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ROBO Global Robotics & Automation Index ETF
ROBO

22 hedge funds and large institutions have $9.36M invested in ROBO Global Robotics & Automation Index ETF in 2014 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 5 increasing their positions, 5 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 5

15% more capital invested

Capital invested by funds: $8.14M → $9.36M (+$1.23M)

10% more funds holding

Funds holding: 20 → 22 (+2)

0% more repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 5

Holders
22
Holders Change
+2
Holders Change %
+10%
% of All Funds
0.64%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
5
Reduced
5
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$3.56M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$1.18M
3
BPC
Banque Pictet & Cie
Switzerland
+$334K
4
Jane Street
Jane Street
New York
+$249K
5
PAG
Private Advisor Group
New Jersey
+$94.7K

Top Sellers

1
VP
Value Partners
Hong Kong
-$1.53M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$1.24M
3
OC
Oppenheimer & Co
New York
-$565K
4
KA
Kovack Advisors
Florida
-$218K
5
BCM
Beck Capital Management
Texas
-$113K
Name Holding Trade Value Shares
Change 		Change in
Stake
Cambridge Investment Research Advisors
1
Cambridge Investment Research Advisors
Iowa
$3.45M +$3.56M +131,366 New
PAG
2
Private Advisor Group
New Jersey
$1.17M +$94.7K +3,491 +8%
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$1.15M +$1.18M +43,618 New
BPC
4
Banque Pictet & Cie
Switzerland
$1.03M +$334K +12,300 +46%
VP
5
Value Partners
Hong Kong
$773K -$1.53M -56,569 -66%
LPL Financial
6
LPL Financial
California
$471K -$25.5K -940 -5%
BCM
7
Beck Capital Management
Texas
$374K -$113K -4,155 -22%
Zurich Cantonal Bank
8
Zurich Cantonal Bank
Switzerland
$263K – – –
Jane Street
9
Jane Street
New York
$241K +$249K +9,181 New
U
10
UBS
Switzerland
$131K +$76.4K +2,818 +129%
Bank of Montreal
11
Bank of Montreal
Ontario, Canada
$105K – – –
JIC
12
Joel Isaacson & Co
New York
$70K – – –
Ameriprise
13
Ameriprise
Minnesota
$43K +$9.49K +350 +27%
LTFS
14
Ladenburg Thalmann Financial Services
Florida
$37K +$19.7K +726 +104%
Schroder Investment Management Group
15
Schroder Investment Management Group
United Kingdom
$16.7K +$17.2K +635 New
Deutsche Bank
16
Deutsche Bank
Germany
$13K -$10.8K -400 -44%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$7K -$1.24M -45,747 -99%
PNC Financial Services Group
18
PNC Financial Services Group
Pennsylvania
$7K – – –
Morgan Stanley
19
Morgan Stanley
New York
$7K +$7.32K +270 New
Bank of America
20
Bank of America
North Carolina
$5K – – –
GSC
21
Ground Swell Capital
South Carolina
$4K +$4.45K +164 New
OC
22
Oppenheimer & Co
New York
– -$565K -20,263 Closed
KA
23
Kovack Advisors
Florida
– -$218K -7,832 Closed
BRWA
24
B. Riley Wealth Advisors
Florida
– -$78.1K -2,800 Closed
TAM
25
Tocqueville Asset Management
New York
– -$6K -200 Closed
1
2

ROBO Hedge Fund Activity: Q3 2014 in Review

22 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in ROBO Global Robotics & Automation Index ETF (ROBO) for Q3 2014, worth a combined $9.36M — up 15% from $8.14M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new ROBO positions and 5 closed out — a net gain of 2 holders — while 5 added to existing stakes and 5 trimmed.

The largest buyer was Cambridge Investment Research Advisors, opening a new position worth an estimated $3.56M. The largest seller was Value Partners, cutting an estimated $1.53M.

  • 22 institutional investors held ROBO Global Robotics & Automation Index ETF (ROBO) as of Q3 2014, up from 20 in Q2 2014.
  • Funds reported $9.36M of ROBO Global Robotics & Automation Index ETF stock for Q3 2014, up 15% quarter-over-quarter.
  • 7 funds opened new ROBO Global Robotics & Automation Index ETF positions in Q3 2014 and 5 closed out, a net change of +2 holders.
  • The largest ROBO Global Robotics & Automation Index ETF buyer in Q3 2014 was Cambridge Investment Research Advisors, an estimated $3.56M added.
  • The largest ROBO Global Robotics & Automation Index ETF seller in Q3 2014 was Value Partners, an estimated $1.53M sold.

Based on aggregated 13F filings for Q3 2014.