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ROBO Global Robotics & Automation Index ETF

52 hedge funds and large institutions have $55M invested in ROBO Global Robotics & Automation Index ETF in 2017 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 20 increasing their positions, 1 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,900% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 1

475% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 4

420% more capital invested

Capital invested by funds: $10.6M → $55M (+$44.5M)

53% more funds holding

Funds holding: 3452 (+18)

28.57% more ownership

Funds ownership: 7.82%36.38% (+29%)

Holders
52
Holders Change
+18
Holders Change %
+52.94%
% of All Funds
1.29%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
23
Increased
20
Reduced
1
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AIA
26
Armor Investment Advisors
North Carolina
$313K +$24.8K +800 +9%
VSWA
27
Vontobel Swiss Wealth Advisors
Switzerland
$265K +$255K +8,240 New
OC
28
Oppenheimer & Co
New York
$256K +$246K +7,940 New
CFMC
29
Curbstone Financial Management Corp
New Hampshire
$225K +$217K +6,985 New
LTFS
30
Ladenburg Thalmann Financial Services
Florida
$189K +$76.1K +2,453 +72%
WEC
31
Winslow Evans & Crocker
Massachusetts
$118K +$91K +2,934 +410%
Bank of America
32
Bank of America
North Carolina
$106K +$65.1K +2,100 +176%
Morgan Stanley
33
Morgan Stanley
New York
$101K +$39.9K +1,286 +69%
PNC Financial Services Group
34
PNC Financial Services Group
Pennsylvania
$90K +$79.2K +2,556 +1,022%
Creative Planning
35
Creative Planning
Kansas
$76K +$57.6K +1,859 +372%
CLOS
36
Compagnie Lombard Odier SCmA
Switzerland
$64K +$62K +2,000 New
Barclays
37
Barclays
United Kingdom
$61K +$59K +1,902 New
Bank of Montreal
38
Bank of Montreal
Ontario, Canada
$45K +$40.3K +1,300 +1,300%
AG
39
Advisor Group
Arizona
$34K +$29.3K +946 +757%
NFG
40
Next Financial Group
Texas
$31K +$29.5K +950 New
OSNBOA
41
Old Second National Bank of Aurora
Illinois
$27K
IA
42
IFP Advisors
Florida
$20K +$6.98K +225 +57%
FMA
43
FNY Managed Accounts
New York
$16K +$15.5K +500 New
AA
44
AlphaMark Advisors
Kentucky
$11K
GWM
45
Geneos Wealth Management
Colorado
$9K +$9.3K +300 New
TC
46
Trust Company
Kansas
$6K +$6.2K +200 New
FANJ
47
Financial Architects (New Jersey)
New Jersey
$5K +$4.65K +150 New
KF
48
Krilogy Financial
Missouri
$4K
WIM
49
Westside Investment Management
California
$3.18K
CFN
50
Cordasco Financial Network
Florida
$3K

ROBO Hedge Fund Activity: Q1 2017 in Review

52 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in ROBO Global Robotics & Automation Index ETF (ROBO) for Q1 2017, worth a combined $55M — up 420% from $10.6M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new ROBO positions and 4 closed out — a net gain of 19 holders — while 20 added to existing stakes and 1 trimmed.

The largest buyer was United Capital Financial Advisors, opening a new position worth an estimated $17.5M. The largest seller was Avalon Capital Management, exiting entirely with an estimated $1.36M sold.

  • 52 institutional investors held ROBO Global Robotics & Automation Index ETF (ROBO) as of Q1 2017, up from 34 in Q4 2016.
  • Funds reported $55M of ROBO Global Robotics & Automation Index ETF stock for Q1 2017, up 420% quarter-over-quarter.
  • 23 funds opened new ROBO Global Robotics & Automation Index ETF positions in Q1 2017 and 4 closed out, a net change of +19 holders.
  • The largest ROBO Global Robotics & Automation Index ETF buyer in Q1 2017 was United Capital Financial Advisors, an estimated $17.5M added.
  • The largest ROBO Global Robotics & Automation Index ETF seller in Q1 2017 was Avalon Capital Management, an estimated $1.36M sold.

Based on aggregated 13F filings for Q1 2017.