ROBO Global Robotics & Automation Index ETF
ROBO
52 hedge funds and large institutions have $55M invested in ROBO Global Robotics & Automation Index ETF in 2017 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 20 increasing their positions, 1 reducing their positions, and 4 closing their positions.
1,900% more repeat investments, than reductions
Existing positions increased: 20 | Existing positions reduced: 1
475% more first-time investments, than exits
New positions opened: 23 | Existing positions closed: 4
420% more capital invested
Capital invested by funds: $10.6M → $55M (+$44.5M)
53% more funds holding
Funds holding: 34 → 52 (+18)
28.57% more ownership
Funds ownership: 7.82% → 36.38% (+29%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
+$17.5M |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$8.43M |
| 3 |
BCM
Barometer Capital Management
Toronto,
Ontario, Canada
|
+$3M |
| 4 |
FHAM
Folger Hill Asset Management
New York
|
+$2.4M |
| 5 |
MCM
Murphy Capital Management
Bedminster,
New Jersey
|
+$1.82M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ACM
Avalon Capital Management
Port Of Redwood City,
California
|
-$1.36M |
| 2 |
PAM
PVG Asset Management
Golden,
Colorado
|
-$995K |
| 3 |
JIC
Joel Isaacson & Co
New York
|
-$76K |
| 4 |
CIBC World Market
Toronto,
Ontario, Canada
|
-$52.1K |
| 5 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
-$42K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CCS
51
Crosspoint Capital Strategies
Orinda,
California
| $3K | – | – | – |
|
|
ACM
52
Avalon Capital Management
Port Of Redwood City,
California
| – | -$1.36M | -47,411 | Closed |
|
|
PAM
53
PVG Asset Management
Golden,
Colorado
| – | -$995K | -34,730 | Closed |
|
|
JIC
54
Joel Isaacson & Co
New York
| – | -$76K | -2,650 | Closed |
|
|
55
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| – | -$42K | -1,458 | Closed |
|
ROBO Hedge Fund Activity: Q1 2017 in Review
52 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in ROBO Global Robotics & Automation Index ETF (ROBO) for Q1 2017, worth a combined $55M — up 420% from $10.6M a quarter earlier.
Buyers outnumbered sellers: 23 funds opened new ROBO positions and 4 closed out — a net gain of 19 holders — while 20 added to existing stakes and 1 trimmed.
The largest buyer was United Capital Financial Advisors, opening a new position worth an estimated $17.5M. The largest seller was Avalon Capital Management, exiting entirely with an estimated $1.36M sold.
- 52 institutional investors held ROBO Global Robotics & Automation Index ETF (ROBO) as of Q1 2017, up from 34 in Q4 2016.
- Funds reported $55M of ROBO Global Robotics & Automation Index ETF stock for Q1 2017, up 420% quarter-over-quarter.
- 23 funds opened new ROBO Global Robotics & Automation Index ETF positions in Q1 2017 and 4 closed out, a net change of +19 holders.
- The largest ROBO Global Robotics & Automation Index ETF buyer in Q1 2017 was United Capital Financial Advisors, an estimated $17.5M added.
- The largest ROBO Global Robotics & Automation Index ETF seller in Q1 2017 was Avalon Capital Management, an estimated $1.36M sold.
Based on aggregated 13F filings for Q1 2017.