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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
AFP
176
Ausdal Financial Partners
Iowa
-$244K -5,821 Closed
BA
177
Birinyi Associates
Connecticut
-$213K -5,100 Closed
MMA
178
Miracle Mile Advisors
California
-$201K -4,800 Closed
Deutsche Bank
179
Deutsche Bank
Germany
-$92K -2,195 Closed
PI
180
PineBridge Investments
New York
-$80K -1,900 Closed
VCM
181
Vigilant Capital Management
Maine
-$67K -1,607 Closed
SPIA
182
Steward Partners Investment Advisory
New York
-$56K -1,350 Closed
CAG
183
Csenge Advisory Group
Florida
-$47K -1,313 Closed
PCA
184
Peddock Capital Advisors
Massachusetts
-$38K -898 Closed
Schroder Investment Management Group
185
Schroder Investment Management Group
United Kingdom
-$33K -800 Closed
CGT
186
Capital Guardian Trust
California
-$31K -750 Closed
KF
187
Krilogy Financial
Missouri
-$24K -582 Closed
Northwestern Mutual Wealth Management
188
Northwestern Mutual Wealth Management
Wisconsin
-$18K -437 Closed
KJWM
189
Kiley Juergens Wealth Management
Washington
-$11K -280 Closed
AC
190
Avestar Capital
New York
-$10K -240 Closed
WSTAM
191
Wilbanks Smith & Thomas Asset Management
Virginia
-$10K -239 Closed
TC
192
Trust Company
Kansas
-$8K -200 Closed
YWP
193
YorkBridge Wealth Partners
New York
-$8K -200 Closed
OAJ
194
Ogorek Anthony Joseph
New York
-$4K -100 Closed
WA
195
WP Advisors
California
-$4K -86 Closed
CPIG
196
Chicago Partners Investment Group
Illinois
-$2K -60 Closed
UBS AM
197
UBS AM
Illinois
-$1.97K -47 Closed
FMII
198
Farmers & Merchants Investments Inc
Nebraska
-$1K -30 Closed
GTAM
199
Global Trust Asset Management
Florida
+$543 +15 New

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.