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ROBO Global Robotics & Automation Index ETF

219 hedge funds and large institutions have $489M invested in ROBO Global Robotics & Automation Index ETF in 2021 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 82 increasing their positions, 47 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

100% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 17

74% more repeat investments, than reductions

Existing positions increased: 82 | Existing positions reduced: 47

15% more capital invested

Capital invested by funds: $426M → $489M (+$62.6M)

7% more funds holding

Funds holding: 204219 (+15)

0.65% more ownership

Funds ownership: 25.54%26.19% (+0.65%)

77% less call options, than puts

Call options by funds: $1.35M | Put options by funds: $5.95M

Holders
219
Holders Change
+15
Holders Change %
+7.35%
% of All Funds
3.85%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
34
Increased
82
Reduced
47
Closed
17
Calls
$1.35M
Puts
$5.95M
Net Calls
-$4.61M
Net Calls Change
-$4.49M
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$94.9M +$9.85M +149,811 +11%
UBS Group
2
UBS Group
Switzerland
$88.6M +$2.96M +45,050 +3%
Ameriprise
3
Ameriprise
Minnesota
$20.2M +$6.01M +91,432 +41%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$19.2M +$1.04M +15,871 +6%
LPL Financial
5
LPL Financial
California
$16.8M +$2.03M +30,886 +13%
BFO
6
Biltmore Family Office
North Carolina
$14.8M +$1.11M +16,890 +8%
Wells Fargo
7
Wells Fargo
California
$13.8M +$625K +9,495 +5%
GG
8
Gofen & Glossberg
Illinois
$12.7M -$9.87K -150 -0.1%
PIM
9
Parker Investment Management
California
$11.7M -$151K -2,295 -1%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$11M +$254K +3,858 +2%
RJA
11
Raymond James & Associates
Florida
$9.09M +$341K +5,188 +4%
FHC
12
First Heartland Consultants
Missouri
$8.41M +$8.41M +127,914 +2,839%
Susquehanna International Group
13
Susquehanna International Group
Pennsylvania
$7.17M +$7.13M +108,366 +2,380%
Northwestern Mutual Wealth Management
14
Northwestern Mutual Wealth Management
Wisconsin
$6.62M -$38.1K -579 -0.6%
Citigroup
15
Citigroup
New York
$6.54M -$2.24M -34,040 -25%
RJFSA
16
Raymond James Financial Services Advisors
Florida
$6.18M +$599K +9,102 +10%
3F
17
360 Financial
Minnesota
$6.01M +$6.22M +94,590 New
BNP Paribas Financial Markets
18
BNP Paribas Financial Markets
France
$5.62M -$1.29M -19,615 -18%
EWM
19
Endurance Wealth Management
Rhode Island
$5.51M +$202K +3,075 +4%
Citadel Advisors
20
Citadel Advisors
Florida
$5.5M +$2.97M +45,188 +109%
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$3.87M -$1.86M -28,249 -32%
NAM
22
NTV Asset Management
West Virginia
$3.74M +$52.3K +795 +1%
PAMU
23
Pictet Asset Management (UK)
United Kingdom
$3.7M +$249K +3,790 +7%
Osaic Holdings
24
Osaic Holdings
Arizona
$3.4M +$1.02M +15,530 +41%
CCM
25
Crew Capital Management
Ohio
$3.24M +$3.36M +51,060 New

ROBO Hedge Fund Activity: Q1 2021 in Review

219 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in ROBO Global Robotics & Automation Index ETF (ROBO) for Q1 2021, worth a combined $489M — up 15% from $426M a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new ROBO positions and 17 closed out — a net gain of 17 holders — while 82 added to existing stakes and 47 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $9.85M. The largest seller was Mercer Global Advisors, exiting entirely with an estimated $10M sold.

  • 219 institutional investors held ROBO Global Robotics & Automation Index ETF (ROBO) as of Q1 2021, up from 204 in Q4 2020.
  • Funds reported $489M of ROBO Global Robotics & Automation Index ETF stock for Q1 2021, up 15% quarter-over-quarter.
  • 34 funds opened new ROBO Global Robotics & Automation Index ETF positions in Q1 2021 and 17 closed out, a net change of +17 holders.
  • The largest ROBO Global Robotics & Automation Index ETF buyer in Q1 2021 was Morgan Stanley, an estimated $9.85M added.
  • The largest ROBO Global Robotics & Automation Index ETF seller in Q1 2021 was Mercer Global Advisors, an estimated $10M sold.

Based on aggregated 13F filings for Q1 2021.