We are live on ! Find out more
ROBO icon

ROBO Global Robotics & Automation Index ETF
ROBO

188 hedge funds and large institutions have $579M invested in ROBO Global Robotics & Automation Index ETF in 2018 Q1 according to their latest regulatory filings, with 43 funds opening new positions, 78 increasing their positions, 28 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

231% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 13

179% more repeat investments, than reductions

Existing positions increased: 78 | Existing positions reduced: 28

19% more funds holding

Funds holding: 158 → 188 (+30)

13% more capital invested

Capital invested by funds: $512M → $579M (+$66.5M)

0% more funds holding in top 10

Funds holding in top 10: 4 → 4 (0)

7.19% less ownership

Funds ownership: 31.96% → 24.77% (-7.2%)

71% less call options, than puts

Call options by funds: $1.04M | Put options by funds: $3.64M

Holders
188
Holders Change
+30
Holders Change %
+18.99%
% of All Funds
4.31%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
43
Increased
78
Reduced
28
Closed
13
Calls
$1.04M
Puts
$3.64M
Net Calls
-$2.6M
Net Calls Change
-$2.78M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$20.6M
2
MIAN
Mariner Independent Advisor Network
Kansas
+$11.6M
3
Bank of America
Bank of America
North Carolina
+$8.16M
4
LJAC
L.J. Altfest & Co
New York
+$8.16M
5
Wells Fargo
Wells Fargo
California
+$7.35M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$14.9M
2
JP Morgan Chase
JP Morgan Chase
New York
-$9.26M
3
CSIA
Charles Schwab Investment Advisory
California
-$8.21M
4
OCM
Oribel Capital Management
New York
-$7.02M
5
UCFA
United Capital Financial Advisors
Texas
-$6.35M
Name Holding Trade Value Shares
Change 		Change in
Stake
HNB
151
Huntington National Bank
Ohio
$19K – – –
SEI Investments
152
SEI Investments
Pennsylvania
$17K -$7.28K -168 -30%
Fifth Third Bancorp
153
Fifth Third Bancorp
Ohio
$17K – – –
UBS AM
154
UBS AM
Illinois
$16.7K +$17.3K +400 New
MGIA
155
Moneta Group Investment Advisors
Missouri
$16K – – –
CCA
156
Clearwater Capital Advisors
Illinois
$15K +$15.6K +359 New
KPCM
157
Kings Point Capital Management
New York
$14K – – –
NC
158
NewSquare Capital
Pennsylvania
$13K – – –
KCPG
159
Kavar Capital Partners Group
Kansas
$11K +$11.6K +268 New
AC
160
Avestar Capital
New York
$10K – – –
CIM
161
Contravisory Investment Management
Massachusetts
$10K – – –
RIA
162
RPG Investment Advisory
California
$10K – – –
GT
163
Glenmede Trust
Pennsylvania
$9K – – –
BFC
164
Bedel Financial Consulting
Indiana
$9K +$9.66K +223 New
PMFA
165
Plante Moran Financial Advisors
Michigan
$8K – – –
TC
166
Trust Company
Kansas
$8K – – –
YWP
167
YorkBridge Wealth Partners
New York
$8K – – –
WAS
168
Winch Advisory Services
Wisconsin
$8K +$7.28K +168 +600%
SQA
169
Simon Quick Advisors
New Jersey
$8K +$8.66K +200 New
ASN
170
Advisory Services Network
Georgia
$7K -$779K -17,983 -99%
GFP
171
Gryphon Financial Partners
Ohio
$7K +$4.55K +105 +175%
SBL
172
Sargent Bickham Lagudis
Colorado
$5K – – –
CAM
173
Close Asset Management
United Kingdom
$5K +$5.42K +125 New
WIM
174
Westside Investment Management
California
$4.1K +$4.33K +100 New
CFN
175
Cordasco Financial Network
Florida
$4K – – –
5 6
7
8 9

ROBO Hedge Fund Activity: Q1 2018 in Review

188 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in ROBO Global Robotics & Automation Index ETF (ROBO) for Q1 2018, worth a combined $579M — up 13% from $512M a quarter earlier.

Buyers outnumbered sellers: 43 funds opened new ROBO positions and 13 closed out — a net gain of 30 holders — while 78 added to existing stakes and 28 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $20.6M. The largest seller was Envestnet Asset Management, cutting an estimated $14.9M.

  • 188 institutional investors held ROBO Global Robotics & Automation Index ETF (ROBO) as of Q1 2018, up from 158 in Q4 2017.
  • Funds reported $579M of ROBO Global Robotics & Automation Index ETF stock for Q1 2018, up 13% quarter-over-quarter.
  • 43 funds opened new ROBO Global Robotics & Automation Index ETF positions in Q1 2018 and 13 closed out, a net change of +30 holders.
  • The largest ROBO Global Robotics & Automation Index ETF buyer in Q1 2018 was Morgan Stanley, an estimated $20.6M added.
  • The largest ROBO Global Robotics & Automation Index ETF seller in Q1 2018 was Envestnet Asset Management, an estimated $14.9M sold.

Based on aggregated 13F filings for Q1 2018.