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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
BCWM
176
Bartlett & Co Wealth Management
Ohio
$126 – – –
VF
177
Virtu Financial
New York
– -$1.4M -35,106 Closed
Allianz Asset Management
178
Allianz Asset Management
Germany
– -$1.08M -27,000 Closed
MIAN
179
Mariner Independent Advisor Network
Kansas
– -$755K -18,878 Closed
LMIM
180
Lockheed Martin Investment Management
Maryland
– -$716K -17,900 Closed
Wolverine Trading
181
Wolverine Trading
Illinois
– -$639K -15,272 Closed
PMAM
182
Picton Mahoney Asset Management
Ontario, Canada
– -$468K -11,700 Closed
UCFA
183
United Capital Financial Advisors
Texas
– -$380K -9,502 Closed
PIM
184
Parker Investment Management
California
– -$202K -5,072 Closed
Envestnet Asset Management
185
Envestnet Asset Management
Illinois
– -$187K -4,679 Closed
AWA
186
Acorn Wealth Advisors
Michigan
– -$83K -2,085 Closed
CF
187
Centaurus Financial
California
– -$62K -1,552 Closed
AA
188
Apriem Advisors
California
– -$22K -559 Closed
KCPG
189
Kavar Capital Partners Group
Kansas
– -$11K -268 Closed
WT
190
Washington Trust
Rhode Island
– -$10K -250 Closed
SEI Investments
191
SEI Investments
Pennsylvania
– -$8K -192 Closed
GFP
192
Gryphon Financial Partners
Ohio
– -$7K -165 Closed
PGA
193
Premia Global Advisors
Florida
– -$5K -125 Closed
SBL
194
Sargent Bickham Lagudis
Colorado
– -$5K -119 Closed
GBBWRPM
195
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
– -$4K -100 Closed
TRCT
196
Tower Research Capital (TRC)
New York
– -$4K -100 Closed
RWP
197
RWA Wealth Partners
Massachusetts
– -$3K -81 Closed
RWA
198
River Wealth Advisors
Pennsylvania
– -$3K -76 Closed
CA
199
Crewe Advisors
Utah
– -$1K -25 Closed
CIBC Private Wealth Group
200
CIBC Private Wealth Group
Georgia
– -$1K -23 Closed
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.