ROBO Global Robotics & Automation Index ETF
ROBO
184 hedge funds and large institutions have $571M invested in ROBO Global Robotics & Automation Index ETF in 2018 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 66 increasing their positions, 43 reducing their positions, and 28 closing their positions.
53% more repeat investments, than reductions
Existing positions increased: 66 | Existing positions reduced: 43
1.92% more ownership
Funds ownership: 24.77% → 26.69% (+1.9%)
0% more funds holding in top 10
Funds holding in top 10: 4 → 4 (0)
1% less capital invested
Capital invested by funds: $579M → $571M (-$7.59M)
2% less funds holding
Funds holding: 188 → 184 (-4)
14% less first-time investments, than exits
New positions opened: 24 | Existing positions closed: 28
44% less call options, than puts
Call options by funds: $1.16M | Put options by funds: $2.05M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SHGA
Sand Hill Global Advisors
Palo Alto,
California
|
+$34.2M |
| 2 |
Morgan Stanley
New York
|
+$20.6M |
| 3 |
SPL
Smart Portfolios LLC
Seattle,
Washington
|
+$2.96M |
| 4 |
HSBC Holdings
London,
United Kingdom
|
+$2.48M |
| 5 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$2.38M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MIAN
Mariner Independent Advisor Network
Overland Park,
Kansas
|
-$14.2M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$9.92M |
| 3 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
-$7.77M |
| 4 |
BCM
Barometer Capital Management
Toronto,
Ontario, Canada
|
-$7.2M |
| 5 |
CSIA
Charles Schwab Investment Advisory
San Francisco,
California
|
-$7.07M |
ROBO Hedge Fund Activity: Q2 2018 in Review
184 of the 4,385 institutional investors tracked by Wall St. Rank reported a position in ROBO Global Robotics & Automation Index ETF (ROBO) for Q2 2018, worth a combined $571M — down 1.3% from $579M a quarter earlier.
Sellers outnumbered buyers: 28 funds closed out of ROBO and 24 opened new positions — a net loss of 4 holders — while 43 trimmed existing stakes and 66 added.
The largest buyer was Sand Hill Global Advisors, adding an estimated $34.2M. The largest seller was Mariner Independent Advisor Network, cutting an estimated $14.2M.
- 184 institutional investors held ROBO Global Robotics & Automation Index ETF (ROBO) as of Q2 2018, down from 188 in Q1 2018.
- Funds reported $571M of ROBO Global Robotics & Automation Index ETF stock for Q2 2018, down 1.3% quarter-over-quarter.
- 24 funds opened new ROBO Global Robotics & Automation Index ETF positions in Q2 2018 and 28 closed out, a net change of -4 holders.
- The largest ROBO Global Robotics & Automation Index ETF buyer in Q2 2018 was Sand Hill Global Advisors, an estimated $34.2M added.
- The largest ROBO Global Robotics & Automation Index ETF seller in Q2 2018 was Mariner Independent Advisor Network, an estimated $14.2M sold.
Based on aggregated 13F filings for Q2 2018.