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ROBO Global Robotics & Automation Index ETF
ROBO

180 hedge funds and large institutions have $586M invested in ROBO Global Robotics & Automation Index ETF in 2018 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 45 increasing their positions, 62 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.53% more ownership

Funds ownership: 26.71% → 28.24% (+1.5%)

2% more capital invested

Capital invested by funds: $572M → $586M (+$14M)

0% more funds holding in top 10

Funds holding in top 10: 4 → 4 (0)

3% less funds holding

Funds holding: 185 → 180 (-5)

16% less first-time investments, than exits

New positions opened: 21 | Existing positions closed: 25

27% less repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 62

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $335K

Holders
180
Holders Change
-5
Holders Change %
-2.7%
% of All Funds
4.12%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
21
Increased
45
Reduced
62
Closed
25
Calls
–
Puts
$335K
Net Calls
-$335K
Net Calls Change
+$559K

Top Buyers

Rank Fund Capital Flow
1
BCM
Barometer Capital Management
Ontario, Canada
+$6.43M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$4.28M
3
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$4.01M
4
MIH
Meitav Investment House
Israel
+$1.91M
5
Citigroup
Citigroup
New York
+$1.34M

Top Sellers

Rank Fund Capital Flow
1
OC
Oppenheimer & Co
New York
-$4.14M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$3.08M
3
CSIA
Charles Schwab Investment Advisory
California
-$2.79M
4
Jane Street
Jane Street
New York
-$2.46M
5
UBS Group
UBS Group
Switzerland
-$2.03M
Name Holding Trade Value Shares
Change 		Change in
Stake
NFG
126
Next Financial Group
Texas
$42K +$41.2K +1,000 New
FANJ
127
Financial Architects (New Jersey)
New Jersey
$39K +$412 +10 +1%
PCA
128
Peddock Capital Advisors
Massachusetts
$38K – – –
WAP
129
Wealthcare Advisory Partners
Pennsylvania
$35K – – –
Schroder Investment Management Group
130
Schroder Investment Management Group
United Kingdom
$33K – – –
HFM
131
Hartford Financial Management
Connecticut
$32K -$2.47K -60 -7%
SWM
132
SeaCrest Wealth Management
New York
$31K – – –
CGT
133
Capital Guardian Trust
California
$31K +$30.9K +750 New
VIA
134
Vantage Investment Advisors
Pennsylvania
$26K – – –
BWL
135
Bogart Wealth LLC
Virginia
$25K -$1.04M -25,385 -98%
KF
136
Krilogy Financial
Missouri
$24K +$24K +582 New
JCM
137
Jacobi Capital Management
Pennsylvania
$21K – – –
BFC
138
Bedel Financial Consulting
Indiana
$20K -$13.6K -330 -39%
Northwestern Mutual Wealth Management
139
Northwestern Mutual Wealth Management
Wisconsin
$18K +$15.7K +382 +695%
PVH
140
Psagot Value Holdings
Israel
$17K -$543K -13,190 -97%
PA
141
Parallel Advisors
California
$17K -$4.12K -100 -20%
Fifth Third Bancorp
142
Fifth Third Bancorp
Ohio
$17K – – –
AAP
143
Arax Advisory Partners
Colorado
$16K +$15.4K +373 New
KPCM
144
Kings Point Capital Management
New York
$14K – – –
PG
145
Patten Group
Tennessee
$14K – – –
NC
146
NewSquare Capital
Pennsylvania
$13K – – –
KJWM
147
Kiley Juergens Wealth Management
Washington
$11K – – –
AC
148
Avestar Capital
New York
$10K – – –
BWA
149
Burt Wealth Advisors
Maryland
$10K – – –
DSC
150
Duncker Streett & Co
Missouri
$10K – – –
4 5
6
7 8

ROBO Hedge Fund Activity: Q3 2018 in Review

180 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in ROBO Global Robotics & Automation Index ETF (ROBO) for Q3 2018, worth a combined $586M — up 2.4% from $572M a quarter earlier.

Sellers outnumbered buyers: 25 funds closed out of ROBO and 21 opened new positions — a net loss of 4 holders — while 62 trimmed existing stakes and 45 added.

The largest buyer was Barometer Capital Management, opening a new position worth an estimated $6.43M. The largest seller was Oppenheimer & Co, cutting an estimated $4.14M.

  • 180 institutional investors held ROBO Global Robotics & Automation Index ETF (ROBO) as of Q3 2018, down from 185 in Q2 2018.
  • Funds reported $586M of ROBO Global Robotics & Automation Index ETF stock for Q3 2018, up 2.4% quarter-over-quarter.
  • 21 funds opened new ROBO Global Robotics & Automation Index ETF positions in Q3 2018 and 25 closed out, a net change of -4 holders.
  • The largest ROBO Global Robotics & Automation Index ETF buyer in Q3 2018 was Barometer Capital Management, an estimated $6.43M added.
  • The largest ROBO Global Robotics & Automation Index ETF seller in Q3 2018 was Oppenheimer & Co, an estimated $4.14M sold.

Based on aggregated 13F filings for Q3 2018.