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ROBO Global Robotics & Automation Index ETF

182 hedge funds and large institutions have $259M invested in ROBO Global Robotics & Automation Index ETF in 2019 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 36 increasing their positions, 49 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 10

20% more funds holding

Funds holding: 152182 (+30)

8% more capital invested

Capital invested by funds: $239M → $259M (+$20M)

0.92% more ownership

Funds ownership: 19.48%20.4% (+0.92%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

20% less call options, than puts

Call options by funds: $344K | Put options by funds: $428K

27% less repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 49

Holders
182
Holders Change
+30
Holders Change %
+19.74%
% of All Funds
3.59%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
40
Increased
36
Reduced
49
Closed
10
Calls
$344K
Puts
$428K
Net Calls
-$84K
Net Calls Change
+$522K
Name Holding Trade Value Shares
Change
Change in
Stake
CS
26
Credit Suisse
Switzerland
$1.67M +$1.6M +39,804 New
HSBC Holdings
27
HSBC Holdings
United Kingdom
$1.63M
JMPWA
28
JP Morgan Private Wealth Advisors
California
$1.62M -$340K -8,446 -18%
PSF
29
Pacific Sun Financial
California
$1.55M -$21.4K -530 -1%
NAM
30
NTV Asset Management
West Virginia
$1.47M -$12.1K -300 -0.8%
Baird Financial Group
31
Baird Financial Group
Wisconsin
$1.46M +$75.5K +1,873 +6%
LNC
32
Lincoln National Corp
Pennsylvania
$1.22M -$498K -12,360 -30%
CFMC
33
Curbstone Financial Management Corp
New Hampshire
$1.15M +$7.25K +180 +0.7%
AIA
34
Armor Investment Advisors
North Carolina
$1.11M +$17K +423 +2%
DAS
35
Dynamic Advisor Solutions
Arizona
$1.07M +$1.03M +25,535 New
HighTower Advisors
36
HighTower Advisors
Illinois
$1.06M -$18.3K -453 -2%
LTFS
37
Ladenburg Thalmann Financial Services
Florida
$1.02M -$25.9K -642 -3%
CF
38
Centaurus Financial
California
$964K +$925K +22,949 New
CCA
39
Clearwater Capital Advisors
Illinois
$944K
IA
40
IFP Advisors
Florida
$927K +$36K +892 +4%
BO
41
Bank OZK
Arkansas
$911K +$4.92K +122 +0.6%
PA
42
Pinnacle Associates
New York
$851K
OC
43
Oppenheimer & Co
New York
$830K +$30.8K +765 +4%
VSWA
44
Vontobel Swiss Wealth Advisors
Switzerland
$824K -$93.7K -2,325 -11%
JP Morgan Chase
45
JP Morgan Chase
New York
$820K -$131K -3,246 -14%
MC
46
Mathes Company
New York
$806K -$30.2K -750 -4%
Susquehanna International Group
47
Susquehanna International Group
Pennsylvania
$804K -$3.64M -90,192 -82%
AAM
48
Alphadyne Asset Management
New York
$767K +$202K +5,000 +33%
Creative Planning
49
Creative Planning
Kansas
$762K +$110K +2,730 +18%
AG
50
Advisor Group
Arizona
$731K -$68.8K -1,707 -9%

ROBO Hedge Fund Activity: Q4 2019 in Review

182 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in ROBO Global Robotics & Automation Index ETF (ROBO) for Q4 2019, worth a combined $259M — up 8.4% from $239M a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new ROBO positions and 10 closed out — a net gain of 30 holders — while 36 added to existing stakes and 49 trimmed.

The largest buyer was Qube Research & Technologies (QRT), opening a new position worth an estimated $3.38M. The largest seller was Jane Street, exiting entirely with an estimated $9.7M sold.

  • 182 institutional investors held ROBO Global Robotics & Automation Index ETF (ROBO) as of Q4 2019, up from 152 in Q3 2019.
  • Funds reported $259M of ROBO Global Robotics & Automation Index ETF stock for Q4 2019, up 8.4% quarter-over-quarter.
  • 40 funds opened new ROBO Global Robotics & Automation Index ETF positions in Q4 2019 and 10 closed out, a net change of +30 holders.
  • The largest ROBO Global Robotics & Automation Index ETF buyer in Q4 2019 was Qube Research & Technologies (QRT), an estimated $3.38M added.
  • The largest ROBO Global Robotics & Automation Index ETF seller in Q4 2019 was Jane Street, an estimated $9.7M sold.

Based on aggregated 13F filings for Q4 2019.