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ROBO Global Robotics & Automation Index ETF
ROBO

Overview Fund Activity

211 hedge funds and large institutions have $406M invested in ROBO Global Robotics & Automation Index ETF in 2023 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 55 increasing their positions, 57 reducing their positions, and 27 closing their positions.

Holders
211
Holders Change
-11
Holders Change %
-4.95%
% of All Funds
3.36%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
20
Increased
55
Reduced
57
Closed
27
Calls
$750K
Puts
$660K
Net Calls
+$90K
Net Calls Change
-$970K

Top Buyers

1
CS
1
Credit Suisse
Switzerland
$16.4M
2
GBWM
2
Granite Bay Wealth Management
New Hampshire
$14.5M
3
Morgan Stanley
3
Morgan Stanley
New York
$55.3M
4
Wealth Enhancement Advisory Services
4
Wealth Enhancement Advisory Services
Minnesota
$6.87M
5
Jane Street
5
Jane Street
New York
$5.75M

Top Sellers

1
PS
1
Portfolio Strategies
New York
$11.5M
2
Wells Fargo
2
Wells Fargo
California
$753K
3
BCM
3
BlueCrest Capital Management
Jersey
$0
4
EC
4
EdgeRock Capital
Colorado
$0
5
KWM
5
Kingsview Wealth Management
Oregon
$204K
Name Holding Trade Value Shares
Change 		Shares
Change %
PWMAG
76
Pinnacle Wealth Management Advisory Group
New Jersey
$705K -$97.2K -1,930 -12%
CAGAS
77
Capital Advisory Group Advisory Services
Minnesota
$702K -$21.4K -425 -3%
Thrivent Financial for Lutherans
78
Thrivent Financial for Lutherans
Minnesota
$692K -$32.6K -650 -5%
JPMPWA
79
J.P. Morgan Private Wealth Advisors
California
$661K -$918K -18,227 -58%
Bessemer Group
80
Bessemer Group
New Jersey
$652K – – –
KAS
81
Kestra Advisory Services
Texas
$616K +$15.4K +306 +3%
CFCI
82
Comprehensive Financial Consultants Institutional
Indiana
$601K – – –
IWM
83
IHT Wealth Management
Illinois
$598K +$157K +3,111 +35%
VNA
84
Valley National Advisers
Pennsylvania
$594K -$50.1K -995 -8%
CCA
85
Clearwater Capital Advisors
Illinois
$585K – – –
PWM
86
Perigon Wealth Management
California
$544K – – –
FA
87
Fiduciary Alliance
South Carolina
$534K +$17K +337 +3%
Bank of America
88
Bank of America
North Carolina
$523K -$7.55K -150 -1%
RWS
89
Resolute Wealth Strategies
Mississippi
$511K – – –
UWM
90
USAdvisors Wealth Management
Minnesota
$506K +$78.7K +1,563 +18%
AF
91
Advisornet Financial
Minnesota
$501K +$655 +13 +0.1%
CG
92
Colony Group
Massachusetts
$501K +$1.31K +26 +0.3%
AIFAIM
93
American Institute for Advanced Investment Management
Arizona
$476K -$37.6K -633 -7%
JIC
94
Joel Isaacson & Co
New York
$476K – – –
QPBE
95
Quintet Private Bank (Europe)
Luxembourg
$452K -$251K -4,985 -36%
CAM
96
Cresset Asset Management
Illinois
$439K – – –
CFA
97
Cahill Financial Advisors
Minnesota
$439K – – –
PGFC
98
Peapack-Gladstone Financial Corp
New Jersey
$438K -$12.6K -250 -3%
FFL
99
Financial Freedom LLC
Ohio
$436K +$2.32K +46 +0.5%
GWM
100
Greenwich Wealth Management
Connecticut
$400K – – –
2 3
4
5 6