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ROBO Global Robotics & Automation Index ETF

219 hedge funds and large institutions have $489M invested in ROBO Global Robotics & Automation Index ETF in 2021 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 82 increasing their positions, 47 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

100% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 17

74% more repeat investments, than reductions

Existing positions increased: 82 | Existing positions reduced: 47

15% more capital invested

Capital invested by funds: $426M → $489M (+$62.6M)

7% more funds holding

Funds holding: 204219 (+15)

0.65% more ownership

Funds ownership: 25.54%26.19% (+0.65%)

77% less call options, than puts

Call options by funds: $1.35M | Put options by funds: $5.95M

Holders
219
Holders Change
+15
Holders Change %
+7.35%
% of All Funds
3.85%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
34
Increased
82
Reduced
47
Closed
17
Calls
$1.35M
Puts
$5.95M
Net Calls
-$4.61M
Net Calls Change
-$4.49M
Name Holding Trade Value Shares
Change
Change in
Stake
TGAM
76
TBH Global Asset Management
Tennessee
$676K -$71.5K -1,087 -9%
CAM
77
Cresset Asset Management
Illinois
$669K +$24.7K +376 +4%
SWM
78
Spire Wealth Management
Virginia
$663K +$703K +10,688 New
IAP
79
Indie Asset Partners
Indiana
$641K +$82.2K +1,250 +14%
CA
80
Cetera Advisors
Colorado
$626K +$649K +9,864 New
JIC
81
Joel Isaacson & Co
New York
$623K +$1.12K +17 +0.2%
Rockefeller Capital Management
82
Rockefeller Capital Management
New York
$615K
PWM
83
Perigon Wealth Management
California
$579K +$105K +1,597 +21%
Cetera Investment Advisers
84
Cetera Investment Advisers
Illinois
$563K +$583K +8,857 New
HSBC Holdings
85
HSBC Holdings
United Kingdom
$559K -$2M -30,389 -78%
RTS
86
Round Table Services
New Jersey
$538K -$102K -1,554 -16%
TI
87
Tidal Investments
Wisconsin
$538K +$53.9K +820 +11%
GLA
88
Good Life Advisors
Pennsylvania
$519K
CAN
89
Cetera Advisor Networks
California
$517K +$216K +3,286 +68%
EVM
90
Eaton Vance Management
Massachusetts
$512K +$127K +1,935 +32%
PPP
91
Private Portfolio Partners
New Jersey
$511K -$11.3K -172 -2%
RIA
92
RPG Investment Advisory
California
$509K +$1.38K +21 +0.3%
GWM
93
Greenwich Wealth Management
Connecticut
$504K +$724 +11 +0.1%
William Blair & Company
94
William Blair & Company
Illinois
$498K -$1.05K -16 -0.2%
IWM
95
IHT Wealth Management
Illinois
$479K -$6.18K -94 -1%
MC
96
Matisse Capital
Oregon
$474K +$491K +7,466 New
BCM
97
BlueCrest Capital Management
Jersey
$454K -$400K -6,082 -46%
PNC Financial Services Group
98
PNC Financial Services Group
Pennsylvania
$446K
MA
99
Mutual Advisors
Nebraska
$432K +$4.21K +64 +0.9%
NA
100
NewEdge Advisors
Louisiana
$418K +$433K +6,583 New

ROBO Hedge Fund Activity: Q1 2021 in Review

219 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in ROBO Global Robotics & Automation Index ETF (ROBO) for Q1 2021, worth a combined $489M — up 15% from $426M a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new ROBO positions and 17 closed out — a net gain of 17 holders — while 82 added to existing stakes and 47 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $9.85M. The largest seller was Mercer Global Advisors, exiting entirely with an estimated $10M sold.

  • 219 institutional investors held ROBO Global Robotics & Automation Index ETF (ROBO) as of Q1 2021, up from 204 in Q4 2020.
  • Funds reported $489M of ROBO Global Robotics & Automation Index ETF stock for Q1 2021, up 15% quarter-over-quarter.
  • 34 funds opened new ROBO Global Robotics & Automation Index ETF positions in Q1 2021 and 17 closed out, a net change of +17 holders.
  • The largest ROBO Global Robotics & Automation Index ETF buyer in Q1 2021 was Morgan Stanley, an estimated $9.85M added.
  • The largest ROBO Global Robotics & Automation Index ETF seller in Q1 2021 was Mercer Global Advisors, an estimated $10M sold.

Based on aggregated 13F filings for Q1 2021.