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ROBO Global Robotics & Automation Index ETF
ROBO

Overview Fund Activity

188 hedge funds and large institutions have $579M invested in ROBO Global Robotics & Automation Index ETF in 2018 Q1 according to their latest regulatory filings, with 43 funds opening new positions, 78 increasing their positions, 28 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
188
Holders Change
+30
Holders Change %
+18.99%
% of All Funds
4.31%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
43
Increased
78
Reduced
28
Closed
13
Calls
$1.04M
Puts
$3.64M
Net Calls
-$2.6M
Net Calls Change
-$2.78M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$35.9M
2
MIAN
Mariner Independent Advisor Network
Kansas
$15.1M
3
Bank of America
Bank of America
North Carolina
$11.6M
4
LJAC
L.J. Altfest & Co
New York
$12M
5
Wells Fargo
Wells Fargo
California
$18.8M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$196K
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$4.01M
3
CSIA
Charles Schwab Investment Advisory
California
$187M
4
OCM
Oribel Capital Management
New York
$0
5
UCFA
United Capital Financial Advisors
Texas
$8.25M
Name Holding Trade Value Shares
Change 		Shares
Change %
Cambridge Investment Research Advisors
26
Cambridge Investment Research Advisors
Iowa
$3.68M +$515K +12,309 +16%
ED
27
Exane Derivatives
France
$3.39M +$575K +14,000 +20%
LTFS
28
Ladenburg Thalmann Financial Services
Florida
$3.31M +$1.54M +36,799 +87%
MCM
29
Murphy Capital Management
New Jersey
$3.11M +$352K +8,430 +13%
SHGA
30
Sand Hill Global Advisors
California
$2.93M +$2.93M +70,008 New
GC
31
Gruss & Co
Florida
$2.93M – – –
EWM
32
Endurance Wealth Management
Rhode Island
$2.89M +$2.89M +69,139 New
Bank of Montreal
33
Bank of Montreal
Ontario, Canada
$2.83M +$2.34M +55,925 +477%
BFO
34
Biltmore Family Office
North Carolina
$2.82M +$2.82M +67,360 New
SIAP
35
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$2.8M +$301K +7,190 +12%
PS
36
Portfolio Strategies
New York
$2.4M -$28.9K -692 -1%
MC
37
Moors & Cabot
Massachusetts
$2.11M -$51.7K -1,237 -2%
Allianz Asset Management
38
Allianz Asset Management
Germany
$2.09M -$3.68M -88,000 -64%
SPC
39
Sigma Planning Corp
Michigan
$1.79M +$1.43M +34,231 +402%
MC
40
Mathes Company
New York
$1.69M – – –
OMC
41
Old Mission Capital
Illinois
$1.69M +$1.69M +40,294 New
VNA
42
Valley National Advisers
Pennsylvania
$1.66M +$542K +12,965 +48%
LMIM
43
Lockheed Martin Investment Management
Maryland
$1.65M +$1.65M +39,500 New
AG
44
Advisor Group
Arizona
$1.6M +$250K +5,979 +19%
AIP
45
Ahrens Investment Partners
Louisiana
$1.39M -$4.18K -100 -0.3%
MML Investors Services
46
MML Investors Services
Massachusetts
$1.38M -$162K -3,871 -10%
HighTower Advisors
47
HighTower Advisors
Illinois
$1.34M +$208K +4,972 +18%
CLOS
48
Compagnie Lombard Odier SCmA
Switzerland
$1.34M -$1.44M -34,475 -52%
MIH
49
Meitav Investment House
Israel
$1.34M -$1.78M -42,477 -57%
Jane Street
50
Jane Street
New York
$1.32M +$1.32M +31,523 New
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