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ROBO Global Robotics & Automation Index ETF

211 hedge funds and large institutions have $406M invested in ROBO Global Robotics & Automation Index ETF in 2023 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 55 increasing their positions, 57 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
211
Holders Change
-11
Holders Change %
-4.95%
% of All Funds
3.36%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
20
Increased
55
Reduced
57
Closed
27
Calls
$750K
Puts
$660K
Net Calls
+$90K
Net Calls Change
-$970K
Name Holding Trade Value Shares
Change
Shares
Change %
Fidelity Investments
126
Fidelity Investments
Massachusetts
$235K +$34.9K +694 +17%
PNC Financial Services Group
127
PNC Financial Services Group
Pennsylvania
$235K -$178K -3,528 -43%
WBCM
128
Wilson & Boucher Capital Management
California
$227K
JIC
129
Johnson Investment Counsel
Ohio
$226K +$1.51K +30 +0.7%
WE
130
Wealth Effects
Massachusetts
$223K
NSIM
131
North Star Investment Management
Illinois
$219K
US Bancorp
132
US Bancorp
Minnesota
$218K -$83K -1,648 -28%
FCM
133
Family Capital Management
Michigan
$212K
SAM
134
Summit Asset Management
Tennessee
$209K -$2.57K -51 -1%
FFA
135
Farther Finance Advisors
California
$208K -$6.19K -123 -3%
KWM
136
Kingsview Wealth Management
Oregon
$204K -$2.12M -42,109 -91%
VWM
137
Vigilare Wealth Management
Arizona
$203K
Qube Research & Technologies (QRT)
138
Qube Research & Technologies (QRT)
United Kingdom
$197K -$77.6K -1,540 -28%
BTI
139
Blue Trust Inc
Georgia
$186K
WAS
140
Winch Advisory Services
Wisconsin
$178K
SPIA
141
Steward Partners Investment Advisory
New York
$166K +$9.62K +191 +6%
HI
142
Harbour Investments
Wisconsin
$159K -$44.7K -888 -22%
TWC
143
TD Waterhouse Canada
Ontario, Canada
$132K +$1.51K +30 +1%
MCM
144
Manchester Capital Management
Vermont
$121K
RIA
145
Realta Investment Advisors
Delaware
$119K
LC
146
Lindbrook Capital
California
$107K
FDCDDQ
147
Federation des caisses Desjardins du Quebec
Quebec, Canada
$96.6K +$73.8K +1,465 +323%
CAL
148
Capital Analysts LLC
Pennsylvania
$91K +$91K +1,799 New
BFEC
149
Benjamin F. Edwards & Company
Missouri
$72K
SC
150
Solstein Capital
California
$59.2K