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ROBO Global Robotics & Automation Index ETF
ROBO

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: 1 → 2 (+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: 204 → 219 (+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

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$9.85M
2
FHC
First Heartland Consultants
Missouri
+$8.41M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$7.13M
4
3F
360 Financial
Minnesota
+$6.22M
5
Ameriprise
Ameriprise
Minnesota
+$6.01M

Top Sellers

1
Mercer Global Advisors
Mercer Global Advisors
Colorado
-$10M
2
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
-$2.59M
3
Citigroup
Citigroup
New York
-$2.24M
4
HSBC Holdings
HSBC Holdings
United Kingdom
-$2M
5
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$1.86M
Name Holding Trade Value Shares
Change 		Change in
Stake
JPLA
176
Joseph P. Lucia & Associates
New York
$27K – – –
PVH
177
Psagot Value Holdings
Israel
$26K – – –
Fifth Third Bancorp
178
Fifth Third Bancorp
Ohio
$25K – – –
TRCT
179
Tower Research Capital (TRC)
New York
$23K +$11.9K +181 +96%
KPCM
180
Kings Point Capital Management
New York
$22K – – –
CWM
181
Cranbrook Wealth Management
Michigan
$21K – – –
WAS
182
Winch Advisory Services
Wisconsin
$21K +$10.3K +157 +92%
SJIM
183
St. Johns Investment Management
Florida
$18K +$18.6K +283 New
AIC
184
Ameritas Investment Company
Nebraska
$15K +$15.5K +236 New
BFC
185
Bedel Financial Consulting
Indiana
$14K – – –
MF
186
Manchester Financial
California
$14K – – –
CP
187
Corbenic Partners
Pennsylvania
$13K +$2.3K +35 +21%
IWP
188
IAG Wealth Partners
Wisconsin
$12K -$5K -76 -29%
AWA
189
Arkadios Wealth Advisors
Georgia
$12K – – –
TCM
190
TD Capital Management
Tennessee
$11K – – –
PP
191
Pacifica Partners
Canada
$10K – – –
Simplex Trading
192
Simplex Trading
Illinois
$9K -$119K -1,802 -92%
CAM
193
Close Asset Management
United Kingdom
$8K – – –
SSB
194
Sandy Spring Bank
Maryland
$8K – – –
WWM
195
Wolff Wiese Magana
California
$8K – – –
EWM
196
Elmwood Wealth Management
California
$8K +$8.22K +125 New
DOA
197
D'Orazio & Associates
Virginia
$7K – – –
SIM
198
Sonora Investment Management
Arizona
$7K +$66 +1 +0.9%
WIM
199
Westside Investment Management
California
$6.35K – – –
CFN
200
Cordasco Financial Network
Florida
$6K – – –
6 7
8
9 10

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.