We are live on ! Find out more
ROBO icon

ROBO Global Robotics & Automation Index ETF

161 hedge funds and large institutions have $247M invested in ROBO Global Robotics & Automation Index ETF in 2018 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 33 increasing their positions, 65 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

8.11% less ownership

Funds ownership: 28.24%20.13% (-8.1%)

11% less funds holding

Funds holding: 180161 (-19)

40% less first-time investments, than exits

New positions opened: 25 | Existing positions closed: 42

49% less repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 65

58% less capital invested

Capital invested by funds: $586M → $247M (-$338M)

75% less funds holding in top 10

Funds holding in top 10: 41 (-3)

Holders
161
Holders Change
-19
Holders Change %
-10.56%
% of All Funds
3.59%
Holding in Top 10
1
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-75%
% of All Funds
0.02%
New
25
Increased
33
Reduced
65
Closed
42
Calls
$685K
Puts
Net Calls
+$685K
Net Calls Change
+$1.02M
Name Holding Trade Value Shares
Change
Change in
Stake
SIAP
101
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$60K -$2.44M -67,310 -97%
US Bancorp
102
US Bancorp
Minnesota
$57K
CAC
103
Certified Advisory Corp
Florida
$54K
CFGS
104
Concourse Financial Group Securities
Alabama
$44K -$873K -24,100 -95%
FPS
105
Fieldpoint Private Securities
Connecticut
$38K +$797 +22 +2%
BWP
106
Baldwin Wealth Partners
Massachusetts
$33K -$1.81K -50 -5%
SMFS
107
Squar Milner Financial Services
California
$33K
CAGAS
108
Capital Advisory Group Advisory Services
Minnesota
$29K -$157K -4,347 -83%
ESB
109
Essex Savings Bank
Connecticut
$29K +$32.6K +899 New
WEC
110
Winslow Evans & Crocker
Massachusetts
$28K -$38K -1,050 -56%
WAP
111
Wealthcare Advisory Partners
Pennsylvania
$27K
HFM
112
Hartford Financial Management
Connecticut
$25K
SWM
113
SeaCrest Wealth Management
New York
$24K
CA
114
Claro Advisors
Massachusetts
$21K +$18.1K +500 New
CAM
115
Close Asset Management
United Kingdom
$20K +$5.43K +150 +120%
PG
116
Patten Group
Tennessee
$20K +$10.9K +300 +92%
VNA
117
Valley National Advisers
Pennsylvania
$19K -$1.15M -31,835 -98%
RCAG
118
Rehmann Capital Advisory Group
Michigan
$18.4K +$20.5K +566 New
BWL
119
Bogart Wealth LLC
Virginia
$17K -$2.93K -81 -13%
BFC
120
Bedel Financial Consulting
Indiana
$17K
BRC
121
Bell Rock Capital
Delaware
$16K -$72.4K -2,000 -79%
JCM
122
Jacobi Capital Management
Pennsylvania
$16K
EWM
123
Elmwood Wealth Management
California
$14K -$21.7K -600 -59%
FANJ
124
Financial Architects (New Jersey)
New Jersey
$13K -$18.8K -518 -56%
Fifth Third Bancorp
125
Fifth Third Bancorp
Ohio
$13K

ROBO Hedge Fund Activity: Q4 2018 in Review

161 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in ROBO Global Robotics & Automation Index ETF (ROBO) for Q4 2018, worth a combined $247M — down 58% from $586M a quarter earlier.

Sellers outnumbered buyers: 42 funds closed out of ROBO and 25 opened new positions — a net loss of 17 holders — while 65 trimmed existing stakes and 33 added.

The largest buyer was Jane Street, adding an estimated $10.6M. The largest seller was Charles Schwab Investment Advisory, exiting entirely with an estimated $177M sold.

  • 161 institutional investors held ROBO Global Robotics & Automation Index ETF (ROBO) as of Q4 2018, down from 180 in Q3 2018.
  • Funds reported $247M of ROBO Global Robotics & Automation Index ETF stock for Q4 2018, down 58% quarter-over-quarter.
  • 25 funds opened new ROBO Global Robotics & Automation Index ETF positions in Q4 2018 and 42 closed out, a net change of -17 holders.
  • The largest ROBO Global Robotics & Automation Index ETF buyer in Q4 2018 was Jane Street, an estimated $10.6M added.
  • The largest ROBO Global Robotics & Automation Index ETF seller in Q4 2018 was Charles Schwab Investment Advisory, an estimated $177M sold.

Based on aggregated 13F filings for Q4 2018.