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ROBO Global Robotics & Automation Index ETF
ROBO

Overview Fund Activity

222 hedge funds and large institutions have $433M invested in ROBO Global Robotics & Automation Index ETF in 2023 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 70 increasing their positions, 57 reducing their positions, and 14 closing their positions.

Holders
222
Holders Change
+11
Holders Change %
+5.21%
% of All Funds
3.5%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
28
Increased
70
Reduced
57
Closed
14
Calls
$1.7M
Puts
$638K
Net Calls
+$1.06M
Net Calls Change
+$436K

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$63.5M
2
Morgan Stanley
2
Morgan Stanley
New York
$55.3M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$16.7M
4
CAPTRUST Financial Advisors
4
CAPTRUST Financial Advisors
North Carolina
$2.61M
5
BCM
5
BlueCrest Capital Management
Jersey
$3.46M

Top Sellers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$3.88M
2
Wells Fargo
2
Wells Fargo
California
$8.67M
3
Mariner
3
Mariner
Kansas
$0
4
AWM
4
AE Wealth Management
Kansas
$352K
5
Jane Street
5
Jane Street
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
VNA
76
Valley National Advisers
Pennsylvania
$750K -$5.34K -91 -0.7%
AWM
77
Axxcess Wealth Management
California
$744K +$336K +5,741 +82%
CFCI
78
Comprehensive Financial Consultants Institutional
Indiana
$709K +$20.5K +345 +3%
KAS
79
Kestra Advisory Services
Texas
$698K +$11K +187 +2%
CCA
80
Clearwater Capital Advisors
Illinois
$680K -$46.8K -800 -6%
PWM
81
Perigon Wealth Management
California
$632K -$37.8K -645 -6%
Bank of America
82
Bank of America
North Carolina
$617K +$8.78K +150 +1%
FA
83
Fiduciary Alliance
South Carolina
$601K +$53.9K +920 +10%
PCA
84
Pallas Capital Advisors
Massachusetts
$595K +$595K +10,010 New
RWS
85
Resolute Wealth Strategies
Mississippi
$595K – – –
AF
86
Advisornet Financial
Minnesota
$582K +$19.7K +337 +4%
CG
87
Colony Group
Massachusetts
$582K – – –
MCWS
88
McKinley Carter Wealth Services
West Virginia
$576K +$576K +9,831 New
JIC
89
Joel Isaacson & Co
New York
$553K -$10.8K -185 -2%
SWM
90
Spire Wealth Management
Virginia
$540K +$3.63K +62 +0.7%
PGFC
91
Peapack-Gladstone Financial Corp
New Jersey
$524K -$38.1K -650 -7%
IWM
92
IHT Wealth Management
Illinois
$514K +$24.1K +411 +5%
CAM
93
Cresset Asset Management
Illinois
$511K -$27.5K -469 -5%
CFA
94
Cahill Financial Advisors
Minnesota
$510K -$106K -1,807 -17%
AIFAIM
95
American Institute for Advanced Investment Management
Arizona
$507K +$52.7K +900 +12%
FFL
96
Financial Freedom LLC
Ohio
$504K +$165K +2,813 +49%
UWM
97
USAdvisors Wealth Management
Minnesota
$497K +$497K +8,488 New
GLA
98
Good Life Advisors
Pennsylvania
$481K -$16.8K -287 -3%
PNC Financial Services Group
99
PNC Financial Services Group
Pennsylvania
$480K +$33.4K +571 +7%
Rockefeller Capital Management
100
Rockefeller Capital Management
New York
$479K +$22K +375 +5%
2 3
4
5 6