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ROBO Global Robotics & Automation Index ETF

163 hedge funds and large institutions have $233M invested in ROBO Global Robotics & Automation Index ETF in 2019 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 53 increasing their positions, 51 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 15

1% more funds holding

Funds holding: 161163 (+2)

4% more repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 51

2.9% less ownership

Funds ownership: 20.13%17.23% (-2.9%)

6% less capital invested

Capital invested by funds: $247M → $233M (-$14.8M)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
163
Holders Change
+2
Holders Change %
+1.24%
% of All Funds
3.53%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
19
Increased
53
Reduced
51
Closed
15
Calls
$1K
Puts
Net Calls
+$1K
Net Calls Change
-$684K
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$42.9M +$4.48M +121,192 +12%
UBS Group
2
UBS Group
Switzerland
$37.8M +$4.57M +123,665 +15%
Wells Fargo
3
Wells Fargo
California
$12.1M +$5.68M +153,836 +96%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$9M -$1.02M -27,572 -11%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$8.21M +$364K +9,866 +5%
LPL Financial
6
LPL Financial
California
$8.17M -$317K -8,573 -4%
RTS
7
Round Table Services
New Jersey
$6.91M +$222K +6,011 +3%
RJA
8
Raymond James & Associates
Florida
$6.86M +$1.6M +43,458 +33%
Ameriprise
9
Ameriprise
Minnesota
$6.69M -$1.36M -36,887 -18%
LJAC
10
L.J. Altfest & Co
New York
$6.67M +$189K +5,110 +3%
JFM
11
Jackson Financial Management
California
$5.81M +$650K +17,610 +13%
Stifel Financial
12
Stifel Financial
Missouri
$4.89M +$649K +17,587 +16%
BFO
13
Biltmore Family Office
North Carolina
$3.95M +$92.7K +2,510 +3%
Bank of Montreal
14
Bank of Montreal
Ontario, Canada
$3.89M -$172K -4,651 -4%
BNP Paribas Financial Markets
15
BNP Paribas Financial Markets
France
$3.39M +$1.54M +41,686 +91%
EWM
16
Endurance Wealth Management
Rhode Island
$2.83M +$129K +3,490 +5%
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$2.67M -$209K -5,658 -8%
HSBC Holdings
18
HSBC Holdings
United Kingdom
$2.67M -$66.5K -1,800 -3%
RJFSA
19
Raymond James Financial Services Advisors
Florida
$2.65M +$251K +6,790 +11%
Jane Street
20
Jane Street
New York
$2.49M -$9.25M -250,406 -80%
MCM
21
Murphy Capital Management
New Jersey
$2.39M -$145K -3,940 -6%
JMPWA
22
JP Morgan Private Wealth Advisors
California
$1.88M -$630K -17,074 -26%
MIFH
23
Migdal Insurance & Financial Holdings
Israel
$1.83M -$1.41M -38,065 -45%
MIH
24
Meitav Investment House
Israel
$1.8M +$1.71M +46,410 New
Citigroup
25
Citigroup
New York
$1.75M -$1.09M -29,628 -40%

ROBO Hedge Fund Activity: Q1 2019 in Review

163 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in ROBO Global Robotics & Automation Index ETF (ROBO) for Q1 2019, worth a combined $233M — down 6% from $247M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new ROBO positions and 15 closed out — a net gain of 4 holders — while 53 added to existing stakes and 51 trimmed.

The largest buyer was Wells Fargo, adding an estimated $5.68M. The largest seller was Sand Hill Global Advisors, exiting entirely with an estimated $26.7M sold.

  • 163 institutional investors held ROBO Global Robotics & Automation Index ETF (ROBO) as of Q1 2019, up from 161 in Q4 2018.
  • Funds reported $233M of ROBO Global Robotics & Automation Index ETF stock for Q1 2019, down 6% quarter-over-quarter.
  • 19 funds opened new ROBO Global Robotics & Automation Index ETF positions in Q1 2019 and 15 closed out, a net change of +4 holders.
  • The largest ROBO Global Robotics & Automation Index ETF buyer in Q1 2019 was Wells Fargo, an estimated $5.68M added.
  • The largest ROBO Global Robotics & Automation Index ETF seller in Q1 2019 was Sand Hill Global Advisors, an estimated $26.7M sold.

Based on aggregated 13F filings for Q1 2019.