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
GBBWRPM
176
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$4K – – –
OAJ
177
Ogorek Anthony Joseph
New York
$4K – – –
TFA
178
Toth Financial Advisory
Virginia
$4K – – –
OIA
179
Optimum Investment Advisors
Illinois
$4K +$4.33K +100 New
CPIG
180
Chicago Partners Investment Group
Illinois
$3K – – –
RWP
181
RWA Wealth Partners
Massachusetts
$3K +$3.51K +81 New
Northwestern Mutual Wealth Management
182
Northwestern Mutual Wealth Management
Wisconsin
$2K -$3.03K -70 -56%
GWS
183
Glassman Wealth Services
Virginia
$1K – – –
MFT
184
Moisand Fitzgerald Tamayo
Florida
$1K – – –
PG
185
Patten Group
Tennessee
$1K – – –
SIS
186
Sound Income Strategies
Florida
$1K – – –
DWM
187
Destination Wealth Management
California
$1K +$1.26K +29 New
RCAG
188
Rehmann Capital Advisory Group
Michigan
$1K +$1.47K +34 New
OCM
189
Oribel Capital Management
New York
– -$7.02M -169,800 Closed
SI
190
SCP Investment
California
– -$3.31M -80,000 Closed
PCM
191
Penserra Capital Management
California
– -$2M -48,426 Closed
AFNAS
192
American Financial Network Advisory Services
California
– -$1.75M -42,430 Closed
BFM
193
Boothbay Fund Management
New York
– -$1.26M -30,500 Closed
WCA
194
Waratah Capital Advisors
Ontario, Canada
– -$397K -9,606 Closed
CC
195
Claybrook Capital
Massachusetts
– -$289K -7,000 Closed
UWM
196
USAdvisors Wealth Management
Minnesota
– -$287K -6,950 Closed
PMG
197
ProVise Management Group
Florida
– -$248K -6,000 Closed
DWM
198
Dynasty Wealth Management
Florida
– -$216K -5,225 Closed
CA
199
Calton & Associates
Florida
– -$20K -455 Closed
SWMG
200
Signature Wealth Management Group
Georgia
– -$15K -356 Closed
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.