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ROBO Global Robotics & Automation Index ETF

163 hedge funds and large institutions have $233M invested in ROBO Global Robotics & Automation Index ETF in 2019 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 53 increasing their positions, 51 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 15

1% more funds holding

Funds holding: 161163 (+2)

4% more repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 51

2.9% less ownership

Funds ownership: 20.13%17.23% (-2.9%)

6% less capital invested

Capital invested by funds: $247M → $233M (-$14.8M)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
163
Holders Change
+2
Holders Change %
+1.24%
% of All Funds
3.53%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
19
Increased
53
Reduced
51
Closed
15
Calls
$1K
Puts
Net Calls
+$1K
Net Calls Change
-$684K
Name Holding Trade Value Shares
Change
Change in
Stake
NFG
126
Next Financial Group
Texas
$14K -$87.6K -2,373 -87%
FIB
127
First Interstate Bank
Montana
$14K
NFH
128
NEXT Financial Holdings
Texas
$14K +$12.9K +350 New
KPCM
129
Kings Point Capital Management
New York
$13K
RFC
130
Regions Financial Corp
Alabama
$13K
DSC
131
Duncker Streett & Co
Missouri
$13K +$2.77K +75 +30%
NC
132
NewSquare Capital
Pennsylvania
$12K
PA
133
Parallel Advisors
California
$12K
SIAS
134
Shine Investment Advisory Services
Colorado
$10K +$9.23K +250 New
WAP
135
Wealthcare Advisory Partners
Pennsylvania
$9K -$22.2K -600 -73%
BWM
136
BerganKDV Wealth Management
Minnesota
$9K
BWA
137
Burt Wealth Advisors
Maryland
$9K
Deutsche Bank
138
Deutsche Bank
Germany
$9K +$9.34K +253 New
WAS
139
Winch Advisory Services
Wisconsin
$8K +$37 +1 +0.5%
CG
140
Cutler Group
California
$7K -$98.6K -2,671 -93%
PMFA
141
Plante Moran Financial Advisors
Michigan
$7K
BRC
142
Bell Rock Capital
Delaware
$6K -$15.4K -418 -80%
CAPTRUST Financial Advisors
143
CAPTRUST Financial Advisors
North Carolina
$6K
FHA
144
Flagship Harbor Advisors
Massachusetts
$6K
NL
145
NVWM LLC
Pennsylvania
$6K
AIC
146
Ameritas Investment Company
Nebraska
$6K +$5.32K +144 New
FDCDDQ
147
Federation des caisses Desjardins du Quebec
Quebec, Canada
$5.42K
CAM
148
Close Asset Management
United Kingdom
$5K -$5.54K -150 -55%
SHIM
149
Stone House Investment Management
Pennsylvania
$5K +$5.17K +140 New
CFN
150
Cordasco Financial Network
Florida
$4K

ROBO Hedge Fund Activity: Q1 2019 in Review

163 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in ROBO Global Robotics & Automation Index ETF (ROBO) for Q1 2019, worth a combined $233M — down 6% from $247M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new ROBO positions and 15 closed out — a net gain of 4 holders — while 53 added to existing stakes and 51 trimmed.

The largest buyer was Wells Fargo, adding an estimated $5.68M. The largest seller was Sand Hill Global Advisors, exiting entirely with an estimated $26.7M sold.

  • 163 institutional investors held ROBO Global Robotics & Automation Index ETF (ROBO) as of Q1 2019, up from 161 in Q4 2018.
  • Funds reported $233M of ROBO Global Robotics & Automation Index ETF stock for Q1 2019, down 6% quarter-over-quarter.
  • 19 funds opened new ROBO Global Robotics & Automation Index ETF positions in Q1 2019 and 15 closed out, a net change of +4 holders.
  • The largest ROBO Global Robotics & Automation Index ETF buyer in Q1 2019 was Wells Fargo, an estimated $5.68M added.
  • The largest ROBO Global Robotics & Automation Index ETF seller in Q1 2019 was Sand Hill Global Advisors, an estimated $26.7M sold.

Based on aggregated 13F filings for Q1 2019.