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ROBO Global Robotics & Automation Index ETF

161 hedge funds and large institutions have $247M invested in ROBO Global Robotics & Automation Index ETF in 2018 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 33 increasing their positions, 65 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

8.11% less ownership

Funds ownership: 28.24%20.13% (-8.1%)

11% less funds holding

Funds holding: 180161 (-19)

40% less first-time investments, than exits

New positions opened: 25 | Existing positions closed: 42

49% less repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 65

58% less capital invested

Capital invested by funds: $586M → $247M (-$338M)

75% less funds holding in top 10

Funds holding in top 10: 41 (-3)

Holders
161
Holders Change
-19
Holders Change %
-10.56%
% of All Funds
3.59%
Holding in Top 10
1
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-75%
% of All Funds
0.02%
New
25
Increased
33
Reduced
65
Closed
42
Calls
$685K
Puts
Net Calls
+$685K
Net Calls Change
+$1.02M
Name Holding Trade Value Shares
Change
Change in
Stake
EWM
26
Endurance Wealth Management
Rhode Island
$2.26M -$105K -2,900 -4%
MCM
27
Murphy Capital Management
New Jersey
$2.14M -$223K -6,145 -9%
JMPWA
28
JP Morgan Private Wealth Advisors
California
$2.14M -$1.38M -38,121 -37%
RJFSA
29
Raymond James Financial Services Advisors
Florida
$2M -$16M -442,396 -88%
AUB
30
Atlantic Union Bankshares
Virginia
$1.6M -$2.71M -74,923 -60%
PS
31
Portfolio Strategies
New York
$1.5M -$236K -6,511 -12%
BNP Paribas Financial Markets
32
BNP Paribas Financial Markets
France
$1.5M -$2.44M -67,350 -59%
MC
33
Mathes Company
New York
$1.32M
NAM
34
NTV Asset Management
West Virginia
$1.24M -$342K -9,450 -20%
LNC
35
Lincoln National Corp
Pennsylvania
$1.15M +$18.4K +508 +1%
Bank of America
36
Bank of America
North Carolina
$1.03M +$418K +11,529 +57%
SPC
37
Sigma Planning Corp
Michigan
$970K -$48.8K -1,346 -4%
CCP
38
Cardan Capital Partners
Colorado
$938K +$106K +2,916 +11%
HighTower Advisors
39
HighTower Advisors
Illinois
$889K -$257K -7,102 -21%
LTFS
40
Ladenburg Thalmann Financial Services
Florida
$876K -$990K -27,343 -50%
CFMC
41
Curbstone Financial Management Corp
New Hampshire
$840K +$7.61K +210 +0.8%
AIA
42
Armor Investment Advisors
North Carolina
$833K +$32.6K +900 +4%
Baird Financial Group
43
Baird Financial Group
Wisconsin
$787K +$256K +7,063 +41%
GC
44
Gruss & Co
Florida
$781K -$1.67M -46,000 -66%
AG
45
Advisor Group
Arizona
$746K +$99.9K +2,758 +14%
CCA
46
Clearwater Capital Advisors
Illinois
$731K +$814K +22,471 New
Creative Planning
47
Creative Planning
Kansas
$728K -$86.4K -2,384 -10%
OC
48
Oppenheimer & Co
New York
$666K +$255K +7,047 +53%
IA
49
IFP Advisors
Florida
$665K -$131K -3,614 -15%
CLOS
50
Compagnie Lombard Odier SCmA
Switzerland
$661K -$228K -6,300 -24%

ROBO Hedge Fund Activity: Q4 2018 in Review

161 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in ROBO Global Robotics & Automation Index ETF (ROBO) for Q4 2018, worth a combined $247M — down 58% from $586M a quarter earlier.

Sellers outnumbered buyers: 42 funds closed out of ROBO and 25 opened new positions — a net loss of 17 holders — while 65 trimmed existing stakes and 33 added.

The largest buyer was Jane Street, adding an estimated $10.6M. The largest seller was Charles Schwab Investment Advisory, exiting entirely with an estimated $177M sold.

  • 161 institutional investors held ROBO Global Robotics & Automation Index ETF (ROBO) as of Q4 2018, down from 180 in Q3 2018.
  • Funds reported $247M of ROBO Global Robotics & Automation Index ETF stock for Q4 2018, down 58% quarter-over-quarter.
  • 25 funds opened new ROBO Global Robotics & Automation Index ETF positions in Q4 2018 and 42 closed out, a net change of -17 holders.
  • The largest ROBO Global Robotics & Automation Index ETF buyer in Q4 2018 was Jane Street, an estimated $10.6M added.
  • The largest ROBO Global Robotics & Automation Index ETF seller in Q4 2018 was Charles Schwab Investment Advisory, an estimated $177M sold.

Based on aggregated 13F filings for Q4 2018.