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ROBO Global Robotics & Automation Index ETF

169 hedge funds and large institutions have $309M invested in ROBO Global Robotics & Automation Index ETF in 2020 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 52 increasing their positions, 36 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 14

44% more repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 36

22% more capital invested

Capital invested by funds: $253M → $309M (+$56.6M)

6% more funds holding

Funds holding: 160169 (+9)

2.73% more ownership

Funds ownership: 21.44%24.17% (+2.7%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

24% less call options, than puts

Call options by funds: $531K | Put options by funds: $698K

Holders
169
Holders Change
+9
Holders Change %
+5.63%
% of All Funds
3.41%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
24
Increased
52
Reduced
36
Closed
14
Calls
$531K
Puts
$698K
Net Calls
-$167K
Net Calls Change
-$324K
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$61M +$495K +10,586 +0.8%
UBS Group
2
UBS Group
Switzerland
$60.3M +$3.74M +80,006 +7%
BFO
3
Biltmore Family Office
North Carolina
$10.1M +$1.1M +23,487 +13%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$10M +$2.34M +50,064 +32%
LPL Financial
5
LPL Financial
California
$9.61M +$26.7K +570 +0.3%
GG
6
Gofen & Glossberg
Illinois
$9.56M +$721K +15,400 +8%
PIM
7
Parker Investment Management
California
$9.01M +$8.76M +187,102 New
Wells Fargo
8
Wells Fargo
California
$8.78M +$896K +19,142 +12%
Ameriprise
9
Ameriprise
Minnesota
$8.4M +$297K +6,347 +4%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$8.4M +$82K +1,751 +1%
Jane Street
11
Jane Street
New York
$7.73M +$5.2M +111,210 +225%
Mercer Global Advisors
12
Mercer Global Advisors
Colorado
$7.34M +$7.9M +168,757 New
RJA
13
Raymond James & Associates
Florida
$6.2M +$604K +12,904 +11%
SG Americas Securities
14
SG Americas Securities
New York
$5.85M +$244K +5,204 +4%
Northwestern Mutual Wealth Management
15
Northwestern Mutual Wealth Management
Wisconsin
$5.58M +$35K +748 +0.6%
EWM
16
Endurance Wealth Management
Rhode Island
$4.03M +$30.9K +660 +0.8%
RJFSA
17
Raymond James Financial Services Advisors
Florida
$3.83M +$702K +15,001 +23%
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$3.79M +$909K +19,418 +33%
BNP Paribas Financial Markets
19
BNP Paribas Financial Markets
France
$3.37M +$1.6M +34,131 +95%
Citigroup
20
Citigroup
New York
$3.35M +$480K +10,261 +17%
MIH
21
Meitav Investment House
Israel
$2.71M +$1.33M +28,365 +102%
NAM
22
NTV Asset Management
West Virginia
$2.54M +$135K +2,875 +6%
Citadel Advisors
23
Citadel Advisors
Florida
$2.09M -$1.48M -31,578 -42%
HSBC Holdings
24
HSBC Holdings
United Kingdom
$1.87M +$4.4K +94 +0.2%
PSF
25
Pacific Sun Financial
California
$1.81M +$23.5K +502 +1%

ROBO Hedge Fund Activity: Q3 2020 in Review

169 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in ROBO Global Robotics & Automation Index ETF (ROBO) for Q3 2020, worth a combined $309M — up 22% from $253M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new ROBO positions and 14 closed out — a net gain of 10 holders — while 52 added to existing stakes and 36 trimmed.

The largest buyer was Parker Investment Management, opening a new position worth an estimated $8.76M. The largest seller was Qube Research & Technologies (QRT), exiting entirely with an estimated $6.59M sold.

  • 169 institutional investors held ROBO Global Robotics & Automation Index ETF (ROBO) as of Q3 2020, up from 160 in Q2 2020.
  • Funds reported $309M of ROBO Global Robotics & Automation Index ETF stock for Q3 2020, up 22% quarter-over-quarter.
  • 24 funds opened new ROBO Global Robotics & Automation Index ETF positions in Q3 2020 and 14 closed out, a net change of +10 holders.
  • The largest ROBO Global Robotics & Automation Index ETF buyer in Q3 2020 was Parker Investment Management, an estimated $8.76M added.
  • The largest ROBO Global Robotics & Automation Index ETF seller in Q3 2020 was Qube Research & Technologies (QRT), an estimated $6.59M sold.

Based on aggregated 13F filings for Q3 2020.