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ROBO Global Robotics & Automation Index ETF
ROBO

Overview Fund Activity

222 hedge funds and large institutions have $433M invested in ROBO Global Robotics & Automation Index ETF in 2023 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 70 increasing their positions, 57 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
222
Holders Change
+11
Holders Change %
+5.21%
% of All Funds
3.5%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
28
Increased
70
Reduced
57
Closed
14
Calls
$1.7M
Puts
$638K
Net Calls
+$1.06M
Net Calls Change
+$436K

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$63.5M
2
Morgan Stanley
2
Morgan Stanley
New York
$55.3M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$16.7M
4
CAPTRUST Financial Advisors
4
CAPTRUST Financial Advisors
North Carolina
$2.61M
5
BCM
5
BlueCrest Capital Management
Jersey
$3.46M

Top Sellers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$3.88M
2
Wells Fargo
2
Wells Fargo
California
$8.67M
3
Mariner
3
Mariner
Kansas
$0
4
AWM
4
AE Wealth Management
Kansas
$352K
5
Jane Street
5
Jane Street
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
BPA
26
Beacon Pointe Advisors
California
$3.34M -$61.4K -1,049 -2%
Baird Financial Group
27
Baird Financial Group
Wisconsin
$3.32M +$878 +15 +0%
National Bank of Canada
28
National Bank of Canada
Quebec, Canada
$3.21M +$149K +2,540 +5%
RJFSA
29
Raymond James Financial Services Advisors
Florida
$2.93M -$480K -8,194 -14%
EWM
30
Endurance Wealth Management
Rhode Island
$2.91M -$32.2K -550 -1%
VFM
31
Valley Financial Management
New York
$2.87M +$726K +12,406 +34%
EC
32
EdgeRock Capital
Colorado
$2.79M +$234 +4 +0%
KWM
33
Kingsview Wealth Management
Oregon
$2.7M +$330K +5,643 +14%
GVAG
34
Great Valley Advisor Group
Delaware
$2.7M +$534K +9,113 +25%
CAPTRUST Financial Advisors
35
CAPTRUST Financial Advisors
North Carolina
$2.61M +$2.61M +44,598 New
PSF
36
Pacific Sun Financial
California
$2.49M +$2.49M +45,509 New
MIC
37
Means Investment Company
Maine
$2.29M – – –
EH
38
Equitable Holdings
New York
$2.02M +$68.3K +1,167 +3%
SIM
39
Seaview Investment Managers
Florida
$1.94M +$1.94M +33,108 New
JPMPWA
40
J.P. Morgan Private Wealth Advisors
California
$1.84M -$233K -3,975 -11%
OIA
41
OneDigital Investment Advisors
Kansas
$1.81M -$32.5K -555 -2%
MML Investors Services
42
MML Investors Services
Massachusetts
$1.79M +$376K +6,430 +27%
GW
43
GW & Wade
Massachusetts
$1.76M +$33.7K +575 +2%
HighTower Advisors
44
HighTower Advisors
Illinois
$1.69M +$88.3K +1,503 +6%
AWS
45
Atria Wealth Solutions
New York
$1.67M +$980K +16,733 +143%
SCM
46
SOL Capital Management
Maryland
$1.63M +$4.98K +85 +0.3%
Cetera Investment Advisers
47
Cetera Investment Advisers
Illinois
$1.59M -$28.8K -492 -2%
EIP
48
Ellis Investment Partners
Pennsylvania
$1.59M -$28.2K -482 -2%
Creative Planning
49
Creative Planning
Kansas
$1.57M +$343K +5,852 +28%
PWM
50
Purus Wealth Management
California
$1.55M +$872K +14,898 +129%
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