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ROBO Global Robotics & Automation Index ETF
ROBO

163 hedge funds and large institutions have $233M invested in ROBO Global Robotics & Automation Index ETF in 2019 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 53 increasing their positions, 51 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 15

1% more funds holding

Funds holding: 161 → 163 (+2)

4% more repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 51

2.9% less ownership

Funds ownership: 20.13% → 17.23% (-2.9%)

6% less capital invested

Capital invested by funds: $247M → $233M (-$14.8M)

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

Holders
163
Holders Change
+2
Holders Change %
+1.24%
% of All Funds
3.53%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
19
Increased
53
Reduced
51
Closed
15
Calls
$1K
Puts
–
Net Calls
+$1K
Net Calls Change
-$684K

Top Buyers

1
Wells Fargo
Wells Fargo
California
+$5.68M
2
UBS Group
UBS Group
Switzerland
+$4.57M
3
Morgan Stanley
Morgan Stanley
New York
+$4.48M
4
MIH
Meitav Investment House
Israel
+$1.71M
5
RJA
Raymond James & Associates
Florida
+$1.6M

Top Sellers

1
SHGA
Sand Hill Global Advisors
California
-$26.7M
2
Citadel Advisors
Citadel Advisors
Florida
-$13.4M
3
Jane Street
Jane Street
New York
-$9.25M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$8.02M
5
MIAN
Mariner Independent Advisor Network
Kansas
-$4.51M
Name Holding Trade Value Shares
Change 		Change in
Stake
Barclays
101
Barclays
United Kingdom
$78K – – –
SPL
102
Smart Portfolios LLC
Washington
$74K – – –
SIAP
103
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$72K – – –
RIA
104
RPG Investment Advisory
California
$68K +$55.6K +1,505 +602%
CFGS
105
Concourse Financial Group Securities
Alabama
$59K +$6.83K +185 +14%
CAC
106
Certified Advisory Corp
Florida
$55K -$8.12K -220 -13%
PGAM
107
Princeton Global Asset Management
New Jersey
$44K +$42.5K +1,150 New
US Bancorp
108
US Bancorp
Minnesota
$40K -$25.8K -700 -40%
BWP
109
Baldwin Wealth Partners
Massachusetts
$39K – – –
SMFS
110
Squar Milner Financial Services
California
$38K – – –
Fidelity Investments
111
Fidelity Investments
Massachusetts
$37K +$35.3K +956 +95,600%
ESB
112
Essex Savings Bank
Connecticut
$35K – – –
WCG
113
Weaver Consulting Group
California
$32K +$31K +839 New
HFM
114
Hartford Financial Management
Connecticut
$30K +$37 +1 +0.1%
IA
115
IFP Advisors
Florida
$28K -$733K -19,838 -97%
WEC
116
Winslow Evans & Crocker
Massachusetts
$26K -$7.9K -214 -25%
Northwestern Mutual Wealth Management
117
Northwestern Mutual Wealth Management
Wisconsin
$25K +$23.8K +644 New
TRCT
118
Tower Research Capital (TRC)
New York
$24K +$10.9K +296 +94%
BFC
119
Bedel Financial Consulting
Indiana
$20K – – –
BWL
120
Bogart Wealth LLC
Virginia
$20K – – –
JCM
121
Jacobi Capital Management
Pennsylvania
$19K – – –
EWM
122
Elmwood Wealth Management
California
$16K – – –
PVH
123
Psagot Value Holdings
Israel
$16K – – –
FANJ
124
Financial Architects (New Jersey)
New Jersey
$16K +$554 +15 +4%
Fifth Third Bancorp
125
Fifth Third Bancorp
Ohio
$15K – – –
3 4
5
6 7

ROBO Hedge Fund Activity: Q1 2019 in Review

163 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in ROBO Global Robotics & Automation Index ETF (ROBO) for Q1 2019, worth a combined $233M — down 6% from $247M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new ROBO positions and 15 closed out — a net gain of 4 holders — while 53 added to existing stakes and 51 trimmed.

The largest buyer was Wells Fargo, adding an estimated $5.68M. The largest seller was Sand Hill Global Advisors, exiting entirely with an estimated $26.7M sold.

  • 163 institutional investors held ROBO Global Robotics & Automation Index ETF (ROBO) as of Q1 2019, up from 161 in Q4 2018.
  • Funds reported $233M of ROBO Global Robotics & Automation Index ETF stock for Q1 2019, down 6% quarter-over-quarter.
  • 19 funds opened new ROBO Global Robotics & Automation Index ETF positions in Q1 2019 and 15 closed out, a net change of +4 holders.
  • The largest ROBO Global Robotics & Automation Index ETF buyer in Q1 2019 was Wells Fargo, an estimated $5.68M added.
  • The largest ROBO Global Robotics & Automation Index ETF seller in Q1 2019 was Sand Hill Global Advisors, an estimated $26.7M sold.

Based on aggregated 13F filings for Q1 2019.