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ROBO Global Robotics & Automation Index ETF

27 hedge funds and large institutions have $6.83M invested in ROBO Global Robotics & Automation Index ETF in 2015 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 7 increasing their positions, 2 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

250% more repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 2

100% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 4

17% more funds holding

Funds holding: 2327 (+4)

33% less capital invested

Capital invested by funds: $10.1M → $6.83M (-$3.3M)

Holders
27
Holders Change
+4
Holders Change %
+17.39%
% of All Funds
0.73%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
7
Reduced
2
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$1.43M +$67K +2,500 +5%
BW
2
Bison Wealth
Georgia
$948K +$970K +36,217 New
UBS Group
3
UBS Group
Switzerland
$826K +$190K +7,085 +29%
BPC
4
Banque Pictet & Cie
Switzerland
$732K -$297K -11,100 -28%
VKH
5
Virtu KCG Holdings
New York
$689K +$454K +16,958 +181%
NAM
6
NTV Asset Management
West Virginia
$523K +$536K +20,000 New
Stifel Financial
7
Stifel Financial
Missouri
$465K
PAG
8
Private Advisor Group
New Jersey
$400K +$24.8K +925 +6%
CIBC World Market
9
CIBC World Market
Ontario, Canada
$275K +$281K +10,500 New
ICAS
10
Investors Capital Advisory Services
Massachusetts
$202K
Morgan Stanley
11
Morgan Stanley
New York
$76K +$11K +410 +16%
JIC
12
Joel Isaacson & Co
New York
$69K
LTFS
13
Ladenburg Thalmann Financial Services
Florida
$41K +$13.1K +489 +46%
MFS
14
MSI Financial Services
Massachusetts
$39K +$26.3K +983 +197%
WEC
15
Winslow Evans & Crocker
Massachusetts
$25K
Bank of America
16
Bank of America
North Carolina
$18K
Schroder Investment Management Group
17
Schroder Investment Management Group
United Kingdom
$17K
EDRH
18
Edmond de Rothschild Holding
Switzerland
$10K +$10.7K +400 New
EDRS
19
Edmond de Rothschild (Suisse)
Switzerland
$10K +$10.7K +400 New
AIG
20
American International Group
New York
$8.64K +$8.84K +330 New
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$8K -$1.26M -47,013 -99%
PNC Financial Services Group
22
PNC Financial Services Group
Pennsylvania
$7K
BCA
23
Bray Capital Advisors
Florida
$6K +$6.43K +240 New
GWM
24
Gupta Wealth Management
California
$5K
CFN
25
Cordasco Financial Network
Florida
$3K

ROBO Hedge Fund Activity: Q2 2015 in Review

27 of the 3,711 institutional investors tracked by Wall St. Rank reported a position in ROBO Global Robotics & Automation Index ETF (ROBO) for Q2 2015, worth a combined $6.83M — down 33% from $10.1M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new ROBO positions and 4 closed out — a net gain of 4 holders — while 7 added to existing stakes and 2 trimmed.

The largest buyer was Bison Wealth, opening a new position worth an estimated $970K. The largest seller was Avalon Capital Management, exiting entirely with an estimated $3M sold.

  • 27 institutional investors held ROBO Global Robotics & Automation Index ETF (ROBO) as of Q2 2015, up from 23 in Q1 2015.
  • Funds reported $6.83M of ROBO Global Robotics & Automation Index ETF stock for Q2 2015, down 33% quarter-over-quarter.
  • 8 funds opened new ROBO Global Robotics & Automation Index ETF positions in Q2 2015 and 4 closed out, a net change of +4 holders.
  • The largest ROBO Global Robotics & Automation Index ETF buyer in Q2 2015 was Bison Wealth, an estimated $970K added.
  • The largest ROBO Global Robotics & Automation Index ETF seller in Q2 2015 was Avalon Capital Management, an estimated $3M sold.

Based on aggregated 13F filings for Q2 2015.