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ROBO Global Robotics & Automation Index ETF
ROBO

219 hedge funds and large institutions have $513M invested in ROBO Global Robotics & Automation Index ETF in 2021 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 76 increasing their positions, 51 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 2 → 3 (+1)

49% more repeat investments, than reductions

Existing positions increased: 76 | Existing positions reduced: 51

22% more call options, than puts

Call options by funds: $822K | Put options by funds: $672K

1.75% more ownership

Funds ownership: 26.19% → 27.94% (+1.8%)

5% more capital invested

Capital invested by funds: $489M → $513M (+$23.8M)

0% more funds holding

Funds holding: 219 → 219 (0)

0% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 19

Holders
219
Holders Change
–
Holders Change %
0%
% of All Funds
3.81%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
19
Increased
76
Reduced
51
Closed
19
Calls
$822K
Puts
$672K
Net Calls
+$150K
Net Calls Change
+$4.75M

Top Buyers

1
Jane Street
Jane Street
New York
+$10.8M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$8.06M
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$4.59M
4
Morgan Stanley
Morgan Stanley
New York
+$3.74M
5
CS
Credit Suisse
Switzerland
+$2.35M

Top Sellers

1
PIM
Parker Investment Management
California
-$11.7M
2
FHC
First Heartland Consultants
Missouri
-$8.41M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$4.54M
4
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
-$4.13M
5
RJA
Raymond James & Associates
Florida
-$2.86M
Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$101M +$3.74M +58,369 +4%
UBS Group
2
UBS Group
Switzerland
$91M -$35K -547 -0%
Ameriprise
3
Ameriprise
Minnesota
$21.3M +$725K +11,310 +4%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$20.6M +$886K +13,836 +5%
LPL Financial
5
LPL Financial
California
$17.5M +$206K +3,219 +1%
BFO
6
Biltmore Family Office
North Carolina
$15.4M +$152K +2,365 +1%
Wells Fargo
7
Wells Fargo
California
$15.2M +$1.05M +16,434 +8%
Jane Street
8
Jane Street
New York
$13.5M +$10.8M +168,621 +439%
GG
9
Gofen & Glossberg
Illinois
$13M +$11.2K +175 +0.1%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$10.9M +$8.06M +125,765 +300%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$10.9M -$444K -6,938 -4%
Citigroup
12
Citigroup
New York
$8.5M +$1.75M +27,387 +27%
RJFSA
13
Raymond James Financial Services Advisors
Florida
$6.54M +$186K +2,907 +3%
Northwestern Mutual Wealth Management
14
Northwestern Mutual Wealth Management
Wisconsin
$6.48M -$314K -4,908 -5%
RJA
15
Raymond James & Associates
Florida
$6.41M -$2.86M -44,718 -31%
3F
16
360 Financial
Minnesota
$6.4M +$232K +3,618 +4%
EWM
17
Endurance Wealth Management
Rhode Island
$5.89M +$225K +3,508 +4%
PAMU
18
Pictet Asset Management (UK)
United Kingdom
$5.32M +$1.49M +23,256 +40%
Bank of Montreal
19
Bank of Montreal
Ontario, Canada
$4.88M +$4.59M +71,604 +2,702%
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$4.42M +$438K +6,838 +11%
CS
21
Credit Suisse
Switzerland
$4.17M +$2.35M +36,651 +134%
NAM
22
NTV Asset Management
West Virginia
$3.94M +$91.9K +1,435 +2%
Osaic Holdings
23
Osaic Holdings
Arizona
$3.82M +$343K +5,347 +10%
Citadel Advisors
24
Citadel Advisors
Florida
$3.77M -$1.84M -28,720 -33%
MIH
25
Meitav Investment House
Israel
$3.66M – – –
1
2 3 4 5

ROBO Hedge Fund Activity: Q2 2021 in Review

219 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in ROBO Global Robotics & Automation Index ETF (ROBO) for Q2 2021, worth a combined $513M — up 4.9% from $489M a quarter earlier.

Fund positioning in ROBO was balanced in Q2 2021: 19 funds opened new positions, 19 closed out, 76 added to existing stakes and 51 trimmed.

The largest buyer was Jane Street, adding an estimated $10.8M. The largest seller was Parker Investment Management, exiting entirely with an estimated $11.7M sold.

  • 219 institutional investors held ROBO Global Robotics & Automation Index ETF (ROBO) as of Q2 2021, unchanged from Q1 2021.
  • Funds reported $513M of ROBO Global Robotics & Automation Index ETF stock for Q2 2021, up 4.9% quarter-over-quarter.
  • 19 funds opened new ROBO Global Robotics & Automation Index ETF positions in Q2 2021 and 19 closed out, a net change of 0 holders.
  • The largest ROBO Global Robotics & Automation Index ETF buyer in Q2 2021 was Jane Street, an estimated $10.8M added.
  • The largest ROBO Global Robotics & Automation Index ETF seller in Q2 2021 was Parker Investment Management, an estimated $11.7M sold.

Based on aggregated 13F filings for Q2 2021.