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ROBO Global Robotics & Automation Index ETF
ROBO

Overview Fund Activity

188 hedge funds and large institutions have $579M invested in ROBO Global Robotics & Automation Index ETF in 2018 Q1 according to their latest regulatory filings, with 43 funds opening new positions, 78 increasing their positions, 28 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
188
Holders Change
+30
Holders Change %
+18.99%
% of All Funds
4.31%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
43
Increased
78
Reduced
28
Closed
13
Calls
$1.04M
Puts
$3.64M
Net Calls
-$2.6M
Net Calls Change
-$2.78M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$35.9M
2
MIAN
2
Mariner Independent Advisor Network
Kansas
$15.1M
3
Bank of America
3
Bank of America
North Carolina
$11.6M
4
LJAC
4
L.J. Altfest & Co
New York
$12M
5
Wells Fargo
5
Wells Fargo
California
$18.8M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$196K
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$4.01M
3
CSIA
3
Charles Schwab Investment Advisory
California
$187M
4
OCM
4
Oribel Capital Management
New York
$0
5
UCFA
5
United Capital Financial Advisors
Texas
$8.25M
Name Holding Trade Value Shares
Change 		Shares
Change %
Janney Montgomery Scott
101
Janney Montgomery Scott
Pennsylvania
$317K -$74.4K -1,776 -19%
Goldman Sachs
102
Goldman Sachs
New York
$311K +$311K +7,437 New
SFI
103
SPC Financial Inc
Maryland
$286K +$17.2K +410 +6%
GAG
104
GM Advisory Group
New York
$282K +$282K +6,750 New
WEC
105
Winslow Evans & Crocker
Massachusetts
$280K +$12.7K +304 +5%
AF
106
Advisornet Financial
Minnesota
$275K -$32.5K -777 -11%
CCMD
107
Cypress Capital Management (Delaware)
Delaware
$272K +$272K +6,500 New
DADC
108
D.A. Davidson & Co
Montana
$270K +$270K +6,450 New
BO
109
Bank OZK
Arkansas
$265K +$265K +6,325 New
M&T Bank
110
M&T Bank
New York
$243K +$243K +5,810 New
APA
111
American Portfolios Advisors
New York
$239K +$85.1K +2,035 +55%
KWM
112
Kingsview Wealth Management
Oregon
$233K +$233K +5,575 New
AFP
113
Ausdal Financial Partners
Iowa
$223K +$4.19K +100 +2%
PIM
114
Parker Investment Management
California
$212K +$836 +20 +0.4%
MMA
115
Miracle Mile Advisors
California
$201K +$201K +4,800 New
Envestnet Asset Management
116
Envestnet Asset Management
Illinois
$196K -$14.4M -344,362 -99%
NSIM
117
North Star Investment Management
Illinois
$188K – – –
EDRH
118
Edmond de Rothschild Holding
Switzerland
$175K – – –
GWM
119
Geneos Wealth Management
Colorado
$150K +$16.2K +387 +12%
DBT
120
Dubuque Bank & Trust
Iowa
$129K – – –
CF
121
Centaurus Financial
California
$103K +$103K +2,455 New
Carson Wealth (CWM LLC)
122
Carson Wealth (CWM LLC)
Nebraska
$100K +$100K +2,394 New
FDCDDQ
123
Federation des caisses Desjardins du Quebec
Quebec, Canada
$99.6K – – –
CAGAS
124
Capital Advisory Group Advisory Services
Minnesota
$97K +$97K +2,306 New
Barclays
125
Barclays
United Kingdom
$80K – – –
3 4
5
6 7