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ROBO Global Robotics & Automation Index ETF
ROBO

Overview Fund Activity

234 hedge funds and large institutions have $502M invested in ROBO Global Robotics & Automation Index ETF in 2023 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 52 increasing their positions, 77 reducing their positions, and 13 closing their positions.

Holders
234
Holders Change
+23
Holders Change %
+10.9%
% of All Funds
3.43%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
38
Increased
52
Reduced
77
Closed
13
Calls
$1.62M
Puts
$74K
Net Calls
+$1.55M
Net Calls Change
+$1.46M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$115M
2
GBWM
2
Granite Bay Wealth Management
New Hampshire
$39M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$6.77M
4
HI
4
Humankind Investments
New York
$2.38M
5
CAPTRUST Financial Advisors
5
CAPTRUST Financial Advisors
North Carolina
$6.73M

Top Sellers

1
CS
1
Credit Suisse
Switzerland
$0
2
PS
2
Portfolio Strategies
New York
$0
3
UBS Group
3
UBS Group
Switzerland
$52.9M
4
Wealth Enhancement Advisory Services
4
Wealth Enhancement Advisory Services
Minnesota
$640K
5
Jane Street
5
Jane Street
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
AIFAIM
101
American Institute for Advanced Investment Management
Arizona
$442K 7,722 -301 -4%
FFA
102
Farther Finance Advisors
California
$419K 7,315 +3,181 +77%
SC
103
Scotia Capital
Ontario, Canada
$412K 7,194 +109 +2%
JJBC
104
James J. Burns & Company
New York
$402K 7,013 +365 +5%
Vontobel Holding
105
Vontobel Holding
Switzerland
$386K 6,740 – –
PAG
106
Private Advisor Group
New Jersey
$383K 6,683 +1,695 +34%
Barclays
107
Barclays
United Kingdom
$373K 6,514 – –
IA
108
Insight Advisors
Pennsylvania
$361K 6,297 +6,297 New
QPBE
109
Quintet Private Bank (Europe)
Luxembourg
$360K 6,265 -2,733 -30%
KCFA
110
Key Client Fiduciary Advisors
New Jersey
$359K 6,270 -88 -1%
FFA
111
First Foundation Advisors
California
$359K 6,261 -54 -0.9%
SA
112
Sunesis Advisors
Kansas
$350K 6,110 – –
MIH
113
Meitav Investment House
Israel
$338K 5,900 – –
MA
114
Mutual Advisors
Nebraska
$336K 5,858 – –
WP
115
WealthSource Partners
California
$317K 5,530 -208 -4%
CT
116
Chicago Trust
Illinois
$304K 5,300 – –
FSA
117
Fort Sheridan Advisors
Illinois
$299K 5,222 – –
William Blair & Company
118
William Blair & Company
Illinois
$295K 5,153 -582 -10%
CFG
119
Citizens Financial Group
Rhode Island
$293K 5,112 +10 +0.2%
PNC Financial Services Group
120
PNC Financial Services Group
Pennsylvania
$287K 5,012 +343 +7%
CVA
121
Central Valley Advisors
California
$287K 5,009 +5,009 New
Koshinski Asset Management
122
Koshinski Asset Management
Illinois
$285K 4,977 +4,977 New
MCCP
123
Mission Creek Capital Partners
California
$280K 4,887 -95 -2%
Cerity Partners
124
Cerity Partners
New York
$275K 4,791 +4,791 New
MCWS
125
McKinley Carter Wealth Services
West Virginia
$272K 4,739 -274 -5%
3 4
5
6 7