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ROBO Global Robotics & Automation Index ETF

219 hedge funds and large institutions have $489M invested in ROBO Global Robotics & Automation Index ETF in 2021 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 82 increasing their positions, 47 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

100% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 17

74% more repeat investments, than reductions

Existing positions increased: 82 | Existing positions reduced: 47

15% more capital invested

Capital invested by funds: $426M → $489M (+$62.6M)

7% more funds holding

Funds holding: 204219 (+15)

0.65% more ownership

Funds ownership: 25.54%26.19% (+0.65%)

77% less call options, than puts

Call options by funds: $1.35M | Put options by funds: $5.95M

Holders
219
Holders Change
+15
Holders Change %
+7.35%
% of All Funds
3.85%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
34
Increased
82
Reduced
47
Closed
17
Calls
$1.35M
Puts
$5.95M
Net Calls
-$4.61M
Net Calls Change
-$4.49M
Name Holding Trade Value Shares
Change
Change in
Stake
SPFA
126
Summit Place Financial Advisors
New Jersey
$262K -$58.5K -890 -18%
EWA
127
Exencial Wealth Advisors
Oklahoma
$257K
BAM
128
Belpointe Asset Management
Nevada
$251K -$61.8K -939 -19%
VWM
129
Vigilare Wealth Management
Arizona
$250K +$39.7K +604 +18%
LJAC
130
L.J. Altfest & Co
New York
$247K +$132 +2 +0.1%
ANTB
131
AMG National Trust Bank
Colorado
$245K -$2.96K -45 -1%
SFS
132
Sowell Financial Services
Arkansas
$243K +$72K +1,095 +40%
AWM
133
AE Wealth Management
Kansas
$242K -$363K -5,519 -59%
GSC
134
Ground Swell Capital
South Carolina
$241K +$250K +3,795 New
GRP
135
Global Retirement Partners
California
$240K
DA
136
DCM Advisors
New York
$238K -$3.29K -50 -1%
BWM
137
Bulltick Wealth Management
Florida
$238K
Carson Wealth (CWM LLC)
138
Carson Wealth (CWM LLC)
Nebraska
$227K
MFA
139
Mayflower Financial Advisors
Massachusetts
$222K +$460 +7 +0.2%
V
140
Veritable
Delaware
$205K +$212K +3,220 New
Thrivent Financial for Lutherans
141
Thrivent Financial for Lutherans
Minnesota
$202K +$210K +3,188 New
Bank of Montreal
142
Bank of Montreal
Ontario, Canada
$173K +$13.6K +206 +8%
Fidelity Investments
143
Fidelity Investments
Massachusetts
$159K +$48.9K +744 +42%
NFG
144
Next Financial Group
Texas
$156K +$2.3K +35 +1%
FPS
145
Fieldpoint Private Securities
Connecticut
$151K
BDWM
146
Brewin Dolphin Wealth Management
Ireland
$149K
Deutsche Bank
147
Deutsche Bank
Germany
$146K +$6.58K +100 +5%
CAPTRUST Financial Advisors
148
CAPTRUST Financial Advisors
North Carolina
$142K +$54.9K +834 +60%
Bank Julius Baer & Co
149
Bank Julius Baer & Co
Switzerland
$134K +$4.28K +65 +3%
CAL
150
Capital Analysts LLC
Pennsylvania
$123K +$95.3K +1,449 +290%

ROBO Hedge Fund Activity: Q1 2021 in Review

219 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in ROBO Global Robotics & Automation Index ETF (ROBO) for Q1 2021, worth a combined $489M — up 15% from $426M a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new ROBO positions and 17 closed out — a net gain of 17 holders — while 82 added to existing stakes and 47 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $9.85M. The largest seller was Mercer Global Advisors, exiting entirely with an estimated $10M sold.

  • 219 institutional investors held ROBO Global Robotics & Automation Index ETF (ROBO) as of Q1 2021, up from 204 in Q4 2020.
  • Funds reported $489M of ROBO Global Robotics & Automation Index ETF stock for Q1 2021, up 15% quarter-over-quarter.
  • 34 funds opened new ROBO Global Robotics & Automation Index ETF positions in Q1 2021 and 17 closed out, a net change of +17 holders.
  • The largest ROBO Global Robotics & Automation Index ETF buyer in Q1 2021 was Morgan Stanley, an estimated $9.85M added.
  • The largest ROBO Global Robotics & Automation Index ETF seller in Q1 2021 was Mercer Global Advisors, an estimated $10M sold.

Based on aggregated 13F filings for Q1 2021.