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ROBO Global Robotics & Automation Index ETF
ROBO

188 hedge funds and large institutions have $579M invested in ROBO Global Robotics & Automation Index ETF in 2018 Q1 according to their latest regulatory filings, with 43 funds opening new positions, 78 increasing their positions, 28 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

231% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 13

179% more repeat investments, than reductions

Existing positions increased: 78 | Existing positions reduced: 28

19% more funds holding

Funds holding: 158 → 188 (+30)

13% more capital invested

Capital invested by funds: $512M → $579M (+$66.5M)

0% more funds holding in top 10

Funds holding in top 10: 4 → 4 (0)

7.19% less ownership

Funds ownership: 31.96% → 24.77% (-7.2%)

71% less call options, than puts

Call options by funds: $1.04M | Put options by funds: $3.64M

Holders
188
Holders Change
+30
Holders Change %
+18.99%
% of All Funds
4.31%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
43
Increased
78
Reduced
28
Closed
13
Calls
$1.04M
Puts
$3.64M
Net Calls
-$2.6M
Net Calls Change
-$2.78M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$20.6M
2
MIAN
Mariner Independent Advisor Network
Kansas
+$11.6M
3
Bank of America
Bank of America
North Carolina
+$8.16M
4
LJAC
L.J. Altfest & Co
New York
+$8.16M
5
Wells Fargo
Wells Fargo
California
+$7.35M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$14.9M
2
JP Morgan Chase
JP Morgan Chase
New York
-$9.26M
3
CSIA
Charles Schwab Investment Advisory
California
-$8.21M
4
OCM
Oribel Capital Management
New York
-$7.02M
5
UCFA
United Capital Financial Advisors
Texas
-$6.35M
Name Holding Trade Value Shares
Change 		Change in
Stake
Janney Montgomery Scott
101
Janney Montgomery Scott
Pennsylvania
$317K -$76.9K -1,776 -19%
Goldman Sachs
102
Goldman Sachs
New York
$311K +$322K +7,437 New
SFI
103
SPC Financial Inc
Maryland
$286K +$17.8K +410 +6%
GAG
104
GM Advisory Group
New York
$282K +$292K +6,750 New
WEC
105
Winslow Evans & Crocker
Massachusetts
$280K +$13.2K +304 +5%
AF
106
Advisornet Financial
Minnesota
$275K -$33.7K -777 -11%
CCMD
107
Cypress Capital Management (Delaware)
Delaware
$272K +$282K +6,500 New
DADC
108
D.A. Davidson & Co
Montana
$270K +$279K +6,450 New
BO
109
Bank OZK
Arkansas
$265K +$274K +6,325 New
M&T Bank
110
M&T Bank
New York
$243K +$252K +5,810 New
APA
111
American Portfolios Advisors
New York
$239K +$88.2K +2,035 +55%
KWM
112
Kingsview Wealth Management
Oregon
$233K +$242K +5,575 New
AFP
113
Ausdal Financial Partners
Iowa
$223K +$4.33K +100 +2%
PIM
114
Parker Investment Management
California
$212K +$866 +20 +0.4%
MMA
115
Miracle Mile Advisors
California
$201K +$208K +4,800 New
Envestnet Asset Management
116
Envestnet Asset Management
Illinois
$196K -$14.9M -344,362 -99%
NSIM
117
North Star Investment Management
Illinois
$188K – – –
EDRH
118
Edmond de Rothschild Holding
Switzerland
$175K – – –
GWM
119
Geneos Wealth Management
Colorado
$150K +$16.8K +387 +12%
DBT
120
Dubuque Bank & Trust
Iowa
$129K – – –
CF
121
Centaurus Financial
California
$103K +$106K +2,455 New
Carson Wealth (CWM LLC)
122
Carson Wealth (CWM LLC)
Nebraska
$100K +$104K +2,394 New
FDCDDQ
123
Federation des caisses Desjardins du Quebec
Quebec, Canada
$99.6K – – –
CAGAS
124
Capital Advisory Group Advisory Services
Minnesota
$97K +$99.9K +2,306 New
Barclays
125
Barclays
United Kingdom
$80K – – –
3 4
5
6 7

ROBO Hedge Fund Activity: Q1 2018 in Review

188 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in ROBO Global Robotics & Automation Index ETF (ROBO) for Q1 2018, worth a combined $579M — up 13% from $512M a quarter earlier.

Buyers outnumbered sellers: 43 funds opened new ROBO positions and 13 closed out — a net gain of 30 holders — while 78 added to existing stakes and 28 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $20.6M. The largest seller was Envestnet Asset Management, cutting an estimated $14.9M.

  • 188 institutional investors held ROBO Global Robotics & Automation Index ETF (ROBO) as of Q1 2018, up from 158 in Q4 2017.
  • Funds reported $579M of ROBO Global Robotics & Automation Index ETF stock for Q1 2018, up 13% quarter-over-quarter.
  • 43 funds opened new ROBO Global Robotics & Automation Index ETF positions in Q1 2018 and 13 closed out, a net change of +30 holders.
  • The largest ROBO Global Robotics & Automation Index ETF buyer in Q1 2018 was Morgan Stanley, an estimated $20.6M added.
  • The largest ROBO Global Robotics & Automation Index ETF seller in Q1 2018 was Envestnet Asset Management, an estimated $14.9M sold.

Based on aggregated 13F filings for Q1 2018.