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ROBO Global Robotics & Automation Index ETF

161 hedge funds and large institutions have $247M invested in ROBO Global Robotics & Automation Index ETF in 2018 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 33 increasing their positions, 65 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

8.11% less ownership

Funds ownership: 28.24%20.13% (-8.1%)

11% less funds holding

Funds holding: 180161 (-19)

40% less first-time investments, than exits

New positions opened: 25 | Existing positions closed: 42

49% less repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 65

58% less capital invested

Capital invested by funds: $586M → $247M (-$338M)

75% less funds holding in top 10

Funds holding in top 10: 41 (-3)

Holders
161
Holders Change
-19
Holders Change %
-10.56%
% of All Funds
3.59%
Holding in Top 10
1
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-75%
% of All Funds
0.02%
New
25
Increased
33
Reduced
65
Closed
42
Calls
$685K
Puts
Net Calls
+$685K
Net Calls Change
+$1.02M
Name Holding Trade Value Shares
Change
Change in
Stake
AIA
151
Alera Investment Advisors
Illinois
$2K +$1.81K +50 New
GWS
152
Glassman Wealth Services
Virginia
$1K
GI
153
Gradient Investments
Minnesota
$1K
MFT
154
Moisand Fitzgerald Tamayo
Florida
$1K
SIS
155
Sound Income Strategies
Florida
$1K
BCWM
156
Bartlett & Co Wealth Management
Ohio
$98
GT
157
Glenmede Trust
Pennsylvania
$7 +$8.33K +230 New
CSIA
158
Charles Schwab Investment Advisory
California
-$177M -4,229,861 Closed
BCM
159
Barometer Capital Management
Ontario, Canada
-$6.54M -156,200 Closed
ED
160
Exane Derivatives
France
-$2.77M -66,202 Closed
MIH
161
Meitav Investment House
Israel
-$1.94M -46,410 Closed
AIP
162
Ahrens Investment Partners
Louisiana
-$1.31M -31,400 Closed
CWM
163
Cornerstone Wealth Management
Missouri
-$780K -30,443 Closed
TPWA
164
TRUE Private Wealth Advisors
Oregon
-$689K -16,453 Closed
ACM
165
Avalon Capital Management
California
-$671K -16,041 Closed
PBT
166
Pictet Bank & Trust
Bahamas
-$536K -12,800 Closed
NEGWA
167
New England Guild Wealth Advisors
Connecticut
-$504K -12,054 Closed
CCM
168
Canal Capital Management
Virginia
-$469K -11,216 Closed
SCM
169
Southport Capital Management
Tennessee
-$467K -11,154 Closed
GAM
170
Griffin Asset Management
New York
-$369K -8,825 Closed
SFI
171
SPC Financial Inc
Maryland
-$312K -7,460 Closed
AWM
172
Avitas Wealth Management
California
-$275K -6,583 Closed
CCMD
173
Cypress Capital Management (Delaware)
Delaware
-$272K -6,500 Closed
Manulife (Manufacturers Life Insurance)
174
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$271K -6,465 Closed
SWP
175
Stratos Wealth Partners
Ohio
-$251K -6,006 Closed

ROBO Hedge Fund Activity: Q4 2018 in Review

161 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in ROBO Global Robotics & Automation Index ETF (ROBO) for Q4 2018, worth a combined $247M — down 58% from $586M a quarter earlier.

Sellers outnumbered buyers: 42 funds closed out of ROBO and 25 opened new positions — a net loss of 17 holders — while 65 trimmed existing stakes and 33 added.

The largest buyer was Jane Street, adding an estimated $10.6M. The largest seller was Charles Schwab Investment Advisory, exiting entirely with an estimated $177M sold.

  • 161 institutional investors held ROBO Global Robotics & Automation Index ETF (ROBO) as of Q4 2018, down from 180 in Q3 2018.
  • Funds reported $247M of ROBO Global Robotics & Automation Index ETF stock for Q4 2018, down 58% quarter-over-quarter.
  • 25 funds opened new ROBO Global Robotics & Automation Index ETF positions in Q4 2018 and 42 closed out, a net change of -17 holders.
  • The largest ROBO Global Robotics & Automation Index ETF buyer in Q4 2018 was Jane Street, an estimated $10.6M added.
  • The largest ROBO Global Robotics & Automation Index ETF seller in Q4 2018 was Charles Schwab Investment Advisory, an estimated $177M sold.

Based on aggregated 13F filings for Q4 2018.