ROBO Global Robotics & Automation Index ETF
ROBO
27 hedge funds and large institutions have $6.83M invested in ROBO Global Robotics & Automation Index ETF in 2015 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 7 increasing their positions, 2 reducing their positions, and 4 closing their positions.
250% more repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 2
100% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 4
17% more funds holding
Funds holding: 23 → 27 (+4)
33% less capital invested
Capital invested by funds: $10.1M → $6.83M (-$3.3M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BW
Bison Wealth
Atlanta,
Georgia
|
+$970K |
| 2 |
NAM
NTV Asset Management
Charleston,
West Virginia
|
+$536K |
| 3 |
VKH
Virtu KCG Holdings
New York
|
+$454K |
| 4 |
CIBC World Market
Toronto,
Ontario, Canada
|
+$281K |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$190K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ACM
Avalon Capital Management
Port Of Redwood City,
California
|
-$3M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$1.26M |
| 3 |
SAMC
Spectrum Asset Management (California)
Newport Beach,
California
|
-$1.15M |
| 4 |
BPC
Banque Pictet & Cie
Geneva 73,
Switzerland
|
-$297K |
| 5 |
CLOS
Compagnie Lombard Odier SCmA
1204 Geneva,
Switzerland
|
-$80K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
JWA
26
JFS Wealth Advisors
Hermitage,
Pennsylvania
| $3K | +$2.68K | +100 | New |
|
|
ACM
27
Avalon Capital Management
Port Of Redwood City,
California
| – | -$3M | -112,498 | Closed |
|
|
SAMC
28
Spectrum Asset Management (California)
Newport Beach,
California
| – | -$1.15M | -43,065 | Closed |
|
|
CLOS
29
Compagnie Lombard Odier SCmA
1204 Geneva,
Switzerland
| – | -$80K | -3,000 | Closed |
|
30
Creative Planning
Overland Park,
Kansas
| – | -$5K | -183 | Closed |
|
ROBO Hedge Fund Activity: Q2 2015 in Review
27 of the 3,711 institutional investors tracked by Wall St. Rank reported a position in ROBO Global Robotics & Automation Index ETF (ROBO) for Q2 2015, worth a combined $6.83M — down 33% from $10.1M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new ROBO positions and 4 closed out — a net gain of 4 holders — while 7 added to existing stakes and 2 trimmed.
The largest buyer was Bison Wealth, opening a new position worth an estimated $970K. The largest seller was Avalon Capital Management, exiting entirely with an estimated $3M sold.
- 27 institutional investors held ROBO Global Robotics & Automation Index ETF (ROBO) as of Q2 2015, up from 23 in Q1 2015.
- Funds reported $6.83M of ROBO Global Robotics & Automation Index ETF stock for Q2 2015, down 33% quarter-over-quarter.
- 8 funds opened new ROBO Global Robotics & Automation Index ETF positions in Q2 2015 and 4 closed out, a net change of +4 holders.
- The largest ROBO Global Robotics & Automation Index ETF buyer in Q2 2015 was Bison Wealth, an estimated $970K added.
- The largest ROBO Global Robotics & Automation Index ETF seller in Q2 2015 was Avalon Capital Management, an estimated $3M sold.
Based on aggregated 13F filings for Q2 2015.