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ROBO Global Robotics & Automation Index ETF
ROBO

219 hedge funds and large institutions have $513M invested in ROBO Global Robotics & Automation Index ETF in 2021 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 76 increasing their positions, 51 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 2 → 3 (+1)

49% more repeat investments, than reductions

Existing positions increased: 76 | Existing positions reduced: 51

22% more call options, than puts

Call options by funds: $822K | Put options by funds: $672K

1.75% more ownership

Funds ownership: 26.19% → 27.94% (+1.8%)

5% more capital invested

Capital invested by funds: $489M → $513M (+$23.8M)

0% more funds holding

Funds holding: 219 → 219 (0)

0% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 19

Holders
219
Holders Change
–
Holders Change %
0%
% of All Funds
3.81%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
19
Increased
76
Reduced
51
Closed
19
Calls
$822K
Puts
$672K
Net Calls
+$150K
Net Calls Change
+$4.75M

Top Buyers

1
Jane Street
Jane Street
New York
+$10.8M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$8.06M
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$4.59M
4
Morgan Stanley
Morgan Stanley
New York
+$3.74M
5
CS
Credit Suisse
Switzerland
+$2.35M

Top Sellers

1
PIM
Parker Investment Management
California
-$11.7M
2
FHC
First Heartland Consultants
Missouri
-$8.41M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$4.54M
4
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
-$4.13M
5
RJA
Raymond James & Associates
Florida
-$2.86M
Name Holding Trade Value Shares
Change 		Change in
Stake
SAM
126
Summit Asset Management
Tennessee
$259K -$19.9K -310 -7%
DADC
127
D.A. Davidson & Co
Montana
$258K -$82.8K -1,293 -25%
HI
128
Harbour Investments
Wisconsin
$256K -$35K -547 -12%
LJAC
129
L.J. Altfest & Co
New York
$253K – – –
Truist Financial
130
Truist Financial
North Carolina
$253K +$248K +3,874 New
ANTB
131
AMG National Trust Bank
Colorado
$247K -$4.8K -75 -2%
BWM
132
Bulltick Wealth Management
Florida
$244K – – –
GRP
133
Global Retirement Partners
California
$242K -$4.8K -75 -2%
AWM
134
AE Wealth Management
Kansas
$239K -$9.35K -146 -4%
CAS
135
Cascadia Advisory Services
Oregon
$236K +$232K +3,615 New
DA
136
DCM Advisors
New York
$232K -$13K -203 -5%
CAPTRUST Financial Advisors
137
CAPTRUST Financial Advisors
North Carolina
$230K +$83K +1,296 +58%
Carson Wealth (CWM LLC)
138
Carson Wealth (CWM LLC)
Nebraska
$227K – – –
BRWA
139
B. Riley Wealth Advisors
Florida
$218K -$128K -2,002 -37%
V
140
Veritable
Delaware
$210K – – –
Thrivent Financial for Lutherans
141
Thrivent Financial for Lutherans
Minnesota
$208K – – –
PWM
142
Purus Wealth Management
California
$204K +$200K +3,121 New
Fidelity Investments
143
Fidelity Investments
Massachusetts
$189K +$25.6K +400 +16%
NFG
144
Next Financial Group
Texas
$160K – – –
BDWM
145
Brewin Dolphin Wealth Management
Ireland
$153K – – –
Deutsche Bank
146
Deutsche Bank
Germany
$150K – – –
Bank Julius Baer & Co
147
Bank Julius Baer & Co
Switzerland
$134K -$4.04K -63 -3%
WAS
148
Winch Advisory Services
Wisconsin
$134K +$111K +1,733 +530%
Barclays
149
Barclays
United Kingdom
$124K – – –
CAL
150
Capital Analysts LLC
Pennsylvania
$117K -$9.54K -149 -8%
4 5
6
7 8

ROBO Hedge Fund Activity: Q2 2021 in Review

219 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in ROBO Global Robotics & Automation Index ETF (ROBO) for Q2 2021, worth a combined $513M — up 4.9% from $489M a quarter earlier.

Fund positioning in ROBO was balanced in Q2 2021: 19 funds opened new positions, 19 closed out, 76 added to existing stakes and 51 trimmed.

The largest buyer was Jane Street, adding an estimated $10.8M. The largest seller was Parker Investment Management, exiting entirely with an estimated $11.7M sold.

  • 219 institutional investors held ROBO Global Robotics & Automation Index ETF (ROBO) as of Q2 2021, unchanged from Q1 2021.
  • Funds reported $513M of ROBO Global Robotics & Automation Index ETF stock for Q2 2021, up 4.9% quarter-over-quarter.
  • 19 funds opened new ROBO Global Robotics & Automation Index ETF positions in Q2 2021 and 19 closed out, a net change of 0 holders.
  • The largest ROBO Global Robotics & Automation Index ETF buyer in Q2 2021 was Jane Street, an estimated $10.8M added.
  • The largest ROBO Global Robotics & Automation Index ETF seller in Q2 2021 was Parker Investment Management, an estimated $11.7M sold.

Based on aggregated 13F filings for Q2 2021.