We are live on ! Find out more
ROBO icon

ROBO Global Robotics & Automation Index ETF
ROBO

204 hedge funds and large institutions have $426M invested in ROBO Global Robotics & Automation Index ETF in 2020 Q4 according to their latest regulatory filings, with 45 funds opening new positions, 71 increasing their positions, 34 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

463% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 8

109% more repeat investments, than reductions

Existing positions increased: 71 | Existing positions reduced: 34

38% more capital invested

Capital invested by funds: $309M → $426M (+$117M)

21% more funds holding

Funds holding: 169 → 204 (+35)

1.38% more ownership

Funds ownership: 24.17% → 25.54% (+1.4%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

21% less call options, than puts

Call options by funds: $407K | Put options by funds: $518K

Holders
204
Holders Change
+35
Holders Change %
+20.71%
% of All Funds
3.61%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
45
Increased
71
Reduced
34
Closed
8
Calls
$407K
Puts
$518K
Net Calls
-$111K
Net Calls Change
+$56K

Top Buyers

1
UBS Group
UBS Group
Switzerland
+$5.31M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$4.2M
3
Morgan Stanley
Morgan Stanley
New York
+$4.19M
4
Citigroup
Citigroup
New York
+$3.64M
5
PAMU
Pictet Asset Management (UK)
United Kingdom
+$2.95M

Top Sellers

1
Jane Street
Jane Street
New York
-$7.73M
2
SG Americas Securities
SG Americas Securities
New York
-$5.85M
3
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
-$604K
4
AAS
Avantax Advisory Services
Texas
-$391K
5
MCM
Murphy Capital Management
New Jersey
-$362K
Name Holding Trade Value Shares
Change 		Change in
Stake
KAS
51
Kestra Advisory Services
Texas
$1.08M +$238K +4,400 +33%
MCM
52
Murphy Capital Management
New Jersey
$1.04M -$362K -6,685 -28%
CF
53
Centaurus Financial
California
$1.04M +$758K +14,004 +450%
TWM
54
TriaGen Wealth Management
California
$1.02M +$906K +16,738 New
CCA
55
Clearwater Capital Advisors
Illinois
$1M -$16.2K -300 -2%
Bank of America
56
Bank of America
North Carolina
$947K – – –
SAM
57
Silvercrest Asset Management
New York
$941K – – –
APA
58
American Portfolios Advisors
New York
$917K -$161K -2,968 -16%
AIFAIM
59
American Institute for Advanced Investment Management
Arizona
$915K +$25.2K +466 +3%
OC
60
Oppenheimer & Co
New York
$877K +$2.27K +42 +0.3%
SFI
61
SPC Financial Inc
Maryland
$859K +$113K +2,085 +17%
Bank of New York Mellon
62
Bank of New York Mellon
New York
$844K +$7.03K +130 +0.9%
EIP
63
Ellis Investment Partners
Pennsylvania
$837K +$293K +5,414 +65%
BCM
64
Barometer Capital Management
Ontario, Canada
$822K -$249K -4,600 -25%
BCM
65
BlueCrest Capital Management
Jersey
$806K +$189K +3,488 +36%
DBIA
66
Dumont & Blake Investment Advisors
New Jersey
$789K +$7.85K +145 +1%
CFA
67
Cahill Financial Advisors
Minnesota
$749K +$49K +906 +8%
CIBC World Market
68
CIBC World Market
Ontario, Canada
$719K +$228K +4,215 +56%
TGAM
69
TBH Global Asset Management
Tennessee
$714K -$16.2K -299 -2%
Vontobel Holding
70
Vontobel Holding
Switzerland
$709K +$630K +11,650 New
Baird Financial Group
71
Baird Financial Group
Wisconsin
$681K -$289K -5,337 -32%
CAM
72
Cresset Asset Management
Illinois
$619K +$216 +4 +0%
RTS
73
Round Table Services
New Jersey
$610K -$17.1K -316 -3%
JIC
74
Joel Isaacson & Co
New York
$597K – – –
Rockefeller Capital Management
75
Rockefeller Capital Management
New York
$589K – – –
1 2
3
4 5

ROBO Hedge Fund Activity: Q4 2020 in Review

204 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in ROBO Global Robotics & Automation Index ETF (ROBO) for Q4 2020, worth a combined $426M — up 38% from $309M a quarter earlier.

Buyers outnumbered sellers: 45 funds opened new ROBO positions and 8 closed out — a net gain of 37 holders — while 71 added to existing stakes and 34 trimmed.

The largest buyer was UBS Group, adding an estimated $5.31M. The largest seller was Jane Street, exiting entirely with an estimated $7.73M sold.

  • 204 institutional investors held ROBO Global Robotics & Automation Index ETF (ROBO) as of Q4 2020, up from 169 in Q3 2020.
  • Funds reported $426M of ROBO Global Robotics & Automation Index ETF stock for Q4 2020, up 38% quarter-over-quarter.
  • 45 funds opened new ROBO Global Robotics & Automation Index ETF positions in Q4 2020 and 8 closed out, a net change of +37 holders.
  • The largest ROBO Global Robotics & Automation Index ETF buyer in Q4 2020 was UBS Group, an estimated $5.31M added.
  • The largest ROBO Global Robotics & Automation Index ETF seller in Q4 2020 was Jane Street, an estimated $7.73M sold.

Based on aggregated 13F filings for Q4 2020.