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ROBO Global Robotics & Automation Index ETF
ROBO

26 hedge funds and large institutions have $6.95M invested in ROBO Global Robotics & Automation Index ETF in 2016 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 6 increasing their positions, 4 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 4

50% more repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 4

8% more funds holding

Funds holding: 24 → 26 (+2)

1% more capital invested

Capital invested by funds: $6.85M → $6.95M (+$100K)

Holders
26
Holders Change
+2
Holders Change %
+8.33%
% of All Funds
0.69%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
6
Reduced
4
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
ACM
Avalon Capital Management
California
+$447K
2
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$310K
3
Jane Street
Jane Street
New York
+$284K
4
CCP
Cardan Capital Partners
Colorado
+$232K
5
HighTower Advisors
HighTower Advisors
Illinois
+$221K

Top Sellers

1
BW
Bison Wealth
Georgia
-$1.21M
2
VKH
Virtu KCG Holdings
New York
-$662K
3
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$575K
4
Citadel Advisors
Citadel Advisors
Florida
-$211K
5
CIBC World Market
CIBC World Market
Ontario, Canada
-$37.4K
Name Holding Trade Value Shares
Change 		Change in
Stake
Cambridge Investment Research Advisors
1
Cambridge Investment Research Advisors
Iowa
$1.23M -$575K -21,496 -33%
UBS Group
2
UBS Group
Switzerland
$1.21M +$197K +7,374 +21%
Jane Street
3
Jane Street
New York
$591K +$284K +10,634 +104%
MC
4
Moors & Cabot
Massachusetts
$538K +$134K +5,023 +36%
ACM
5
Avalon Capital Management
California
$474K +$447K +16,696 New
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$466K +$214K +7,992 +95%
LPL Financial
7
LPL Financial
California
$432K -$1.87K -70 -0.5%
NAM
8
NTV Asset Management
West Virginia
$431K – – –
CIBC World Market
9
CIBC World Market
Ontario, Canada
$400K -$37.4K -1,400 -9%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$329K +$310K +11,573 New
CCP
11
Cardan Capital Partners
Colorado
$246K +$232K +8,672 New
HighTower Advisors
12
HighTower Advisors
Illinois
$235K +$221K +8,264 New
MFS
13
MSI Financial Services
Massachusetts
$112K +$1.04K +39 +1%
JIC
14
Joel Isaacson & Co
New York
$75K – – –
Morgan Stanley
15
Morgan Stanley
New York
$56K +$14.4K +537 +37%
Bank of America
16
Bank of America
North Carolina
$34K – – –
CLOS
17
Compagnie Lombard Odier SCmA
Switzerland
$26K – – –
WEC
18
Winslow Evans & Crocker
Massachusetts
$20.3K – – –
Creative Planning
19
Creative Planning
Kansas
$17K +$16.2K +605 New
LTFS
20
Ladenburg Thalmann Financial Services
Florida
$13K -$990 -37 -8%
PNC Financial Services Group
21
PNC Financial Services Group
Pennsylvania
$7K – – –
KF
22
Krilogy Financial
Missouri
$4K – – –
CFN
23
Cordasco Financial Network
Florida
$3K – – –
IA
24
IFP Advisors
Florida
$3K – – –
Bank of Montreal
25
Bank of Montreal
Ontario, Canada
$3K +$2.67K +100 New
1
2

ROBO Hedge Fund Activity: Q3 2016 in Review

26 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in ROBO Global Robotics & Automation Index ETF (ROBO) for Q3 2016, worth a combined $6.95M — up 1.5% from $6.85M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new ROBO positions and 4 closed out — a net gain of 2 holders — while 6 added to existing stakes and 4 trimmed.

The largest buyer was Avalon Capital Management, opening a new position worth an estimated $447K. The largest seller was Bison Wealth, exiting entirely with an estimated $1.21M sold.

  • 26 institutional investors held ROBO Global Robotics & Automation Index ETF (ROBO) as of Q3 2016, up from 24 in Q2 2016.
  • Funds reported $6.95M of ROBO Global Robotics & Automation Index ETF stock for Q3 2016, up 1.5% quarter-over-quarter.
  • 6 funds opened new ROBO Global Robotics & Automation Index ETF positions in Q3 2016 and 4 closed out, a net change of +2 holders.
  • The largest ROBO Global Robotics & Automation Index ETF buyer in Q3 2016 was Avalon Capital Management, an estimated $447K added.
  • The largest ROBO Global Robotics & Automation Index ETF seller in Q3 2016 was Bison Wealth, an estimated $1.21M sold.

Based on aggregated 13F filings for Q3 2016.