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ROBO Global Robotics & Automation Index ETF

182 hedge funds and large institutions have $259M invested in ROBO Global Robotics & Automation Index ETF in 2019 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 36 increasing their positions, 49 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 10

20% more funds holding

Funds holding: 152182 (+30)

8% more capital invested

Capital invested by funds: $239M → $259M (+$20M)

0.92% more ownership

Funds ownership: 19.48%20.4% (+0.92%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

20% less call options, than puts

Call options by funds: $344K | Put options by funds: $428K

27% less repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 49

Holders
182
Holders Change
+30
Holders Change %
+19.74%
% of All Funds
3.59%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
40
Increased
36
Reduced
49
Closed
10
Calls
$344K
Puts
$428K
Net Calls
-$84K
Net Calls Change
+$522K
Name Holding Trade Value Shares
Change
Change in
Stake
AIFAIM
51
American Institute for Advanced Investment Management
Arizona
$693K +$665K +16,502 New
APA
52
American Portfolios Advisors
New York
$652K +$61.9K +1,535 +11%
LJAC
53
L.J. Altfest & Co
New York
$645K -$118K -2,924 -16%
Bank of America
54
Bank of America
North Carolina
$638K -$175K -4,336 -22%
IAA
55
Independent Advisor Alliance
North Carolina
$606K +$582K +14,435 New
Bank of New York Mellon
56
Bank of New York Mellon
New York
$601K
TGAM
57
TBH Global Asset Management
Tennessee
$539K +$517K +12,828 New
DBIA
58
Dumont & Blake Investment Advisors
New Jersey
$525K +$9.07K +225 +2%
CAMG
59
CWA Asset Management Group
Florida
$506K -$80.6K -2,000 -14%
SFI
60
SPC Financial Inc
Maryland
$492K
TI
61
Tidal Investments
Wisconsin
$489K -$43.3K -1,075 -8%
MIAN
62
Mariner Independent Advisor Network
Kansas
$473K -$57.7K -1,432 -11%
PPP
63
Private Portfolio Partners
New Jersey
$465K -$43.5K -1,079 -9%
Envestnet Asset Management
64
Envestnet Asset Management
Illinois
$460K +$217K +5,386 +97%
GM
65
GeoWealth Management
Illinois
$454K +$435K +10,800 New
SPC
66
Sigma Planning Corp
Michigan
$444K -$181K -4,498 -30%
SL
67
Stevard LLC
Illinois
$442K +$424K +10,529 New
AF
68
Advisornet Financial
Minnesota
$437K -$98.7K -2,448 -19%
VNA
69
Valley National Advisers
Pennsylvania
$413K +$62K +1,538 +19%
GLA
70
Good Life Advisors
Pennsylvania
$406K +$6.85K +170 +2%
JIC
71
Joel Isaacson & Co
New York
$398K
CAM
72
Cresset Asset Management
Illinois
$395K +$202 +5 +0.1%
CFA
73
Cahill Financial Advisors
Minnesota
$382K
PNC Financial Services Group
74
PNC Financial Services Group
Pennsylvania
$382K
EIP
75
Ellis Investment Partners
Pennsylvania
$369K +$846 +21 +0.2%

ROBO Hedge Fund Activity: Q4 2019 in Review

182 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in ROBO Global Robotics & Automation Index ETF (ROBO) for Q4 2019, worth a combined $259M — up 8.4% from $239M a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new ROBO positions and 10 closed out — a net gain of 30 holders — while 36 added to existing stakes and 49 trimmed.

The largest buyer was Qube Research & Technologies (QRT), opening a new position worth an estimated $3.38M. The largest seller was Jane Street, exiting entirely with an estimated $9.7M sold.

  • 182 institutional investors held ROBO Global Robotics & Automation Index ETF (ROBO) as of Q4 2019, up from 152 in Q3 2019.
  • Funds reported $259M of ROBO Global Robotics & Automation Index ETF stock for Q4 2019, up 8.4% quarter-over-quarter.
  • 40 funds opened new ROBO Global Robotics & Automation Index ETF positions in Q4 2019 and 10 closed out, a net change of +30 holders.
  • The largest ROBO Global Robotics & Automation Index ETF buyer in Q4 2019 was Qube Research & Technologies (QRT), an estimated $3.38M added.
  • The largest ROBO Global Robotics & Automation Index ETF seller in Q4 2019 was Jane Street, an estimated $9.7M sold.

Based on aggregated 13F filings for Q4 2019.