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ROBO Global Robotics & Automation Index ETF

52 hedge funds and large institutions have $55M invested in ROBO Global Robotics & Automation Index ETF in 2017 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 20 increasing their positions, 1 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,900% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 1

475% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 4

420% more capital invested

Capital invested by funds: $10.6M → $55M (+$44.5M)

53% more funds holding

Funds holding: 3452 (+18)

28.57% more ownership

Funds ownership: 7.82%36.38% (+29%)

Holders
52
Holders Change
+18
Holders Change %
+52.94%
% of All Funds
1.29%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
23
Increased
20
Reduced
1
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
UCFA
1
United Capital Financial Advisors
Texas
$18.2M +$17.5M +564,274 New
UBS Group
2
UBS Group
Switzerland
$10.9M +$8.43M +272,016 +408%
BCM
3
Barometer Capital Management
Ontario, Canada
$3.11M +$3M +96,600 New
FHAM
4
Folger Hill Asset Management
New York
$2.49M +$2.4M +77,300 New
MCM
5
Murphy Capital Management
New Jersey
$1.89M +$1.82M +58,834 New
MC
6
Moors & Cabot
Massachusetts
$1.45M +$645K +20,819 +86%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$1.44M +$1.01M +32,421 +262%
SG Americas Securities
8
SG Americas Securities
New York
$1.38M +$1.33M +42,991 New
LPL Financial
9
LPL Financial
California
$1.36M +$795K +25,654 +153%
Cambridge Investment Research Advisors
10
Cambridge Investment Research Advisors
Iowa
$1.31M +$186K +6,005 +17%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$1.24M +$618K +19,931 +107%
NPC
12
National Planning Corporation
California
$959K +$125K +4,040 +16%
VKH
13
Virtu KCG Holdings
New York
$958K +$922K +29,743 New
JMPWA
14
JP Morgan Private Wealth Advisors
California
$949K +$914K +29,485 New
NCM
15
Niemann Capital Management
Nevada
$819K +$788K +25,430 New
HSBC Holdings
16
HSBC Holdings
United Kingdom
$763K +$735K +23,700 New
HighTower Advisors
17
HighTower Advisors
Illinois
$543K +$293K +9,465 +128%
NAM
18
NTV Asset Management
West Virginia
$489K
CCP
19
Cardan Capital Partners
Colorado
$469K +$70.4K +2,271 +18%
CIBC World Market
20
CIBC World Market
Ontario, Canada
$432K -$52.1K -1,681 -11%
RJA
21
Raymond James & Associates
Florida
$423K +$407K +13,140 New
BLA
22
Balter Liquid Alternatives
Massachusetts
$391K +$376K +12,143 New
Stifel Financial
23
Stifel Financial
Missouri
$362K +$346K +11,174 New
RJFSA
24
Raymond James Financial Services Advisors
Florida
$329K +$317K +10,219 New
CFA
25
Cahill Financial Advisors
Minnesota
$317K +$81K +2,614 +36%

ROBO Hedge Fund Activity: Q1 2017 in Review

52 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in ROBO Global Robotics & Automation Index ETF (ROBO) for Q1 2017, worth a combined $55M — up 420% from $10.6M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new ROBO positions and 4 closed out — a net gain of 19 holders — while 20 added to existing stakes and 1 trimmed.

The largest buyer was United Capital Financial Advisors, opening a new position worth an estimated $17.5M. The largest seller was Avalon Capital Management, exiting entirely with an estimated $1.36M sold.

  • 52 institutional investors held ROBO Global Robotics & Automation Index ETF (ROBO) as of Q1 2017, up from 34 in Q4 2016.
  • Funds reported $55M of ROBO Global Robotics & Automation Index ETF stock for Q1 2017, up 420% quarter-over-quarter.
  • 23 funds opened new ROBO Global Robotics & Automation Index ETF positions in Q1 2017 and 4 closed out, a net change of +19 holders.
  • The largest ROBO Global Robotics & Automation Index ETF buyer in Q1 2017 was United Capital Financial Advisors, an estimated $17.5M added.
  • The largest ROBO Global Robotics & Automation Index ETF seller in Q1 2017 was Avalon Capital Management, an estimated $1.36M sold.

Based on aggregated 13F filings for Q1 2017.