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ROBO Global Robotics & Automation Index ETF
ROBO

180 hedge funds and large institutions have $586M invested in ROBO Global Robotics & Automation Index ETF in 2018 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 45 increasing their positions, 62 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.53% more ownership

Funds ownership: 26.71% → 28.24% (+1.5%)

2% more capital invested

Capital invested by funds: $572M → $586M (+$14M)

0% more funds holding in top 10

Funds holding in top 10: 4 → 4 (0)

3% less funds holding

Funds holding: 185 → 180 (-5)

16% less first-time investments, than exits

New positions opened: 21 | Existing positions closed: 25

27% less repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 62

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $335K

Holders
180
Holders Change
-5
Holders Change %
-2.7%
% of All Funds
4.12%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
21
Increased
45
Reduced
62
Closed
25
Calls
–
Puts
$335K
Net Calls
-$335K
Net Calls Change
+$559K

Top Buyers

Rank Fund Capital Flow
1
BCM
Barometer Capital Management
Ontario, Canada
+$6.43M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$4.28M
3
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$4.01M
4
MIH
Meitav Investment House
Israel
+$1.91M
5
Citigroup
Citigroup
New York
+$1.34M

Top Sellers

Rank Fund Capital Flow
1
OC
Oppenheimer & Co
New York
-$4.14M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$3.08M
3
CSIA
Charles Schwab Investment Advisory
California
-$2.79M
4
Jane Street
Jane Street
New York
-$2.46M
5
UBS Group
UBS Group
Switzerland
-$2.03M
Name Holding Trade Value Shares
Change 		Change in
Stake
RIA
151
RPG Investment Advisory
California
$10K – – –
WSTAM
152
Wilbanks Smith & Thomas Asset Management
Virginia
$10K +$9.84K +239 New
BWM
153
BerganKDV Wealth Management
Minnesota
$9K -$16.5K -400 -64%
PMFA
154
Plante Moran Financial Advisors
Michigan
$8K – – –
RFC
155
Regions Financial Corp
Alabama
$8K – – –
TC
156
Trust Company
Kansas
$8K – – –
WAS
157
Winch Advisory Services
Wisconsin
$8K – – –
YWP
158
YorkBridge Wealth Partners
New York
$8K – – –
FHA
159
Flagship Harbor Advisors
Massachusetts
$7K – – –
NL
160
NVWM LLC
Pennsylvania
$6K -$18.9K -460 -75%
FDCDDQ
161
Federation des caisses Desjardins du Quebec
Quebec, Canada
$5.86K -$92.3K -2,242 -94%
CAM
162
Close Asset Management
United Kingdom
$5K – – –
DOA
163
D'Orazio & Associates
Virginia
$5K +$4.53K +110 New
CFN
164
Cordasco Financial Network
Florida
$4K – – –
OAJ
165
Ogorek Anthony Joseph
New York
$4K – – –
OIA
166
Optimum Investment Advisors
Illinois
$4K – – –
WA
167
WP Advisors
California
$4K – – –
WIM
168
Westside Investment Management
California
$3.66K -$4.12K -100 -50%
CPIG
169
Chicago Partners Investment Group
Illinois
$2K – – –
UBS AM
170
UBS AM
Illinois
$1.97K -$8.23K -200 -81%
GWS
171
Glassman Wealth Services
Virginia
$1K – – –
GI
172
Gradient Investments
Minnesota
$1K – – –
MFT
173
Moisand Fitzgerald Tamayo
Florida
$1K – – –
SIS
174
Sound Income Strategies
Florida
$1K – – –
FMII
175
Farmers & Merchants Investments Inc
Nebraska
$1K +$1.24K +30 New
5 6
7
8 9

ROBO Hedge Fund Activity: Q3 2018 in Review

180 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in ROBO Global Robotics & Automation Index ETF (ROBO) for Q3 2018, worth a combined $586M — up 2.4% from $572M a quarter earlier.

Sellers outnumbered buyers: 25 funds closed out of ROBO and 21 opened new positions — a net loss of 4 holders — while 62 trimmed existing stakes and 45 added.

The largest buyer was Barometer Capital Management, opening a new position worth an estimated $6.43M. The largest seller was Oppenheimer & Co, cutting an estimated $4.14M.

  • 180 institutional investors held ROBO Global Robotics & Automation Index ETF (ROBO) as of Q3 2018, down from 185 in Q2 2018.
  • Funds reported $586M of ROBO Global Robotics & Automation Index ETF stock for Q3 2018, up 2.4% quarter-over-quarter.
  • 21 funds opened new ROBO Global Robotics & Automation Index ETF positions in Q3 2018 and 25 closed out, a net change of -4 holders.
  • The largest ROBO Global Robotics & Automation Index ETF buyer in Q3 2018 was Barometer Capital Management, an estimated $6.43M added.
  • The largest ROBO Global Robotics & Automation Index ETF seller in Q3 2018 was Oppenheimer & Co, an estimated $4.14M sold.

Based on aggregated 13F filings for Q3 2018.