We are live on ! Find out more
ROBO icon

ROBO Global Robotics & Automation Index ETF

182 hedge funds and large institutions have $259M invested in ROBO Global Robotics & Automation Index ETF in 2019 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 36 increasing their positions, 49 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 10

20% more funds holding

Funds holding: 152182 (+30)

8% more capital invested

Capital invested by funds: $239M → $259M (+$20M)

0.92% more ownership

Funds ownership: 19.48%20.4% (+0.92%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

20% less call options, than puts

Call options by funds: $344K | Put options by funds: $428K

27% less repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 49

Holders
182
Holders Change
+30
Holders Change %
+19.74%
% of All Funds
3.59%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
40
Increased
36
Reduced
49
Closed
10
Calls
$344K
Puts
$428K
Net Calls
-$84K
Net Calls Change
+$522K
Name Holding Trade Value Shares
Change
Change in
Stake
NSIM
101
North Star Investment Management
Illinois
$183K
GRP
102
Global Retirement Partners
California
$175K -$10.4K -259 -6%
PAI
103
Pittenger & Anderson Inc
Nebraska
$172K
CG
104
Cutler Group
California
$159K +$52.4K +1,300 +52%
Bank of Montreal
105
Bank of Montreal
Ontario, Canada
$153K -$82.9K -2,056 -36%
AA
106
AlphaMark Advisors
Kentucky
$143K -$5.04K -125 -4%
NFG
107
Next Financial Group
Texas
$112K
SBSB
108
Sullivan, Bruyette, Speros & Blaney
Virginia
$103K +$98.6K +2,446 New
FPS
109
Fieldpoint Private Securities
Connecticut
$101K
BDWM
110
Brewin Dolphin Wealth Management
Ireland
$98.7K
SPIA
111
Steward Partners Investment Advisory
New York
$93K +$7.05K +175 +9%
EDRH
112
Edmond de Rothschild Holding
Switzerland
$83K
SIAP
113
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$83K
Barclays
114
Barclays
United Kingdom
$80K
CFGS
115
Concourse Financial Group Securities
Alabama
$64K +$12.1K +300 +25%
MIFH
116
Migdal Insurance & Financial Holdings
Israel
$63K
CFA
117
Carroll Financial Associates
North Carolina
$56K +$54.4K +1,350 New
Fidelity Investments
118
Fidelity Investments
Massachusetts
$47K -$282 -7 -0.6%
US Bancorp
119
US Bancorp
Minnesota
$43K
BWP
120
Baldwin Wealth Partners
Massachusetts
$43K +$40 +1 +0.1%
GDP
121
Great Diamond Partners
Maine
$42K +$40.3K +1,000 New
SMFS
122
Squar Milner Financial Services
California
$42K +$40.3K +1,000 New
CLOS
123
Compagnie Lombard Odier SCmA
Switzerland
$36K
RIA
124
Realta Investment Advisors
Delaware
$36K +$34.8K +864 New
DSC
125
Duncker Streett & Co
Missouri
$34K +$32.6K +810 New

ROBO Hedge Fund Activity: Q4 2019 in Review

182 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in ROBO Global Robotics & Automation Index ETF (ROBO) for Q4 2019, worth a combined $259M — up 8.4% from $239M a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new ROBO positions and 10 closed out — a net gain of 30 holders — while 36 added to existing stakes and 49 trimmed.

The largest buyer was Qube Research & Technologies (QRT), opening a new position worth an estimated $3.38M. The largest seller was Jane Street, exiting entirely with an estimated $9.7M sold.

  • 182 institutional investors held ROBO Global Robotics & Automation Index ETF (ROBO) as of Q4 2019, up from 152 in Q3 2019.
  • Funds reported $259M of ROBO Global Robotics & Automation Index ETF stock for Q4 2019, up 8.4% quarter-over-quarter.
  • 40 funds opened new ROBO Global Robotics & Automation Index ETF positions in Q4 2019 and 10 closed out, a net change of +30 holders.
  • The largest ROBO Global Robotics & Automation Index ETF buyer in Q4 2019 was Qube Research & Technologies (QRT), an estimated $3.38M added.
  • The largest ROBO Global Robotics & Automation Index ETF seller in Q4 2019 was Jane Street, an estimated $9.7M sold.

Based on aggregated 13F filings for Q4 2019.