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ROBO Global Robotics & Automation Index ETF
ROBO

160 hedge funds and large institutions have $253M invested in ROBO Global Robotics & Automation Index ETF in 2020 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 43 increasing their positions, 38 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

72% more call options, than puts

Call options by funds: $374K | Put options by funds: $217K

69% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 13

37% more capital invested

Capital invested by funds: $185M → $253M (+$68M)

13% more repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 38

5% more funds holding

Funds holding: 152 → 160 (+8)

1.31% more ownership

Funds ownership: 20.13% → 21.44% (+1.3%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
160
Holders Change
+8
Holders Change %
+5.26%
% of All Funds
3.28%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
22
Increased
43
Reduced
38
Closed
13
Calls
$374K
Puts
$217K
Net Calls
+$157K
Net Calls Change
+$454K

Top Buyers

Rank Fund Capital Flow
1
UBS Group
UBS Group
Switzerland
+$13.3M
2
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
+$6.03M
3
Morgan Stanley
Morgan Stanley
New York
+$2.86M
4
BFO
Biltmore Family Office
North Carolina
+$1.91M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$1.28M

Top Sellers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
-$12.6M
2
Mercer Global Advisors
Mercer Global Advisors
Colorado
-$5.36M
3
Citadel Advisors
Citadel Advisors
Florida
-$1.77M
4
Wells Fargo
Wells Fargo
California
-$1.4M
5
LPL Financial
LPL Financial
California
-$589K
Name Holding Trade Value Shares
Change 		Change in
Stake
JMPWA
26
JP Morgan Private Wealth Advisors
California
$1.47M -$44.6K -1,123 -3%
Osaic Holdings
27
Osaic Holdings
Arizona
$1.45M -$38.1K -959 -3%
BCM
28
Barometer Capital Management
Ontario, Canada
$1.4M +$1.28M +32,100 New
AllianceBernstein
29
AllianceBernstein
Tennessee
$1.29M +$1.18M +29,783 New
MIH
30
Meitav Investment House
Israel
$1.21M – – –
LNC
31
Lincoln National Corp
Pennsylvania
$1.21M -$43.6K -1,097 -4%
BO
32
Bank OZK
Arkansas
$1.16M +$156K +3,935 +17%
CFMC
33
Curbstone Financial Management Corp
New Hampshire
$1.12M +$37K +930 +4%
Creative Planning
34
Creative Planning
Kansas
$1.11M +$132K +3,330 +15%
PA
35
Pinnacle Associates
New York
$1.08M +$50.7K +1,275 +5%
MCM
36
Murphy Capital Management
New Jersey
$1.08M -$153K -3,850 -13%
IA
37
IFP Advisors
Florida
$1.08M +$49.3K +1,241 +5%
HH
38
Hilltop Holdings
Texas
$938K +$858K +21,575 New
VSWA
39
Vontobel Swiss Wealth Advisors
Switzerland
$848K – – –
CG
40
Caprock Group
Idaho
$838K +$224K +5,639 +41%
OC
41
Oppenheimer & Co
New York
$829K -$39K -982 -5%
MC
42
Mathes Company
New York
$812K – – –
HighTower Advisors
43
HighTower Advisors
Illinois
$810K +$40.7K +1,024 +6%
AF
44
Advisornet Financial
Minnesota
$809K +$223K +5,622 +43%
CCA
45
Clearwater Capital Advisors
Illinois
$765K +$88.1K +2,216 +14%
Baird Financial Group
46
Baird Financial Group
Wisconsin
$763K -$565K -14,207 -45%
APA
47
American Portfolios Advisors
New York
$760K +$39.8K +1,000 +6%
GM
48
GeoWealth Management
Illinois
$731K +$21.9K +550 +3%
AIFAIM
49
American Institute for Advanced Investment Management
Arizona
$700K -$11.9K -300 -2%
CAGAS
50
Capital Advisory Group Advisory Services
Minnesota
$679K +$572K +14,395 +1,178%
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ROBO Hedge Fund Activity: Q2 2020 in Review

160 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in ROBO Global Robotics & Automation Index ETF (ROBO) for Q2 2020, worth a combined $253M — up 37% from $185M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new ROBO positions and 13 closed out — a net gain of 9 holders — while 43 added to existing stakes and 38 trimmed.

The largest buyer was UBS Group, adding an estimated $13.3M. The largest seller was Jane Street, cutting an estimated $12.6M.

  • 160 institutional investors held ROBO Global Robotics & Automation Index ETF (ROBO) as of Q2 2020, up from 152 in Q1 2020.
  • Funds reported $253M of ROBO Global Robotics & Automation Index ETF stock for Q2 2020, up 37% quarter-over-quarter.
  • 22 funds opened new ROBO Global Robotics & Automation Index ETF positions in Q2 2020 and 13 closed out, a net change of +9 holders.
  • The largest ROBO Global Robotics & Automation Index ETF buyer in Q2 2020 was UBS Group, an estimated $13.3M added.
  • The largest ROBO Global Robotics & Automation Index ETF seller in Q2 2020 was Jane Street, an estimated $12.6M sold.

Based on aggregated 13F filings for Q2 2020.