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ROBO Global Robotics & Automation Index ETF
ROBO

160 hedge funds and large institutions have $247M invested in ROBO Global Robotics & Automation Index ETF in 2019 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 47 increasing their positions, 50 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

141% more call options, than puts

Call options by funds: $753K | Put options by funds: $312K

6% more capital invested

Capital invested by funds: $233M → $247M (+$14.6M)

1.14% more ownership

Funds ownership: 17.23% → 18.36% (+1.1%)

6% less repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 50

6% less first-time investments, than exits

New positions opened: 15 | Existing positions closed: 16

2% less funds holding

Funds holding: 163 → 160 (-3)

Holders
160
Holders Change
-3
Holders Change %
-1.84%
% of All Funds
3.48%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
15
Increased
47
Reduced
50
Closed
16
Calls
$753K
Puts
$312K
Net Calls
+$441K
Net Calls Change
+$440K

Top Buyers

1
Citadel Advisors
Citadel Advisors
Florida
+$4.08M
2
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$3.65M
3
GG
Gofen & Glossberg
Illinois
+$2.88M
4
Ameriprise
Ameriprise
Minnesota
+$2.85M
5
Morgan Stanley
Morgan Stanley
New York
+$2.58M

Top Sellers

1
LJAC
L.J. Altfest & Co
New York
-$5.59M
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$3.21M
3
MIH
Meitav Investment House
Israel
-$1.8M
4
MIFH
Migdal Insurance & Financial Holdings
Israel
-$1.79M
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$1.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
Deutsche Bank
126
Deutsche Bank
Germany
$16K +$6.4K +163 +64%
AAP
127
Arax Advisory Partners
Colorado
$16K +$15.7K +401 New
FIB
128
First Interstate Bank
Montana
$14K – – –
KPCM
129
Kings Point Capital Management
New York
$14K – – –
TRCT
130
Tower Research Capital (TRC)
New York
$12K -$12.2K -312 -51%
NC
131
NewSquare Capital
Pennsylvania
$12K – – –
PA
132
Parallel Advisors
California
$12K – – –
BWM
133
BerganKDV Wealth Management
Minnesota
$9K – – –
BWA
134
Burt Wealth Advisors
Maryland
$9K – – –
WAP
135
Wealthcare Advisory Partners
Pennsylvania
$9K – – –
TAIM
136
TD Ameritrade Investment Management
Nebraska
$9K +$9.22K +235 New
HGWM
137
Harvest Group Wealth Management
Massachusetts
$9K +$9.81K +250 New
PMFA
138
Plante Moran Financial Advisors
Michigan
$8K – – –
AF
139
Allworth Financial
California
$8K +$7.85K +200 New
WAS
140
Winch Advisory Services
Wisconsin
$7K -$1.1K -28 -14%
BRC
141
Bell Rock Capital
Delaware
$7K – – –
FHA
142
Flagship Harbor Advisors
Massachusetts
$6K – – –
FDCDDQ
143
Federation des caisses Desjardins du Quebec
Quebec, Canada
$5.59K – – –
EWM
144
Elmwood Wealth Management
California
$5K -$11.8K -300 -71%
CAM
145
Close Asset Management
United Kingdom
$5K – – –
WIM
146
Westside Investment Management
California
$4.13K +$3.92K +100 New
CFN
147
Cordasco Financial Network
Florida
$4K – – –
DOA
148
D'Orazio & Associates
Virginia
$4K – – –
EWM
149
Executive Wealth Management
Michigan
$4K – – –
FHA
150
First Horizon Advisors
Tennessee
$4K – – –
3 4 5
6
7

ROBO Hedge Fund Activity: Q2 2019 in Review

160 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in ROBO Global Robotics & Automation Index ETF (ROBO) for Q2 2019, worth a combined $247M — up 6.3% from $233M a quarter earlier.

Sellers outnumbered buyers: 16 funds closed out of ROBO and 15 opened new positions — a net loss of 1 holder — while 50 trimmed existing stakes and 47 added.

The largest buyer was Citadel Advisors, adding an estimated $4.08M. The largest seller was L.J. Altfest & Co, cutting an estimated $5.59M.

  • 160 institutional investors held ROBO Global Robotics & Automation Index ETF (ROBO) as of Q2 2019, down from 163 in Q1 2019.
  • Funds reported $247M of ROBO Global Robotics & Automation Index ETF stock for Q2 2019, up 6.3% quarter-over-quarter.
  • 15 funds opened new ROBO Global Robotics & Automation Index ETF positions in Q2 2019 and 16 closed out, a net change of -1 holder.
  • The largest ROBO Global Robotics & Automation Index ETF buyer in Q2 2019 was Citadel Advisors, an estimated $4.08M added.
  • The largest ROBO Global Robotics & Automation Index ETF seller in Q2 2019 was L.J. Altfest & Co, an estimated $5.59M sold.

Based on aggregated 13F filings for Q2 2019.