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ROBO Global Robotics & Automation Index ETF
ROBO

Overview Fund Activity

224 hedge funds and large institutions have $445M invested in ROBO Global Robotics & Automation Index ETF in 2022 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 79 increasing their positions, 71 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
224
Holders Change
-29
Holders Change %
-11.46%
% of All Funds
3.54%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
18
Increased
79
Reduced
71
Closed
44
Calls
$297K
Puts
$618K
Net Calls
-$321K
Net Calls Change
-$623K

Top Buyers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$4.97M
2
IIA
2
Integral Investment Advisors
California
$2.23M
3
RJA
3
Raymond James & Associates
Florida
$7.1M
4
AFS
4
AFG Fiduciary Services
Massachusetts
$1.18M
5
Stifel Financial
5
Stifel Financial
Missouri
$4.16M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$90.8M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$13M
3
UBS Group
3
UBS Group
Switzerland
$79.9M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$2.5M
5
BCM
5
BlueCrest Capital Management
Jersey
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CF
126
Centaurus Financial
California
$310K +$19.7K +337 +7%
WP
127
WealthSource Partners
California
$305K +$6.69K +115 +2%
FSA
128
Fort Sheridan Advisors
Illinois
$304K – – –
WE
129
Wealth Effects
Massachusetts
$298K – – –
Barclays
130
Barclays
United Kingdom
$292K +$181K +3,112 +164%
Bank of Montreal
131
Bank of Montreal
Ontario, Canada
$289K +$56.3K +937 +24%
GIA
132
Gladstone Institutional Advisory
Florida
$286K -$37K -635 -11%
CFG
133
Citizens Financial Group
Rhode Island
$280K – – –
SAM
134
Summit Asset Management
Tennessee
$280K +$4.55K +78 +2%
BAM
135
Belpointe Asset Management
Nevada
$274K +$41.7K +717 +18%
WBCM
136
Wilson & Boucher Capital Management
California
$268K -$5.83K -100 -2%
Fidelity Investments
137
Fidelity Investments
Massachusetts
$265K +$26.9K +461 +11%
SCM
138
Spreng Capital Management
Ohio
$254K -$34.9K -600 -12%
NSIM
139
North Star Investment Management
Illinois
$254K – – –
CAG
140
Csenge Advisory Group
Florida
$253K +$253K +4,340 New
VCM
141
Vivaldi Capital Management
Illinois
$242K – – –
CA
142
Claro Advisors
Massachusetts
$238K – – –
EWA
143
Exencial Wealth Advisors
Oklahoma
$236K – – –
VWM
144
Vigilare Wealth Management
Arizona
$235K – – –
Truist Financial
145
Truist Financial
North Carolina
$226K -$14.6K -250 -6%
Thrivent Financial for Lutherans
146
Thrivent Financial for Lutherans
Minnesota
$224K – – –
SIM
147
Seaview Investment Managers
Florida
$224K +$39.8K +684 +22%
SPIA
148
Steward Partners Investment Advisory
New York
$222K -$186K -3,203 -46%
BWM
149
Bulltick Wealth Management
Florida
$218K – – –
ANTB
150
AMG National Trust Bank
Colorado
$216K – – –
4 5
6
7 8