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ROBO Global Robotics & Automation Index ETF

169 hedge funds and large institutions have $309M invested in ROBO Global Robotics & Automation Index ETF in 2020 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 52 increasing their positions, 36 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 14

44% more repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 36

22% more capital invested

Capital invested by funds: $253M → $309M (+$56.6M)

6% more funds holding

Funds holding: 160169 (+9)

2.73% more ownership

Funds ownership: 21.44%24.17% (+2.7%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

24% less call options, than puts

Call options by funds: $531K | Put options by funds: $698K

Holders
169
Holders Change
+9
Holders Change %
+5.63%
% of All Funds
3.41%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
24
Increased
52
Reduced
36
Closed
14
Calls
$531K
Puts
$698K
Net Calls
-$167K
Net Calls Change
-$324K
Name Holding Trade Value Shares
Change
Change in
Stake
HFM
126
Hartford Financial Management
Connecticut
$36K
BWP
127
Baldwin Wealth Partners
Massachusetts
$34K
SFS
128
Sowell Financial Services
Arkansas
$33K
WEC
129
Winslow Evans & Crocker
Massachusetts
$31K
FCH
130
Freestone Capital Holdings
Washington
$29.2K +$28.4K +607 New
PA
131
Parallel Advisors
California
$25K +$24.7K +528 New
BAM
132
Bellevue Asset Management
Washington
$24K
JCM
133
Jacobi Capital Management
Pennsylvania
$24K
PMFA
134
Plante Moran Financial Advisors
Michigan
$21K
PVH
135
Psagot Value Holdings
Israel
$20K
FDCDDQ
136
Federation des caisses Desjardins du Quebec
Quebec, Canada
$19.7K
Fifth Third Bancorp
137
Fifth Third Bancorp
Ohio
$19K
AAP
138
Arax Advisory Partners
Colorado
$18K
TRCT
139
Tower Research Capital (TRC)
New York
$17K -$33.2K -709 -67%
KPCM
140
Kings Point Capital Management
New York
$16K
CWM
141
Cranbrook Wealth Management
Michigan
$16K +$15.1K +323 New
S
142
SignatureFD
Georgia
$14K -$13.5K -289 -50%
WCG
143
Weaver Consulting Group
California
$14K
IWP
144
IAG Wealth Partners
Wisconsin
$13K
BFC
145
Bedel Financial Consulting
Indiana
$11K
BWA
146
Burt Wealth Advisors
Maryland
$11K
CCM
147
Chiron Capital Management
Florida
$10K +$9.73K +208 New
TCM
148
TD Capital Management
Tennessee
$9K
PP
149
Pacifica Partners
Canada
$8K
WAS
150
Winch Advisory Services
Wisconsin
$8K

ROBO Hedge Fund Activity: Q3 2020 in Review

169 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in ROBO Global Robotics & Automation Index ETF (ROBO) for Q3 2020, worth a combined $309M — up 22% from $253M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new ROBO positions and 14 closed out — a net gain of 10 holders — while 52 added to existing stakes and 36 trimmed.

The largest buyer was Parker Investment Management, opening a new position worth an estimated $8.76M. The largest seller was Qube Research & Technologies (QRT), exiting entirely with an estimated $6.59M sold.

  • 169 institutional investors held ROBO Global Robotics & Automation Index ETF (ROBO) as of Q3 2020, up from 160 in Q2 2020.
  • Funds reported $309M of ROBO Global Robotics & Automation Index ETF stock for Q3 2020, up 22% quarter-over-quarter.
  • 24 funds opened new ROBO Global Robotics & Automation Index ETF positions in Q3 2020 and 14 closed out, a net change of +10 holders.
  • The largest ROBO Global Robotics & Automation Index ETF buyer in Q3 2020 was Parker Investment Management, an estimated $8.76M added.
  • The largest ROBO Global Robotics & Automation Index ETF seller in Q3 2020 was Qube Research & Technologies (QRT), an estimated $6.59M sold.

Based on aggregated 13F filings for Q3 2020.