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ROBO Global Robotics & Automation Index ETF
ROBO

163 hedge funds and large institutions have $233M invested in ROBO Global Robotics & Automation Index ETF in 2019 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 53 increasing their positions, 51 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 15

1% more funds holding

Funds holding: 161 → 163 (+2)

4% more repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 51

2.9% less ownership

Funds ownership: 20.13% → 17.23% (-2.9%)

6% less capital invested

Capital invested by funds: $247M → $233M (-$14.8M)

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

Holders
163
Holders Change
+2
Holders Change %
+1.24%
% of All Funds
3.53%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
19
Increased
53
Reduced
51
Closed
15
Calls
$1K
Puts
–
Net Calls
+$1K
Net Calls Change
-$684K

Top Buyers

1
Wells Fargo
Wells Fargo
California
+$5.68M
2
UBS Group
UBS Group
Switzerland
+$4.57M
3
Morgan Stanley
Morgan Stanley
New York
+$4.48M
4
MIH
Meitav Investment House
Israel
+$1.71M
5
RJA
Raymond James & Associates
Florida
+$1.6M

Top Sellers

1
SHGA
Sand Hill Global Advisors
California
-$26.7M
2
Citadel Advisors
Citadel Advisors
Florida
-$13.4M
3
Jane Street
Jane Street
New York
-$9.25M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$8.02M
5
MIAN
Mariner Independent Advisor Network
Kansas
-$4.51M
Name Holding Trade Value Shares
Change 		Change in
Stake
PS
26
Portfolio Strategies
New York
$1.73M -$55.3K -1,497 -3%
CCP
27
Cardan Capital Partners
Colorado
$1.67M +$529K +14,319 +50%
BCM
28
Barometer Capital Management
Ontario, Canada
$1.65M +$1.57M +42,600 New
MC
29
Mathes Company
New York
$1.55M -$11.1K -300 -0.7%
NAM
30
NTV Asset Management
West Virginia
$1.45M -$18.5K -500 -1%
LNC
31
Lincoln National Corp
Pennsylvania
$1.43M +$61.8K +1,674 +5%
JP Morgan Chase
32
JP Morgan Chase
New York
$1.13M -$1.61M -43,670 -60%
Citadel Advisors
33
Citadel Advisors
Florida
$1.09M -$13.4M -362,909 -93%
CFMC
34
Curbstone Financial Management Corp
New Hampshire
$1.05M +$45.4K +1,230 +5%
HighTower Advisors
35
HighTower Advisors
Illinois
$1.02M -$31.3K -848 -3%
AIA
36
Armor Investment Advisors
North Carolina
$995K +$3.32K +90 +0.4%
SC
37
Scotia Capital
Ontario, Canada
$954K +$161K +4,366 +22%
Baird Financial Group
38
Baird Financial Group
Wisconsin
$938K +$1.03K +28 +0.1%
CLOS
39
Compagnie Lombard Odier SCmA
Switzerland
$933K +$139K +3,760 +18%
CCA
40
Clearwater Capital Advisors
Illinois
$870K – – –
Creative Planning
41
Creative Planning
Kansas
$859K -$6.24K -169 -0.8%
LTFS
42
Ladenburg Thalmann Financial Services
Florida
$854K -$178K -4,827 -18%
OC
43
Oppenheimer & Co
New York
$787K -$5.35K -145 -0.7%
BO
44
Bank OZK
Arkansas
$775K +$19.4K +525 +3%
PA
45
Pinnacle Associates
New York
$770K +$3.32K +90 +0.5%
AG
46
Advisor Group
Arizona
$751K -$129K -3,501 -15%
SPC
47
Sigma Planning Corp
Michigan
$737K -$398K -10,767 -36%
Bank of America
48
Bank of America
North Carolina
$730K -$472K -12,787 -40%
FAAS
49
First Allied Advisory Services
California
$588K +$50.1K +1,357 +10%
Bank of New York Mellon
50
Bank of New York Mellon
New York
$566K +$11.1K +300 +2%
1
2
3 4 5

ROBO Hedge Fund Activity: Q1 2019 in Review

163 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in ROBO Global Robotics & Automation Index ETF (ROBO) for Q1 2019, worth a combined $233M — down 6% from $247M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new ROBO positions and 15 closed out — a net gain of 4 holders — while 53 added to existing stakes and 51 trimmed.

The largest buyer was Wells Fargo, adding an estimated $5.68M. The largest seller was Sand Hill Global Advisors, exiting entirely with an estimated $26.7M sold.

  • 163 institutional investors held ROBO Global Robotics & Automation Index ETF (ROBO) as of Q1 2019, up from 161 in Q4 2018.
  • Funds reported $233M of ROBO Global Robotics & Automation Index ETF stock for Q1 2019, down 6% quarter-over-quarter.
  • 19 funds opened new ROBO Global Robotics & Automation Index ETF positions in Q1 2019 and 15 closed out, a net change of +4 holders.
  • The largest ROBO Global Robotics & Automation Index ETF buyer in Q1 2019 was Wells Fargo, an estimated $5.68M added.
  • The largest ROBO Global Robotics & Automation Index ETF seller in Q1 2019 was Sand Hill Global Advisors, an estimated $26.7M sold.

Based on aggregated 13F filings for Q1 2019.