We are live on ! Find out more
ROBO icon

ROBO Global Robotics & Automation Index ETF
ROBO

110 hedge funds and large institutions have $385M invested in ROBO Global Robotics & Automation Index ETF in 2017 Q3 according to their latest regulatory filings, with 38 funds opening new positions, 47 increasing their positions, 11 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

443% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 7

327% more repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 11

224% more capital invested

Capital invested by funds: $119M → $385M (+$266M)

38% more funds holding

Funds holding: 80 → 110 (+30)

11.16% more ownership

Funds ownership: 16.94% → 28.1% (+11%)

Holders
110
Holders Change
+30
Holders Change %
+37.5%
% of All Funds
2.74%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
38
Increased
47
Reduced
11
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CSIA
Charles Schwab Investment Advisory
California
+$175M
2
UBS Group
UBS Group
Switzerland
+$17.1M
3
GCM
Graham Capital Management
Connecticut
+$14.2M
4
Wells Fargo
Wells Fargo
California
+$4.94M
5
Morgan Stanley
Morgan Stanley
New York
+$3.41M

Top Sellers

1
OMC
Old Mission Capital
Illinois
-$3.7M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$3.48M
3
Allianz Asset Management
Allianz Asset Management
Germany
-$2.59M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$2.18M
5
UCFA
United Capital Financial Advisors
Texas
-$2.16M
Name Holding Trade Value Shares
Change 		Change in
Stake
CSIA
1
Charles Schwab Investment Advisory
California
$186M +$175M +4,809,697 New
UBS Group
2
UBS Group
Switzerland
$43.2M +$17.1M +468,359 +72%
GCM
3
Graham Capital Management
Connecticut
$15.1M +$14.2M +389,960 New
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$13.8M -$2.18M -59,975 -14%
UCFA
5
United Capital Financial Advisors
Texas
$13.5M -$2.16M -59,297 -15%
Wells Fargo
6
Wells Fargo
California
$7.14M +$4.94M +135,759 +278%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$6.83M +$2.74M +75,367 +74%
BCM
8
Barometer Capital Management
Ontario, Canada
$5.44M +$626K +17,200 +14%
Allianz Asset Management
9
Allianz Asset Management
Germany
$5.22M -$2.59M -71,000 -34%
RJFSA
10
Raymond James Financial Services Advisors
Florida
$4.96M +$3.01M +82,540 +181%
Morgan Stanley
11
Morgan Stanley
New York
$4.86M +$3.41M +93,722 +294%
Jane Street
12
Jane Street
New York
$4.62M +$1.17M +32,264 +37%
LPL Financial
13
LPL Financial
California
$4.04M +$1.13M +30,897 +42%
Ameriprise
14
Ameriprise
Minnesota
$3.35M +$732K +20,115 +30%
Stifel Financial
15
Stifel Financial
Missouri
$3.3M -$553K -15,199 -15%
JMPWA
16
JP Morgan Private Wealth Advisors
California
$2.99M +$632K +17,359 +29%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$2.86M +$529K +14,530 +24%
OC
18
Oppenheimer & Co
New York
$2.83M +$95.1K +2,611 +4%
GC
19
Gruss & Co
Florida
$2.71M +$2.55M +70,000 New
ED
20
Exane Derivatives
France
$2.65M +$2.49M +68,501 New
CA
21
Commerzbank Aktiengesellschaft
Germany
$2.53M +$2.38M +65,300 New
PCM
22
Price Capital Management
Louisiana
$2.5M +$2.36M +64,738 New
MCM
23
Murphy Capital Management
New Jersey
$2.47M +$21.8K +600 +0.9%
OMC
24
Old Mission Capital
Illinois
$2.38M -$3.7M -101,505 -62%
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$2.33M +$274K +7,530 +14%
1
2 3 4 5

ROBO Hedge Fund Activity: Q3 2017 in Review

110 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in ROBO Global Robotics & Automation Index ETF (ROBO) for Q3 2017, worth a combined $385M — up 224% from $119M a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new ROBO positions and 7 closed out — a net gain of 31 holders — while 47 added to existing stakes and 11 trimmed.

The largest buyer was Charles Schwab Investment Advisory, opening a new position worth an estimated $175M. The largest seller was Old Mission Capital, cutting an estimated $3.7M.

  • 110 institutional investors held ROBO Global Robotics & Automation Index ETF (ROBO) as of Q3 2017, up from 80 in Q2 2017.
  • Funds reported $385M of ROBO Global Robotics & Automation Index ETF stock for Q3 2017, up 224% quarter-over-quarter.
  • 38 funds opened new ROBO Global Robotics & Automation Index ETF positions in Q3 2017 and 7 closed out, a net change of +31 holders.
  • The largest ROBO Global Robotics & Automation Index ETF buyer in Q3 2017 was Charles Schwab Investment Advisory, an estimated $175M added.
  • The largest ROBO Global Robotics & Automation Index ETF seller in Q3 2017 was Old Mission Capital, an estimated $3.7M sold.

Based on aggregated 13F filings for Q3 2017.