We are live on ! Find out more
ROBO icon

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
Barclays
76
Barclays
United Kingdom
$74K – – –
NCM
77
Nelson Capital Management
California
$54K +$51.3K +1,408 New
AA
78
AlphaMark Advisors
Kentucky
$52K +$36.4K +1,000 +286%
US Bancorp
79
US Bancorp
Minnesota
$39K +$36.4K +1,000 New
NFG
80
Next Financial Group
Texas
$38K – – –
FANJ
81
Financial Architects (New Jersey)
New Jersey
$33K +$20.5K +563 +188%
VIA
82
Vantage Investment Advisors
Pennsylvania
$32K +$30.3K +832 New
PA
83
Parallel Advisors
California
$24K +$21.8K +600 New
BDWM
84
Brewin Dolphin Wealth Management
Ireland
$23.2K +$21.8K +600 New
PFGIA
85
Patriot Financial Group Insurance Agency
Massachusetts
$22K +$15.9K +436 +349%
BWL
86
Bogart Wealth LLC
Virginia
$20K +$18.2K +500 New
GWM
87
Geneos Wealth Management
Colorado
$17K +$5.46K +150 +50%
IWM
88
IHT Wealth Management
Illinois
$16K +$3.57K +98 +32%
Fifth Third Bancorp
89
Fifth Third Bancorp
Ohio
$15K +$10.9K +300 +300%
Schroder Investment Management Group
90
Schroder Investment Management Group
United Kingdom
$15K +$14.6K +400 New
KPCM
91
Kings Point Capital Management
New York
$13K – – –
GRP
92
Global Retirement Partners
California
$13K +$12.4K +340 New
NC
93
NewSquare Capital
Pennsylvania
$12K – – –
Manulife (Manufacturers Life Insurance)
94
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$12K +$10.9K +300 New
CIM
95
Contravisory Investment Management
Massachusetts
$12K +$11K +301 New
KF
96
Krilogy Financial
Missouri
$9K +$5.46K +150 +183%
HFM
97
Hartford Financial Management
Connecticut
$8K – – –
TC
98
Trust Company
Kansas
$8K – – –
GT
99
Glenmede Trust
Pennsylvania
$8K +$8.38K +230 New
WIM
100
Westside Investment Management
California
$7.81K – – –
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.