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ROBO Global Robotics & Automation Index ETF
ROBO

Overview Fund Activity

234 hedge funds and large institutions have $502M invested in ROBO Global Robotics & Automation Index ETF in 2023 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 52 increasing their positions, 77 reducing their positions, and 13 closing their positions.

Holders
234
Holders Change
+23
Holders Change %
+10.9%
% of All Funds
3.43%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
38
Increased
52
Reduced
77
Closed
13
Calls
$1.62M
Puts
$74K
Net Calls
+$1.55M
Net Calls Change
+$1.46M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$115M
2
GBWM
2
Granite Bay Wealth Management
New Hampshire
$39M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$6.77M
4
HI
4
Humankind Investments
New York
$2.38M
5
CAPTRUST Financial Advisors
5
CAPTRUST Financial Advisors
North Carolina
$6.73M

Top Sellers

1
CS
1
Credit Suisse
Switzerland
$0
2
PS
2
Portfolio Strategies
New York
$0
3
UBS Group
3
UBS Group
Switzerland
$52.9M
4
Wealth Enhancement Advisory Services
4
Wealth Enhancement Advisory Services
Minnesota
$640K
5
Jane Street
5
Jane Street
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Citadel Advisors
51
Citadel Advisors
Florida
$1.21M -$254K -4,431 -17%
EH
52
Equitable Holdings
New York
$1.2M -$177K -3,092 -13%
CFMC
53
Curbstone Financial Management Corp
New Hampshire
$1.19M – – –
SFG
54
Summit Financial Group
West Virginia
$1.15M – – –
BONH
55
Bank of New Hampshire
New Hampshire
$1.06M -$115K -2,009 -10%
S4W
56
Solutions 4 Wealth
Texas
$1.05M +$1.05M +18,389 New
MIFH
57
Migdal Insurance & Financial Holdings
Israel
$1.03M -$109K -1,904 -10%
Creative Planning
58
Creative Planning
Kansas
$967K +$15.9K +278 +2%
ARC
59
Advisor Resource Council
Texas
$952K +$952K +16,623 New
GWM
60
Geneos Wealth Management
Colorado
$945K – – –
Bank of New York Mellon
61
Bank of New York Mellon
New York
$929K +$28.5K +498 +3%
Comerica Bank
62
Comerica Bank
Texas
$926K +$15.5K +271 +2%
CNWM
63
Clay Northam Wealth Management
California
$914K -$2.01K -35 -0.2%
CA
64
Cetera Advisors
Colorado
$910K +$24.3K +424 +3%
JPMorgan Chase & Co
65
JPMorgan Chase & Co
New York
$888K +$884K +15,429 +23,028%
OC
66
Oppenheimer & Co
New York
$881K -$44.2K -771 -5%
PWMAG
67
Pinnacle Wealth Management Advisory Group
New Jersey
$853K +$50.5K +882 +6%
SFI
68
SPC Financial Inc
Maryland
$850K +$32.2K +562 +4%
PP
69
Prudential plc
United Kingdom
$835K – – –
MC
70
Mathes Company
New York
$812K – – –
CG
71
Caprock Group
Idaho
$811K – – –
KAS
72
Kestra Advisory Services
Texas
$810K +$109K +1,910 +16%
SWA
73
SFMG Wealth Advisors
Texas
$794K -$46.4K -809 -6%
CAGAS
74
Capital Advisory Group Advisory Services
Minnesota
$785K -$13K -226 -2%
Bessemer Group
75
Bessemer Group
New Jersey
$741K – – –
1 2
3
4 5