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ROBO Global Robotics & Automation Index ETF
ROBO

Overview Fund Activity

110 hedge funds and large institutions have $385M invested in ROBO Global Robotics & Automation Index ETF in 2017 Q3 according to their latest regulatory filings, with 38 funds opening new positions, 47 increasing their positions, 11 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
110
Holders Change
+30
Holders Change %
+37.5%
% of All Funds
2.75%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
38
Increased
47
Reduced
11
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$186M
2
UBS Group
2
UBS Group
Switzerland
$43.2M
3
GCM
3
Graham Capital Management
Connecticut
$15.1M
4
Wells Fargo
4
Wells Fargo
California
$7.14M
5
Morgan Stanley
5
Morgan Stanley
New York
$4.86M

Top Sellers

1
OMC
1
Old Mission Capital
Illinois
$2.38M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$0
3
Allianz Asset Management
3
Allianz Asset Management
Germany
$5.22M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$13.8M
5
UCFA
5
United Capital Financial Advisors
Texas
$13.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
RJA
26
Raymond James & Associates
Florida
$2.32M +$1.32M +34,210 +133%
WCA
27
Waratah Capital Advisors
Ontario, Canada
$2.16M +$2.16M +55,940 New
MC
28
Moors & Cabot
Massachusetts
$1.95M +$110K +2,833 +6%
NPC
29
National Planning Corporation
California
$1.94M +$108K +2,784 +6%
MIFH
30
Migdal Insurance & Financial Holdings
Israel
$1.87M +$1.87M +48,635 New
ACM
31
Avalon Capital Management
California
$1.76M +$1.76M +45,362 New
AFNAS
32
American Financial Network Advisory Services
California
$1.46M +$1.46M +37,703 New
MC
33
Mathes Company
New York
$1.29M +$484K +12,500 +60%
AIP
34
Ahrens Investment Partners
Louisiana
$1.2M +$694K +17,950 +137%
LTFS
35
Ladenburg Thalmann Financial Services
Florida
$1.04M +$623K +16,111 +151%
HighTower Advisors
36
HighTower Advisors
Illinois
$979K +$137K +3,538 +16%
JPMorgan Chase & Co
37
JPMorgan Chase & Co
New York
$956K +$547K +14,211 +133%
PAG
38
Private Advisor Group
New Jersey
$951K +$569K +14,585 +149%
VSWA
39
Vontobel Swiss Wealth Advisors
Switzerland
$918K +$370K +9,550 +67%
IA
40
IFP Advisors
Florida
$854K +$139K +3,588 +19%
NCM
41
Niemann Capital Management
Nevada
$792K -$75K -1,940 -9%
Creative Planning
42
Creative Planning
Kansas
$759K +$482K +12,476 +174%
ASN
43
Advisory Services Network
Georgia
$724K +$320K +8,286 +79%
MML Investors Services
44
MML Investors Services
Massachusetts
$716K +$94.1K +2,431 +15%
CFMC
45
Curbstone Financial Management Corp
New Hampshire
$654K +$374K +9,685 +134%
AIA
46
Armor Investment Advisors
North Carolina
$629K +$62.9K +1,625 +11%
LNC
47
Lincoln National Corp
Pennsylvania
$606K +$606K +15,664 New
CAMG
48
CWA Asset Management Group
Florida
$602K +$602K +15,570 New
NAM
49
NTV Asset Management
West Virginia
$600K – – –
CFA
50
Cahill Financial Advisors
Minnesota
$556K +$38.7K +1,000 +7%
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