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ROBO Global Robotics & Automation Index ETF
ROBO

Overview Fund Activity

253 hedge funds and large institutions have $576M invested in ROBO Global Robotics & Automation Index ETF in 2021 Q4 according to their latest regulatory filings, with 53 funds opening new positions, 67 increasing their positions, 63 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
253
Holders Change
+30
Holders Change %
+13.45%
% of All Funds
3.91%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
53
Increased
67
Reduced
63
Closed
21
Calls
$961K
Puts
$659K
Net Calls
+$302K
Net Calls Change
+$180K

Top Buyers

1
Osaic Holdings
Osaic Holdings
Arizona
$12.9M
2
BCM
BlueCrest Capital Management
Jersey
$4.37M
3
Morgan Stanley
Morgan Stanley
New York
$116M
4
LPL Financial
LPL Financial
California
$27.5M
5
UBS Group
UBS Group
Switzerland
$102M

Top Sellers

1
JWCA
J.W. Cole Advisors
Florida
$486K
2
FTUS
Flow Traders U.S.
New York
$0
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$0
4
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$2.51M
5
EWM
Endurance Wealth Management
Rhode Island
$5.16M
Name Holding Trade Value Shares
Change 		Shares
Change %
PPP
126
Private Portfolio Partners
New Jersey
$370K -$135K -1,923 -27%
JPMorgan Chase & Co
127
JPMorgan Chase & Co
New York
$366K -$10.9K -155 -3%
FSA
128
Fort Sheridan Advisors
Illinois
$366K – – –
WP
129
WealthSource Partners
California
$359K +$71.2K +1,016 +25%
WE
130
Wealth Effects
Massachusetts
$358K +$358K +5,104 New
Janney Montgomery Scott
131
Janney Montgomery Scott
Pennsylvania
$352K +$140 +2 +0%
CF
132
Centaurus Financial
California
$349K -$112K -1,591 -24%
VCM
133
Vivaldi Capital Management
Illinois
$349K +$210 +3 +0.1%
SCM
134
Spreng Capital Management
Ohio
$348K -$10.5K -150 -3%
CFG
135
Citizens Financial Group
Rhode Island
$337K – – –
SAM
136
Summit Asset Management
Tennessee
$331K +$48.2K +687 +17%
Renaissance Technologies
137
Renaissance Technologies
New York
$330K -$105K -1,500 -24%
WBCM
138
Wilson & Boucher Capital Management
California
$330K +$330K +4,700 New
MCC
139
Money Concepts Capital
Florida
$321K +$321K +4,583 New
IIA
140
Integral Investment Advisors
California
$320K +$320K +4,565 New
NSIM
141
North Star Investment Management
Illinois
$305K – – –
WWM
142
Western Wealth Management
Colorado
$305K +$305K +4,336 New
AIP
143
Almanack Investment Partners
Pennsylvania
$296K +$1.33K +19 +0.5%
Truist Financial
144
Truist Financial
North Carolina
$289K – – –
Fidelity Investments
145
Fidelity Investments
Massachusetts
$286K +$34.6K +494 +14%
EWA
146
Exencial Wealth Advisors
Oklahoma
$284K +$284K +4,048 New
VWM
147
Vigilare Wealth Management
Arizona
$283K -$14K -200 -5%
BAM
148
Belpointe Asset Management
Nevada
$280K -$29.9K -426 -10%
Lido Advisors
149
Lido Advisors
California
$279K +$279K +3,991 New
Bank of Montreal
150
Bank of Montreal
Ontario, Canada
$273K +$68.1K +966 +33%
4 5
6
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