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ROBO Global Robotics & Automation Index ETF

219 hedge funds and large institutions have $489M invested in ROBO Global Robotics & Automation Index ETF in 2021 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 82 increasing their positions, 47 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

100% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 17

74% more repeat investments, than reductions

Existing positions increased: 82 | Existing positions reduced: 47

15% more capital invested

Capital invested by funds: $426M → $489M (+$62.6M)

7% more funds holding

Funds holding: 204219 (+15)

0.65% more ownership

Funds ownership: 25.54%26.19% (+0.65%)

77% less call options, than puts

Call options by funds: $1.35M | Put options by funds: $5.95M

Holders
219
Holders Change
+15
Holders Change %
+7.35%
% of All Funds
3.85%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
34
Increased
82
Reduced
47
Closed
17
Calls
$1.35M
Puts
$5.95M
Net Calls
-$4.61M
Net Calls Change
-$4.49M
Name Holding Trade Value Shares
Change
Change in
Stake
JMPWA
26
JP Morgan Private Wealth Advisors
California
$3.13M -$66 -1 -0%
Envestnet Asset Management
27
Envestnet Asset Management
Illinois
$2.66M +$1.11M +16,894 +68%
Jane Street
28
Jane Street
New York
$2.44M +$2.52M +38,375 New
SC
29
Sierra Capital
Florida
$2.37M +$2.45M +37,252 New
PP
30
Prudential plc
United Kingdom
$2.3M +$2.38M +36,200 New
CAGAS
31
Capital Advisory Group Advisory Services
Minnesota
$2.28M +$375K +5,705 +19%
Stifel Financial
32
Stifel Financial
Missouri
$2.22M -$129K -1,960 -5%
MML Investors Services
33
MML Investors Services
Massachusetts
$2.17M +$634K +9,633 +39%
Creative Planning
34
Creative Planning
Kansas
$2.13M +$188K +2,851 +9%
SWA
35
SFMG Wealth Advisors
Texas
$2.1M +$102K +1,551 +5%
MIFH
36
Migdal Insurance & Financial Holdings
Israel
$1.98M +$1.95M +29,604 +1,974%
VNA
37
Valley National Advisers
Pennsylvania
$1.93M +$584K +8,876 +41%
PA
38
Pinnacle Associates
New York
$1.78M
CS
39
Credit Suisse
Switzerland
$1.73M +$1.79M +27,267 New
Renaissance Technologies
40
Renaissance Technologies
New York
$1.73M -$1.3M -19,800 -42%
IA
41
IFP Advisors
Florida
$1.71M +$45.6K +693 +3%
BO
42
Bank OZK
Arkansas
$1.69M +$460 +7 +0%
MSFS
43
Main Street Financial Solutions
Pennsylvania
$1.6M -$13.8K -210 -0.8%
EIP
44
Ellis Investment Partners
Pennsylvania
$1.53M +$686K +10,426 +76%
HighTower Advisors
45
HighTower Advisors
Illinois
$1.52M +$366K +5,557 +30%
CFMC
46
Curbstone Financial Management Corp
New Hampshire
$1.5M -$125K -1,900 -7%
SFG
47
Summit Financial Group
West Virginia
$1.46M -$164K -2,490 -10%
AllianceBernstein
48
AllianceBernstein
Tennessee
$1.44M -$202K -3,066 -12%
TWM
49
TriaGen Wealth Management
California
$1.38M +$330K +5,016 +30%
SWP
50
Stratos Wealth Partners
Ohio
$1.38M -$8.49K -129 -0.6%

ROBO Hedge Fund Activity: Q1 2021 in Review

219 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in ROBO Global Robotics & Automation Index ETF (ROBO) for Q1 2021, worth a combined $489M — up 15% from $426M a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new ROBO positions and 17 closed out — a net gain of 17 holders — while 82 added to existing stakes and 47 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $9.85M. The largest seller was Mercer Global Advisors, exiting entirely with an estimated $10M sold.

  • 219 institutional investors held ROBO Global Robotics & Automation Index ETF (ROBO) as of Q1 2021, up from 204 in Q4 2020.
  • Funds reported $489M of ROBO Global Robotics & Automation Index ETF stock for Q1 2021, up 15% quarter-over-quarter.
  • 34 funds opened new ROBO Global Robotics & Automation Index ETF positions in Q1 2021 and 17 closed out, a net change of +17 holders.
  • The largest ROBO Global Robotics & Automation Index ETF buyer in Q1 2021 was Morgan Stanley, an estimated $9.85M added.
  • The largest ROBO Global Robotics & Automation Index ETF seller in Q1 2021 was Mercer Global Advisors, an estimated $10M sold.

Based on aggregated 13F filings for Q1 2021.