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ROBO Global Robotics & Automation Index ETF
ROBO

219 hedge funds and large institutions have $513M invested in ROBO Global Robotics & Automation Index ETF in 2021 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 76 increasing their positions, 51 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 2 → 3 (+1)

49% more repeat investments, than reductions

Existing positions increased: 76 | Existing positions reduced: 51

22% more call options, than puts

Call options by funds: $822K | Put options by funds: $672K

1.75% more ownership

Funds ownership: 26.19% → 27.94% (+1.8%)

5% more capital invested

Capital invested by funds: $489M → $513M (+$23.8M)

0% more funds holding

Funds holding: 219 → 219 (0)

0% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 19

Holders
219
Holders Change
–
Holders Change %
0%
% of All Funds
3.81%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
19
Increased
76
Reduced
51
Closed
19
Calls
$822K
Puts
$672K
Net Calls
+$150K
Net Calls Change
+$4.75M

Top Buyers

1
Jane Street
Jane Street
New York
+$10.8M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$8.06M
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$4.59M
4
Morgan Stanley
Morgan Stanley
New York
+$3.74M
5
CS
Credit Suisse
Switzerland
+$2.35M

Top Sellers

1
PIM
Parker Investment Management
California
-$11.7M
2
FHC
First Heartland Consultants
Missouri
-$8.41M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$4.54M
4
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
-$4.13M
5
RJA
Raymond James & Associates
Florida
-$2.86M
Name Holding Trade Value Shares
Change 		Change in
Stake
Stifel Financial
26
Stifel Financial
Missouri
$3.48M +$1.17M +18,283 +52%
CCM
27
Crew Capital Management
Ohio
$3.25M -$74.6K -1,165 -2%
Susquehanna International Group
28
Susquehanna International Group
Pennsylvania
$2.74M -$4.54M -70,842 -63%
PP
29
Prudential plc
United Kingdom
$2.72M +$352K +5,500 +15%
JMPWA
30
JP Morgan Private Wealth Advisors
California
$2.29M -$911K -14,221 -29%
MIFH
31
Migdal Insurance & Financial Holdings
Israel
$2.29M +$253K +3,945 +13%
SWA
32
SFMG Wealth Advisors
Texas
$2.26M +$107K +1,671 +5%
MML Investors Services
33
MML Investors Services
Massachusetts
$2.22M -$10.3K -160 -0.5%
VNA
34
Valley National Advisers
Pennsylvania
$2.2M +$218K +3,408 +11%
CAGAS
35
Capital Advisory Group Advisory Services
Minnesota
$2.16M -$173K -2,695 -8%
FAIM
36
Financial Advocates Investment Management
Washington
$2M +$1.9M +29,697 +513%
PA
37
Pinnacle Associates
New York
$1.83M – – –
EIP
38
Ellis Investment Partners
Pennsylvania
$1.81M +$233K +3,639 +15%
IA
39
IFP Advisors
Florida
$1.78M +$24.6K +384 +1%
BONH
40
Bank of New Hampshire
New Hampshire
$1.76M +$1.73M +26,996 New
BO
41
Bank OZK
Arkansas
$1.74M -$4.8K -75 -0.3%
HighTower Advisors
42
HighTower Advisors
Illinois
$1.66M +$93K +1,452 +6%
TWM
43
TriaGen Wealth Management
California
$1.63M +$189K +2,945 +14%
BCM
44
BlueCrest Capital Management
Jersey
$1.62M +$1.13M +17,690 +247%
MSFS
45
Main Street Financial Solutions
Pennsylvania
$1.62M -$20.3K -317 -1%
BNP Paribas Financial Markets
46
BNP Paribas Financial Markets
France
$1.57M -$4.13M -64,450 -73%
CFMC
47
Curbstone Financial Management Corp
New Hampshire
$1.56M +$12.8K +200 +0.8%
SFG
48
Summit Financial Group
West Virginia
$1.53M +$34.6K +540 +2%
GW
49
GW & Wade
Massachusetts
$1.43M +$226K +3,530 +19%
KAS
50
Kestra Advisory Services
Texas
$1.35M +$554K +8,644 +72%
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ROBO Hedge Fund Activity: Q2 2021 in Review

219 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in ROBO Global Robotics & Automation Index ETF (ROBO) for Q2 2021, worth a combined $513M — up 4.9% from $489M a quarter earlier.

Fund positioning in ROBO was balanced in Q2 2021: 19 funds opened new positions, 19 closed out, 76 added to existing stakes and 51 trimmed.

The largest buyer was Jane Street, adding an estimated $10.8M. The largest seller was Parker Investment Management, exiting entirely with an estimated $11.7M sold.

  • 219 institutional investors held ROBO Global Robotics & Automation Index ETF (ROBO) as of Q2 2021, unchanged from Q1 2021.
  • Funds reported $513M of ROBO Global Robotics & Automation Index ETF stock for Q2 2021, up 4.9% quarter-over-quarter.
  • 19 funds opened new ROBO Global Robotics & Automation Index ETF positions in Q2 2021 and 19 closed out, a net change of 0 holders.
  • The largest ROBO Global Robotics & Automation Index ETF buyer in Q2 2021 was Jane Street, an estimated $10.8M added.
  • The largest ROBO Global Robotics & Automation Index ETF seller in Q2 2021 was Parker Investment Management, an estimated $11.7M sold.

Based on aggregated 13F filings for Q2 2021.