buyer in Q4 2018 was Financial Engines Advisors, an estimated $4.19M added.
  • The largest ARK Autonomous Technology & Robotics ETF seller in Q4 2018 was Royal Bank of Canada, an estimated $3.81M sold.

Based on aggregated 13F filings for Q4 2018.