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ROBO Global Robotics & Automation Index ETF
ROBO

Overview Fund Activity

222 hedge funds and large institutions have $433M invested in ROBO Global Robotics & Automation Index ETF in 2023 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 70 increasing their positions, 57 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
222
Holders Change
+11
Holders Change %
+5.21%
% of All Funds
3.5%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
28
Increased
70
Reduced
57
Closed
14
Calls
$1.7M
Puts
$638K
Net Calls
+$1.06M
Net Calls Change
+$436K

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$63.5M
2
Morgan Stanley
2
Morgan Stanley
New York
$55.3M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$16.7M
4
CAPTRUST Financial Advisors
4
CAPTRUST Financial Advisors
North Carolina
$2.61M
5
BCM
5
BlueCrest Capital Management
Jersey
$3.46M

Top Sellers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$3.88M
2
Wells Fargo
2
Wells Fargo
California
$8.67M
3
Mariner
3
Mariner
Kansas
$0
4
AWM
4
AE Wealth Management
Kansas
$352K
5
Jane Street
5
Jane Street
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
WBCM
126
Wilson & Boucher Capital Management
California
$264K – – –
SWP
127
Stratos Wealth Partners
Ohio
$263K -$6.15K -105 -2%
JIC
128
Johnson Investment Counsel
Ohio
$261K +$586 +10 +0.2%
WE
129
Wealth Effects
Massachusetts
$259K – – –
NSIM
130
North Star Investment Management
Illinois
$255K +$5.86K +100 +2%
FFA
131
Farther Finance Advisors
California
$249K +$55.5K +948 +29%
FCM
132
Family Capital Management
Michigan
$246K – – –
BCM
133
Barometer Capital Management
Ontario, Canada
$246K +$246K +4,200 New
SAM
134
Summit Asset Management
Tennessee
$246K -$20.2K -345 -8%
KIA
135
Kraematon Investment Advisors
Massachusetts
$244K +$8.78K +150 +4%
Carson Wealth (CWM LLC)
136
Carson Wealth (CWM LLC)
Nebraska
$244K -$185K -3,159 -43%
Truist Financial
137
Truist Financial
North Carolina
$241K +$8.61K +147 +4%
TSS
138
Two Sigma Securities
New York
$237K +$237K +4,044 New
VWM
139
Vigilare Wealth Management
Arizona
$237K – – –
HI
140
Harbour Investments
Wisconsin
$236K +$5.27K +90 +2%
Fidelity Investments
141
Fidelity Investments
Massachusetts
$233K +$7.2K +123 +3%
SCM
142
Spreng Capital Management
Ohio
$231K – – –
SPFA
143
Summit Place Financial Advisors
New Jersey
$227K +$227K +3,878 New
MCCP
144
Mission Creek Capital Partners
California
$223K +$223K +3,805 New
JWCA
145
J.W. Cole Advisors
Florida
$222K -$40K -683 -15%
HH
146
Hilltop Holdings
Texas
$218K -$304K -5,183 -58%
ANTB
147
AMG National Trust Bank
Colorado
$217K – – –
Susquehanna International Group
148
Susquehanna International Group
Pennsylvania
$216K +$216K +3,682 New
WAS
149
Winch Advisory Services
Wisconsin
$207K – – –
PPP
150
Private Portfolio Partners
New Jersey
$207K +$207K +3,528 New
4 5
6
7 8