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ROBO Global Robotics & Automation Index ETF
ROBO

219 hedge funds and large institutions have $513M invested in ROBO Global Robotics & Automation Index ETF in 2021 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 76 increasing their positions, 51 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 2 → 3 (+1)

49% more repeat investments, than reductions

Existing positions increased: 76 | Existing positions reduced: 51

22% more call options, than puts

Call options by funds: $822K | Put options by funds: $672K

1.75% more ownership

Funds ownership: 26.19% → 27.94% (+1.8%)

5% more capital invested

Capital invested by funds: $489M → $513M (+$23.8M)

0% more funds holding

Funds holding: 219 → 219 (0)

0% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 19

Holders
219
Holders Change
–
Holders Change %
0%
% of All Funds
3.81%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
19
Increased
76
Reduced
51
Closed
19
Calls
$822K
Puts
$672K
Net Calls
+$150K
Net Calls Change
+$4.75M

Top Buyers

1
Jane Street
Jane Street
New York
+$10.8M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$8.06M
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$4.59M
4
Morgan Stanley
Morgan Stanley
New York
+$3.74M
5
CS
Credit Suisse
Switzerland
+$2.35M

Top Sellers

1
PIM
Parker Investment Management
California
-$11.7M
2
FHC
First Heartland Consultants
Missouri
-$8.41M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$4.54M
4
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
-$4.13M
5
RJA
Raymond James & Associates
Florida
-$2.86M
Name Holding Trade Value Shares
Change 		Change in
Stake
SWP
51
Stratos Wealth Partners
Ohio
$1.32M -$93.3K -1,456 -7%
FTUS
52
Flow Traders U.S.
New York
$1.29M +$1.26M +19,735 New
Creative Planning
53
Creative Planning
Kansas
$1.28M -$890K -13,889 -41%
Bank of America
54
Bank of America
North Carolina
$1.26M +$315K +4,920 +34%
WSTAM
55
Wilbanks Smith & Thomas Asset Management
Virginia
$1.24M +$1.22M +19,032 New
MC
56
Mathes Company
New York
$1.22M – – –
APA
57
American Portfolios Advisors
New York
$1.16M +$12K +187 +1%
MIC
58
Means Investment Company
Maine
$1.15M +$793K +12,371 +234%
ARC
59
Advisor Resource Council
Texas
$1.11M +$1.1M +17,100 New
GVAG
60
Great Valley Advisor Group
Delaware
$1.09M +$103K +1,604 +11%
CG
61
Caprock Group
Idaho
$1.06M – – –
CCA
62
Clearwater Capital Advisors
Illinois
$1.01M – – –
SAM
63
Silvercrest Asset Management
New York
$1M -$6.41K -100 -0.6%
AIFAIM
64
American Institute for Advanced Investment Management
Arizona
$995K +$8.01K +125 +0.8%
SC
65
Sierra Capital
Florida
$959K -$1.44M -22,550 -61%
MCM
66
Murphy Capital Management
New Jersey
$951K -$152K -2,377 -14%
CFA
67
Cahill Financial Advisors
Minnesota
$943K +$62.4K +974 +7%
SFI
68
SPC Financial Inc
Maryland
$932K -$6.41K -100 -0.7%
GWM
69
Geneos Wealth Management
Colorado
$901K -$278K -4,341 -24%
Bank of New York Mellon
70
Bank of New York Mellon
New York
$896K +$64 +1 +0%
AF
71
Advisornet Financial
Minnesota
$891K -$338K -5,281 -28%
CIBC World Market
72
CIBC World Market
Ontario, Canada
$888K -$149K -2,321 -15%
RIA
73
RPG Investment Advisory
California
$867K +$338K +5,274 +66%
DBIA
74
Dumont & Blake Investment Advisors
New Jersey
$851K -$5.89K -92 -0.7%
Bessemer Group
75
Bessemer Group
New Jersey
$844K – – –
1 2
3
4 5

ROBO Hedge Fund Activity: Q2 2021 in Review

219 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in ROBO Global Robotics & Automation Index ETF (ROBO) for Q2 2021, worth a combined $513M — up 4.9% from $489M a quarter earlier.

Fund positioning in ROBO was balanced in Q2 2021: 19 funds opened new positions, 19 closed out, 76 added to existing stakes and 51 trimmed.

The largest buyer was Jane Street, adding an estimated $10.8M. The largest seller was Parker Investment Management, exiting entirely with an estimated $11.7M sold.

  • 219 institutional investors held ROBO Global Robotics & Automation Index ETF (ROBO) as of Q2 2021, unchanged from Q1 2021.
  • Funds reported $513M of ROBO Global Robotics & Automation Index ETF stock for Q2 2021, up 4.9% quarter-over-quarter.
  • 19 funds opened new ROBO Global Robotics & Automation Index ETF positions in Q2 2021 and 19 closed out, a net change of 0 holders.
  • The largest ROBO Global Robotics & Automation Index ETF buyer in Q2 2021 was Jane Street, an estimated $10.8M added.
  • The largest ROBO Global Robotics & Automation Index ETF seller in Q2 2021 was Parker Investment Management, an estimated $11.7M sold.

Based on aggregated 13F filings for Q2 2021.