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ROBO Global Robotics & Automation Index ETF

169 hedge funds and large institutions have $309M invested in ROBO Global Robotics & Automation Index ETF in 2020 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 52 increasing their positions, 36 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 14

44% more repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 36

22% more capital invested

Capital invested by funds: $253M → $309M (+$56.6M)

6% more funds holding

Funds holding: 160169 (+9)

2.73% more ownership

Funds ownership: 21.44%24.17% (+2.7%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

24% less call options, than puts

Call options by funds: $531K | Put options by funds: $698K

Holders
169
Holders Change
+9
Holders Change %
+5.63%
% of All Funds
3.41%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
24
Increased
52
Reduced
36
Closed
14
Calls
$531K
Puts
$698K
Net Calls
-$167K
Net Calls Change
-$324K
Name Holding Trade Value Shares
Change
Change in
Stake
GWM
76
Greenwich Wealth Management
Connecticut
$381K
TI
77
Tidal Investments
Wisconsin
$369K +$42.7K +913 +14%
CIBC World Market
78
CIBC World Market
Ontario, Canada
$366K +$6.93K +148 +2%
IWM
79
IHT Wealth Management
Illinois
$361K
SWM
80
SeaCrest Wealth Management
New York
$356K -$103K -2,193 -23%
LWPC
81
Legacy Wealth Partners (California)
California
$349K +$40.1K +856 +13%
PNC Financial Services Group
82
PNC Financial Services Group
Pennsylvania
$338K +$37.4K +800 +13%
William Blair & Company
83
William Blair & Company
Illinois
$331K +$18.7K +400 +6%
SWA
84
SFMG Wealth Advisors
Texas
$328K +$34.9K +746 +12%
SPFA
85
Summit Place Financial Advisors
New Jersey
$298K +$289K +6,180 New
SAM
86
Summit Asset Management
Tennessee
$288K
PWM
87
Perigon Wealth Management
California
$287K +$279K +5,963 New
MA
88
Mutual Advisors
Nebraska
$279K +$16.7K +356 +7%
HH
89
Hilltop Holdings
Texas
$277K -$740K -15,818 -73%
CCMD
90
Cypress Capital Management (Delaware)
Delaware
$274K
SCM
91
Spreng Capital Management
Ohio
$246K +$4.68K +100 +2%
DADC
92
D.A. Davidson & Co
Montana
$241K -$5.43K -116 -2%
WWM
93
Western Wealth Management
Colorado
$238K -$234 -5 -0.1%
M&T Bank
94
M&T Bank
New York
$234K +$227K +4,860 New
EVM
95
Eaton Vance Management
Massachusetts
$230K +$224K +4,776 New
WS
96
Wedbush Securities
California
$228K +$221K +4,730 New
Carson Wealth (CWM LLC)
97
Carson Wealth (CWM LLC)
Nebraska
$227K
CG
98
Cutler Group
California
$226K -$56.2K -1,200 -20%
JP Morgan Chase
99
JP Morgan Chase
New York
$221K -$12.4K -266 -5%
Janney Montgomery Scott
100
Janney Montgomery Scott
Pennsylvania
$221K +$215K +4,595 New

ROBO Hedge Fund Activity: Q3 2020 in Review

169 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in ROBO Global Robotics & Automation Index ETF (ROBO) for Q3 2020, worth a combined $309M — up 22% from $253M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new ROBO positions and 14 closed out — a net gain of 10 holders — while 52 added to existing stakes and 36 trimmed.

The largest buyer was Parker Investment Management, opening a new position worth an estimated $8.76M. The largest seller was Qube Research & Technologies (QRT), exiting entirely with an estimated $6.59M sold.

  • 169 institutional investors held ROBO Global Robotics & Automation Index ETF (ROBO) as of Q3 2020, up from 160 in Q2 2020.
  • Funds reported $309M of ROBO Global Robotics & Automation Index ETF stock for Q3 2020, up 22% quarter-over-quarter.
  • 24 funds opened new ROBO Global Robotics & Automation Index ETF positions in Q3 2020 and 14 closed out, a net change of +10 holders.
  • The largest ROBO Global Robotics & Automation Index ETF buyer in Q3 2020 was Parker Investment Management, an estimated $8.76M added.
  • The largest ROBO Global Robotics & Automation Index ETF seller in Q3 2020 was Qube Research & Technologies (QRT), an estimated $6.59M sold.

Based on aggregated 13F filings for Q3 2020.