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

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$196K
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$4.01M
3
CSIA
3
Charles Schwab Investment Advisory
California
$187M
4
OCM
4
Oribel Capital Management
New York
$0
5
UCFA
5
United Capital Financial Advisors
Texas
$8.25M
Name Holding Trade Value Shares
Change 		Shares
Change %
SC
51
Scotia Capital
Ontario, Canada
$1.29M +$916K +21,899 +248%
NAM
52
NTV Asset Management
West Virginia
$1.19M +$540K +12,900 +83%
DC
53
Davenport & Co
Virginia
$1.08M -$68.7K -1,642 -6%
Citigroup
54
Citigroup
New York
$1.08M +$210K +5,020 +24%
CFMC
55
Curbstone Financial Management Corp
New Hampshire
$1.07M +$533K +12,750 +99%
BNP Paribas Financial Markets
56
BNP Paribas Financial Markets
France
$1.05M +$1.05M +25,055 New
CIBC World Market
57
CIBC World Market
Ontario, Canada
$1.04M +$638K +15,249 +158%
BWL
58
Bogart Wealth LLC
Virginia
$1M +$421K +10,192 +72%
LNC
59
Lincoln National Corp
Pennsylvania
$997K -$709K -16,955 -42%
PSF
60
Pacific Sun Financial
California
$981K +$981K +23,446 New
AIA
61
Armor Investment Advisors
North Carolina
$964K +$161K +3,850 +20%
IA
62
IFP Advisors
Florida
$962K – – –
CCP
63
Cardan Capital Partners
Colorado
$928K +$928K +22,182 New
Creative Planning
64
Creative Planning
Kansas
$840K +$15.1K +360 +2%
TPWA
65
TRUE Private Wealth Advisors
Oregon
$750K +$151K +3,611 +25%
NL
66
NVWM LLC
Pennsylvania
$726K +$27.9K +681 +4%
MA
67
Mutual Advisors
Nebraska
$677K +$148K +3,542 +28%
CA
68
Cetera Advisors
Colorado
$654K +$19.7K +472 +3%
VSWA
69
Vontobel Swiss Wealth Advisors
Switzerland
$653K – – –
Wolverine Trading
70
Wolverine Trading
Illinois
$639K -$537K -12,834 -46%
FAAS
71
First Allied Advisory Services
California
$639K +$172K +4,105 +37%
RG
72
Rathbones Group
United Kingdom
$607K -$189K -4,510 -24%
NCM
73
Niemann Capital Management
Nevada
$600K -$232K -5,551 -28%
WS
74
Wedbush Securities
California
$588K +$137K +3,280 +30%
BA
75
Birinyi Associates
Connecticut
$585K +$585K +14,000 New
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3
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