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ROBO Global Robotics & Automation Index ETF
ROBO

Overview Fund Activity

199 hedge funds and large institutions have $333M invested in ROBO Global Robotics & Automation Index ETF in 2022 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 29 increasing their positions, 83 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
199
Holders Change
+12
Holders Change %
+6.42%
% of All Funds
3.21%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
32
Increased
29
Reduced
83
Closed
17
Calls
$2.76M
Puts
$2.26M
Net Calls
+$505K
Net Calls Change
+$120K

Top Buyers

1
OMC
Old Mission Capital
Illinois
$3.62M
2
BPA
Beacon Pointe Advisors
California
$3.01M
3
CAN
Cetera Advisor Networks
California
$3.45M
4
Mariner
Mariner
Kansas
$2.66M
5
AWM
AE Wealth Management
Kansas
$1.85M

Top Sellers

1
UBS Group
UBS Group
Switzerland
$41.8M
2
Morgan Stanley
Morgan Stanley
New York
$61.4M
3
Jane Street
Jane Street
New York
$1.36M
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
$199K
5
BFO
Biltmore Family Office
North Carolina
$10.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
PPP
126
Private Portfolio Partners
New Jersey
$201K +$201K +4,347 New
JWCA
127
J.W. Cole Advisors
Florida
$201K -$36.1K -778 -15%
Bank of Montreal
128
Bank of Montreal
Ontario, Canada
$199K -$2.93M -62,743 -94%
JPMorgan Chase & Co
129
JPMorgan Chase & Co
New York
$198K -$29.2K -630 -13%
HI
130
Harbour Investments
Wisconsin
$187K – – –
GRP
131
Global Retirement Partners
California
$172K – – –
TWC
132
TD Waterhouse Canada
Ontario, Canada
$170K -$43K -905 -20%
Fidelity Investments
133
Fidelity Investments
Massachusetts
$167K -$22.6K -487 -12%
WAS
134
Winch Advisory Services
Wisconsin
$163K – – –
FFL
135
Financial Freedom LLC
Ohio
$148K +$148K +3,201 New
BTI
136
Blue Trust Inc
Georgia
$133K +$1.44K +35 +1%
BAM
137
Belpointe Asset Management
Nevada
$132K -$25.9K -558 -16%
SPIA
138
Steward Partners Investment Advisory
New York
$116K -$4.63K -100 -4%
MCC
139
Money Concepts Capital
Florida
$107K -$55.8K -1,204 -34%
LC
140
Lindbrook Capital
California
$98.2K – – –
RIA
141
Realta Investment Advisors
Delaware
$94.2K -$23.2K -500 -20%
USCWA
142
U.S. Capital Wealth Advisors
Texas
$91.1K +$91.1K +1,967 New
ASN
143
Advisory Services Network
Georgia
$73.9K +$73.9K +1,594 New
CWA
144
Clearview Wealth Advisors
Oregon
$73.2K -$11.1K -240 -13%
CS
145
Credit Suisse
Switzerland
$61.6K -$453K -9,767 -88%
BFEC
146
Benjamin F. Edwards & Company
Missouri
$57K – – –
SC
147
Solstein Capital
California
$54.4K – – –
EWM
148
Evermay Wealth Management
Virginia
$53.7K – – –
CTC
149
Central Trust Company
Missouri
$46.3K -$150K -3,230 -76%
MS
150
Madden Securities
Texas
$46.3K +$46.3K +1,000 New
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