We are live on ! Find out more
ROBO icon

ROBO Global Robotics & Automation Index ETF
ROBO

185 hedge funds and large institutions have $572M invested in ROBO Global Robotics & Automation Index ETF in 2018 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 66 increasing their positions, 43 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

53% more repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 43

1.94% more ownership

Funds ownership: 24.77% → 26.71% (+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 → $572M (-$7.24M)

2% less funds holding

Funds holding: 188 → 185 (-3)

11% less first-time investments, than exits

New positions opened: 25 | Existing positions closed: 28

44% less call options, than puts

Call options by funds: $1.16M | Put options by funds: $2.05M

Holders
185
Holders Change
-3
Holders Change %
-1.6%
% of All Funds
4.24%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
25
Increased
66
Reduced
43
Closed
28
Calls
$1.16M
Puts
$2.05M
Net Calls
-$894K
Net Calls Change
+$1.7M

Top Buyers

1
SHGA
Sand Hill Global Advisors
California
+$34.2M
2
Morgan Stanley
Morgan Stanley
New York
+$20.6M
3
SPL
Smart Portfolios LLC
Washington
+$2.96M
4
HSBC Holdings
HSBC Holdings
United Kingdom
+$2.48M
5
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$2.38M

Top Sellers

1
MIAN
Mariner Independent Advisor Network
Kansas
-$14.2M
2
Bank of America
Bank of America
North Carolina
-$9.92M
3
UCFA
United Capital Financial Advisors
Texas
-$7.77M
4
BCM
Barometer Capital Management
Ontario, Canada
-$7.2M
5
CSIA
Charles Schwab Investment Advisory
California
-$7.07M
Name Holding Trade Value Shares
Change 		Change in
Stake
CSIA
1
Charles Schwab Investment Advisory
California
$172M -$7.07M -170,663 -4%
UBS Group
2
UBS Group
Switzerland
$55.6M +$158K +3,814 +0.3%
Morgan Stanley
3
Morgan Stanley
New York
$54.2M +$20.6M +497,232 +58%
SHGA
4
Sand Hill Global Advisors
California
$35.9M +$34.2M +826,888 +1,181%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$24.5M +$1.45M +34,930 +6%
RJFSA
6
Raymond James Financial Services Advisors
Florida
$19.4M +$723K +17,465 +4%
Wells Fargo
7
Wells Fargo
California
$14.5M -$3.65M -88,184 -20%
LPL Financial
8
LPL Financial
California
$11.9M +$863K +20,831 +8%
LJAC
9
L.J. Altfest & Co
New York
$11.4M -$58.3K -1,408 -0.5%
Ameriprise
10
Ameriprise
Minnesota
$11.2M +$750K +18,125 +7%
RTS
11
Round Table Services
New Jersey
$10.8M +$1.83M +44,256 +20%
RJA
12
Raymond James & Associates
Florida
$8.78M +$1.88M +45,475 +26%
Citadel Advisors
13
Citadel Advisors
Florida
$5.89M +$1.98M +47,872 +48%
Stifel Financial
14
Stifel Financial
Missouri
$5.87M +$349K +8,423 +6%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$5.38M +$866K +20,916 +18%
JFM
16
Jackson Financial Management
California
$5.38M -$143K -3,442 -2%
AUB
17
Atlantic Union Bankshares
Virginia
$5.09M +$154K +3,726 +3%
Bank of Montreal
18
Bank of Montreal
Ontario, Canada
$5.01M +$2.38M +57,530 +85%
OC
19
Oppenheimer & Co
New York
$4.56M -$148K -3,586 -3%
JMPWA
20
JP Morgan Private Wealth Advisors
California
$4.21M +$121K +2,918 +3%
BFO
21
Biltmore Family Office
North Carolina
$4.16M +$1.51M +36,531 +54%
JP Morgan Chase
22
JP Morgan Chase
New York
$3.98M +$149K +3,609 +4%
MIFH
23
Migdal Insurance & Financial Holdings
Israel
$3.72M -$74.5K -1,800 -2%
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$3.46M -$58.8K -1,421 -2%
LTFS
25
Ladenburg Thalmann Financial Services
Florida
$3.31M – – –
1
2 3 4 5

ROBO Hedge Fund Activity: Q2 2018 in Review

185 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in ROBO Global Robotics & Automation Index ETF (ROBO) for Q2 2018, worth a combined $572M — down 1.3% from $579M a quarter earlier.

Sellers outnumbered buyers: 28 funds closed out of ROBO and 25 opened new positions — a net loss of 3 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.

  • 185 institutional investors held ROBO Global Robotics & Automation Index ETF (ROBO) as of Q2 2018, down from 188 in Q1 2018.
  • Funds reported $572M of ROBO Global Robotics & Automation Index ETF stock for Q2 2018, down 1.3% quarter-over-quarter.
  • 25 funds opened new ROBO Global Robotics & Automation Index ETF positions in Q2 2018 and 28 closed out, a net change of -3 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.