ROBO icon

ROBO Global Robotics & Automation Index ETF
ROBO

Overview Fund Activity

220 hedge funds and large institutions have $489M invested in ROBO Global Robotics & Automation Index ETF in 2021 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 82 increasing their positions, 47 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
220
Holders Change
+15
Holders Change %
+7.32%
% of All Funds
3.87%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
34
Increased
82
Reduced
47
Closed
17
Calls
$1.35M
Puts
$5.95M
Net Calls
-$4.61M
Net Calls Change
-$4.49M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$94.9M
2
FHC
First Heartland Consultants
Missouri
$8.41M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$7.17M
4
3F
360 Financial
Minnesota
$6.01M
5
Ameriprise
Ameriprise
Minnesota
$20.2M

Top Sellers

1
Mercer Global Advisors
Mercer Global Advisors
Colorado
$0
2
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$0
3
Citigroup
Citigroup
New York
$6.54M
4
HSBC Holdings
HSBC Holdings
United Kingdom
$559K
5
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$3.87M
Name Holding Trade Value Shares
Change 		Shares
Change %
SPFA
126
Summit Place Financial Advisors
New Jersey
$262K -$56.5K -890 -18%
EWA
127
Exencial Wealth Advisors
Oklahoma
$257K – – –
BAM
128
Belpointe Asset Management
Nevada
$251K -$59.7K -939 -19%
VWM
129
Vigilare Wealth Management
Arizona
$250K +$38.4K +604 +18%
LJAC
130
L.J. Altfest & Co
New York
$247K +$127 +2 +0.1%
ANTB
131
AMG National Trust Bank
Colorado
$245K -$2.86K -45 -1%
SFS
132
Sowell Financial Services
Arkansas
$243K +$68.8K +1,095 +40%
AWM
133
AE Wealth Management
Kansas
$242K -$350K -5,519 -59%
GSC
134
Ground Swell Capital
South Carolina
$241K +$241K +3,795 New
GRP
135
Global Retirement Partners
California
$240K – – –
DA
136
DCM Advisors
New York
$238K -$3.17K -50 -1%
BWM
137
Bulltick Wealth Management
Florida
$238K – – –
Carson Wealth (CWM LLC)
138
Carson Wealth (CWM LLC)
Nebraska
$227K – – –
MFA
139
Mayflower Financial Advisors
Massachusetts
$222K +$445 +7 +0.2%
V
140
Veritable
Delaware
$205K +$205K +3,220 New
Thrivent Financial for Lutherans
141
Thrivent Financial for Lutherans
Minnesota
$202K +$202K +3,188 New
Bank of Montreal
142
Bank of Montreal
Ontario, Canada
$173K +$13.4K +206 +8%
Fidelity Investments
143
Fidelity Investments
Massachusetts
$159K +$47.2K +744 +42%
NFG
144
Next Financial Group
Texas
$156K +$2.22K +35 +1%
FPS
145
Fieldpoint Private Securities
Connecticut
$151K – – –
BDWM
146
Brewin Dolphin Wealth Management
Ireland
$149K – – –
Deutsche Bank
147
Deutsche Bank
Germany
$146K +$6.35K +100 +5%
CAPTRUST Financial Advisors
148
CAPTRUST Financial Advisors
North Carolina
$142K +$53.1K +834 +60%
Bank Julius Baer & Co
149
Bank Julius Baer & Co
Switzerland
$134K +$4.11K +65 +3%
CAL
150
Capital Analysts LLC
Pennsylvania
$123K +$91.4K +1,449 +290%
4 5
6
7 8