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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.

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

Top Sellers

1
MIAN
Mariner Independent Advisor Network
Kansas
$755K
2
Bank of America
Bank of America
North Carolina
$1.52M
3
UCFA
United Capital Financial Advisors
Texas
$380K
4
BCM
Barometer Capital Management
Ontario, Canada
$0
5
CSIA
Charles Schwab Investment Advisory
California
$172M
Name Holding Trade Value Shares
Change 		Shares
Change %
EWM
126
Elmwood Wealth Management
California
$41K – – –
SMFS
127
Squar Milner Financial Services
California
$40K +$40K +1,000 New
FANJ
128
Financial Architects (New Jersey)
New Jersey
$37K +$1.82K +45 +5%
BWP
129
Baldwin Wealth Partners
Massachusetts
$36K – – –
PCA
130
Peddock Capital Advisors
Massachusetts
$36K – – –
BFC
131
Bedel Financial Consulting
Indiana
$34K +$25.2K +634 +284%
WAP
132
Wealthcare Advisory Partners
Pennsylvania
$33K – – –
HFM
133
Hartford Financial Management
Connecticut
$33K – – –
Schroder Investment Management Group
134
Schroder Investment Management Group
United Kingdom
$32K – – –
SWM
135
SeaCrest Wealth Management
New York
$30K – – –
BWM
136
BerganKDV Wealth Management
Minnesota
$25K +$25K +627 New
NL
137
NVWM LLC
Pennsylvania
$24K -$673K -17,110 -97%
VIA
138
Vantage Investment Advisors
Pennsylvania
$24K – – –
AA
139
Apriem Advisors
California
$22K +$22K +559 New
PA
140
Parallel Advisors
California
$20K -$20K -500 -50%
JCM
141
Jacobi Capital Management
Pennsylvania
$20K – – –
HNB
142
Huntington National Bank
Ohio
$18K -$19K – –
Fifth Third Bancorp
143
Fifth Third Bancorp
Ohio
$16K – – –
KPCM
144
Kings Point Capital Management
New York
$14K – – –
PG
145
Patten Group
Tennessee
$13K +$12K +300 +1,200%
NC
146
NewSquare Capital
Pennsylvania
$12K – – –
KCPG
147
Kavar Capital Partners Group
Kansas
$11K – – –
KJWM
148
Kiley Juergens Wealth Management
Washington
$11K +$11K +280 New
DSC
149
Duncker Streett & Co
Missouri
$10K -$26.3K -658 -72%
RIA
150
RPG Investment Advisory
California
$10K – – –
4 5
6
7 8