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ROBO Global Robotics & Automation Index ETF

169 hedge funds and large institutions have $309M invested in ROBO Global Robotics & Automation Index ETF in 2020 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 52 increasing their positions, 36 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 14

44% more repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 36

22% more capital invested

Capital invested by funds: $253M → $309M (+$56.6M)

6% more funds holding

Funds holding: 160169 (+9)

2.73% more ownership

Funds ownership: 21.44%24.17% (+2.7%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

24% less call options, than puts

Call options by funds: $531K | Put options by funds: $698K

Holders
169
Holders Change
+9
Holders Change %
+5.63%
% of All Funds
3.41%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
24
Increased
52
Reduced
36
Closed
14
Calls
$531K
Puts
$698K
Net Calls
-$167K
Net Calls Change
-$324K
Name Holding Trade Value Shares
Change
Change in
Stake
Osaic Holdings
26
Osaic Holdings
Arizona
$1.79M +$180K +3,852 +12%
JMPWA
27
JP Morgan Private Wealth Advisors
California
$1.71M +$74.4K +1,590 +5%
Creative Planning
28
Creative Planning
Kansas
$1.47M +$235K +5,026 +20%
AllianceBernstein
29
AllianceBernstein
Tennessee
$1.42M -$10K -214 -0.7%
Stifel Financial
30
Stifel Financial
Missouri
$1.36M -$781K -16,684 -37%
PA
31
Pinnacle Associates
New York
$1.35M +$150K +3,210 +13%
BO
32
Bank OZK
Arkansas
$1.28M
CFMC
33
Curbstone Financial Management Corp
New Hampshire
$1.24M
IA
34
IFP Advisors
Florida
$1.21M -$374 -8 -0%
LNC
35
Lincoln National Corp
Pennsylvania
$1.16M -$170K -3,628 -13%
MCM
36
Murphy Capital Management
New Jersey
$1.15M -$44.2K -945 -4%
SWP
37
Stratos Wealth Partners
Ohio
$1.08M +$715K +15,280 +212%
SFG
38
Summit Financial Group
West Virginia
$1.04M +$313K +6,685 +45%
CAGAS
39
Capital Advisory Group Advisory Services
Minnesota
$974K +$216K +4,616 +30%
Envestnet Asset Management
40
Envestnet Asset Management
Illinois
$928K +$206K +4,408 +30%
CG
41
Caprock Group
Idaho
$927K
MC
42
Mathes Company
New York
$899K
Renaissance Technologies
43
Renaissance Technologies
New York
$881K +$856K +18,300 New
HighTower Advisors
44
HighTower Advisors
Illinois
$877K -$24.1K -516 -3%
BCM
45
Barometer Capital Management
Ontario, Canada
$872K -$655K -14,000 -44%
APA
46
American Portfolios Advisors
New York
$868K +$25.4K +543 +3%
FTUS
47
Flow Traders U.S.
New York
$853K +$829K +17,722 New
GWM
48
Geneos Wealth Management
Colorado
$824K +$228K +4,879 +38%
CCA
49
Clearwater Capital Advisors
Illinois
$808K -$37.3K -798 -5%
Baird Financial Group
50
Baird Financial Group
Wisconsin
$795K -$47.6K -1,018 -6%

ROBO Hedge Fund Activity: Q3 2020 in Review

169 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in ROBO Global Robotics & Automation Index ETF (ROBO) for Q3 2020, worth a combined $309M — up 22% from $253M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new ROBO positions and 14 closed out — a net gain of 10 holders — while 52 added to existing stakes and 36 trimmed.

The largest buyer was Parker Investment Management, opening a new position worth an estimated $8.76M. The largest seller was Qube Research & Technologies (QRT), exiting entirely with an estimated $6.59M sold.

  • 169 institutional investors held ROBO Global Robotics & Automation Index ETF (ROBO) as of Q3 2020, up from 160 in Q2 2020.
  • Funds reported $309M of ROBO Global Robotics & Automation Index ETF stock for Q3 2020, up 22% quarter-over-quarter.
  • 24 funds opened new ROBO Global Robotics & Automation Index ETF positions in Q3 2020 and 14 closed out, a net change of +10 holders.
  • The largest ROBO Global Robotics & Automation Index ETF buyer in Q3 2020 was Parker Investment Management, an estimated $8.76M added.
  • The largest ROBO Global Robotics & Automation Index ETF seller in Q3 2020 was Qube Research & Technologies (QRT), an estimated $6.59M sold.

Based on aggregated 13F filings for Q3 2020.