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ROBO Global Robotics & Automation Index ETF
ROBO

Overview Fund Activity

211 hedge funds and large institutions have $385M invested in ROBO Global Robotics & Automation Index ETF in 2023 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 52 increasing their positions, 69 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
211
Holders Change
+12
Holders Change %
+6.03%
% of All Funds
3.38%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
35
Increased
52
Reduced
69
Closed
19
Calls
$1.84M
Puts
$1.22M
Net Calls
+$624K
Net Calls Change
+$119K

Top Buyers

1
PS
1
Portfolio Strategies
New York
$23.2M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$12.2M
3
RJA
3
Raymond James & Associates
Florida
$8.6M
4
Baird Financial Group
4
Baird Financial Group
Wisconsin
$3.11M
5
KWM
5
Kingsview Wealth Management
Oregon
$2.22M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$47.5M
2
OMC
2
Old Mission Capital
Illinois
$0
3
MIH
3
Meitav Investment House
Israel
$317K
4
LPL Financial
4
LPL Financial
California
$19.1M
5
IA
5
IFP Advisors
Florida
$554K
Name Holding Trade Value Shares
Change 		Shares
Change %
JWCA
126
J.W. Cole Advisors
Florida
$244K +$6.68K +122 +3%
JIC
127
Johnson Investment Counsel
Ohio
$244K +$244K +4,450 New
WE
128
Wealth Effects
Massachusetts
$242K -$16.4K -300 -6%
NSIM
129
North Star Investment Management
Illinois
$233K -$5.47K -100 -2%
FCM
130
Family Capital Management
Michigan
$230K +$230K +4,206 New
CF
131
Centaurus Financial
California
$229K +$229K +4,190 New
WP
132
WealthSource Partners
California
$222K +$222K +4,058 New
EWA
133
Exencial Wealth Advisors
Oklahoma
$222K +$222K +4,048 New
VWM
134
Vigilare Wealth Management
Arizona
$221K +$221K +4,040 New
US Bancorp
135
US Bancorp
Minnesota
$220K -$662K -12,090 -75%
KIA
136
Kraematon Investment Advisors
Massachusetts
$220K -$43.8K -800 -17%
Truist Financial
137
Truist Financial
North Carolina
$217K +$217K +3,972 New
HI
138
Harbour Investments
Wisconsin
$216K -$4.38K -80 -2%
SCM
139
Spreng Capital Management
Ohio
$215K +$215K +3,937 New
Fidelity Investments
140
Fidelity Investments
Massachusetts
$211K +$13K +238 +7%
Citadel Advisors
141
Citadel Advisors
Florida
$208K -$501K -9,152 -71%
ANTB
142
AMG National Trust Bank
Colorado
$203K +$203K +3,711 New
WAS
143
Winch Advisory Services
Wisconsin
$193K – – –
FFA
144
Farther Finance Advisors
California
$181K -$105K -1,918 -37%
TWC
145
TD Waterhouse Canada
Ontario, Canada
$154K -$47.1K -840 -23%
BTI
146
Blue Trust Inc
Georgia
$149K -$557 -12 -0.4%
SPIA
147
Steward Partners Investment Advisory
New York
$147K +$10.2K +186 +7%
LC
148
Lindbrook Capital
California
$116K – – –
WAM
149
Worth Asset Management
Texas
$106K +$106K +1,930 New
ASN
150
Advisory Services Network
Georgia
$98.7K +$11.5K +210 +13%
4 5
6
7 8