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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 %
CFCI
76
Comprehensive Financial Consultants Institutional
Indiana
$634K +$4.93K +90 +0.8%
PWM
77
Purus Wealth Management
California
$632K -$18.7K -342 -3%
PWM
78
Perigon Wealth Management
California
$626K +$28.5K +520 +5%
CFA
79
Cahill Financial Advisors
Minnesota
$576K -$63.6K -1,163 -10%
Bank of America
80
Bank of America
North Carolina
$568K -$5.58K -102 -1%
RWS
81
Resolute Wealth Strategies
Mississippi
$556K +$556K +10,154 New
IA
82
IFP Advisors
Florida
$554K -$968K -23,178 -64%
Renaissance Technologies
83
Renaissance Technologies
New York
$553K +$553K +10,100 New
CG
84
Colony Group
Massachusetts
$543K +$76.8K +1,404 +16%
JPMorgan Chase & Co
85
JPMorgan Chase & Co
New York
$542K +$309K +5,648 +132%
JIC
86
Joel Isaacson & Co
New York
$527K -$10.9K -200 -2%
AF
87
Advisornet Financial
Minnesota
$526K – – –
FA
88
Fiduciary Alliance
South Carolina
$511K +$28.7K +525 +6%
CAM
89
Cresset Asset Management
Illinois
$503K -$35.7K -652 -7%
SWM
90
Spire Wealth Management
Virginia
$501K +$50.2K +917 +11%
HH
91
Hilltop Holdings
Texas
$487K +$487K +8,905 New
PGFC
92
Peapack-Gladstone Financial Corp
New Jersey
$468K – – –
GLA
93
Good Life Advisors
Pennsylvania
$465K +$6.02K +110 +1%
IWM
94
IHT Wealth Management
Illinois
$457K -$7.17K -131 -2%
AP
95
Americana Partners
Texas
$438K – – –
GWM
96
Greenwich Wealth Management
Connecticut
$434K – – –
Rockefeller Capital Management
97
Rockefeller Capital Management
New York
$427K -$41.3K -755 -9%
PNC Financial Services Group
98
PNC Financial Services Group
Pennsylvania
$417K – – –
AAS
99
Ameritas Advisory Services
Nebraska
$404K -$2.69K -50 -0.7%
Carson Wealth (CWM LLC)
100
Carson Wealth (CWM LLC)
Nebraska
$401K -$6.13K -112 -2%
2 3
4
5 6