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ROBO Global Robotics & Automation Index ETF
ROBO

Overview Fund Activity

185 hedge funds and large institutions have $572M invested in ROBO Global Robotics & Automation Index ETF in 2018 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 66 increasing their positions, 43 reducing their positions, and 28 closing their positions.

Holders
185
Holders Change
-3
Holders Change %
-1.6%
% of All Funds
4.24%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
25
Increased
66
Reduced
43
Closed
28
Calls
$1.16M
Puts
$2.05M
Net Calls
-$894K
Net Calls Change
+$1.7M

Top Buyers

1
SHGA
1
Sand Hill Global Advisors
California
$35.9M
2
Morgan Stanley
2
Morgan Stanley
New York
$54.2M
3
SPL
3
Smart Portfolios LLC
Washington
$2.94M
4
HSBC Holdings
4
HSBC Holdings
United Kingdom
$2.75M
5
Bank of Montreal
5
Bank of Montreal
Ontario, Canada
$5.01M

Top Sellers

1
MIAN
1
Mariner Independent Advisor Network
Kansas
$755K
2
Bank of America
2
Bank of America
North Carolina
$1.52M
3
UCFA
3
United Capital Financial Advisors
Texas
$380K
4
BCM
4
Barometer Capital Management
Ontario, Canada
$0
5
CSIA
5
Charles Schwab Investment Advisory
California
$172M
Name Market Value Shares Shares
Change 		Shares
Change %
LNC
51
Lincoln National Corp
Pennsylvania
$1.03M 25,716 +1,868 +8%
CFMC
52
Curbstone Financial Management Corp
New Hampshire
$1.02M 25,610 – –
CIBC World Market
53
CIBC World Market
Ontario, Canada
$1.02M 25,422 +539 +2%
CCP
54
Cardan Capital Partners
Colorado
$986K 24,642 +2,460 +11%
AIA
55
Armor Investment Advisors
North Carolina
$982K 24,540 +1,495 +6%
MML Investors Services
56
MML Investors Services
Massachusetts
$975K 24,379 -8,659 -26%
IA
57
IFP Advisors
Florida
$915K 22,879 -398 -2%
Creative Planning
58
Creative Planning
Kansas
$820K 20,496 +417 +2%
MIAN
59
Mariner Independent Advisor Network
Kansas
$755K 18,878 -341,895 -95%
LMIM
60
Lockheed Martin Investment Management
Maryland
$716K 17,900 -21,600 -55%
Manulife (Manufacturers Life Insurance)
61
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$690K 17,238 +6,078 +54%
TPWA
62
TRUE Private Wealth Advisors
Oregon
$664K 16,613 -1,332 -7%
VSWA
63
Vontobel Swiss Wealth Advisors
Switzerland
$655K 16,366 +756 +5%
MA
64
Mutual Advisors
Nebraska
$649K 16,235 +42 +0.3%
Wolverine Trading
65
Wolverine Trading
Illinois
$639K 15,272 – –
GRP
66
Global Retirement Partners
California
$636K 15,896 +3,792 +31%
BNP Paribas Financial Markets
67
BNP Paribas Financial Markets
France
$633K 15,818 -9,237 -37%
CA
68
Cetera Advisors
Colorado
$599K 14,944 -751 -5%
RG
69
Rathbones Group
United Kingdom
$598K 14,960 +450 +3%
FAAS
70
First Allied Advisory Services
California
$589K 14,693 -593 -4%
CAMG
71
CWA Asset Management Group
Florida
$563K 14,081 +360 +3%
PVH
72
Psagot Value Holdings
Israel
$544K 13,600 +13,600 New
ACM
73
Avalon Capital Management
California
$532K 13,296 – –
Franklin Resources
74
Franklin Resources
California
$520K 13,000 +13,000 New
JIC
75
Joel Isaacson & Co
New York
$514K 12,851 +500 +4%
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3
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