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ROBO Global Robotics & Automation Index ETF
ROBO

Overview Fund Activity

211 hedge funds and large institutions have $385M invested in ROBO Global Robotics & Automation Index ETF in 2023 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 52 increasing their positions, 69 reducing their positions, and 19 closing their positions.

Holders
211
Holders Change
+12
Holders Change %
+6.03%
% of All Funds
3.38%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
35
Increased
52
Reduced
69
Closed
19
Calls
$1.84M
Puts
$1.22M
Net Calls
+$624K
Net Calls Change
+$119K

Top Buyers

1
PS
1
Portfolio Strategies
New York
$23.2M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$12.2M
3
RJA
3
Raymond James & Associates
Florida
$8.6M
4
Baird Financial Group
4
Baird Financial Group
Wisconsin
$3.11M
5
KWM
5
Kingsview Wealth Management
Oregon
$2.22M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$47.5M
2
OMC
2
Old Mission Capital
Illinois
$0
3
MIH
3
Meitav Investment House
Israel
$317K
4
LPL Financial
4
LPL Financial
California
$19.1M
5
IA
5
IFP Advisors
Florida
$554K
Name Holding Trade Value Shares
Change 		Shares
Change %
SC
101
Scotia Capital
Ontario, Canada
$400K +$67.7K +1,238 +20%
SG Americas Securities
102
SG Americas Securities
New York
$383K +$383K +7,000 New
AWM
103
Axxcess Wealth Management
California
$381K +$381K +6,961 New
Vontobel Holding
104
Vontobel Holding
Switzerland
$378K -$82.1K -1,500 -18%
MIA
105
MMBG Investment Advisors
Florida
$360K – – –
Barclays
106
Barclays
United Kingdom
$356K +$82K +1,500 +30%
KCFA
107
Key Client Fiduciary Advisors
New Jersey
$348K +$77.7K +1,420 +29%
JJBC
108
James J. Burns & Company
New York
$344K +$344K +6,279 New
AIFAIM
109
American Institute for Advanced Investment Management
Arizona
$338K -$74.1K -1,701 -18%
MA
110
Mutual Advisors
Nebraska
$337K -$4K -73 -1%
SA
111
Sunesis Advisors
Kansas
$334K +$334K +6,110 New
AAS
112
Avantax Advisory Services
Texas
$332K -$42.1K -769 -11%
TGAM
113
TBH Global Asset Management
Tennessee
$321K -$27.5K -502 -8%
FFL
114
Financial Freedom LLC
Ohio
$317K +$142K +2,597 +81%
MIH
115
Meitav Investment House
Israel
$317K -$1.53M -28,365 -83%
CT
116
Chicago Trust
Illinois
$290K +$290K +5,300 New
Cerity Partners
117
Cerity Partners
New York
$289K +$328 +6 +0.1%
FSA
118
Fort Sheridan Advisors
Illinois
$286K – – –
CFG
119
Citizens Financial Group
Rhode Island
$279K – – –
PAG
120
Private Advisor Group
New Jersey
$275K +$275K +5,022 New
William Blair & Company
121
William Blair & Company
Illinois
$271K -$10.9K -200 -4%
WWM
122
Western Wealth Management
Colorado
$255K +$55 +1 +0%
SWP
123
Stratos Wealth Partners
Ohio
$252K -$2.41K -44 -0.9%
SAM
124
Summit Asset Management
Tennessee
$248K – – –
WBCM
125
Wilson & Boucher Capital Management
California
$246K – – –
3 4
5
6 7