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ROBO Global Robotics & Automation Index ETF
ROBO

80 hedge funds and large institutions have $119M invested in ROBO Global Robotics & Automation Index ETF in 2017 Q2 according to their latest regulatory filings, with 32 funds opening new positions, 33 increasing their positions, 6 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

700% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 4

450% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 6

116% more capital invested

Capital invested by funds: $55M → $119M (+$63.8M)

54% more funds holding

Funds holding: 52 → 80 (+28)

19.44% less ownership

Funds ownership: 36.38% → 16.94% (-19%)

Holders
80
Holders Change
+28
Holders Change %
+53.85%
% of All Funds
1.99%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
32
Increased
33
Reduced
6
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$14.1M
2
UBS Group
UBS Group
Switzerland
+$10.5M
3
Allianz Asset Management
Allianz Asset Management
Germany
+$6.95M
4
OMC
Old Mission Capital
Illinois
+$5.5M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$3.42M

Top Sellers

1
UCFA
United Capital Financial Advisors
Texas
-$5.26M
2
FHAM
Folger Hill Asset Management
New York
-$2.49M
3
SG Americas Securities
SG Americas Securities
New York
-$1.04M
4
VKH
Virtu KCG Holdings
New York
-$695K
5
HSBC Holdings
HSBC Holdings
United Kingdom
-$506K
Name Holding Trade Value Shares
Change 		Change in
Stake
MC
26
Mathes Company
New York
$718K +$707K +20,950 New
CIBC World Market
27
CIBC World Market
Ontario, Canada
$657K +$194K +5,760 +43%
IA
28
IFP Advisors
Florida
$634K +$604K +17,883 +2,884%
MML Investors Services
29
MML Investors Services
Massachusetts
$551K +$543K +16,071 New
NAM
30
NTV Asset Management
West Virginia
$531K +$10.1K +300 +2%
Citadel Advisors
31
Citadel Advisors
Florida
$505K +$498K +14,740 New
CCP
32
Cardan Capital Partners
Colorado
$504K +$4.49K +133 +0.9%
AIA
33
Armor Investment Advisors
North Carolina
$502K +$165K +4,900 +50%
VSWA
34
Vontobel Swiss Wealth Advisors
Switzerland
$486K +$200K +5,935 +72%
CFA
35
Cahill Financial Advisors
Minnesota
$458K +$119K +3,519 +36%
AIP
36
Ahrens Investment Partners
Louisiana
$449K +$442K +13,100 New
SG Americas Securities
37
SG Americas Securities
New York
$423K -$1.04M -30,665 -71%
PMAM
38
Picton Mahoney Asset Management
Ontario, Canada
$401K +$395K +11,700 New
LTFS
39
Ladenburg Thalmann Financial Services
Florida
$366K +$163K +4,836 +83%
JP Morgan Chase
40
JP Morgan Chase
New York
$365K +$359K +10,645 New
ASN
41
Advisory Services Network
Georgia
$358K +$352K +10,439 New
CA
42
Cetera Advisors
Colorado
$356K +$351K +10,383 New
Citigroup
43
Citigroup
New York
$338K +$333K +9,876 New
PAG
44
Private Advisor Group
New Jersey
$337K +$331K +9,791 New
Janney Montgomery Scott
45
Janney Montgomery Scott
Pennsylvania
$334K +$329K +9,750 New
VKH
46
Virtu KCG Holdings
New York
$313K -$695K -20,594 -69%
WS
47
Wedbush Securities
California
$311K +$306K +9,060 New
HSBC Holdings
48
HSBC Holdings
United Kingdom
$298K -$506K -15,000 -63%
FAAS
49
First Allied Advisory Services
California
$290K +$284K +8,406 New
WEC
50
Winslow Evans & Crocker
Massachusetts
$282K +$157K +4,650 +127%
1
2
3 4

ROBO Hedge Fund Activity: Q2 2017 in Review

80 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in ROBO Global Robotics & Automation Index ETF (ROBO) for Q2 2017, worth a combined $119M — up 116% from $55M a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new ROBO positions and 4 closed out — a net gain of 28 holders — while 33 added to existing stakes and 6 trimmed.

The largest buyer was Envestnet Asset Management, opening a new position worth an estimated $14.1M. The largest seller was United Capital Financial Advisors, cutting an estimated $5.26M.

  • 80 institutional investors held ROBO Global Robotics & Automation Index ETF (ROBO) as of Q2 2017, up from 52 in Q1 2017.
  • Funds reported $119M of ROBO Global Robotics & Automation Index ETF stock for Q2 2017, up 116% quarter-over-quarter.
  • 32 funds opened new ROBO Global Robotics & Automation Index ETF positions in Q2 2017 and 4 closed out, a net change of +28 holders.
  • The largest ROBO Global Robotics & Automation Index ETF buyer in Q2 2017 was Envestnet Asset Management, an estimated $14.1M added.
  • The largest ROBO Global Robotics & Automation Index ETF seller in Q2 2017 was United Capital Financial Advisors, an estimated $5.26M sold.

Based on aggregated 13F filings for Q2 2017.