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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
BFEC
201
Benjamin F. Edwards & Company
Missouri
$6K +$2.17K +33 +50%
S
202
SignatureFD
Georgia
$5K -$6.58K -100 -54%
BWM
203
BerganKDV Wealth Management
Minnesota
$5K – – –
CAC
204
Certified Advisory Corp
Florida
$5K +$5.13K +78 New
CFB
205
Cullen/Frost Bankers
Texas
$5K +$5.66K +86 New
MIH
206
Meitav Investment House
Israel
$3.57K – – –
AF
207
Allworth Financial
California
$3K – – –
MWC
208
MBM Wealth Consultants
Missouri
$3K – – –
GAM
209
Grandview Asset Management
Pennsylvania
$3K +$2.56K +39 New
AWM
210
Accel Wealth Management
Iowa
$2K – – –
AWM
211
Avior Wealth Management
Nebraska
$2K – – –
GWS
212
Glassman Wealth Services
Virginia
$2K – – –
BWA
213
BDO Wealth Advisors
Florida
$2K +$1.78K +27 New
FRA
214
Front Row Advisors
California
$1K – – –
GI
215
Gradient Investments
Minnesota
$1K – – –
MFT
216
Moisand Fitzgerald Tamayo
Florida
$1K – – –
KFS
217
Kelly Financial Services
Massachusetts
$254 – – –
Mercer Global Advisors
218
Mercer Global Advisors
Colorado
– -$10M -164,622 Closed
Qube Research & Technologies (QRT)
219
Qube Research & Technologies (QRT)
United Kingdom
– -$2.59M -42,608 Closed
FTUS
220
Flow Traders U.S.
New York
– -$1.12M -18,334 Closed
CF
221
Centaurus Financial
California
– -$1.04M -17,119 Closed
BCM
222
Barometer Capital Management
Ontario, Canada
– -$822K -13,500 Closed
SS
223
Simplicity Solutions
Minnesota
– -$552K -9,057 Closed
LWM
224
Laidlaw Wealth Management
New York
– -$391K -6,414 Closed
M&T Bank
225
M&T Bank
New York
– -$296K -4,860 Closed
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.