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ROBO Global Robotics & Automation Index ETF
ROBO

152 hedge funds and large institutions have $239M invested in ROBO Global Robotics & Automation Index ETF in 2019 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 36 increasing their positions, 56 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.12% more ownership

Funds ownership: 18.36% → 19.48% (+1.1%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

3% less capital invested

Capital invested by funds: $247M → $239M (-$7.79M)

5% less funds holding

Funds holding: 160 → 152 (-8)

35% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 20

36% less repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 56

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $606K

Holders
152
Holders Change
-8
Holders Change %
-5%
% of All Funds
3.33%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
13
Increased
36
Reduced
56
Closed
20
Calls
–
Puts
$606K
Net Calls
-$606K
Net Calls Change
-$1.05M

Top Buyers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
+$4.67M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$2.87M
3
SG Americas Securities
SG Americas Securities
New York
+$2.82M
4
Morgan Stanley
Morgan Stanley
New York
+$2.71M
5
GG
Gofen & Glossberg
Illinois
+$2.58M

Top Sellers

Rank Fund Capital Flow
1
BCM
Barometer Capital Management
Ontario, Canada
-$3.63M
2
Citadel Advisors
Citadel Advisors
Florida
-$2.02M
3
Ameriprise
Ameriprise
Minnesota
-$1.8M
4
PS
Portfolio Strategies
New York
-$1.67M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$1.65M
Name Holding Trade Value Shares
Change 		Change in
Stake
S
126
SignatureFD
Georgia
$11K +$10.8K +285 New
Simplex Trading
127
Simplex Trading
Illinois
$11K +$11.3K +300 New
HGWM
128
Harvest Group Wealth Management
Massachusetts
$10K – – –
BWM
129
BerganKDV Wealth Management
Minnesota
$9K – – –
BWA
130
Burt Wealth Advisors
Maryland
$9K – – –
WAP
131
Wealthcare Advisory Partners
Pennsylvania
$9K – – –
PMFA
132
Plante Moran Financial Advisors
Michigan
$7K – – –
FHA
133
Flagship Harbor Advisors
Massachusetts
$6K – – –
WAS
134
Winch Advisory Services
Wisconsin
$6K – – –
FDCDDQ
135
Federation des caisses Desjardins du Quebec
Quebec, Canada
$5.37K – – –
CAM
136
Close Asset Management
United Kingdom
$5K – – –
EWM
137
Elmwood Wealth Management
California
$5K – – –
CFN
138
Cordasco Financial Network
Florida
$4K – – –
DOA
139
D'Orazio & Associates
Virginia
$4K – – –
FHA
140
First Horizon Advisors
Tennessee
$4K – – –
OIA
141
Optimum Investment Advisors
Illinois
$4K – – –
JFA
142
JNBA Financial Advisors
Minnesota
$4K +$4.23K +112 New
CAC
143
Certified Advisory Corp
Florida
$3K -$51.1K -1,352 -94%
MWC
144
MBM Wealth Consultants
Missouri
$2K – – –
SFS
145
Sowell Financial Services
Arkansas
$2K +$1.89K +50 New
BRC
146
Bell Rock Capital
Delaware
$1K – – –
GWS
147
Glassman Wealth Services
Virginia
$1K – – –
GI
148
Gradient Investments
Minnesota
$1K – – –
MFT
149
Moisand Fitzgerald Tamayo
Florida
$1K – – –
SIS
150
Sound Income Strategies
Florida
$1K – – –
3 4 5
6
7

ROBO Hedge Fund Activity: Q3 2019 in Review

152 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in ROBO Global Robotics & Automation Index ETF (ROBO) for Q3 2019, worth a combined $239M — down 3.2% from $247M a quarter earlier.

Sellers outnumbered buyers: 20 funds closed out of ROBO and 13 opened new positions — a net loss of 7 holders — while 56 trimmed existing stakes and 36 added.

The largest buyer was Jane Street, adding an estimated $4.67M. The largest seller was Barometer Capital Management, exiting entirely with an estimated $3.63M sold.

  • 152 institutional investors held ROBO Global Robotics & Automation Index ETF (ROBO) as of Q3 2019, down from 160 in Q2 2019.
  • Funds reported $239M of ROBO Global Robotics & Automation Index ETF stock for Q3 2019, down 3.2% quarter-over-quarter.
  • 13 funds opened new ROBO Global Robotics & Automation Index ETF positions in Q3 2019 and 20 closed out, a net change of -7 holders.
  • The largest ROBO Global Robotics & Automation Index ETF buyer in Q3 2019 was Jane Street, an estimated $4.67M added.
  • The largest ROBO Global Robotics & Automation Index ETF seller in Q3 2019 was Barometer Capital Management, an estimated $3.63M sold.

Based on aggregated 13F filings for Q3 2019.