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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.

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 %
ES
51
ETF Store
Kansas
$1.18M -$93.6K -1,785 -7%
CFMC
52
Curbstone Financial Management Corp
New Hampshire
$1.16M -$87.6K -1,600 -7%
Creative Planning
53
Creative Planning
Kansas
$1.15M -$229K -4,176 -17%
MFA
54
Mayflower Financial Advisors
Massachusetts
$1.14M +$144K +2,637 +14%
Bank of Montreal
55
Bank of Montreal
Ontario, Canada
$1.13M +$896K +16,366 +385%
BIM
56
Bullseye Investment Management
Ohio
$1.12M +$1.12M +20,447 New
SFG
57
Summit Financial Group
West Virginia
$1.11M – – –
SWA
58
SFMG Wealth Advisors
Texas
$987K -$63.9K -1,167 -6%
CG
59
Caprock Group
Idaho
$978K -$8.32K -152 -0.8%
OC
60
Oppenheimer & Co
New York
$950K +$32.9K +601 +4%
GWM
61
Geneos Wealth Management
Colorado
$903K – – –
RIA
62
RPG Investment Advisory
California
$856K +$39.1K +715 +5%
BCM
63
BlueCrest Capital Management
Jersey
$847K +$847K +15,477 New
CAGAS
64
Capital Advisory Group Advisory Services
Minnesota
$789K -$711 -13 -0.1%
PWMAG
65
Pinnacle Wealth Management Advisory Group
New Jersey
$781K -$23.5K -430 -3%
QPBE
66
Quintet Private Bank (Europe)
Luxembourg
$761K +$761K +13,932 New
CNWM
67
Clay Northam Wealth Management
California
$746K -$6.57K -120 -0.9%
Bank of New York Mellon
68
Bank of New York Mellon
New York
$737K -$25.3K -462 -3%
SFI
69
SPC Financial Inc
Maryland
$725K +$51.4K +940 +8%
Bessemer Group
70
Bessemer Group
New Jersey
$708K – – –
VNA
71
Valley National Advisers
Pennsylvania
$691K +$14.9K +278 +2%
CA
72
Cetera Advisors
Colorado
$688K -$20.3K -371 -3%
CCA
73
Clearwater Capital Advisors
Illinois
$679K -$8.87K -162 -1%
AWS
74
Atria Wealth Solutions
New York
$642K -$139K -2,538 -18%
KAS
75
Kestra Advisory Services
Texas
$642K -$2.68K -49 -0.4%
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