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ROBO Global Robotics & Automation Index ETF
ROBO

188 hedge funds and large institutions have $579M invested in ROBO Global Robotics & Automation Index ETF in 2018 Q1 according to their latest regulatory filings, with 43 funds opening new positions, 78 increasing their positions, 28 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

231% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 13

179% more repeat investments, than reductions

Existing positions increased: 78 | Existing positions reduced: 28

19% more funds holding

Funds holding: 158 → 188 (+30)

13% more capital invested

Capital invested by funds: $512M → $579M (+$66.5M)

0% more funds holding in top 10

Funds holding in top 10: 4 → 4 (0)

7.19% less ownership

Funds ownership: 31.96% → 24.77% (-7.2%)

71% less call options, than puts

Call options by funds: $1.04M | Put options by funds: $3.64M

Holders
188
Holders Change
+30
Holders Change %
+18.99%
% of All Funds
4.31%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
43
Increased
78
Reduced
28
Closed
13
Calls
$1.04M
Puts
$3.64M
Net Calls
-$2.6M
Net Calls Change
-$2.78M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$20.6M
2
MIAN
Mariner Independent Advisor Network
Kansas
+$11.6M
3
Bank of America
Bank of America
North Carolina
+$8.16M
4
LJAC
L.J. Altfest & Co
New York
+$8.16M
5
Wells Fargo
Wells Fargo
California
+$7.35M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$14.9M
2
JP Morgan Chase
JP Morgan Chase
New York
-$9.26M
3
CSIA
Charles Schwab Investment Advisory
California
-$8.21M
4
OCM
Oribel Capital Management
New York
-$7.02M
5
UCFA
United Capital Financial Advisors
Texas
-$6.35M
Name Holding Trade Value Shares
Change 		Change in
Stake
CAMG
76
CWA Asset Management Group
Florida
$574K -$94.2K -2,174 -14%
ACM
77
Avalon Capital Management
California
$556K -$1.24M -28,569 -68%
PBT
78
Pictet Bank & Trust
Bahamas
$535K – – –
CG
79
Cutler Group
California
$526K +$524K +12,100 +2,420%
JIC
80
Joel Isaacson & Co
New York
$517K +$160K +3,701 +43%
GRP
81
Global Retirement Partners
California
$506K +$246K +5,689 +89%
Fiera Capital (Canada)
82
Fiera Capital (Canada)
Quebec, Canada
$504K +$522K +12,055 New
PMAM
83
Picton Mahoney Asset Management
Ontario, Canada
$489K – – –
PAI
84
Pittenger & Anderson Inc
Nebraska
$489K +$234K +5,395 +86%
DBIA
85
Dumont & Blake Investment Advisors
New Jersey
$478K +$1.52K +35 +0.3%
BRC
86
Bell Rock Capital
Delaware
$478K +$494K +11,400 New
CFA
87
Cahill Financial Advisors
Minnesota
$472K -$139K -3,203 -22%
Manulife (Manufacturers Life Insurance)
88
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$467K +$450K +10,379 +1,329%
CCM
89
Canal Capital Management
Virginia
$436K -$80.3K -1,854 -15%
CAN
90
Cetera Advisor Networks
California
$433K +$61.1K +1,410 +16%
SCM
91
Southport Capital Management
Tennessee
$405K +$17.7K +408 +4%
WWMSC
92
Wagner Wealth Management (South Carolina)
South Carolina
$373K +$85.1K +1,965 +28%
HSBC Holdings
93
HSBC Holdings
United Kingdom
$364K – – –
PNC Financial Services Group
94
PNC Financial Services Group
Pennsylvania
$358K +$43.3K +1,000 +13%
IWM
95
IHT Wealth Management
Illinois
$357K +$51.6K +1,190 +16%
SB
96
Suntrust Banks
Georgia
$350K +$20.5K +473 +6%
NEGWA
97
New England Guild Wealth Advisors
Connecticut
$347K +$43 +1 +0%
SWP
98
Stratos Wealth Partners
Ohio
$339K +$82.6K +1,906 +31%
PAG
99
Private Advisor Group
New Jersey
$339K +$146K +3,374 +71%
BAM
100
Belpointe Asset Management
Nevada
$334K -$29.5K -682 -8%
2 3
4
5 6

ROBO Hedge Fund Activity: Q1 2018 in Review

188 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in ROBO Global Robotics & Automation Index ETF (ROBO) for Q1 2018, worth a combined $579M — up 13% from $512M a quarter earlier.

Buyers outnumbered sellers: 43 funds opened new ROBO positions and 13 closed out — a net gain of 30 holders — while 78 added to existing stakes and 28 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $20.6M. The largest seller was Envestnet Asset Management, cutting an estimated $14.9M.

  • 188 institutional investors held ROBO Global Robotics & Automation Index ETF (ROBO) as of Q1 2018, up from 158 in Q4 2017.
  • Funds reported $579M of ROBO Global Robotics & Automation Index ETF stock for Q1 2018, up 13% quarter-over-quarter.
  • 43 funds opened new ROBO Global Robotics & Automation Index ETF positions in Q1 2018 and 13 closed out, a net change of +30 holders.
  • The largest ROBO Global Robotics & Automation Index ETF buyer in Q1 2018 was Morgan Stanley, an estimated $20.6M added.
  • The largest ROBO Global Robotics & Automation Index ETF seller in Q1 2018 was Envestnet Asset Management, an estimated $14.9M sold.

Based on aggregated 13F filings for Q1 2018.