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ROBO Global Robotics & Automation Index ETF
ROBO

Overview Fund Activity

228 hedge funds and large institutions have $426M invested in ROBO Global Robotics & Automation Index ETF in 2024 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 63 increasing their positions, 72 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
228
Holders Change
-6
Holders Change %
-2.56%
% of All Funds
3.31%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
24
Increased
63
Reduced
72
Closed
26
Calls
$1.29M
Puts
$240K
Net Calls
+$1.05M
Net Calls Change
-$496K

Top Buyers

1
Cetera Investment Advisers
1
Cetera Investment Advisers
Illinois
$7.28M
2
Jane Street
2
Jane Street
New York
$5.22M
3
Ameriprise
3
Ameriprise
Minnesota
$13.5M
4
UBS Group
4
UBS Group
Switzerland
$56.3M
5
Citadel Advisors
5
Citadel Advisors
Florida
$3.3M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$51.1M
2
GBWM
2
Granite Bay Wealth Management
New Hampshire
$624K
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$246K
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$12.2M
5
PWM
5
Purus Wealth Management
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SWA
76
SFMG Wealth Advisors
Texas
$755K -$57.9K -988 -7%
PP
77
Prudential plc
United Kingdom
$753K -$96.2K -1,640 -11%
Wealth Enhancement Advisory Services
78
Wealth Enhancement Advisory Services
Minnesota
$752K +$97.1K +1,656 +15%
IWM
79
IHT Wealth Management
Illinois
$742K -$1.94K -33 -0.3%
PWM
80
Perigon Wealth Management
California
$728K +$70.5K +1,202 +11%
CFCI
81
Comprehensive Financial Consultants Institutional
Indiana
$705K +$11.7K +200 +2%
Comerica Bank
82
Comerica Bank
Texas
$698K -$249K -4,253 -26%
CCA
83
Clearwater Capital Advisors
Illinois
$680K – – –
GBWM
84
Granite Bay Wealth Management
New Hampshire
$624K -$43.8M -746,981 -99%
RWS
85
Resolute Wealth Strategies
Mississippi
$566K -$29.4K -501 -5%
JIC
86
Joel Isaacson & Co
New York
$554K +$235 +4 +0%
Bank of America
87
Bank of America
North Carolina
$551K +$88.5K +1,510 +19%
Baird Financial Group
88
Baird Financial Group
Wisconsin
$544K -$5.1K -87 -0.9%
OS
89
Objectivity Squared
South Carolina
$542K – – –
AIFAIM
90
American Institute for Advanced Investment Management
Arizona
$541K +$88K +1,500 +19%
CFP
91
Cascade Financial Partners
California
$539K +$539K +9,747 New
FA
92
Fiduciary Alliance
South Carolina
$530K -$80.1K -1,379 -13%
AF
93
Advisornet Financial
Minnesota
$525K +$4.34K +74 +0.8%
AAS
94
Avantax Advisory Services
Texas
$513K +$9.32K +159 +2%
Fidelity Investments
95
Fidelity Investments
Massachusetts
$507K +$236K +4,028 +87%
PCA
96
Pallas Capital Advisors
Massachusetts
$500K -$157K -2,675 -24%
Wells Fargo
97
Wells Fargo
California
$497K -$61.6K -1,050 -11%
FFL
98
Financial Freedom LLC
Ohio
$482K -$25.4K -433 -5%
Mariner
99
Mariner
Kansas
$477K +$233K +3,974 +96%
GWM
100
Greenwich Wealth Management
Connecticut
$466K – – –
2 3
4
5 6