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ROBO Global Robotics & Automation Index ETF
ROBO

Overview Fund Activity

211 hedge funds and large institutions have $406M invested in ROBO Global Robotics & Automation Index ETF in 2023 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 55 increasing their positions, 57 reducing their positions, and 27 closing their positions.

Holders
211
Holders Change
-11
Holders Change %
-4.95%
% of All Funds
3.36%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
20
Increased
55
Reduced
57
Closed
27
Calls
$750K
Puts
$660K
Net Calls
+$90K
Net Calls Change
-$970K

Top Buyers

1
CS
1
Credit Suisse
Switzerland
$16.4M
2
GBWM
2
Granite Bay Wealth Management
New Hampshire
$14.5M
3
Morgan Stanley
3
Morgan Stanley
New York
$55.3M
4
Wealth Enhancement Advisory Services
4
Wealth Enhancement Advisory Services
Minnesota
$6.87M
5
Jane Street
5
Jane Street
New York
$5.75M

Top Sellers

1
PS
1
Portfolio Strategies
New York
$11.5M
2
Wells Fargo
2
Wells Fargo
California
$753K
3
BCM
3
BlueCrest Capital Management
Jersey
$0
4
EC
4
EdgeRock Capital
Colorado
$0
5
KWM
5
Kingsview Wealth Management
Oregon
$204K
Name Holding Trade Value Shares
Change 		Shares
Change %
SWP
26
Stratos Wealth Partners
Ohio
$3.56M +$3.33M +66,213 +1,474%
Stifel Financial
27
Stifel Financial
Missouri
$3.42M +$44.9K +892 +1%
Bank of Montreal
28
Bank of Montreal
Ontario, Canada
$3.17M -$231K -4,230 -7%
OMC
29
Old Mission Capital
Illinois
$3.1M +$3.1M +61,643 New
VWM
30
Valley Wealth Managers
New Jersey
$2.86M +$2.86M +56,807 New
PA
31
Pinnacle Associates
New York
$2.81M -$131K -2,592 -4%
National Bank of Canada
32
National Bank of Canada
Quebec, Canada
$2.77M +$53.9K +1,087 +2%
GVAG
33
Great Valley Advisor Group
Delaware
$2.74M +$412K +8,186 +18%
BPA
34
Beacon Pointe Advisors
California
$2.72M -$156K -3,090 -5%
Baird Financial Group
35
Baird Financial Group
Wisconsin
$2.54M -$319K -6,341 -11%
CAG
36
Crestwood Advisors Group
Massachusetts
$2.46M +$2.46M +48,863 New
RJFSA
37
Raymond James Financial Services Advisors
Florida
$2.39M -$130K -2,583 -5%
PSF
38
Pacific Sun Financial
California
$2.27M -$23.9K -475 -1%
MIC
39
Means Investment Company
Maine
$1.62M -$344K -6,833 -18%
OIA
40
OneDigital Investment Advisors
Kansas
$1.6M +$46.1K +916 +3%
MML Investors Services
41
MML Investors Services
Massachusetts
$1.58M +$43K +854 +3%
GW
42
GW & Wade
Massachusetts
$1.53M +$20.2K +400 +1%
HighTower Advisors
43
HighTower Advisors
Illinois
$1.51M +$54.3K +1,076 +4%
SWM
44
Spire Wealth Management
Virginia
$1.51M +$1.04M +20,699 +225%
AWS
45
Atria Wealth Solutions
New York
$1.42M -$15.4K -306 -1%
Cetera Investment Advisers
46
Cetera Investment Advisers
Illinois
$1.38M +$13.5K +269 +1%
EIP
47
Ellis Investment Partners
Pennsylvania
$1.36M -$2.52K -50 -0.2%
PWM
48
Purus Wealth Management
California
$1.31M -$17.6K -350 -1%
BO
49
Bank OZK
Arkansas
$1.3M – – –
Citadel Advisors
50
Citadel Advisors
Florida
$1.29M +$1.12M +22,251 +664%
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