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ROBO Global Robotics & Automation Index ETF

169 hedge funds and large institutions have $309M invested in ROBO Global Robotics & Automation Index ETF in 2020 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 52 increasing their positions, 36 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 14

44% more repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 36

22% more capital invested

Capital invested by funds: $253M → $309M (+$56.6M)

6% more funds holding

Funds holding: 160169 (+9)

2.73% more ownership

Funds ownership: 21.44%24.17% (+2.7%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

24% less call options, than puts

Call options by funds: $531K | Put options by funds: $698K

Holders
169
Holders Change
+9
Holders Change %
+5.63%
% of All Funds
3.41%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
24
Increased
52
Reduced
36
Closed
14
Calls
$531K
Puts
$698K
Net Calls
-$167K
Net Calls Change
-$324K
Name Holding Trade Value Shares
Change
Change in
Stake
NSIM
101
North Star Investment Management
Illinois
$209K
FAIM
102
Financial Advocates Investment Management
Washington
$207K +$202K +4,311 New
GRP
103
Global Retirement Partners
California
$205K +$7.02K +150 +4%
SC
104
Scotia Capital
Ontario, Canada
$200K +$194K +4,154 New
SPIA
105
Steward Partners Investment Advisory
New York
$195K +$123K +2,629 +184%
CF
106
Centaurus Financial
California
$150K -$7.02K -150 -5%
ED
107
Exane Derivatives
France
$129K +$126K +2,686 New
Bank of Montreal
108
Bank of Montreal
Ontario, Canada
$125K
NFG
109
Next Financial Group
Texas
$117K +$113K +2,420 New
BDWM
110
Brewin Dolphin Wealth Management
Ireland
$113K
Deutsche Bank
111
Deutsche Bank
Germany
$109K +$94.3K +2,014 +815%
Barclays
112
Barclays
United Kingdom
$92K
GT
113
Glenmede Trust
Pennsylvania
$89K +$76.6K +1,637 +712%
PI
114
PineBridge Investments
New York
$87K -$154K -3,300 -65%
Fidelity Investments
115
Fidelity Investments
Massachusetts
$85K -$140 -3 -0.2%
MIFH
116
Migdal Insurance & Financial Holdings
Israel
$72K
CFGS
117
Concourse Financial Group Securities
Alabama
$70K -$2.76K -59 -4%
SIAP
118
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$66K -$10.5K -225 -14%
AA
119
AlphaMark Advisors
Kentucky
$59K -$99.7K -2,130 -63%
CAPTRUST Financial Advisors
120
CAPTRUST Financial Advisors
North Carolina
$58K -$9.36K -200 -14%
US Bancorp
121
US Bancorp
Minnesota
$50K
BWM
122
BNC Wealth Management
Oregon
$45K +$44.1K +942 New
PAI
123
Pittenger & Anderson Inc
Nebraska
$42K -$5.62K -120 -12%
CLOS
124
Compagnie Lombard Odier SCmA
Switzerland
$41K
DSC
125
Duncker Streett & Co
Missouri
$36K

ROBO Hedge Fund Activity: Q3 2020 in Review

169 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in ROBO Global Robotics & Automation Index ETF (ROBO) for Q3 2020, worth a combined $309M — up 22% from $253M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new ROBO positions and 14 closed out — a net gain of 10 holders — while 52 added to existing stakes and 36 trimmed.

The largest buyer was Parker Investment Management, opening a new position worth an estimated $8.76M. The largest seller was Qube Research & Technologies (QRT), exiting entirely with an estimated $6.59M sold.

  • 169 institutional investors held ROBO Global Robotics & Automation Index ETF (ROBO) as of Q3 2020, up from 160 in Q2 2020.
  • Funds reported $309M of ROBO Global Robotics & Automation Index ETF stock for Q3 2020, up 22% quarter-over-quarter.
  • 24 funds opened new ROBO Global Robotics & Automation Index ETF positions in Q3 2020 and 14 closed out, a net change of +10 holders.
  • The largest ROBO Global Robotics & Automation Index ETF buyer in Q3 2020 was Parker Investment Management, an estimated $8.76M added.
  • The largest ROBO Global Robotics & Automation Index ETF seller in Q3 2020 was Qube Research & Technologies (QRT), an estimated $6.59M sold.

Based on aggregated 13F filings for Q3 2020.