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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
Barclays
151
Barclays
United Kingdom
$121K -$53.9K -819 -30%
US Bancorp
152
US Bancorp
Minnesota
$110K +$46K +700 +68%
CWAF
153
Core Wealth Advisors (Florida)
Florida
$97K +$100K +1,526 New
CG
154
Cutler Group
California
$95K +$85.5K +1,300 +650%
CFGS
155
Concourse Financial Group Securities
Alabama
$92K
First Manhattan
156
First Manhattan
New York
$92K +$95.4K +1,450 New
SFP
157
Sterling Financial Planning
New Jersey
$91K
SIAP
158
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$91K +$4.28K +65 +5%
CWA
159
Clearview Wealth Advisors
Oregon
$83K
SC
160
Solstein Capital
California
$75K +$77.3K +1,175 New
AA
161
AlphaMark Advisors
Kentucky
$65K -$1.97K -30 -3%
BWP
162
Baldwin Wealth Partners
Massachusetts
$65K +$19.9K +303 +42%
DSC
163
Duncker Streett & Co
Missouri
$58K
PAI
164
Pittenger & Anderson Inc
Nebraska
$56K
CLOS
165
Compagnie Lombard Odier SCmA
Switzerland
$54K
IAIM
166
International Assets Investment Management
Florida
$53K +$25K +380 +79%
HFM
167
Hartford Financial Management
Connecticut
$47K
FDCDDQ
168
Federation des caisses Desjardins du Quebec
Quebec, Canada
$38.7K +$6.58K +100 +20%
PFGIA
169
Patriot Financial Group Insurance Agency
Massachusetts
$38K
COCM
170
Charter Oak Capital Management
New Hampshire
$38K +$6.58K +100 +20%
BAM
171
Bellevue Asset Management
Washington
$34K
PA
172
Parallel Advisors
California
$34K
JCM
173
Jacobi Capital Management
Pennsylvania
$32K
WAP
174
Wealthcare Advisory Partners
Pennsylvania
$31K +$31.7K +482 New
PMFA
175
Plante Moran Financial Advisors
Michigan
$28K

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.