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ROBO Global Robotics & Automation Index ETF
ROBO

160 hedge funds and large institutions have $247M invested in ROBO Global Robotics & Automation Index ETF in 2019 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 47 increasing their positions, 50 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

141% more call options, than puts

Call options by funds: $753K | Put options by funds: $312K

6% more capital invested

Capital invested by funds: $233M → $247M (+$14.6M)

1.14% more ownership

Funds ownership: 17.23% → 18.36% (+1.1%)

6% less repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 50

6% less first-time investments, than exits

New positions opened: 15 | Existing positions closed: 16

2% less funds holding

Funds holding: 163 → 160 (-3)

Holders
160
Holders Change
-3
Holders Change %
-1.84%
% of All Funds
3.48%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
15
Increased
47
Reduced
50
Closed
16
Calls
$753K
Puts
$312K
Net Calls
+$441K
Net Calls Change
+$440K

Top Buyers

1
Citadel Advisors
Citadel Advisors
Florida
+$4.08M
2
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$3.65M
3
GG
Gofen & Glossberg
Illinois
+$2.88M
4
Ameriprise
Ameriprise
Minnesota
+$2.85M
5
Morgan Stanley
Morgan Stanley
New York
+$2.58M

Top Sellers

1
LJAC
L.J. Altfest & Co
New York
-$5.59M
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$3.21M
3
MIH
Meitav Investment House
Israel
-$1.8M
4
MIFH
Migdal Insurance & Financial Holdings
Israel
-$1.79M
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$1.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$46.8M +$2.58M +65,689 +6%
UBS Group
2
UBS Group
Switzerland
$39M +$12.7K +324 +0%
Wells Fargo
3
Wells Fargo
California
$13.3M +$772K +19,663 +6%
Ameriprise
4
Ameriprise
Minnesota
$9.8M +$2.85M +72,604 +42%
LPL Financial
5
LPL Financial
California
$8.53M +$101K +2,580 +1%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$8.31M -$951K -24,244 -10%
RTS
7
Round Table Services
New Jersey
$7.22M +$87.3K +2,225 +1%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$7.14M -$1.3M -33,164 -16%
RJA
9
Raymond James & Associates
Florida
$7.11M +$35.3K +900 +0.5%
JFM
10
Jackson Financial Management
California
$5.97M -$21.6K -550 -0.4%
Stifel Financial
11
Stifel Financial
Missouri
$5.64M +$599K +15,266 +12%
Citadel Advisors
12
Citadel Advisors
Florida
$5.27M +$4.08M +103,929 +370%
Jane Street
13
Jane Street
New York
$5.16M +$2.54M +64,787 +101%
BFO
14
Biltmore Family Office
North Carolina
$4.14M +$66.5K +1,695 +2%
Northwestern Mutual Wealth Management
15
Northwestern Mutual Wealth Management
Wisconsin
$3.74M +$3.65M +92,958 +14,434%
BCM
16
Barometer Capital Management
Ontario, Canada
$3.63M +$1.89M +48,200 +113%
GG
17
Gofen & Glossberg
Illinois
$2.93M +$2.88M +73,310 New
EWM
18
Endurance Wealth Management
Rhode Island
$2.92M +$6.87K +175 +0.2%
RJFSA
19
Raymond James Financial Services Advisors
Florida
$2.87M +$138K +3,506 +5%
BNP Paribas Financial Markets
20
BNP Paribas Financial Markets
France
$2.86M -$629K -16,032 -18%
HSBC Holdings
21
HSBC Holdings
United Kingdom
$2.75M – – –
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$2.49M -$257K -6,544 -10%
MCM
23
Murphy Capital Management
New Jersey
$2.08M -$383K -9,755 -16%
CCP
24
Cardan Capital Partners
Colorado
$1.95M +$220K +5,618 +13%
JMPWA
25
JP Morgan Private Wealth Advisors
California
$1.86M -$73.7K -1,877 -4%
1
2 3 4 5

ROBO Hedge Fund Activity: Q2 2019 in Review

160 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in ROBO Global Robotics & Automation Index ETF (ROBO) for Q2 2019, worth a combined $247M — up 6.3% from $233M a quarter earlier.

Sellers outnumbered buyers: 16 funds closed out of ROBO and 15 opened new positions — a net loss of 1 holder — while 50 trimmed existing stakes and 47 added.

The largest buyer was Citadel Advisors, adding an estimated $4.08M. The largest seller was L.J. Altfest & Co, cutting an estimated $5.59M.

  • 160 institutional investors held ROBO Global Robotics & Automation Index ETF (ROBO) as of Q2 2019, down from 163 in Q1 2019.
  • Funds reported $247M of ROBO Global Robotics & Automation Index ETF stock for Q2 2019, up 6.3% quarter-over-quarter.
  • 15 funds opened new ROBO Global Robotics & Automation Index ETF positions in Q2 2019 and 16 closed out, a net change of -1 holder.
  • The largest ROBO Global Robotics & Automation Index ETF buyer in Q2 2019 was Citadel Advisors, an estimated $4.08M added.
  • The largest ROBO Global Robotics & Automation Index ETF seller in Q2 2019 was L.J. Altfest & Co, an estimated $5.59M sold.

Based on aggregated 13F filings for Q2 2019.