ROBO icon

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.

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 %
CAMG
76
CWA Asset Management Group
Florida
$574K -$90.9K -2,174 -14%
ACM
77
Avalon Capital Management
California
$556K -$1.19M -28,569 -68%
PBT
78
Pictet Bank & Trust
Bahamas
$535K – – –
CG
79
Cutler Group
California
$526K +$505K +12,100 +2,420%
JIC
80
Joel Isaacson & Co
New York
$517K +$155K +3,701 +43%
GRP
81
Global Retirement Partners
California
$506K +$238K +5,689 +89%
Fiera Capital (Canada)
82
Fiera Capital (Canada)
Quebec, Canada
$504K +$504K +12,055 New
PMAM
83
Picton Mahoney Asset Management
Ontario, Canada
$489K – – –
PAI
84
Pittenger & Anderson Inc
Nebraska
$489K +$225K +5,395 +86%
DBIA
85
Dumont & Blake Investment Advisors
New Jersey
$478K +$1.46K +35 +0.3%
BRC
86
Bell Rock Capital
Delaware
$478K +$478K +11,400 New
CFA
87
Cahill Financial Advisors
Minnesota
$472K -$134K -3,203 -22%
Manulife (Manufacturers Life Insurance)
88
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$467K +$434K +10,379 +1,329%
CCM
89
Canal Capital Management
Virginia
$436K -$77.5K -1,854 -15%
CAN
90
Cetera Advisor Networks
California
$433K +$58.6K +1,410 +16%
SCM
91
Southport Capital Management
Tennessee
$405K +$17.1K +408 +4%
WWM
92
Wagner Wealth Management
South Carolina
$373K +$82.3K +1,965 +28%
HSBC Holdings
93
HSBC Holdings
United Kingdom
$364K – – –
PNC Financial Services Group
94
PNC Financial Services Group
Pennsylvania
$358K +$41.7K +1,000 +13%
IWM
95
IHT Wealth Management
Illinois
$357K +$48.8K +1,190 +16%
SB
96
Suntrust Banks
Georgia
$350K +$19.8K +473 +6%
NEGWA
97
New England Guild Wealth Advisors
Connecticut
$347K +$42 +1 +0%
SWP
98
Stratos Wealth Partners
Ohio
$339K +$79.6K +1,906 +31%
PAG
99
Private Advisor Group
New Jersey
$339K +$141K +3,374 +71%
BAM
100
Belpointe Asset Management
Nevada
$334K -$28.5K -682 -8%
2 3
4
5 6