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ROBO Global Robotics & Automation Index ETF
ROBO

180 hedge funds and large institutions have $586M invested in ROBO Global Robotics & Automation Index ETF in 2018 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 45 increasing their positions, 62 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.53% more ownership

Funds ownership: 26.71% → 28.24% (+1.5%)

2% more capital invested

Capital invested by funds: $572M → $586M (+$14M)

0% more funds holding in top 10

Funds holding in top 10: 4 → 4 (0)

3% less funds holding

Funds holding: 185 → 180 (-5)

16% less first-time investments, than exits

New positions opened: 21 | Existing positions closed: 25

27% less repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 62

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $335K

Holders
180
Holders Change
-5
Holders Change %
-2.7%
% of All Funds
4.12%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
21
Increased
45
Reduced
62
Closed
25
Calls
–
Puts
$335K
Net Calls
-$335K
Net Calls Change
+$559K

Top Buyers

Rank Fund Capital Flow
1
BCM
Barometer Capital Management
Ontario, Canada
+$6.43M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$4.28M
3
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$4.01M
4
MIH
Meitav Investment House
Israel
+$1.91M
5
Citigroup
Citigroup
New York
+$1.34M

Top Sellers

Rank Fund Capital Flow
1
OC
Oppenheimer & Co
New York
-$4.14M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$3.08M
3
CSIA
Charles Schwab Investment Advisory
California
-$2.79M
4
Jane Street
Jane Street
New York
-$2.46M
5
UBS Group
UBS Group
Switzerland
-$2.03M
Name Holding Trade Value Shares
Change 		Change in
Stake
Cambridge Investment Research Advisors
26
Cambridge Investment Research Advisors
Iowa
$3.55M -$63.4K -1,540 -2%
SPL
27
Smart Portfolios LLC
Washington
$3.08M +$11.2K +273 +0.4%
EWM
28
Endurance Wealth Management
Rhode Island
$3.03M -$4.12K -100 -0.1%
MCM
29
Murphy Capital Management
New Jersey
$3.01M -$122K -2,970 -4%
GC
30
Gruss & Co
Florida
$2.93M – – –
SIAP
31
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$2.9M -$299K -7,275 -10%
HSBC Holdings
32
HSBC Holdings
United Kingdom
$2.88M +$7.99K +194 +0.3%
ED
33
Exane Derivatives
France
$2.77M -$671K -16,299 -20%
Citigroup
34
Citigroup
New York
$2.62M +$1.34M +32,530 +108%
LTFS
35
Ladenburg Thalmann Financial Services
Florida
$2.27M -$1.02M -24,878 -31%
PS
36
Portfolio Strategies
New York
$2.2M -$71.8K -1,743 -3%
NAM
37
NTV Asset Management
West Virginia
$1.99M +$22.2K +540 +1%
MIH
38
Meitav Investment House
Israel
$1.94M +$1.91M +46,410 New
MC
39
Mathes Company
New York
$1.69M -$24.7K -600 -1%
LNC
40
Lincoln National Corp
Pennsylvania
$1.45M +$370K +8,993 +35%
HighTower Advisors
41
HighTower Advisors
Illinois
$1.44M +$97K +2,357 +7%
VNA
42
Valley National Advisers
Pennsylvania
$1.36M -$321K -7,810 -19%
AIP
43
Ahrens Investment Partners
Louisiana
$1.31M -$72K -1,750 -5%
SPC
44
Sigma Planning Corp
Michigan
$1.3M -$435K -10,563 -25%
CLOS
45
Compagnie Lombard Odier SCmA
Switzerland
$1.12M -$49.4K -1,200 -4%
CCP
46
Cardan Capital Partners
Colorado
$1.08M +$52.1K +1,265 +5%
CFMC
47
Curbstone Financial Management Corp
New Hampshire
$1.07M – – –
CFGS
48
Concourse Financial Group Securities
Alabama
$1.06M +$1.05M +25,455 New
Creative Planning
49
Creative Planning
Kansas
$1.04M +$175K +4,248 +21%
AIA
50
Armor Investment Advisors
North Carolina
$1.03M +$6.17K +150 +0.6%
1
2
3 4 5

ROBO Hedge Fund Activity: Q3 2018 in Review

180 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in ROBO Global Robotics & Automation Index ETF (ROBO) for Q3 2018, worth a combined $586M — up 2.4% from $572M a quarter earlier.

Sellers outnumbered buyers: 25 funds closed out of ROBO and 21 opened new positions — a net loss of 4 holders — while 62 trimmed existing stakes and 45 added.

The largest buyer was Barometer Capital Management, opening a new position worth an estimated $6.43M. The largest seller was Oppenheimer & Co, cutting an estimated $4.14M.

  • 180 institutional investors held ROBO Global Robotics & Automation Index ETF (ROBO) as of Q3 2018, down from 185 in Q2 2018.
  • Funds reported $586M of ROBO Global Robotics & Automation Index ETF stock for Q3 2018, up 2.4% quarter-over-quarter.
  • 21 funds opened new ROBO Global Robotics & Automation Index ETF positions in Q3 2018 and 25 closed out, a net change of -4 holders.
  • The largest ROBO Global Robotics & Automation Index ETF buyer in Q3 2018 was Barometer Capital Management, an estimated $6.43M added.
  • The largest ROBO Global Robotics & Automation Index ETF seller in Q3 2018 was Oppenheimer & Co, an estimated $4.14M sold.

Based on aggregated 13F filings for Q3 2018.