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ROBO Global Robotics & Automation Index ETF

219 hedge funds and large institutions have $489M invested in ROBO Global Robotics & Automation Index ETF in 2021 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 82 increasing their positions, 47 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

100% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 17

74% more repeat investments, than reductions

Existing positions increased: 82 | Existing positions reduced: 47

15% more capital invested

Capital invested by funds: $426M → $489M (+$62.6M)

7% more funds holding

Funds holding: 204219 (+15)

0.65% more ownership

Funds ownership: 25.54%26.19% (+0.65%)

77% less call options, than puts

Call options by funds: $1.35M | Put options by funds: $5.95M

Holders
219
Holders Change
+15
Holders Change %
+7.35%
% of All Funds
3.85%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
34
Increased
82
Reduced
47
Closed
17
Calls
$1.35M
Puts
$5.95M
Net Calls
-$4.61M
Net Calls Change
-$4.49M
Name Holding Trade Value Shares
Change
Change in
Stake
JWCA
101
J.W. Cole Advisors
Florida
$410K +$102K +1,551 +32%
WS
102
Wedbush Securities
California
$389K +$75.5K +1,148 +23%
LNC
103
Lincoln National Corp
Pennsylvania
$375K -$824K -12,525 -68%
SPIA
104
Steward Partners Investment Advisory
New York
$368K +$56.4K +857 +17%
FAIM
105
Financial Advocates Investment Management
Washington
$368K +$44.3K +674 +13%
BCV
106
Banque Cantonale Vaudoise
Switzerland
$365K +$378K +5,754 New
CCMD
107
Cypress Capital Management (Delaware)
Delaware
$362K
AAS
108
Avantax Advisory Services
Texas
$361K -$30.9K -470 -8%
FEM
109
Fulcrum Equity Management
Texas
$355K +$368K +5,595 New
SC
110
Scotia Capital
Ontario, Canada
$351K +$60.5K +919 +20%
SCM
111
SOL Capital Management
Maryland
$345K +$357K +5,430 New
JP Morgan Chase
112
JP Morgan Chase
New York
$343K +$44.9K +682 +14%
BRWA
113
B. Riley Wealth Advisors
Florida
$340K +$95.8K +1,456 +37%
MIC
114
Means Investment Company
Maine
$335K +$347K +5,279 New
DADC
115
D.A. Davidson & Co
Montana
$334K +$92.6K +1,408 +37%
SWM
116
SeaCrest Wealth Management
New York
$326K +$13.9K +212 +4%
SCM
117
Spreng Capital Management
Ohio
$325K
PAG
118
Private Advisor Group
New Jersey
$324K -$139K -2,106 -29%
VSWA
119
Vontobel Swiss Wealth Advisors
Switzerland
$318K -$164K -2,500 -33%
Janney Montgomery Scott
120
Janney Montgomery Scott
Pennsylvania
$309K -$10.9K -166 -3%
VCM
121
Vivaldi Capital Management
Illinois
$308K +$81.5K +1,239 +33%
WWM
122
Western Wealth Management
Colorado
$297K -$18.3K -278 -6%
HI
123
Harbour Investments
Wisconsin
$284K +$294K +4,466 New
NSIM
124
North Star Investment Management
Illinois
$276K
SAM
125
Summit Asset Management
Tennessee
$272K -$111K -1,692 -28%

ROBO Hedge Fund Activity: Q1 2021 in Review

219 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in ROBO Global Robotics & Automation Index ETF (ROBO) for Q1 2021, worth a combined $489M — up 15% from $426M a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new ROBO positions and 17 closed out — a net gain of 17 holders — while 82 added to existing stakes and 47 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $9.85M. The largest seller was Mercer Global Advisors, exiting entirely with an estimated $10M sold.

  • 219 institutional investors held ROBO Global Robotics & Automation Index ETF (ROBO) as of Q1 2021, up from 204 in Q4 2020.
  • Funds reported $489M of ROBO Global Robotics & Automation Index ETF stock for Q1 2021, up 15% quarter-over-quarter.
  • 34 funds opened new ROBO Global Robotics & Automation Index ETF positions in Q1 2021 and 17 closed out, a net change of +17 holders.
  • The largest ROBO Global Robotics & Automation Index ETF buyer in Q1 2021 was Morgan Stanley, an estimated $9.85M added.
  • The largest ROBO Global Robotics & Automation Index ETF seller in Q1 2021 was Mercer Global Advisors, an estimated $10M sold.

Based on aggregated 13F filings for Q1 2021.