We are live on ! Find out more
ROBO icon

ROBO Global Robotics & Automation Index ETF

182 hedge funds and large institutions have $259M invested in ROBO Global Robotics & Automation Index ETF in 2019 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 36 increasing their positions, 49 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 10

20% more funds holding

Funds holding: 152182 (+30)

8% more capital invested

Capital invested by funds: $239M → $259M (+$20M)

0.92% more ownership

Funds ownership: 19.48%20.4% (+0.92%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

20% less call options, than puts

Call options by funds: $344K | Put options by funds: $428K

27% less repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 49

Holders
182
Holders Change
+30
Holders Change %
+19.74%
% of All Funds
3.59%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
40
Increased
36
Reduced
49
Closed
10
Calls
$344K
Puts
$428K
Net Calls
-$84K
Net Calls Change
+$522K
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$53.5M +$1.21M +30,024 +2%
UBS Group
2
UBS Group
Switzerland
$39.4M -$2.06M -51,202 -5%
Wells Fargo
3
Wells Fargo
California
$13.4M -$247K -6,127 -2%
LPL Financial
4
LPL Financial
California
$9.41M +$96.2K +2,386 +1%
Ameriprise
5
Ameriprise
Minnesota
$8.78M +$460K +11,412 +6%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$7.68M +$300K +7,432 +4%
RJA
7
Raymond James & Associates
Florida
$6.79M -$85.6K -2,125 -1%
RTS
8
Round Table Services
New Jersey
$6.62M -$1.39M -34,460 -18%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$6.46M -$431K -10,705 -7%
GG
10
Gofen & Glossberg
Illinois
$6.34M +$371K +9,200 +6%
JFM
11
Jackson Financial Management
California
$6.3M -$12.1K -300 -0.2%
Stifel Financial
12
Stifel Financial
Missouri
$5.03M -$397K -9,841 -8%
BNP Paribas Financial Markets
13
BNP Paribas Financial Markets
France
$4.55M +$2.29M +56,736 +110%
BFO
14
Biltmore Family Office
North Carolina
$4.26M -$75.6K -1,877 -2%
Northwestern Mutual Wealth Management
15
Northwestern Mutual Wealth Management
Wisconsin
$4.08M +$23.5K +583 +0.6%
SG Americas Securities
16
SG Americas Securities
New York
$3.66M +$502K +12,451 +17%
EWM
17
Endurance Wealth Management
Rhode Island
$3.6M +$528K +13,100 +18%
Qube Research & Technologies (QRT)
18
Qube Research & Technologies (QRT)
United Kingdom
$3.52M +$3.38M +83,772 New
Citadel Advisors
19
Citadel Advisors
Florida
$3.4M +$102K +2,525 +3%
RJFSA
20
Raymond James Financial Services Advisors
Florida
$3.03M -$30.8K -763 -1%
CCP
21
Cardan Capital Partners
Colorado
$2.63M +$170K +4,226 +7%
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$2.51M -$119K -2,950 -5%
BCM
23
Barometer Capital Management
Ontario, Canada
$2.44M +$2.34M +58,000 New
MCM
24
Murphy Capital Management
New Jersey
$1.86M -$101K -2,508 -5%
Citigroup
25
Citigroup
New York
$1.69M -$37.3K -926 -2%

ROBO Hedge Fund Activity: Q4 2019 in Review

182 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in ROBO Global Robotics & Automation Index ETF (ROBO) for Q4 2019, worth a combined $259M — up 8.4% from $239M a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new ROBO positions and 10 closed out — a net gain of 30 holders — while 36 added to existing stakes and 49 trimmed.

The largest buyer was Qube Research & Technologies (QRT), opening a new position worth an estimated $3.38M. The largest seller was Jane Street, exiting entirely with an estimated $9.7M sold.

  • 182 institutional investors held ROBO Global Robotics & Automation Index ETF (ROBO) as of Q4 2019, up from 152 in Q3 2019.
  • Funds reported $259M of ROBO Global Robotics & Automation Index ETF stock for Q4 2019, up 8.4% quarter-over-quarter.
  • 40 funds opened new ROBO Global Robotics & Automation Index ETF positions in Q4 2019 and 10 closed out, a net change of +30 holders.
  • The largest ROBO Global Robotics & Automation Index ETF buyer in Q4 2019 was Qube Research & Technologies (QRT), an estimated $3.38M added.
  • The largest ROBO Global Robotics & Automation Index ETF seller in Q4 2019 was Jane Street, an estimated $9.7M sold.

Based on aggregated 13F filings for Q4 2019.