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ROBO Global Robotics & Automation Index ETF
ROBO

Overview Fund Activity

223 hedge funds and large institutions have $502M invested in ROBO Global Robotics & Automation Index ETF in 2021 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 70 increasing their positions, 45 reducing their positions, and 16 closing their positions.

Holders
223
Holders Change
+3
Holders Change %
+1.36%
% of All Funds
3.92%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
25
Increased
70
Reduced
45
Closed
16
Calls
$483K
Puts
$361K
Net Calls
+$122K
Net Calls Change
-$28K

Top Buyers

1
Mercer Global Advisors
1
Mercer Global Advisors
Colorado
$8.58M
2
LPL Financial
2
LPL Financial
California
$21.8M
3
JWCA
3
J.W. Cole Advisors
Florida
$4.19M
4
Ameriprise
4
Ameriprise
Minnesota
$24M
5
Morgan Stanley
5
Morgan Stanley
New York
$102M

Top Sellers

1
Jane Street
1
Jane Street
New York
$0
2
3F
2
360 Financial
Minnesota
$0
3
Bank of Montreal
3
Bank of Montreal
Ontario, Canada
$189K
4
Citadel Advisors
4
Citadel Advisors
Florida
$0
5
CS
5
Credit Suisse
Switzerland
$430K
Name Holding Trade Value Shares
Change 		Shares
Change %
NSIM
126
North Star Investment Management
Illinois
$280K – – –
Marshall Wace
127
Marshall Wace
United Kingdom
$275K +$275K +4,269 New
VWM
128
Vigilare Wealth Management
Arizona
$273K +$15.1K +235 +6%
AIP
129
Almanack Investment Partners
Pennsylvania
$271K +$271K +4,205 New
Truist Financial
130
Truist Financial
North Carolina
$265K +$15.9K +248 +6%
WP
131
WealthSource Partners
California
$265K +$265K +4,109 New
SAM
132
Summit Asset Management
Tennessee
$260K +$3.8K +59 +1%
LJAC
133
L.J. Altfest & Co
New York
$250K -$129 -2 -0.1%
AWM
134
AE Wealth Management
Kansas
$245K +$8.32K +129 +4%
ANTB
135
AMG National Trust Bank
Colorado
$244K – – –
BWM
136
Bulltick Wealth Management
Florida
$241K – – –
GRP
137
Global Retirement Partners
California
$239K – – –
WAS
138
Winch Advisory Services
Wisconsin
$235K +$102K +1,589 +77%
Fidelity Investments
139
Fidelity Investments
Massachusetts
$231K +$43.6K +677 +23%
CAS
140
Cascadia Advisory Services
Oregon
$230K -$3.23K -50 -1%
CAPTRUST Financial Advisors
141
CAPTRUST Financial Advisors
North Carolina
$227K – – –
SPFA
142
Summit Place Financial Advisors
New Jersey
$222K -$35.1K -545 -14%
PFS
143
Prospera Financial Services
Texas
$221K +$221K +3,429 New
BRWA
144
B. Riley Wealth Advisors
Florida
$220K +$4.77K +74 +2%
CA
145
Claro Advisors
Massachusetts
$218K +$218K +3,389 New
DADC
146
D.A. Davidson & Co
Montana
$217K -$37.8K -588 -15%
Thrivent Financial for Lutherans
147
Thrivent Financial for Lutherans
Minnesota
$208K – – –
V
148
Veritable
Delaware
$207K – – –
DA
149
DCM Advisors
New York
$190K -$38.6K -600 -17%
Bank of Montreal
150
Bank of Montreal
Ontario, Canada
$189K -$4.64M -71,347 -96%
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6
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