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ROBO Global Robotics & Automation Index ETF
ROBO

219 hedge funds and large institutions have $513M invested in ROBO Global Robotics & Automation Index ETF in 2021 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 76 increasing their positions, 51 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 2 → 3 (+1)

49% more repeat investments, than reductions

Existing positions increased: 76 | Existing positions reduced: 51

22% more call options, than puts

Call options by funds: $822K | Put options by funds: $672K

1.75% more ownership

Funds ownership: 26.19% → 27.94% (+1.8%)

5% more capital invested

Capital invested by funds: $489M → $513M (+$23.8M)

0% more funds holding

Funds holding: 219 → 219 (0)

0% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 19

Holders
219
Holders Change
–
Holders Change %
0%
% of All Funds
3.81%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
19
Increased
76
Reduced
51
Closed
19
Calls
$822K
Puts
$672K
Net Calls
+$150K
Net Calls Change
+$4.75M

Top Buyers

1
Jane Street
Jane Street
New York
+$10.8M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$8.06M
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$4.59M
4
Morgan Stanley
Morgan Stanley
New York
+$3.74M
5
CS
Credit Suisse
Switzerland
+$2.35M

Top Sellers

1
PIM
Parker Investment Management
California
-$11.7M
2
FHC
First Heartland Consultants
Missouri
-$8.41M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$4.54M
4
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
-$4.13M
5
RJA
Raymond James & Associates
Florida
-$2.86M
Name Holding Trade Value Shares
Change 		Change in
Stake
BAM
176
Bellevue Asset Management
Washington
$35K – – –
PA
177
Parallel Advisors
California
$34K – – –
JCM
178
Jacobi Capital Management
Pennsylvania
$33K – – –
PMFA
179
Plante Moran Financial Advisors
Michigan
$29K – – –
JPLA
180
Joseph P. Lucia & Associates
New York
$28K – – –
PVH
181
Psagot Value Holdings
Israel
$27K – – –
COCM
182
Charter Oak Capital Management
New Hampshire
$26K -$12.8K -200 -33%
Fifth Third Bancorp
183
Fifth Third Bancorp
Ohio
$26K – – –
KPCM
184
Kings Point Capital Management
New York
$22K – – –
CWM
185
Cranbrook Wealth Management
Michigan
$21K – – –
LWM
186
Liberty Wealth Management
California
$20K +$19.2K +300 New
SJIM
187
St. Johns Investment Management
Florida
$18K – – –
CP
188
Corbenic Partners
Pennsylvania
$16K +$2.24K +35 +17%
BFC
189
Bedel Financial Consulting
Indiana
$15K – – –
PWP
190
Personal Wealth Partners
Minnesota
$15K +$15.1K +236 New
AWA
191
Arkadios Wealth Advisors
Georgia
$13K – – –
IWP
192
IAG Wealth Partners
Wisconsin
$13K – – –
TCM
193
TD Capital Management
Tennessee
$12K – – –
TRCT
194
Tower Research Capital (TRC)
New York
$11K -$12.8K -200 -54%
PP
195
Pacifica Partners
Canada
$10K – – –
CAM
196
Close Asset Management
United Kingdom
$8K – – –
DOA
197
D'Orazio & Associates
Virginia
$8K – – –
EWM
198
Elmwood Wealth Management
California
$8K – – –
SSB
199
Sandy Spring Bank
Maryland
$8K – – –
WWM
200
Wolff Wiese Magana
California
$8K – – –
6 7
8
9 10

ROBO Hedge Fund Activity: Q2 2021 in Review

219 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in ROBO Global Robotics & Automation Index ETF (ROBO) for Q2 2021, worth a combined $513M — up 4.9% from $489M a quarter earlier.

Fund positioning in ROBO was balanced in Q2 2021: 19 funds opened new positions, 19 closed out, 76 added to existing stakes and 51 trimmed.

The largest buyer was Jane Street, adding an estimated $10.8M. The largest seller was Parker Investment Management, exiting entirely with an estimated $11.7M sold.

  • 219 institutional investors held ROBO Global Robotics & Automation Index ETF (ROBO) as of Q2 2021, unchanged from Q1 2021.
  • Funds reported $513M of ROBO Global Robotics & Automation Index ETF stock for Q2 2021, up 4.9% quarter-over-quarter.
  • 19 funds opened new ROBO Global Robotics & Automation Index ETF positions in Q2 2021 and 19 closed out, a net change of 0 holders.
  • The largest ROBO Global Robotics & Automation Index ETF buyer in Q2 2021 was Jane Street, an estimated $10.8M added.
  • The largest ROBO Global Robotics & Automation Index ETF seller in Q2 2021 was Parker Investment Management, an estimated $11.7M sold.

Based on aggregated 13F filings for Q2 2021.