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ROBO Global Robotics & Automation Index ETF

158 hedge funds and large institutions have $512M invested in ROBO Global Robotics & Automation Index ETF in 2017 Q4 according to their latest regulatory filings, with 58 funds opening new positions, 56 increasing their positions, 18 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

480% more first-time investments, than exits

New positions opened: 58 | Existing positions closed: 10

300% more funds holding in top 10

Funds holding in top 10: 14 (+3)

211% more repeat investments, than reductions

Existing positions increased: 56 | Existing positions reduced: 18

44% more funds holding

Funds holding: 110158 (+48)

33% more capital invested

Capital invested by funds: $385M → $512M (+$128M)

18% more call options, than puts

Call options by funds: $1.24M | Put options by funds: $1.05M

3.86% more ownership

Funds ownership: 28.1%31.96% (+3.9%)

Holders
158
Holders Change
+48
Holders Change %
+43.64%
% of All Funds
3.58%
Holding in Top 10
4
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+300%
% of All Funds
0.09%
New
58
Increased
56
Reduced
18
Closed
10
Calls
$1.24M
Puts
$1.05M
Net Calls
+$188K
Net Calls Change
+$188K
Name Holding Trade Value Shares
Change
Change in
Stake
CSIA
1
Charles Schwab Investment Advisory
California
$192M -$6.15M -151,750 -3%
UBS Group
2
UBS Group
Switzerland
$51.9M +$5.62M +138,691 +12%
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$20.9M +$13.4M +329,721 +187%
RJFSA
4
Raymond James Financial Services Advisors
Florida
$17.4M +$11.9M +292,675 +228%
Morgan Stanley
5
Morgan Stanley
New York
$15.8M +$10.4M +257,409 +205%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$14.4M -$299K -7,385 -2%
UCFA
7
United Capital Financial Advisors
Texas
$14.2M -$216K -5,317 -2%
JP Morgan Chase
8
JP Morgan Chase
New York
$12.8M +$11.5M +284,786 +1,146%
Wells Fargo
9
Wells Fargo
California
$11.6M +$3.89M +95,873 +52%
Ameriprise
10
Ameriprise
Minnesota
$9.99M +$6.29M +155,234 +179%
RTS
11
Round Table Services
New Jersey
$7.97M +$7.82M +192,950 New
LPL Financial
12
LPL Financial
California
$7.95M +$3.57M +88,048 +84%
OCM
13
Oribel Capital Management
New York
$7.02M +$6.88M +169,800 New
JFM
14
Jackson Financial Management
California
$5.92M +$5.8M +143,158 New
Allianz Asset Management
15
Allianz Asset Management
Germany
$5.7M +$122K +3,000 +2%
BCM
16
Barometer Capital Management
Ontario, Canada
$5.34M -$462K -11,400 -8%
Stifel Financial
17
Stifel Financial
Missouri
$4.91M +$1.37M +33,715 +39%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$4.51M +$1.43M +35,243 +48%
OC
19
Oppenheimer & Co
New York
$4.47M +$1.43M +35,181 +48%
LJAC
20
L.J. Altfest & Co
New York
$4.06M +$3.98M +98,213 New
MIAN
21
Mariner Independent Advisor Network
Kansas
$3.87M +$3.8M +93,634 New
MIFH
22
Migdal Insurance & Financial Holdings
Israel
$3.75M +$1.7M +41,990 +86%
JMPWA
23
JP Morgan Private Wealth Advisors
California
$3.69M +$488K +12,031 +16%
Bank of America
24
Bank of America
North Carolina
$3.69M +$3.32M +81,949 +1,119%
SI
25
SCP Investment
California
$3.31M +$3.24M +80,000 New

ROBO Hedge Fund Activity: Q4 2017 in Review

158 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in ROBO Global Robotics & Automation Index ETF (ROBO) for Q4 2017, worth a combined $512M — up 33% from $385M a quarter earlier.

Buyers outnumbered sellers: 58 funds opened new ROBO positions and 10 closed out — a net gain of 48 holders — while 56 added to existing stakes and 18 trimmed.

The largest buyer was Royal Bank of Canada, adding an estimated $13.4M. The largest seller was Graham Capital Management, exiting entirely with an estimated $15.1M sold.

  • 158 institutional investors held ROBO Global Robotics & Automation Index ETF (ROBO) as of Q4 2017, up from 110 in Q3 2017.
  • Funds reported $512M of ROBO Global Robotics & Automation Index ETF stock for Q4 2017, up 33% quarter-over-quarter.
  • 58 funds opened new ROBO Global Robotics & Automation Index ETF positions in Q4 2017 and 10 closed out, a net change of +48 holders.
  • The largest ROBO Global Robotics & Automation Index ETF buyer in Q4 2017 was Royal Bank of Canada, an estimated $13.4M added.
  • The largest ROBO Global Robotics & Automation Index ETF seller in Q4 2017 was Graham Capital Management, an estimated $15.1M sold.

Based on aggregated 13F filings for Q4 2017.