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ROBO Global Robotics & Automation Index ETF
ROBO

160 hedge funds and large institutions have $253M invested in ROBO Global Robotics & Automation Index ETF in 2020 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 43 increasing their positions, 38 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

72% more call options, than puts

Call options by funds: $374K | Put options by funds: $217K

69% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 13

37% more capital invested

Capital invested by funds: $185M → $253M (+$68M)

13% more repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 38

5% more funds holding

Funds holding: 152 → 160 (+8)

1.31% more ownership

Funds ownership: 20.13% → 21.44% (+1.3%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
160
Holders Change
+8
Holders Change %
+5.26%
% of All Funds
3.28%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
22
Increased
43
Reduced
38
Closed
13
Calls
$374K
Puts
$217K
Net Calls
+$157K
Net Calls Change
+$454K

Top Buyers

Rank Fund Capital Flow
1
UBS Group
UBS Group
Switzerland
+$13.3M
2
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
+$6.03M
3
Morgan Stanley
Morgan Stanley
New York
+$2.86M
4
BFO
Biltmore Family Office
North Carolina
+$1.91M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$1.28M

Top Sellers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
-$12.6M
2
Mercer Global Advisors
Mercer Global Advisors
Colorado
-$5.36M
3
Citadel Advisors
Citadel Advisors
Florida
-$1.77M
4
Wells Fargo
Wells Fargo
California
-$1.4M
5
LPL Financial
LPL Financial
California
-$589K
Name Holding Trade Value Shares
Change 		Change in
Stake
Bank of Montreal
101
Bank of Montreal
Ontario, Canada
$113K -$4.61K -116 -4%
BDWM
102
Brewin Dolphin Wealth Management
Ireland
$102K – – –
Barclays
103
Barclays
United Kingdom
$83K – – –
Fidelity Investments
104
Fidelity Investments
Massachusetts
$77K +$39.3K +989 +127%
EDRH
105
Edmond de Rothschild Holding
Switzerland
$73K – – –
SIAP
106
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$69K – – –
CFGS
107
Concourse Financial Group Securities
Alabama
$66K – – –
MIFH
108
Migdal Insurance & Financial Holdings
Israel
$65K – – –
SPIA
109
Steward Partners Investment Advisory
New York
$62K – – –
CAPTRUST Financial Advisors
110
CAPTRUST Financial Advisors
North Carolina
$61K +$55.5K +1,396 New
TRCT
111
Tower Research Capital (TRC)
New York
$46K +$10.3K +258 +32%
US Bancorp
112
US Bancorp
Minnesota
$45K – – –
PAI
113
Pittenger & Anderson Inc
Nebraska
$43K -$119K -3,000 -75%
CLOS
114
Compagnie Lombard Odier SCmA
Switzerland
$37K – – –
DSC
115
Duncker Streett & Co
Missouri
$33K -$2.38K -60 -7%
HFM
116
Hartford Financial Management
Connecticut
$32K – – –
BWP
117
Baldwin Wealth Partners
Massachusetts
$31K – – –
SFS
118
Sowell Financial Services
Arkansas
$30K – – –
WEC
119
Winslow Evans & Crocker
Massachusetts
$28K +$4.53K +114 +22%
S
120
SignatureFD
Georgia
$25K +$11.5K +289 +101%
BAM
121
Bellevue Asset Management
Washington
$22K – – –
JCM
122
Jacobi Capital Management
Pennsylvania
$22K – – –
HGWM
123
Harvest Group Wealth Management
Massachusetts
$21K – – –
JPLA
124
Joseph P. Lucia & Associates
New York
$19K – – –
PMFA
125
Plante Moran Financial Advisors
Michigan
$19K – – –
3 4
5
6 7

ROBO Hedge Fund Activity: Q2 2020 in Review

160 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in ROBO Global Robotics & Automation Index ETF (ROBO) for Q2 2020, worth a combined $253M — up 37% from $185M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new ROBO positions and 13 closed out — a net gain of 9 holders — while 43 added to existing stakes and 38 trimmed.

The largest buyer was UBS Group, adding an estimated $13.3M. The largest seller was Jane Street, cutting an estimated $12.6M.

  • 160 institutional investors held ROBO Global Robotics & Automation Index ETF (ROBO) as of Q2 2020, up from 152 in Q1 2020.
  • Funds reported $253M of ROBO Global Robotics & Automation Index ETF stock for Q2 2020, up 37% quarter-over-quarter.
  • 22 funds opened new ROBO Global Robotics & Automation Index ETF positions in Q2 2020 and 13 closed out, a net change of +9 holders.
  • The largest ROBO Global Robotics & Automation Index ETF buyer in Q2 2020 was UBS Group, an estimated $13.3M added.
  • The largest ROBO Global Robotics & Automation Index ETF seller in Q2 2020 was Jane Street, an estimated $12.6M sold.

Based on aggregated 13F filings for Q2 2020.