We are live on ! Find out more
ROBO icon

ROBO Global Robotics & Automation Index ETF

161 hedge funds and large institutions have $247M invested in ROBO Global Robotics & Automation Index ETF in 2018 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 33 increasing their positions, 65 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

8.11% less ownership

Funds ownership: 28.24%20.13% (-8.1%)

11% less funds holding

Funds holding: 180161 (-19)

40% less first-time investments, than exits

New positions opened: 25 | Existing positions closed: 42

49% less repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 65

58% less capital invested

Capital invested by funds: $586M → $247M (-$338M)

75% less funds holding in top 10

Funds holding in top 10: 41 (-3)

Holders
161
Holders Change
-19
Holders Change %
-10.56%
% of All Funds
3.59%
Holding in Top 10
1
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-75%
% of All Funds
0.02%
New
25
Increased
33
Reduced
65
Closed
42
Calls
$685K
Puts
Net Calls
+$685K
Net Calls Change
+$1.02M
Name Holding Trade Value Shares
Change
Change in
Stake
Verition Fund Management
76
Verition Fund Management
Connecticut
$288K +$321K +8,850 New
CA
77
Cetera Advisors
Colorado
$285K -$154K -4,238 -33%
AF
78
Advisornet Financial
Minnesota
$268K +$2.54K +70 +0.9%
EIP
79
Ellis Investment Partners
Pennsylvania
$265K +$289K +7,969 New
PNC Financial Services Group
80
PNC Financial Services Group
Pennsylvania
$261K -$21.2K -586 -7%
GAG
81
GM Advisory Group
New York
$257K +$18.1K +500 +7%
GWM
82
Greenwich Wealth Management
Connecticut
$256K +$97.8K +2,700 +52%
PAI
83
Pittenger & Anderson Inc
Nebraska
$236K -$195K -5,395 -43%
WS
84
Wedbush Securities
California
$235K -$142K -3,916 -35%
Carson Wealth (CWM LLC)
85
Carson Wealth (CWM LLC)
Nebraska
$232K +$22.5K +622 +10%
Janney Montgomery Scott
86
Janney Montgomery Scott
Pennsylvania
$222K -$58.8K -1,624 -19%
GRP
87
Global Retirement Partners
California
$214K -$184K -5,087 -44%
TC
88
TownSquare Capital
Utah
$211K +$206K +5,683 New
MA
89
Mutual Advisors
Nebraska
$206K -$347K -9,589 -60%
WWM
90
Western Wealth Management
Colorado
$206K +$233K +6,443 New
William Blair & Company
91
William Blair & Company
Illinois
$203K -$104K -2,867 -31%
NSIM
92
North Star Investment Management
Illinois
$146K
EDRH
93
Edmond de Rothschild Holding
Switzerland
$146K +$9.96K +275 +7%
GWM
94
Geneos Wealth Management
Colorado
$119K -$12.2K -337 -8%
AA
95
AlphaMark Advisors
Kentucky
$107K +$5.43K +150 +5%
CG
96
Cutler Group
California
$93K -$19.2K -529 -16%
NFG
97
Next Financial Group
Texas
$89K +$62.4K +1,723 +172%
BDWM
98
Brewin Dolphin Wealth Management
Ireland
$78.6K
Barclays
99
Barclays
United Kingdom
$65K
SPL
100
Smart Portfolios LLC
Washington
$62K -$2.6M -71,785 -97%

ROBO Hedge Fund Activity: Q4 2018 in Review

161 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in ROBO Global Robotics & Automation Index ETF (ROBO) for Q4 2018, worth a combined $247M — down 58% from $586M a quarter earlier.

Sellers outnumbered buyers: 42 funds closed out of ROBO and 25 opened new positions — a net loss of 17 holders — while 65 trimmed existing stakes and 33 added.

The largest buyer was Jane Street, adding an estimated $10.6M. The largest seller was Charles Schwab Investment Advisory, exiting entirely with an estimated $177M sold.

  • 161 institutional investors held ROBO Global Robotics & Automation Index ETF (ROBO) as of Q4 2018, down from 180 in Q3 2018.
  • Funds reported $247M of ROBO Global Robotics & Automation Index ETF stock for Q4 2018, down 58% quarter-over-quarter.
  • 25 funds opened new ROBO Global Robotics & Automation Index ETF positions in Q4 2018 and 42 closed out, a net change of -17 holders.
  • The largest ROBO Global Robotics & Automation Index ETF buyer in Q4 2018 was Jane Street, an estimated $10.6M added.
  • The largest ROBO Global Robotics & Automation Index ETF seller in Q4 2018 was Charles Schwab Investment Advisory, an estimated $177M sold.

Based on aggregated 13F filings for Q4 2018.