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ROBO Global Robotics & Automation Index ETF

161 hedge funds and large institutions have $247M invested in ROBO Global Robotics & Automation Index ETF in 2018 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 33 increasing their positions, 65 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

8.11% less ownership

Funds ownership: 28.24%20.13% (-8.1%)

11% less funds holding

Funds holding: 180161 (-19)

40% less first-time investments, than exits

New positions opened: 25 | Existing positions closed: 42

49% less repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 65

58% less capital invested

Capital invested by funds: $586M → $247M (-$338M)

75% less funds holding in top 10

Funds holding in top 10: 41 (-3)

Holders
161
Holders Change
-19
Holders Change %
-10.56%
% of All Funds
3.59%
Holding in Top 10
1
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-75%
% of All Funds
0.02%
New
25
Increased
33
Reduced
65
Closed
42
Calls
$685K
Puts
Net Calls
+$685K
Net Calls Change
+$1.02M
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$32.1M -$12.1M -334,792 -25%
UBS Group
2
UBS Group
Switzerland
$27.8M -$17.6M -486,699 -36%
SHGA
3
Sand Hill Global Advisors
California
$26.7M -$2.69M -74,161 -8%
Citadel Advisors
4
Citadel Advisors
Florida
$12.7M +$9.65M +266,516 +214%
Jane Street
5
Jane Street
New York
$10.2M +$10.6M +293,139 +1,354%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$8.46M -$10M -276,578 -52%
Susquehanna International Group
7
Susquehanna International Group
Pennsylvania
$8.02M +$3.26M +89,901 +57%
LPL Financial
8
LPL Financial
California
$7.15M -$1.31M -36,110 -14%
Ameriprise
9
Ameriprise
Minnesota
$6.84M -$1.01M -27,906 -12%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$6.58M +$1.51M +41,577 +26%
RTS
11
Round Table Services
New Jersey
$5.61M -$3.84M -106,070 -38%
LJAC
12
L.J. Altfest & Co
New York
$5.44M -$4.15M -114,516 -41%
Wells Fargo
13
Wells Fargo
California
$5.2M -$7.04M -194,358 -55%
MIAN
14
Mariner Independent Advisor Network
Kansas
$4.6M +$4.87M +134,477 New
RJA
15
Raymond James & Associates
Florida
$4.35M -$3.42M -94,317 -41%
JFM
16
Jackson Financial Management
California
$4.31M +$38.8K +1,070 +0.8%
Stifel Financial
17
Stifel Financial
Missouri
$3.55M -$1.35M -37,348 -26%
TA
18
TMD & Associates
Arizona
$3.5M +$3.89M +107,440 New
Bank of Montreal
19
Bank of Montreal
Ontario, Canada
$3.42M -$302K -8,349 -7%
BFO
20
Biltmore Family Office
North Carolina
$3.23M -$122K -3,380 -3%
MIFH
21
Migdal Insurance & Financial Holdings
Israel
$2.77M -$277K -7,640 -8%
Citigroup
22
Citigroup
New York
$2.43M +$441K +12,170 +19%
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
$2.42M -$378K -10,446 -12%
JP Morgan Chase
24
JP Morgan Chase
New York
$2.37M -$1.19M -32,820 -31%
HSBC Holdings
25
HSBC Holdings
United Kingdom
$2.3M +$61.6K +1,700 +2%

ROBO Hedge Fund Activity: Q4 2018 in Review

161 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in ROBO Global Robotics & Automation Index ETF (ROBO) for Q4 2018, worth a combined $247M — down 58% from $586M a quarter earlier.

Sellers outnumbered buyers: 42 funds closed out of ROBO and 25 opened new positions — a net loss of 17 holders — while 65 trimmed existing stakes and 33 added.

The largest buyer was Jane Street, adding an estimated $10.6M. The largest seller was Charles Schwab Investment Advisory, exiting entirely with an estimated $177M sold.

  • 161 institutional investors held ROBO Global Robotics & Automation Index ETF (ROBO) as of Q4 2018, down from 180 in Q3 2018.
  • Funds reported $247M of ROBO Global Robotics & Automation Index ETF stock for Q4 2018, down 58% quarter-over-quarter.
  • 25 funds opened new ROBO Global Robotics & Automation Index ETF positions in Q4 2018 and 42 closed out, a net change of -17 holders.
  • The largest ROBO Global Robotics & Automation Index ETF buyer in Q4 2018 was Jane Street, an estimated $10.6M added.
  • The largest ROBO Global Robotics & Automation Index ETF seller in Q4 2018 was Charles Schwab Investment Advisory, an estimated $177M sold.

Based on aggregated 13F filings for Q4 2018.