We are live on ! Find out more
ROBO icon

ROBO Global Robotics & Automation Index ETF
ROBO

34 hedge funds and large institutions have $10.6M invested in ROBO Global Robotics & Automation Index ETF in 2016 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 12 increasing their positions, 4 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

400% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 2

200% more repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 4

52% more capital invested

Capital invested by funds: $6.95M → $10.6M (+$3.63M)

31% more funds holding

Funds holding: 26 → 34 (+8)

7.82% more ownership

Funds ownership: 0% → 7.82% (+7.8%)

Holders
34
Holders Change
+8
Holders Change %
+30.77%
% of All Funds
0.85%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
12
Reduced
4
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PAM
PVG Asset Management
Colorado
+$978K
2
ACM
Avalon Capital Management
California
+$865K
3
NPC
National Planning Corporation
California
+$733K
4
UBS Group
UBS Group
Switzerland
+$676K
5
CFA
Cahill Financial Advisors
Minnesota
+$203K

Top Sellers

1
Jane Street
Jane Street
New York
-$591K
2
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$241K
3
CLOS
Compagnie Lombard Odier SCmA
Switzerland
-$26K
4
HighTower Advisors
HighTower Advisors
Illinois
-$24.1K
5
Morgan Stanley
Morgan Stanley
New York
-$3.74K
Name Holding Trade Value Shares
Change 		Change in
Stake
UBS Group
1
UBS Group
Switzerland
$1.91M +$676K +24,032 +56%
ACM
2
Avalon Capital Management
California
$1.36M +$865K +30,715 +184%
PAM
3
PVG Asset Management
Colorado
$995K +$978K +34,730 New
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$994K -$241K -8,558 -20%
NPC
5
National Planning Corporation
California
$800K +$733K +26,024 New
MC
6
Moors & Cabot
Massachusetts
$693K +$152K +5,402 +29%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$531K +$59.7K +2,120 +13%
LPL Financial
8
LPL Financial
California
$487K +$40.7K +1,447 +9%
NAM
9
NTV Asset Management
West Virginia
$435K – – –
CIBC World Market
10
CIBC World Market
Ontario, Canada
$433K +$28.1K +1,000 +7%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$355K +$23.1K +821 +7%
CCP
12
Cardan Capital Partners
Colorado
$353K +$102K +3,636 +42%
AIA
13
Armor Investment Advisors
North Carolina
$256K +$251K +8,930 New
HighTower Advisors
14
HighTower Advisors
Illinois
$213K -$24.1K -855 -10%
CFA
15
Cahill Financial Advisors
Minnesota
$208K +$203K +7,225 New
MFS
16
MSI Financial Services
Massachusetts
$154K +$40K +1,420 +36%
LTFS
17
Ladenburg Thalmann Financial Services
Florida
$98K +$83K +2,950 +653%
JIC
18
Joel Isaacson & Co
New York
$76K – – –
Morgan Stanley
19
Morgan Stanley
New York
$53K -$3.74K -133 -7%
Northwestern Mutual Wealth Management
20
Northwestern Mutual Wealth Management
Wisconsin
$42K +$41K +1,458 New
Bank of America
21
Bank of America
North Carolina
$34K – – –
OSNBOA
22
Old Second National Bank of Aurora
Illinois
$24K +$24K +854 New
WEC
23
Winslow Evans & Crocker
Massachusetts
$20.5K – – –
Creative Planning
24
Creative Planning
Kansas
$14K -$2.96K -105 -17%
IA
25
IFP Advisors
Florida
$11K +$8.3K +295 +295%
1
2

ROBO Hedge Fund Activity: Q4 2016 in Review

34 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in ROBO Global Robotics & Automation Index ETF (ROBO) for Q4 2016, worth a combined $10.6M — up 52% from $6.95M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new ROBO positions and 2 closed out — a net gain of 8 holders — while 12 added to existing stakes and 4 trimmed.

The largest buyer was PVG Asset Management, opening a new position worth an estimated $978K. The largest seller was Jane Street, exiting entirely with an estimated $591K sold.

  • 34 institutional investors held ROBO Global Robotics & Automation Index ETF (ROBO) as of Q4 2016, up from 26 in Q3 2016.
  • Funds reported $10.6M of ROBO Global Robotics & Automation Index ETF stock for Q4 2016, up 52% quarter-over-quarter.
  • 10 funds opened new ROBO Global Robotics & Automation Index ETF positions in Q4 2016 and 2 closed out, a net change of +8 holders.
  • The largest ROBO Global Robotics & Automation Index ETF buyer in Q4 2016 was PVG Asset Management, an estimated $978K added.
  • The largest ROBO Global Robotics & Automation Index ETF seller in Q4 2016 was Jane Street, an estimated $591K sold.

Based on aggregated 13F filings for Q4 2016.