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ROBO Global Robotics & Automation Index ETF

161 hedge funds and large institutions have $247M invested in ROBO Global Robotics & Automation Index ETF in 2018 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 33 increasing their positions, 65 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

8.11% less ownership

Funds ownership: 28.24%20.13% (-8.1%)

11% less funds holding

Funds holding: 180161 (-19)

40% less first-time investments, than exits

New positions opened: 25 | Existing positions closed: 42

49% less repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 65

58% less capital invested

Capital invested by funds: $586M → $247M (-$338M)

75% less funds holding in top 10

Funds holding in top 10: 41 (-3)

Holders
161
Holders Change
-19
Holders Change %
-10.56%
% of All Funds
3.59%
Holding in Top 10
1
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-75%
% of All Funds
0.02%
New
25
Increased
33
Reduced
65
Closed
42
Calls
$685K
Puts
Net Calls
+$685K
Net Calls Change
+$1.02M
Name Holding Trade Value Shares
Change
Change in
Stake
PVH
126
Psagot Value Holdings
Israel
$13K
AAP
127
Arax Advisory Partners
Colorado
$12K +$72 +2 +0.5%
FIB
128
First Interstate Bank
Montana
$12K +$13K +360 New
KPCM
129
Kings Point Capital Management
New York
$11K
RFC
130
Regions Financial Corp
Alabama
$11K +$4.53K +125 +63%
DWM
131
Destination Wealth Management
California
$10K -$31.1K -858 -74%
NC
132
NewSquare Capital
Pennsylvania
$10K
TRCT
133
Tower Research Capital (TRC)
New York
$10K +$11.4K +316 New
PA
134
Parallel Advisors
California
$9K -$3.62K -100 -25%
SF
135
Synovus Financial
Georgia
$8K -$110K -3,050 -92%
BWA
136
Burt Wealth Advisors
Maryland
$8K
DSC
137
Duncker Streett & Co
Missouri
$8K
RIA
138
RPG Investment Advisory
California
$8K
BWM
139
BerganKDV Wealth Management
Minnesota
$7K
PMFA
140
Plante Moran Financial Advisors
Michigan
$6K
WAS
141
Winch Advisory Services
Wisconsin
$6K
FHA
142
Flagship Harbor Advisors
Massachusetts
$5K
NL
143
NVWM LLC
Pennsylvania
$5K
CAPTRUST Financial Advisors
144
CAPTRUST Financial Advisors
North Carolina
$5K +$5.22K +144 New
FDCDDQ
145
Federation des caisses Desjardins du Quebec
Quebec, Canada
$4.56K
DOA
146
D'Orazio & Associates
Virginia
$4K
MWC
147
MBM Wealth Consultants
Missouri
$4K +$4.35K +120 New
WIM
148
Westside Investment Management
California
$3.46K
CFN
149
Cordasco Financial Network
Florida
$3K
OIA
150
Optimum Investment Advisors
Illinois
$3K

ROBO Hedge Fund Activity: Q4 2018 in Review

161 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in ROBO Global Robotics & Automation Index ETF (ROBO) for Q4 2018, worth a combined $247M — down 58% from $586M a quarter earlier.

Sellers outnumbered buyers: 42 funds closed out of ROBO and 25 opened new positions — a net loss of 17 holders — while 65 trimmed existing stakes and 33 added.

The largest buyer was Jane Street, adding an estimated $10.6M. The largest seller was Charles Schwab Investment Advisory, exiting entirely with an estimated $177M sold.

  • 161 institutional investors held ROBO Global Robotics & Automation Index ETF (ROBO) as of Q4 2018, down from 180 in Q3 2018.
  • Funds reported $247M of ROBO Global Robotics & Automation Index ETF stock for Q4 2018, down 58% quarter-over-quarter.
  • 25 funds opened new ROBO Global Robotics & Automation Index ETF positions in Q4 2018 and 42 closed out, a net change of -17 holders.
  • The largest ROBO Global Robotics & Automation Index ETF buyer in Q4 2018 was Jane Street, an estimated $10.6M added.
  • The largest ROBO Global Robotics & Automation Index ETF seller in Q4 2018 was Charles Schwab Investment Advisory, an estimated $177M sold.

Based on aggregated 13F filings for Q4 2018.