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ROBO Global Robotics & Automation Index ETF

219 hedge funds and large institutions have $489M invested in ROBO Global Robotics & Automation Index ETF in 2021 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 82 increasing their positions, 47 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

100% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 17

74% more repeat investments, than reductions

Existing positions increased: 82 | Existing positions reduced: 47

15% more capital invested

Capital invested by funds: $426M → $489M (+$62.6M)

7% more funds holding

Funds holding: 204219 (+15)

0.65% more ownership

Funds ownership: 25.54%26.19% (+0.65%)

77% less call options, than puts

Call options by funds: $1.35M | Put options by funds: $5.95M

Holders
219
Holders Change
+15
Holders Change %
+7.35%
% of All Funds
3.85%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
34
Increased
82
Reduced
47
Closed
17
Calls
$1.35M
Puts
$5.95M
Net Calls
-$4.61M
Net Calls Change
-$4.49M
Name Holding Trade Value Shares
Change
Change in
Stake
AF
51
Advisornet Financial
Minnesota
$1.2M +$58.3K +886 +5%
MC
52
Mathes Company
New York
$1.19M
GWM
53
Geneos Wealth Management
Colorado
$1.18M
GW
54
GW & Wade
Massachusetts
$1.17M -$120K -1,824 -9%
APA
55
American Portfolios Advisors
New York
$1.12M +$169K +2,568 +17%
MCM
56
Murphy Capital Management
New Jersey
$1.08M -$13.2K -200 -1%
CG
57
Caprock Group
Idaho
$1.04M -$206K -3,133 -16%
CIBC World Market
58
CIBC World Market
Ontario, Canada
$1.01M +$271K +4,127 +35%
SAM
59
Silvercrest Asset Management
New York
$982K +$66 +1 +0%
CCA
60
Clearwater Capital Advisors
Illinois
$980K -$69.2K -1,052 -6%
AIFAIM
61
American Institute for Advanced Investment Management
Arizona
$961K +$6.45K +98 +0.7%
GVAG
62
Great Valley Advisor Group
Delaware
$956K +$990K +15,045 New
Bank of America
63
Bank of America
North Carolina
$916K -$73.7K -1,120 -7%
SFI
64
SPC Financial Inc
Maryland
$914K +$17.8K +270 +2%
Bank of New York Mellon
65
Bank of New York Mellon
New York
$872K -$8.55K -130 -0.9%
CFA
66
Cahill Financial Advisors
Minnesota
$856K +$77.8K +1,182 +10%
DBIA
67
Dumont & Blake Investment Advisors
New Jersey
$834K +$11.6K +176 +1%
Bessemer Group
68
Bessemer Group
New Jersey
$822K +$324K +4,920 +61%
SRC
69
Samson Rock Capital
United Kingdom
$792K +$820K +12,467 New
OC
70
Oppenheimer & Co
New York
$775K -$144K -2,196 -15%
KAS
71
Kestra Advisory Services
Texas
$765K -$372K -5,659 -32%
Vontobel Holding
72
Vontobel Holding
Switzerland
$740K
CM
73
Columbus Macro
Pennsylvania
$740K +$767K +11,658 New
LWPC
74
Legacy Wealth Partners (California)
California
$716K +$284K +4,319 +62%
Baird Financial Group
75
Baird Financial Group
Wisconsin
$691K -$19.7K -300 -3%

ROBO Hedge Fund Activity: Q1 2021 in Review

219 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in ROBO Global Robotics & Automation Index ETF (ROBO) for Q1 2021, worth a combined $489M — up 15% from $426M a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new ROBO positions and 17 closed out — a net gain of 17 holders — while 82 added to existing stakes and 47 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $9.85M. The largest seller was Mercer Global Advisors, exiting entirely with an estimated $10M sold.

  • 219 institutional investors held ROBO Global Robotics & Automation Index ETF (ROBO) as of Q1 2021, up from 204 in Q4 2020.
  • Funds reported $489M of ROBO Global Robotics & Automation Index ETF stock for Q1 2021, up 15% quarter-over-quarter.
  • 34 funds opened new ROBO Global Robotics & Automation Index ETF positions in Q1 2021 and 17 closed out, a net change of +17 holders.
  • The largest ROBO Global Robotics & Automation Index ETF buyer in Q1 2021 was Morgan Stanley, an estimated $9.85M added.
  • The largest ROBO Global Robotics & Automation Index ETF seller in Q1 2021 was Mercer Global Advisors, an estimated $10M sold.

Based on aggregated 13F filings for Q1 2021.