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ROBO Global Robotics & Automation Index ETF

80 hedge funds and large institutions have $119M invested in ROBO Global Robotics & Automation Index ETF in 2017 Q2 according to their latest regulatory filings, with 32 funds opening new positions, 33 increasing their positions, 6 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

700% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 4

450% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 6

116% more capital invested

Capital invested by funds: $55M → $119M (+$63.8M)

54% more funds holding

Funds holding: 5280 (+28)

19.44% less ownership

Funds ownership: 36.38%16.94% (-19%)

Holders
80
Holders Change
+28
Holders Change %
+53.85%
% of All Funds
1.99%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
32
Increased
33
Reduced
6
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CLOS
51
Compagnie Lombard Odier SCmA
Switzerland
$266K +$194K +5,750 +288%
Bank of America
52
Bank of America
North Carolina
$254K +$139K +4,103 +125%
CFMC
53
Curbstone Financial Management Corp
New Hampshire
$248K +$8.44K +250 +4%
Creative Planning
54
Creative Planning
Kansas
$245K +$162K +4,795 +203%
JIC
55
Joel Isaacson & Co
New York
$245K +$241K +7,150 New
NSIM
56
North Star Investment Management
Illinois
$151K +$149K +4,400 New
PAI
57
Pittenger & Anderson Inc
Nebraska
$110K +$108K +3,200 New
EDRH
58
Edmond de Rothschild Holding
Switzerland
$109K +$107K +3,180 New
PNC Financial Services Group
59
PNC Financial Services Group
Pennsylvania
$96K
AG
60
Advisor Group
Arizona
$73K +$36.1K +1,069 +100%
Barclays
61
Barclays
United Kingdom
$65K
Bank of Montreal
62
Bank of Montreal
Ontario, Canada
$48K
NFG
63
Next Financial Group
Texas
$33K
AA
64
AlphaMark Advisors
Kentucky
$12K
KPCM
65
Kings Point Capital Management
New York
$12K +$11.5K +340 New
GWM
66
Geneos Wealth Management
Colorado
$10K
FANJ
67
Financial Architects (New Jersey)
New Jersey
$10K +$5.06K +150 +100%
NC
68
NewSquare Capital
Pennsylvania
$10K +$10.1K +300 New
TC
69
Trust Company
Kansas
$7K
HFM
70
Hartford Financial Management
Connecticut
$7K +$7.76K +230 New
WIM
71
Westside Investment Management
California
$6.87K +$3.38K +100 +100%
PFGIA
72
Patriot Financial Group Insurance Agency
Massachusetts
$4K +$4.22K +125 New
KF
73
Krilogy Financial
Missouri
$3K -$2.46K -73 -47%
CFN
74
Cordasco Financial Network
Florida
$3K
CCS
75
Crosspoint Capital Strategies
California
$3K +$203 +6 +8%

ROBO Hedge Fund Activity: Q2 2017 in Review

80 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in ROBO Global Robotics & Automation Index ETF (ROBO) for Q2 2017, worth a combined $119M — up 116% from $55M a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new ROBO positions and 4 closed out — a net gain of 28 holders — while 33 added to existing stakes and 6 trimmed.

The largest buyer was Envestnet Asset Management, opening a new position worth an estimated $14.1M. The largest seller was United Capital Financial Advisors, cutting an estimated $5.26M.

  • 80 institutional investors held ROBO Global Robotics & Automation Index ETF (ROBO) as of Q2 2017, up from 52 in Q1 2017.
  • Funds reported $119M of ROBO Global Robotics & Automation Index ETF stock for Q2 2017, up 116% quarter-over-quarter.
  • 32 funds opened new ROBO Global Robotics & Automation Index ETF positions in Q2 2017 and 4 closed out, a net change of +28 holders.
  • The largest ROBO Global Robotics & Automation Index ETF buyer in Q2 2017 was Envestnet Asset Management, an estimated $14.1M added.
  • The largest ROBO Global Robotics & Automation Index ETF seller in Q2 2017 was United Capital Financial Advisors, an estimated $5.26M sold.

Based on aggregated 13F filings for Q2 2017.