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ROBO Global Robotics & Automation Index ETF
ROBO

Overview Fund Activity

228 hedge funds and large institutions have $426M invested in ROBO Global Robotics & Automation Index ETF in 2024 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 63 increasing their positions, 72 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
228
Holders Change
-6
Holders Change %
-2.56%
% of All Funds
3.31%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
24
Increased
63
Reduced
72
Closed
26
Calls
$1.29M
Puts
$240K
Net Calls
+$1.05M
Net Calls Change
-$496K

Top Buyers

1
Cetera Investment Advisers
1
Cetera Investment Advisers
Illinois
$7.28M
2
Jane Street
2
Jane Street
New York
$5.22M
3
Ameriprise
3
Ameriprise
Minnesota
$13.5M
4
UBS Group
4
UBS Group
Switzerland
$56.3M
5
Citadel Advisors
5
Citadel Advisors
Florida
$3.3M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$51.1M
2
GBWM
2
Granite Bay Wealth Management
New Hampshire
$624K
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$246K
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$12.2M
5
PWM
5
Purus Wealth Management
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
MSFS
51
Main Street Financial Solutions
Pennsylvania
$1.28M -$28.3K -483 -2%
HighTower Advisors
52
HighTower Advisors
Illinois
$1.27M -$44.5K -756 -3%
CFMC
53
Curbstone Financial Management Corp
New Hampshire
$1.21M -$8.8K -150 -0.7%
MIC
54
Means Investment Company
Maine
$1.19M -$406K -6,922 -25%
SFG
55
Summit Financial Group
West Virginia
$1.14M -$40.8K -695 -3%
S4W
56
Solutions 4 Wealth
Texas
$1.08M +$352 +6 +0%
BONH
57
Bank of New Hampshire
New Hampshire
$1.06M -$25.7K -438 -2%
MIFH
58
Migdal Insurance & Financial Holdings
Israel
$1.03M -$20.3K -347 -2%
EH
59
Equitable Holdings
New York
$992K -$235K -3,999 -19%
GWM
60
Geneos Wealth Management
Colorado
$968K – – –
JPMorgan Chase & Co
61
JPMorgan Chase & Co
New York
$963K +$54.8K +934 +6%
Creative Planning
62
Creative Planning
Kansas
$947K -$42.2K -719 -4%
CNWM
63
Clay Northam Wealth Management
California
$946K +$10.3K +175 +1%
OC
64
Oppenheimer & Co
New York
$897K -$4.11K -70 -0.5%
SFI
65
SPC Financial Inc
Maryland
$891K +$21.3K +363 +2%
KAS
66
Kestra Advisory Services
Texas
$869K +$40.5K +690 +5%
PWMAG
67
Pinnacle Wealth Management Advisory Group
New Jersey
$858K -$14.8K -253 -2%
ES
68
Eagle Strategies
New York
$855K +$855K +14,581 New
MC
69
Mathes Company
New York
$831K – – –
CG
70
Caprock Group
Idaho
$830K – – –
Bank of New York Mellon
71
Bank of New York Mellon
New York
$803K -$147K -2,511 -15%
CAGAS
72
Capital Advisory Group Advisory Services
Minnesota
$800K -$3.46K -59 -0.4%
OMC
73
Old Mission Capital
Illinois
$796K +$796K +13,576 New
AWM
74
Avior Wealth Management
Nebraska
$760K +$760K +12,965 New
Bessemer Group
75
Bessemer Group
New Jersey
$759K – – –
1 2
3
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