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ROBO Global Robotics & Automation Index ETF
ROBO

24 hedge funds and large institutions have $8.76M invested in ROBO Global Robotics & Automation Index ETF in 2016 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 5 increasing their positions, 10 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% less funds holding

Funds holding: 29 → 24 (-5)

27% less capital invested

Capital invested by funds: $12M → $8.76M (-$3.28M)

50% less repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 10

71% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 7

Holders
24
Holders Change
-5
Holders Change %
-17.24%
% of All Funds
0.64%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
2
Increased
5
Reduced
10
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jane Street
Jane Street
New York
+$1.09M
2
SFA
Sequoia Financial Advisors
Ohio
+$211K
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$141K
4
IA
IFP Advisors
Florida
+$11.7K
5
Morgan Stanley
Morgan Stanley
New York
+$10.2K

Top Sellers

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$1.51M
2
Citadel Advisors
Citadel Advisors
Florida
-$979K
3
BPC
Banque Pictet & Cie
Switzerland
-$677K
4
LPL Financial
LPL Financial
California
-$545K
5
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$332K
Name Holding Trade Value Shares
Change 		Change in
Stake
Cambridge Investment Research Advisors
1
Cambridge Investment Research Advisors
Iowa
$1.74M -$332K -14,675 -17%
BW
2
Bison Wealth
Georgia
$1.27M -$2.79K -123 -0.2%
Jane Street
3
Jane Street
New York
$1.19M +$1.09M +48,182 New
LPL Financial
4
LPL Financial
California
$844K -$545K -24,056 -41%
UBS Group
5
UBS Group
Switzerland
$800K +$1.97K +87 +0.3%
Citadel Advisors
6
Citadel Advisors
Florida
$639K -$979K -43,217 -63%
CIBC World Market
7
CIBC World Market
Ontario, Canada
$633K -$7.93K -350 -1%
VKH
8
Virtu KCG Holdings
New York
$563K -$204K -9,006 -28%
NAM
9
NTV Asset Management
West Virginia
$374K -$56.6K -2,500 -14%
SFA
10
Sequoia Financial Advisors
Ohio
$230K +$211K +9,327 New
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$174K +$141K +6,225 +748%
MFS
12
MSI Financial Services
Massachusetts
$99K +$5.91K +261 +7%
JIC
13
Joel Isaacson & Co
New York
$65K – – –
Morgan Stanley
14
Morgan Stanley
New York
$35K +$10.2K +450 +45%
LTFS
15
Ladenburg Thalmann Financial Services
Florida
$29K -$8.43K -372 -24%
IA
16
IFP Advisors
Florida
$28K +$11.7K +517 +259%
WEC
17
Winslow Evans & Crocker
Massachusetts
$17.6K – – –
Bank of America
18
Bank of America
North Carolina
$17K – – –
TRCT
19
Tower Research Capital (TRC)
New York
$7K -$793 -35 -11%
PNC Financial Services Group
20
PNC Financial Services Group
Pennsylvania
$6K – – –
GWM
21
Gupta Wealth Management
California
$5K – – –
AIG
22
American International Group
New York
$2K -$5.66K -250 -76%
CFN
23
Cordasco Financial Network
Florida
$2K – – –
Susquehanna International Group
24
Susquehanna International Group
Pennsylvania
– -$1.51M -62,521 Closed
BPC
25
Banque Pictet & Cie
Switzerland
– -$677K -27,975 Closed
1
2

ROBO Hedge Fund Activity: Q1 2016 in Review

24 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in ROBO Global Robotics & Automation Index ETF (ROBO) for Q1 2016, worth a combined $8.76M — down 27% from $12M a quarter earlier.

Sellers outnumbered buyers: 7 funds closed out of ROBO and 2 opened new positions — a net loss of 5 holders — while 10 trimmed existing stakes and 5 added.

The largest buyer was Jane Street, opening a new position worth an estimated $1.09M. The largest seller was Susquehanna International Group, exiting entirely with an estimated $1.51M sold.

  • 24 institutional investors held ROBO Global Robotics & Automation Index ETF (ROBO) as of Q1 2016, down from 29 in Q4 2015.
  • Funds reported $8.76M of ROBO Global Robotics & Automation Index ETF stock for Q1 2016, down 27% quarter-over-quarter.
  • 2 funds opened new ROBO Global Robotics & Automation Index ETF positions in Q1 2016 and 7 closed out, a net change of -5 holders.
  • The largest ROBO Global Robotics & Automation Index ETF buyer in Q1 2016 was Jane Street, an estimated $1.09M added.
  • The largest ROBO Global Robotics & Automation Index ETF seller in Q1 2016 was Susquehanna International Group, an estimated $1.51M sold.

Based on aggregated 13F filings for Q1 2016.