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ROBO Global Robotics & Automation Index ETF
ROBO

Overview Fund Activity

185 hedge funds and large institutions have $572M invested in ROBO Global Robotics & Automation Index ETF in 2018 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 66 increasing their positions, 43 reducing their positions, and 28 closing their positions.

Holders
185
Holders Change
-3
Holders Change %
-1.6%
% of All Funds
4.24%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
25
Increased
66
Reduced
43
Closed
28
Calls
$1.16M
Puts
$2.05M
Net Calls
-$894K
Net Calls Change
+$1.7M

Top Buyers

1
SHGA
1
Sand Hill Global Advisors
California
$35.9M
2
Morgan Stanley
2
Morgan Stanley
New York
$54.2M
3
SPL
3
Smart Portfolios LLC
Washington
$2.94M
4
HSBC Holdings
4
HSBC Holdings
United Kingdom
$2.75M
5
Bank of Montreal
5
Bank of Montreal
Ontario, Canada
$5.01M

Top Sellers

1
MIAN
1
Mariner Independent Advisor Network
Kansas
$755K
2
Bank of America
2
Bank of America
North Carolina
$1.52M
3
UCFA
3
United Capital Financial Advisors
Texas
$380K
4
BCM
4
Barometer Capital Management
Ontario, Canada
$0
5
CSIA
5
Charles Schwab Investment Advisory
California
$172M
Name Market Value Shares Shares
Change 		Shares
Change %
PAG
101
Private Advisor Group
New Jersey
$278K 6,958 -1,146 -14%
SWP
102
Stratos Wealth Partners
Ohio
$269K 6,727 -1,389 -17%
APA
103
American Portfolios Advisors
New York
$264K 6,591 +887 +16%
CCMD
104
Cypress Capital Management (Delaware)
Delaware
$260K 6,500 – –
Carson Wealth (CWM LLC)
105
Carson Wealth (CWM LLC)
Nebraska
$240K 5,994 +3,600 +150%
AFP
106
Ausdal Financial Partners
Iowa
$219K 5,471 +150 +3%
PIM
107
Parker Investment Management
California
$202K 5,072 – –
Envestnet Asset Management
108
Envestnet Asset Management
Illinois
$187K 4,679 – –
NSIM
109
North Star Investment Management
Illinois
$180K 4,500 – –
EDRH
110
Edmond de Rothschild Holding
Switzerland
$167K 4,180 – –
GWM
111
Geneos Wealth Management
Colorado
$134K 3,357 -230 -6%
SF
112
Synovus Financial
Georgia
$132K 3,300 +3,300 New
US Bancorp
113
US Bancorp
Minnesota
$109K 2,735 +1,000 +58%
AA
114
AlphaMark Advisors
Kentucky
$108K 2,700 +800 +42%
BRC
115
Bell Rock Capital
Delaware
$100K 2,521 -8,879 -78%
FDCDDQ
116
Federation des caisses Desjardins du Quebec
Quebec, Canada
$95.3K 2,382 – –
CAGAS
117
Capital Advisory Group Advisory Services
Minnesota
$90K 2,227 -79 -3%
AWA
118
Acorn Wealth Advisors
Michigan
$83K 2,085 +1,110 +114%
Barclays
119
Barclays
United Kingdom
$80K 2,002 +100 +5%
WEC
120
Winslow Evans & Crocker
Massachusetts
$76K 1,890 -4,800 -72%
CAC
121
Certified Advisory Corp
Florida
$74K 1,852 – –
CF
122
Centaurus Financial
California
$62K 1,552 -903 -37%
SPIA
123
Steward Partners Investment Advisory
New York
$54K 1,350 -50 -4%
BDWM
124
Brewin Dolphin Wealth Management
Ireland
$48.6K 1,215 +550 +83%
FPS
125
Fieldpoint Private Securities
Connecticut
$45K 1,137 +50 +5%
3 4
5
6 7