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ROBO Global Robotics & Automation Index ETF
ROBO

152 hedge funds and large institutions have $185M invested in ROBO Global Robotics & Automation Index ETF in 2020 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 44 increasing their positions, 50 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

0.27% less ownership

Funds ownership: 20.4% → 20.13% (-0.27%)

12% less repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 50

16% less funds holding

Funds holding: 182 → 152 (-30)

29% less capital invested

Capital invested by funds: $259M → $185M (-$74.7M)

63% less first-time investments, than exits

New positions opened: 16 | Existing positions closed: 43

99% less call options, than puts

Call options by funds: $2K | Put options by funds: $299K

Holders
152
Holders Change
-30
Holders Change %
-16.48%
% of All Funds
3.35%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
16
Increased
44
Reduced
50
Closed
43
Calls
$2K
Puts
$299K
Net Calls
-$297K
Net Calls Change
-$213K

Top Buyers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
+$14.4M
2
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$6.28M
3
Citadel Advisors
Citadel Advisors
Florida
+$1.51M
4
BFO
Biltmore Family Office
North Carolina
+$1.47M
5
SG Americas Securities
SG Americas Securities
New York
+$1.2M

Top Sellers

Rank Fund Capital Flow
1
RTS
Round Table Services
New Jersey
-$5.42M
2
Wells Fargo
Wells Fargo
California
-$4.73M
3
UBS Group
UBS Group
Switzerland
-$3.87M
4
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
-$3.75M
5
Morgan Stanley
Morgan Stanley
New York
-$3.53M
Name Holding Trade Value Shares
Change 		Change in
Stake
IWP
126
IAG Wealth Partners
Wisconsin
$9K – – –
BWA
127
Burt Wealth Advisors
Maryland
$8K – – –
BFC
128
Bedel Financial Consulting
Indiana
$7K -$12K -304 -58%
TCM
129
TD Capital Management
Tennessee
$6K – – –
WAS
130
Winch Advisory Services
Wisconsin
$6K – – –
WAP
131
Wealthcare Advisory Partners
Pennsylvania
$5K -$2.75K -70 -31%
PP
132
Pacifica Partners
Canada
$5K – – –
SL
133
Savior LLC
Massachusetts
$5K – – –
AIC
134
Ameritas Investment Company
Nebraska
$5K +$5.67K +144 New
CAM
135
Close Asset Management
United Kingdom
$4K – – –
SCA
136
Stonebridge Capital Advisors
Minnesota
$4K +$39 +1 +0.9%
DOA
137
D'Orazio & Associates
Virginia
$4K +$275 +7 +6%
SIM
138
Sonora Investment Management
Arizona
$4K +$4.45K +113 New
BWM
139
BerganKDV Wealth Management
Minnesota
$3K -$1.97K -50 -39%
CAC
140
Certified Advisory Corp
Florida
$3K – – –
CP
141
Corbenic Partners
Pennsylvania
$3K – – –
CFN
142
Cordasco Financial Network
Florida
$3K – – –
FWM
143
FSA Wealth Management
Massachusetts
$2K – – –
MF
144
Manchester Financial
California
$2K – – –
MWC
145
MBM Wealth Consultants
Missouri
$2K – – –
WT
146
Washington Trust
Rhode Island
$2K +$1.97K +50 New
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 – – –
4 5
6
7 8

ROBO Hedge Fund Activity: Q1 2020 in Review

152 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in ROBO Global Robotics & Automation Index ETF (ROBO) for Q1 2020, worth a combined $185M — down 29% from $259M a quarter earlier.

Sellers outnumbered buyers: 43 funds closed out of ROBO and 16 opened new positions — a net loss of 27 holders — while 50 trimmed existing stakes and 44 added.

The largest buyer was Jane Street, opening a new position worth an estimated $14.4M. The largest seller was Round Table Services, cutting an estimated $5.42M.

  • 152 institutional investors held ROBO Global Robotics & Automation Index ETF (ROBO) as of Q1 2020, down from 182 in Q4 2019.
  • Funds reported $185M of ROBO Global Robotics & Automation Index ETF stock for Q1 2020, down 29% quarter-over-quarter.
  • 16 funds opened new ROBO Global Robotics & Automation Index ETF positions in Q1 2020 and 43 closed out, a net change of -27 holders.
  • The largest ROBO Global Robotics & Automation Index ETF buyer in Q1 2020 was Jane Street, an estimated $14.4M added.
  • The largest ROBO Global Robotics & Automation Index ETF seller in Q1 2020 was Round Table Services, an estimated $5.42M sold.

Based on aggregated 13F filings for Q1 2020.