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ROBO Global Robotics & Automation Index ETF
ROBO

Overview Fund Activity

199 hedge funds and large institutions have $333M invested in ROBO Global Robotics & Automation Index ETF in 2022 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 29 increasing their positions, 83 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
199
Holders Change
+12
Holders Change %
+6.42%
% of All Funds
3.21%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
32
Increased
29
Reduced
83
Closed
17
Calls
$2.76M
Puts
$2.26M
Net Calls
+$505K
Net Calls Change
+$120K

Top Buyers

1
OMC
1
Old Mission Capital
Illinois
$3.62M
2
BPA
2
Beacon Pointe Advisors
California
$3.01M
3
CAN
3
Cetera Advisor Networks
California
$3.45M
4
Mariner
4
Mariner
Kansas
$2.66M
5
AWM
5
AE Wealth Management
Kansas
$1.85M

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$41.8M
2
Morgan Stanley
2
Morgan Stanley
New York
$61.4M
3
Jane Street
3
Jane Street
New York
$1.36M
4
Bank of Montreal
4
Bank of Montreal
Ontario, Canada
$199K
5
BFO
5
Biltmore Family Office
North Carolina
$10.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
Carson Wealth (CWM LLC)
101
Carson Wealth (CWM LLC)
Nebraska
$345K -$185 -4 -0.1%
AAS
102
Avantax Advisory Services
Texas
$317K -$27.8K -600 -8%
MIA
103
MMBG Investment Advisors
Florida
$305K – – –
TGAM
104
TBH Global Asset Management
Tennessee
$295K -$30.1K -650 -9%
CCM
105
Crew Capital Management
Ohio
$292K – – –
MA
106
Mutual Advisors
Nebraska
$289K -$222K -4,787 -43%
Susquehanna International Group
107
Susquehanna International Group
Pennsylvania
$285K -$1.11M -23,863 -79%
SC
108
Scotia Capital
Ontario, Canada
$281K +$2.04K +44 +0.7%
VCM
109
Vivaldi Capital Management
Illinois
$268K +$24.6K +504 +10%
IIA
110
Integral Investment Advisors
California
$268K -$1.43M -30,781 -84%
Cerity Partners
111
Cerity Partners
New York
$244K +$244K +5,268 New
FFA
112
Farther Finance Advisors
California
$242K +$242K +5,227 New
FSA
113
Fort Sheridan Advisors
Illinois
$242K – – –
William Blair & Company
114
William Blair & Company
Illinois
$238K -$61.8K -1,334 -21%
CFG
115
Citizens Financial Group
Rhode Island
$236K – – –
TSS
116
Two Sigma Securities
New York
$234K +$234K +5,057 New
Barclays
117
Barclays
United Kingdom
$232K – – –
KCFA
118
Key Client Fiduciary Advisors
New Jersey
$229K +$229K +4,938 New
KIA
119
Kraematon Investment Advisors
Massachusetts
$223K +$223K +4,817 New
WE
120
Wealth Effects
Massachusetts
$219K +$219K +4,729 New
WWM
121
Western Wealth Management
Colorado
$216K -$211K -4,561 -50%
SWP
122
Stratos Wealth Partners
Ohio
$215K -$25.7K -555 -11%
SAM
123
Summit Asset Management
Tennessee
$210K -$16.7K -360 -7%
WBCM
124
Wilson & Boucher Capital Management
California
$208K +$208K +4,500 New
NSIM
125
North Star Investment Management
Illinois
$202K – – –
3 4
5
6 7