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ROBO Global Robotics & Automation Index ETF
ROBO

188 hedge funds and large institutions have $579M invested in ROBO Global Robotics & Automation Index ETF in 2018 Q1 according to their latest regulatory filings, with 43 funds opening new positions, 78 increasing their positions, 28 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

231% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 13

179% more repeat investments, than reductions

Existing positions increased: 78 | Existing positions reduced: 28

19% more funds holding

Funds holding: 158 → 188 (+30)

13% more capital invested

Capital invested by funds: $512M → $579M (+$66.5M)

0% more funds holding in top 10

Funds holding in top 10: 4 → 4 (0)

7.19% less ownership

Funds ownership: 31.96% → 24.77% (-7.2%)

71% less call options, than puts

Call options by funds: $1.04M | Put options by funds: $3.64M

Holders
188
Holders Change
+30
Holders Change %
+18.99%
% of All Funds
4.31%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
43
Increased
78
Reduced
28
Closed
13
Calls
$1.04M
Puts
$3.64M
Net Calls
-$2.6M
Net Calls Change
-$2.78M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$20.6M
2
MIAN
Mariner Independent Advisor Network
Kansas
+$11.6M
3
Bank of America
Bank of America
North Carolina
+$8.16M
4
LJAC
L.J. Altfest & Co
New York
+$8.16M
5
Wells Fargo
Wells Fargo
California
+$7.35M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$14.9M
2
JP Morgan Chase
JP Morgan Chase
New York
-$9.26M
3
CSIA
Charles Schwab Investment Advisory
California
-$8.21M
4
OCM
Oribel Capital Management
New York
-$7.02M
5
UCFA
United Capital Financial Advisors
Texas
-$6.35M
Name Holding Trade Value Shares
Change 		Change in
Stake
AA
126
AlphaMark Advisors
Kentucky
$79K +$19.5K +450 +31%
SPL
127
Smart Portfolios LLC
Washington
$79K +$82.3K +1,900 New
CAC
128
Certified Advisory Corp
Florida
$77K +$18.2K +420 +29%
US Bancorp
129
US Bancorp
Minnesota
$72K +$1.52K +35 +2%
CIBC Private Wealth Group
130
CIBC Private Wealth Group
Georgia
$63K +$5.33K +123 +9%
NCM
131
Nelson Capital Management
California
$59K – – –
SPIA
132
Steward Partners Investment Advisory
New York
$58K +$60.6K +1,400 New
FPS
133
Fieldpoint Private Securities
Connecticut
$45K +$47.1K +1,087 New
EWM
134
Elmwood Wealth Management
California
$42.9K +$44.4K +1,025 New
PA
135
Parallel Advisors
California
$42K +$21.7K +500 +100%
AWA
136
Acorn Wealth Advisors
Michigan
$40K +$42.2K +975 New
PCA
137
Peddock Capital Advisors
Massachusetts
$38K +$12.5K +288 +47%
DSC
138
Duncker Streett & Co
Missouri
$38K +$28.5K +658 +263%
BWP
139
Baldwin Wealth Partners
Massachusetts
$37K +$19.5K +450 +102%
FANJ
140
Financial Architects (New Jersey)
New Jersey
$36K +$1.95K +45 +5%
WAP
141
Wealthcare Advisory Partners
Pennsylvania
$35K +$35.7K +825 New
HFM
142
Hartford Financial Management
Connecticut
$34K +$26K +600 +261%
Schroder Investment Management Group
143
Schroder Investment Management Group
United Kingdom
$33K – – –
KF
144
Krilogy Financial
Missouri
$31K – – –
SWM
145
SeaCrest Wealth Management
New York
$31K +$21.7K +500 +204%
MCWS
146
McKinley Carter Wealth Services
West Virginia
$31K +$32.5K +750 New
BDWM
147
Brewin Dolphin Wealth Management
Ireland
$27.8K +$2.82K +65 +11%
VIA
148
Vantage Investment Advisors
Pennsylvania
$26K -$9.57K -221 -27%
PFGIA
149
Patriot Financial Group Insurance Agency
Massachusetts
$23K – – –
JCM
150
Jacobi Capital Management
Pennsylvania
$20K – – –
4 5
6
7 8

ROBO Hedge Fund Activity: Q1 2018 in Review

188 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in ROBO Global Robotics & Automation Index ETF (ROBO) for Q1 2018, worth a combined $579M — up 13% from $512M a quarter earlier.

Buyers outnumbered sellers: 43 funds opened new ROBO positions and 13 closed out — a net gain of 30 holders — while 78 added to existing stakes and 28 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $20.6M. The largest seller was Envestnet Asset Management, cutting an estimated $14.9M.

  • 188 institutional investors held ROBO Global Robotics & Automation Index ETF (ROBO) as of Q1 2018, up from 158 in Q4 2017.
  • Funds reported $579M of ROBO Global Robotics & Automation Index ETF stock for Q1 2018, up 13% quarter-over-quarter.
  • 43 funds opened new ROBO Global Robotics & Automation Index ETF positions in Q1 2018 and 13 closed out, a net change of +30 holders.
  • The largest ROBO Global Robotics & Automation Index ETF buyer in Q1 2018 was Morgan Stanley, an estimated $20.6M added.
  • The largest ROBO Global Robotics & Automation Index ETF seller in Q1 2018 was Envestnet Asset Management, an estimated $14.9M sold.

Based on aggregated 13F filings for Q1 2018.