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ROBO Global Robotics & Automation Index ETF

80 hedge funds and large institutions have $119M invested in ROBO Global Robotics & Automation Index ETF in 2017 Q2 according to their latest regulatory filings, with 32 funds opening new positions, 33 increasing their positions, 6 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

700% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 4

450% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 6

116% more capital invested

Capital invested by funds: $55M → $119M (+$63.8M)

54% more funds holding

Funds holding: 5280 (+28)

19.44% less ownership

Funds ownership: 36.38%16.94% (-19%)

Holders
80
Holders Change
+28
Holders Change %
+53.85%
% of All Funds
1.99%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
32
Increased
33
Reduced
6
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
UBS Group
1
UBS Group
Switzerland
$22.3M +$10.5M +310,575 +92%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$14.3M +$14.1M +416,401 New
UCFA
3
United Capital Financial Advisors
Texas
$14M -$5.26M -155,898 -28%
Allianz Asset Management
4
Allianz Asset Management
Germany
$7.06M +$6.95M +206,000 New
OMC
5
Old Mission Capital
Illinois
$5.59M +$5.5M +163,018 New
BCM
6
Barometer Capital Management
Ontario, Canada
$4.23M +$905K +26,800 +28%
Susquehanna International Group
7
Susquehanna International Group
Pennsylvania
$3.48M +$3.42M +101,416 New
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$3.47M +$2.12M +62,807 +163%
Stifel Financial
9
Stifel Financial
Missouri
$3.44M +$3.02M +89,437 +800%
Jane Street
10
Jane Street
New York
$2.99M +$2.94M +87,226 New
LPL Financial
11
LPL Financial
California
$2.52M +$1.05M +31,038 +73%
OC
12
Oppenheimer & Co
New York
$2.42M +$2.11M +62,525 +787%
Ameriprise
13
Ameriprise
Minnesota
$2.29M +$2.24M +66,462 New
MCM
14
Murphy Capital Management
New Jersey
$2.17M +$147K +4,350 +7%
JMPWA
15
JP Morgan Private Wealth Advisors
California
$2.06M +$1.03M +30,444 +103%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$2.03M +$490K +14,525 +32%
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$1.81M +$405K +12,006 +29%
Wells Fargo
18
Wells Fargo
California
$1.67M +$1.65M +48,836 New
MC
19
Moors & Cabot
Massachusetts
$1.63M +$81.9K +2,425 +5%
NPC
20
National Planning Corporation
California
$1.62M +$585K +17,329 +58%
RJFSA
21
Raymond James Financial Services Advisors
Florida
$1.57M +$1.2M +35,503 +347%
Morgan Stanley
22
Morgan Stanley
New York
$1.09M +$969K +28,688 +914%
RJA
23
Raymond James & Associates
Florida
$880K +$423K +12,530 +95%
NCM
24
Niemann Capital Management
Nevada
$768K -$102K -3,015 -12%
HighTower Advisors
25
HighTower Advisors
Illinois
$744K +$166K +4,904 +29%

ROBO Hedge Fund Activity: Q2 2017 in Review

80 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in ROBO Global Robotics & Automation Index ETF (ROBO) for Q2 2017, worth a combined $119M — up 116% from $55M a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new ROBO positions and 4 closed out — a net gain of 28 holders — while 33 added to existing stakes and 6 trimmed.

The largest buyer was Envestnet Asset Management, opening a new position worth an estimated $14.1M. The largest seller was United Capital Financial Advisors, cutting an estimated $5.26M.

  • 80 institutional investors held ROBO Global Robotics & Automation Index ETF (ROBO) as of Q2 2017, up from 52 in Q1 2017.
  • Funds reported $119M of ROBO Global Robotics & Automation Index ETF stock for Q2 2017, up 116% quarter-over-quarter.
  • 32 funds opened new ROBO Global Robotics & Automation Index ETF positions in Q2 2017 and 4 closed out, a net change of +28 holders.
  • The largest ROBO Global Robotics & Automation Index ETF buyer in Q2 2017 was Envestnet Asset Management, an estimated $14.1M added.
  • The largest ROBO Global Robotics & Automation Index ETF seller in Q2 2017 was United Capital Financial Advisors, an estimated $5.26M sold.

Based on aggregated 13F filings for Q2 2017.