We are live on ! Find out more
ROBO icon

ROBO Global Robotics & Automation Index ETF
ROBO

110 hedge funds and large institutions have $385M invested in ROBO Global Robotics & Automation Index ETF in 2017 Q3 according to their latest regulatory filings, with 38 funds opening new positions, 47 increasing their positions, 11 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

443% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 7

327% more repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 11

224% more capital invested

Capital invested by funds: $119M → $385M (+$266M)

38% more funds holding

Funds holding: 80 → 110 (+30)

11.16% more ownership

Funds ownership: 16.94% → 28.1% (+11%)

Holders
110
Holders Change
+30
Holders Change %
+37.5%
% of All Funds
2.74%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
38
Increased
47
Reduced
11
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CSIA
Charles Schwab Investment Advisory
California
+$175M
2
UBS Group
UBS Group
Switzerland
+$17.1M
3
GCM
Graham Capital Management
Connecticut
+$14.2M
4
Wells Fargo
Wells Fargo
California
+$4.94M
5
Morgan Stanley
Morgan Stanley
New York
+$3.41M

Top Sellers

1
OMC
Old Mission Capital
Illinois
-$3.7M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$3.48M
3
Allianz Asset Management
Allianz Asset Management
Germany
-$2.59M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$2.18M
5
UCFA
United Capital Financial Advisors
Texas
-$2.16M
Name Holding Trade Value Shares
Change 		Change in
Stake
PMFA
101
Plante Moran Financial Advisors
Michigan
$7K +$6.92K +190 New
CFN
102
Cordasco Financial Network
Florida
$4K – – –
Thrivent Financial for Lutherans
103
Thrivent Financial for Lutherans
Minnesota
$3K +$2.55K +70 New
OAJ
104
Ogorek Anthony Joseph
New York
$3K +$3.64K +100 New
Northwestern Mutual Wealth Management
105
Northwestern Mutual Wealth Management
Wisconsin
$2K +$2K +55 New
CPIG
106
Chicago Partners Investment Group
Illinois
$2K +$2.19K +60 New
MFT
107
Moisand Fitzgerald Tamayo
Florida
$1K +$728 +20 New
PG
108
Patten Group
Tennessee
$1K +$910 +25 New
WAS
109
Winch Advisory Services
Wisconsin
$1K +$1.02K +28 New
Susquehanna International Group
110
Susquehanna International Group
Pennsylvania
– -$3.48M -101,416 Closed
CIBC World Market
111
CIBC World Market
Ontario, Canada
– -$657K -19,179 Closed
Citadel Advisors
112
Citadel Advisors
Florida
– -$505K -14,740 Closed
CCP
113
Cardan Capital Partners
Colorado
– -$504K -14,712 Closed
Walleye Trading
114
Walleye Trading
New York
– -$166 -4,838 Closed
CCS
115
Crosspoint Capital Strategies
California
– -$3K -85 Closed
NA
116
NewEdge Advisors
Louisiana
– -$2.92K -85 Closed
1 2 3 4
5

ROBO Hedge Fund Activity: Q3 2017 in Review

110 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in ROBO Global Robotics & Automation Index ETF (ROBO) for Q3 2017, worth a combined $385M — up 224% from $119M a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new ROBO positions and 7 closed out — a net gain of 31 holders — while 47 added to existing stakes and 11 trimmed.

The largest buyer was Charles Schwab Investment Advisory, opening a new position worth an estimated $175M. The largest seller was Old Mission Capital, cutting an estimated $3.7M.

  • 110 institutional investors held ROBO Global Robotics & Automation Index ETF (ROBO) as of Q3 2017, up from 80 in Q2 2017.
  • Funds reported $385M of ROBO Global Robotics & Automation Index ETF stock for Q3 2017, up 224% quarter-over-quarter.
  • 38 funds opened new ROBO Global Robotics & Automation Index ETF positions in Q3 2017 and 7 closed out, a net change of +31 holders.
  • The largest ROBO Global Robotics & Automation Index ETF buyer in Q3 2017 was Charles Schwab Investment Advisory, an estimated $175M added.
  • The largest ROBO Global Robotics & Automation Index ETF seller in Q3 2017 was Old Mission Capital, an estimated $3.7M sold.

Based on aggregated 13F filings for Q3 2017.