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ROBO Global Robotics & Automation Index ETF
ROBO

Overview Fund Activity

199 hedge funds and large institutions have $333M invested in ROBO Global Robotics & Automation Index ETF in 2022 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 29 increasing their positions, 83 reducing their positions, and 17 closing their positions.

Holders
199
Holders Change
+12
Holders Change %
+6.42%
% of All Funds
3.21%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
32
Increased
29
Reduced
83
Closed
17
Calls
$2.76M
Puts
$2.26M
Net Calls
+$505K
Net Calls Change
+$120K

Top Buyers

1
OMC
1
Old Mission Capital
Illinois
$3.62M
2
BPA
2
Beacon Pointe Advisors
California
$3.01M
3
CAN
3
Cetera Advisor Networks
California
$3.45M
4
Mariner
4
Mariner
Kansas
$2.66M
5
AWM
5
AE Wealth Management
Kansas
$1.85M

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$41.8M
2
Morgan Stanley
2
Morgan Stanley
New York
$61.4M
3
Jane Street
3
Jane Street
New York
$1.36M
4
Bank of Montreal
4
Bank of Montreal
Ontario, Canada
$199K
5
BFO
5
Biltmore Family Office
North Carolina
$10.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
CCA
76
Clearwater Capital Advisors
Illinois
$583K -$132K -2,842 -18%
CFCI
77
Comprehensive Financial Consultants Institutional
Indiana
$581K +$1.26K +25 +0.2%
SFI
78
SPC Financial Inc
Maryland
$571K -$88.8K -1,917 -13%
TAM
79
Tocqueville Asset Management
New York
$558K +$558K +12,053 New
PWM
80
Purus Wealth Management
California
$551K -$19.6K -423 -3%
KAS
81
Kestra Advisory Services
Texas
$546K -$144K -3,105 -21%
CFA
82
Cahill Financial Advisors
Minnesota
$541K -$134K -2,891 -20%
PWM
83
Perigon Wealth Management
California
$506K -$31.9K -688 -6%
Bank of America
84
Bank of America
North Carolina
$486K +$93 +2 +0%
JIC
85
Joel Isaacson & Co
New York
$456K -$23.2K -501 -5%
AF
86
Advisornet Financial
Minnesota
$445K -$150K -3,239 -25%
PGFC
87
Peapack-Gladstone Financial Corp
New Jersey
$445K -$20.4K -440 -4%
AIFAIM
88
American Institute for Advanced Investment Management
Arizona
$438K -$223K -4,807 -34%
FA
89
Fiduciary Alliance
South Carolina
$408K +$408K +8,816 New
CAM
90
Cresset Asset Management
Illinois
$403K -$47.9K -1,171 -11%
Rockefeller Capital Management
91
Rockefeller Capital Management
New York
$396K -$39.3K -850 -9%
CG
92
Colony Group
Massachusetts
$395K +$395K +8,528 New
IWM
93
IHT Wealth Management
Illinois
$393K -$5K -108 -1%
Vontobel Holding
94
Vontobel Holding
Switzerland
$389K -$99.1K -2,139 -20%
GLA
95
Good Life Advisors
Pennsylvania
$388K +$14.5K +313 +4%
SWM
96
Spire Wealth Management
Virginia
$382K +$11.6K +250 +3%
AP
97
Americana Partners
Texas
$371K – – –
GWM
98
Greenwich Wealth Management
Connecticut
$368K – – –
PNC Financial Services Group
99
PNC Financial Services Group
Pennsylvania
$353K -$13K -280 -4%
AAS
100
Ameritas Advisory Services
Nebraska
$351K +$2.32K +50 +0.7%
2 3
4
5 6