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ROBO Global Robotics & Automation Index ETF
ROBO

110 hedge funds and large institutions have $385M invested in ROBO Global Robotics & Automation Index ETF in 2017 Q3 according to their latest regulatory filings, with 38 funds opening new positions, 47 increasing their positions, 11 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

443% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 7

327% more repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 11

224% more capital invested

Capital invested by funds: $119M → $385M (+$266M)

38% more funds holding

Funds holding: 80 → 110 (+30)

11.16% more ownership

Funds ownership: 16.94% → 28.1% (+11%)

Holders
110
Holders Change
+30
Holders Change %
+37.5%
% of All Funds
2.74%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
38
Increased
47
Reduced
11
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CSIA
Charles Schwab Investment Advisory
California
+$175M
2
UBS Group
UBS Group
Switzerland
+$17.1M
3
GCM
Graham Capital Management
Connecticut
+$14.2M
4
Wells Fargo
Wells Fargo
California
+$4.94M
5
Morgan Stanley
Morgan Stanley
New York
+$3.41M

Top Sellers

1
OMC
Old Mission Capital
Illinois
-$3.7M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$3.48M
3
Allianz Asset Management
Allianz Asset Management
Germany
-$2.59M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$2.18M
5
UCFA
United Capital Financial Advisors
Texas
-$2.16M
Name Holding Trade Value Shares
Change 		Change in
Stake
RG
51
Rathbones Group
United Kingdom
$555K +$523K +14,350 New
Citigroup
52
Citigroup
New York
$517K +$127K +3,483 +35%
CA
53
Cetera Advisors
Colorado
$504K +$98K +2,691 +26%
PBT
54
Pictet Bank & Trust
Bahamas
$495K +$466K +12,800 New
PMAM
55
Picton Mahoney Asset Management
Ontario, Canada
$453K – – –
DBIA
56
Dumont & Blake Investment Advisors
New Jersey
$442K +$416K +11,415 New
BAM
57
Belpointe Asset Management
Nevada
$435K +$409K +11,236 New
WS
58
Wedbush Securities
California
$431K +$75.7K +2,080 +23%
Wolverine Trading
59
Wolverine Trading
Illinois
$421K +$397K +10,897 New
CLOS
60
Compagnie Lombard Odier SCmA
Switzerland
$354K +$51K +1,400 +18%
HSBC Holdings
61
HSBC Holdings
United Kingdom
$337K – – –
JIC
62
Joel Isaacson & Co
New York
$335K +$54.6K +1,500 +21%
SC
63
Scotia Capital
Ontario, Canada
$335K +$315K +8,661 New
Janney Montgomery Scott
64
Janney Montgomery Scott
Pennsylvania
$321K -$52.9K -1,454 -15%
FAAS
65
First Allied Advisory Services
California
$317K -$8.05K -221 -3%
SG Americas Securities
66
SG Americas Securities
New York
$303K -$164K -4,498 -36%
SB
67
Suntrust Banks
Georgia
$293K +$276K +7,585 New
Bank of America
68
Bank of America
North Carolina
$283K -$2.8K -77 -1%
AG
69
Advisor Group
Arizona
$224K +$134K +3,686 +172%
EDRH
70
Edmond de Rothschild Holding
Switzerland
$216K +$87.4K +2,400 +75%
WEC
71
Winslow Evans & Crocker
Massachusetts
$203K -$111K -3,060 -37%
NSIM
72
North Star Investment Management
Illinois
$170K – – –
PAI
73
Pittenger & Anderson Inc
Nebraska
$124K – – –
PNC Financial Services Group
74
PNC Financial Services Group
Pennsylvania
$118K +$10.1K +277 +10%
Bank of Montreal
75
Bank of Montreal
Ontario, Canada
$88K +$31.8K +873 +62%
1 2
3
4 5

ROBO Hedge Fund Activity: Q3 2017 in Review

110 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in ROBO Global Robotics & Automation Index ETF (ROBO) for Q3 2017, worth a combined $385M — up 224% from $119M a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new ROBO positions and 7 closed out — a net gain of 31 holders — while 47 added to existing stakes and 11 trimmed.

The largest buyer was Charles Schwab Investment Advisory, opening a new position worth an estimated $175M. The largest seller was Old Mission Capital, cutting an estimated $3.7M.

  • 110 institutional investors held ROBO Global Robotics & Automation Index ETF (ROBO) as of Q3 2017, up from 80 in Q2 2017.
  • Funds reported $385M of ROBO Global Robotics & Automation Index ETF stock for Q3 2017, up 224% quarter-over-quarter.
  • 38 funds opened new ROBO Global Robotics & Automation Index ETF positions in Q3 2017 and 7 closed out, a net change of +31 holders.
  • The largest ROBO Global Robotics & Automation Index ETF buyer in Q3 2017 was Charles Schwab Investment Advisory, an estimated $175M added.
  • The largest ROBO Global Robotics & Automation Index ETF seller in Q3 2017 was Old Mission Capital, an estimated $3.7M sold.

Based on aggregated 13F filings for Q3 2017.