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ROBO Global Robotics & Automation Index ETF
ROBO

Overview Fund Activity

211 hedge funds and large institutions have $385M invested in ROBO Global Robotics & Automation Index ETF in 2023 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 52 increasing their positions, 69 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
211
Holders Change
+12
Holders Change %
+6.03%
% of All Funds
3.38%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
35
Increased
52
Reduced
69
Closed
19
Calls
$1.84M
Puts
$1.22M
Net Calls
+$624K
Net Calls Change
+$119K

Top Buyers

1
PS
1
Portfolio Strategies
New York
$23.2M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$12.2M
3
RJA
3
Raymond James & Associates
Florida
$8.6M
4
Baird Financial Group
4
Baird Financial Group
Wisconsin
$3.11M
5
KWM
5
Kingsview Wealth Management
Oregon
$2.22M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$47.5M
2
OMC
2
Old Mission Capital
Illinois
$0
3
MIH
3
Meitav Investment House
Israel
$317K
4
LPL Financial
4
LPL Financial
California
$19.1M
5
IA
5
IFP Advisors
Florida
$554K
Name Holding Trade Value Shares
Change 		Shares
Change %
Mariner
26
Mariner
Kansas
$3.08M -$58.6K -1,071 -2%
National Bank of Canada
27
National Bank of Canada
Quebec, Canada
$2.86M -$19.5K -357 -0.7%
AWM
28
AE Wealth Management
Kansas
$2.85M +$675K +12,334 +31%
EWM
29
Endurance Wealth Management
Rhode Island
$2.75M +$21.9K +401 +0.8%
EC
30
EdgeRock Capital
Colorado
$2.61M +$610K +11,142 +30%
Jane Street
31
Jane Street
New York
$2.35M +$742K +13,556 +46%
KWM
32
Kingsview Wealth Management
Oregon
$2.22M +$2.22M +40,526 New
MIC
33
Means Investment Company
Maine
$2.14M -$81.7K -1,493 -4%
GVAG
34
Great Valley Advisor Group
Delaware
$2.03M +$162K +2,956 +9%
VFM
35
Valley Financial Management
New York
$2M +$69.1K +1,263 +4%
JPMPWA
36
J.P. Morgan Private Wealth Advisors
California
$1.93M -$38.6K -705 -2%
EH
37
Equitable Holdings
New York
$1.83M +$236K +4,315 +15%
OIA
38
OneDigital Investment Advisors
Kansas
$1.72M +$703K +12,854 +69%
GW
39
GW & Wade
Massachusetts
$1.61M -$14.5K -265 -0.9%
PP
40
Prudential plc
United Kingdom
$1.54M +$356K +6,600 +30%
YAVAPFMC
41
Yahav Achim Ve Achayot - Provident Funds Management Company
Israel
$1.53M – – –
SCM
42
SOL Capital Management
Maryland
$1.52M +$28.5K +520 +2%
Cetera Investment Advisers
43
Cetera Investment Advisers
Illinois
$1.52M +$14.1K +257 +0.9%
EIP
44
Ellis Investment Partners
Pennsylvania
$1.51M -$3.01K -55 -0.2%
HighTower Advisors
45
HighTower Advisors
Illinois
$1.49M +$4.3K +79 +0.3%
BO
46
Bank OZK
Arkansas
$1.45M -$1.81K -33 -0.1%
MIFH
47
Migdal Insurance & Financial Holdings
Israel
$1.42M +$147K +2,691 +12%
MML Investors Services
48
MML Investors Services
Massachusetts
$1.32M -$89.2K -1,631 -6%
MSFS
49
Main Street Financial Solutions
Pennsylvania
$1.28M +$30.4K +556 +2%
BONH
50
Bank of New Hampshire
New Hampshire
$1.25M -$40.2K -734 -3%
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