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ROBO Global Robotics & Automation Index ETF
ROBO

Overview Fund Activity

234 hedge funds and large institutions have $502M invested in ROBO Global Robotics & Automation Index ETF in 2023 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 52 increasing their positions, 77 reducing their positions, and 13 closing their positions.

Holders
234
Holders Change
+23
Holders Change %
+10.9%
% of All Funds
3.43%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
38
Increased
52
Reduced
77
Closed
13
Calls
$1.62M
Puts
$74K
Net Calls
+$1.55M
Net Calls Change
+$1.46M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$115M
2
GBWM
2
Granite Bay Wealth Management
New Hampshire
$39M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$6.77M
4
HI
4
Humankind Investments
New York
$2.38M
5
CAPTRUST Financial Advisors
5
CAPTRUST Financial Advisors
North Carolina
$6.73M

Top Sellers

1
CS
1
Credit Suisse
Switzerland
$0
2
PS
2
Portfolio Strategies
New York
$0
3
UBS Group
3
UBS Group
Switzerland
$52.9M
4
Wealth Enhancement Advisory Services
4
Wealth Enhancement Advisory Services
Minnesota
$640K
5
Jane Street
5
Jane Street
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
IWM
76
IHT Wealth Management
Illinois
$727K 12,688 +808 +7%
Thrivent Financial for Lutherans
77
Thrivent Financial for Lutherans
Minnesota
$706K 12,323 -1,457 -11%
CFCI
78
Comprehensive Financial Consultants Institutional
Indiana
$677K 11,823 -110 -0.9%
CCA
79
Clearwater Capital Advisors
Illinois
$664K 11,593 -22 -0.2%
PWM
80
Perigon Wealth Management
California
$642K 11,206 +410 +4%
PCA
81
Pallas Capital Advisors
Massachusetts
$642K 11,204 -5,587 -33%
Wealth Enhancement Advisory Services
82
Wealth Enhancement Advisory Services
Minnesota
$640K 11,167 -125,311 -92%
AWM
83
Axxcess Wealth Management
California
$629K 10,981 -3,495 -24%
UWM
84
USAdvisors Wealth Management
Minnesota
$619K 10,809 +758 +8%
FA
85
Fiduciary Alliance
South Carolina
$601K 10,495 -103 -1%
RWS
86
Resolute Wealth Strategies
Mississippi
$582K 10,158 +4 +0%
Focus Partners Wealth
87
Focus Partners Wealth
Massachusetts
$579K 10,101 +10,101 New
OS
88
Objectivity Squared
South Carolina
$551K 9,621 +9,621 New
Wells Fargo
89
Wells Fargo
California
$546K 9,527 -5,422 -36%
JIC
90
Joel Isaacson & Co
New York
$541K 9,448 – –
Baird Financial Group
91
Baird Financial Group
Wisconsin
$536K 9,356 -41,078 -81%
AF
92
Advisornet Financial
Minnesota
$509K 8,883 -1,073 -11%
CAM
93
Cresset Asset Management
Illinois
$499K 8,710 -14 -0.2%
FFL
94
Financial Freedom LLC
Ohio
$496K 8,660 +3 +0%
AAS
95
Avantax Advisory Services
Texas
$492K 8,588 +1,914 +29%
CFA
96
Cahill Financial Advisors
Minnesota
$464K 8,100 -614 -7%
GWM
97
Greenwich Wealth Management
Connecticut
$455K 7,939 – –
EWA
98
EP Wealth Advisors
California
$454K 7,920 +7,920 New
Bank of America
99
Bank of America
North Carolina
$452K 7,889 -2,500 -24%
PGFC
100
Peapack-Gladstone Financial Corp
New Jersey
$447K 7,800 -900 -10%
2 3
4
5 6