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ROBO Global Robotics & Automation Index ETF

29 hedge funds and large institutions have $13.7M invested in ROBO Global Robotics & Automation Index ETF in 2015 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 8 increasing their positions, 2 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 2

100% more capital invested

Capital invested by funds: $6.83M → $13.7M (+$6.86M)

40% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 5

7% more funds holding

Funds holding: 2729 (+2)

Holders
29
Holders Change
+2
Holders Change %
+7.41%
% of All Funds
0.81%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
8
Reduced
2
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Cambridge Investment Research Advisors
1
Cambridge Investment Research Advisors
Iowa
$2.7M +$2.93M +121,642 New
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$2.3M +$2.51M +104,245 New
Jane Street
3
Jane Street
New York
$1.74M +$1.89M +78,453 New
VKH
4
Virtu KCG Holdings
New York
$1.21M +$671K +27,854 +106%
BW
5
Bison Wealth
Georgia
$1.1M +$323K +13,396 +37%
UBS Group
6
UBS Group
Switzerland
$932K +$250K +10,389 +33%
BPC
7
Banque Pictet & Cie
Switzerland
$618K
CIBC World Market
8
CIBC World Market
Ontario, Canada
$556K +$350K +14,525 +138%
NAM
9
NTV Asset Management
West Virginia
$444K
Citadel Advisors
10
Citadel Advisors
Florida
$420K +$459K +19,037 New
LPL Financial
11
LPL Financial
California
$414K -$894K -37,083 -68%
HighTower Advisors
12
HighTower Advisors
Illinois
$391K +$425K +17,635 New
EDRH
13
Edmond de Rothschild Holding
Switzerland
$274K +$289K +12,000 +3,000%
EDRS
14
Edmond de Rothschild (Suisse)
Switzerland
$274K +$289K +12,000 +3,000%
MFS
15
MSI Financial Services
Massachusetts
$75K +$45.7K +1,895 +128%
Morgan Stanley
16
Morgan Stanley
New York
$64K
JIC
17
Joel Isaacson & Co
New York
$59K
LTFS
18
Ladenburg Thalmann Financial Services
Florida
$35K
Bank of America
19
Bank of America
North Carolina
$16K
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$16K +$9.57K +397 +132%
WEC
21
Winslow Evans & Crocker
Massachusetts
$15.9K -$5.78K -240 -25%
MGIA
22
Moneta Group Investment Advisors
Missouri
$9K +$9.4K +390 New
AIG
23
American International Group
New York
$7K
PNC Financial Services Group
24
PNC Financial Services Group
Pennsylvania
$6K
BCA
25
Bray Capital Advisors
Florida
$5K

ROBO Hedge Fund Activity: Q3 2015 in Review

29 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in ROBO Global Robotics & Automation Index ETF (ROBO) for Q3 2015, worth a combined $13.7M — up 100% from $6.83M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new ROBO positions and 5 closed out — a net gain of 2 holders — while 8 added to existing stakes and 2 trimmed.

The largest buyer was Cambridge Investment Research Advisors, opening a new position worth an estimated $2.93M. The largest seller was LPL Financial, cutting an estimated $894K.

  • 29 institutional investors held ROBO Global Robotics & Automation Index ETF (ROBO) as of Q3 2015, up from 27 in Q2 2015.
  • Funds reported $13.7M of ROBO Global Robotics & Automation Index ETF stock for Q3 2015, up 100% quarter-over-quarter.
  • 7 funds opened new ROBO Global Robotics & Automation Index ETF positions in Q3 2015 and 5 closed out, a net change of +2 holders.
  • The largest ROBO Global Robotics & Automation Index ETF buyer in Q3 2015 was Cambridge Investment Research Advisors, an estimated $2.93M added.
  • The largest ROBO Global Robotics & Automation Index ETF seller in Q3 2015 was LPL Financial, an estimated $894K sold.

Based on aggregated 13F filings for Q3 2015.