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ROBO Global Robotics & Automation Index ETF
ROBO

160 hedge funds and large institutions have $247M invested in ROBO Global Robotics & Automation Index ETF in 2019 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 47 increasing their positions, 50 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

141% more call options, than puts

Call options by funds: $753K | Put options by funds: $312K

6% more capital invested

Capital invested by funds: $233M → $247M (+$14.6M)

1.14% more ownership

Funds ownership: 17.23% → 18.36% (+1.1%)

6% less repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 50

6% less first-time investments, than exits

New positions opened: 15 | Existing positions closed: 16

2% less funds holding

Funds holding: 163 → 160 (-3)

Holders
160
Holders Change
-3
Holders Change %
-1.84%
% of All Funds
3.48%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
15
Increased
47
Reduced
50
Closed
16
Calls
$753K
Puts
$312K
Net Calls
+$441K
Net Calls Change
+$440K

Top Buyers

1
Citadel Advisors
Citadel Advisors
Florida
+$4.08M
2
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$3.65M
3
GG
Gofen & Glossberg
Illinois
+$2.88M
4
Ameriprise
Ameriprise
Minnesota
+$2.85M
5
Morgan Stanley
Morgan Stanley
New York
+$2.58M

Top Sellers

1
LJAC
L.J. Altfest & Co
New York
-$5.59M
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$3.21M
3
MIH
Meitav Investment House
Israel
-$1.8M
4
MIFH
Migdal Insurance & Financial Holdings
Israel
-$1.79M
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$1.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
CA
76
Cetera Advisors
Colorado
$313K -$19.4K -495 -6%
SIGI
77
Susquehanna International Group (Ireland)
Ireland
$311K -$3.96K -101 -1%
RIA
78
RPG Investment Advisory
California
$309K +$233K +5,941 +339%
MA
79
Mutual Advisors
Nebraska
$258K +$785 +20 +0.3%
VNA
80
Valley National Advisers
Pennsylvania
$252K +$35.2K +896 +17%
WS
81
Wedbush Securities
California
$251K -$41.4K -1,054 -14%
GRP
82
Global Retirement Partners
California
$245K -$549 -14 -0.2%
ACM
83
Avalon Capital Management
California
$238K +$21.7K +553 +10%
William Blair & Company
84
William Blair & Company
Illinois
$233K -$36.5K -929 -14%
Carson Wealth (CWM LLC)
85
Carson Wealth (CWM LLC)
Nebraska
$227K – – –
FM
86
Family Management
New York
$223K -$245K -6,245 -53%
Janney Montgomery Scott
87
Janney Montgomery Scott
Pennsylvania
$221K -$1.73K -44 -0.8%
WWM
88
Western Wealth Management
Colorado
$214K -$7.89K -201 -4%
AFP
89
Ausdal Financial Partners
Iowa
$211K +$4.36K +111 +2%
CAGAS
90
Capital Advisory Group Advisory Services
Minnesota
$206K +$106K +2,700 +110%
MFW
91
Meristem Family Wealth
Minnesota
$204K +$201K +5,110 New
GAM
92
Griffin Asset Management
New York
$186K +$183K +4,655 New
PAI
93
Pittenger & Anderson Inc
Nebraska
$178K – – –
AA
94
AlphaMark Advisors
Kentucky
$139K +$7.85K +200 +6%
GSWM
95
Golden State Wealth Management
California
$128K -$23.6K -602 -16%
NFG
96
Next Financial Group
Texas
$107K +$91K +2,320 +663%
BDWM
97
Brewin Dolphin Wealth Management
Ireland
$96.5K – – –
FPS
98
Fieldpoint Private Securities
Connecticut
$96K – – –
SIAP
99
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$83K +$8.83K +225 +12%
SPIA
100
Steward Partners Investment Advisory
New York
$79K +$78.5K +2,000 New
2 3
4
5 6

ROBO Hedge Fund Activity: Q2 2019 in Review

160 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in ROBO Global Robotics & Automation Index ETF (ROBO) for Q2 2019, worth a combined $247M — up 6.3% from $233M a quarter earlier.

Sellers outnumbered buyers: 16 funds closed out of ROBO and 15 opened new positions — a net loss of 1 holder — while 50 trimmed existing stakes and 47 added.

The largest buyer was Citadel Advisors, adding an estimated $4.08M. The largest seller was L.J. Altfest & Co, cutting an estimated $5.59M.

  • 160 institutional investors held ROBO Global Robotics & Automation Index ETF (ROBO) as of Q2 2019, down from 163 in Q1 2019.
  • Funds reported $247M of ROBO Global Robotics & Automation Index ETF stock for Q2 2019, up 6.3% quarter-over-quarter.
  • 15 funds opened new ROBO Global Robotics & Automation Index ETF positions in Q2 2019 and 16 closed out, a net change of -1 holder.
  • The largest ROBO Global Robotics & Automation Index ETF buyer in Q2 2019 was Citadel Advisors, an estimated $4.08M added.
  • The largest ROBO Global Robotics & Automation Index ETF seller in Q2 2019 was L.J. Altfest & Co, an estimated $5.59M sold.

Based on aggregated 13F filings for Q2 2019.