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ROBO Global Robotics & Automation Index ETF
ROBO

Overview Fund Activity

234 hedge funds and large institutions have $502M invested in ROBO Global Robotics & Automation Index ETF in 2023 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 52 increasing their positions, 77 reducing their positions, and 13 closing their positions.

Holders
234
Holders Change
+23
Holders Change %
+10.9%
% of All Funds
3.43%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
38
Increased
52
Reduced
77
Closed
13
Calls
$1.62M
Puts
$74K
Net Calls
+$1.55M
Net Calls Change
+$1.46M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$115M
2
GBWM
2
Granite Bay Wealth Management
New Hampshire
$39M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$6.77M
4
HI
4
Humankind Investments
New York
$2.38M
5
CAPTRUST Financial Advisors
5
CAPTRUST Financial Advisors
North Carolina
$6.73M

Top Sellers

1
CS
1
Credit Suisse
Switzerland
$0
2
PS
2
Portfolio Strategies
New York
$0
3
UBS Group
3
UBS Group
Switzerland
$52.9M
4
Wealth Enhancement Advisory Services
4
Wealth Enhancement Advisory Services
Minnesota
$640K
5
Jane Street
5
Jane Street
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of Montreal
126
Bank of Montreal
Ontario, Canada
$269K -$3.08M -53,340 -92%
Fidelity Investments
127
Fidelity Investments
Massachusetts
$265K -$3.09K -54 -1%
WWM
128
Western Wealth Management
Colorado
$263K -$7.68K -134 -3%
JIC
129
Johnson Investment Counsel
Ohio
$260K +$2.58K +45 +1%
US Bancorp
130
US Bancorp
Minnesota
$255K +$7.28K +127 +3%
WE
131
Wealth Effects
Massachusetts
$254K +$57 +1 +0%
NSIM
132
North Star Investment Management
Illinois
$249K – – –
WBCM
133
Wilson & Boucher Capital Management
California
$242K -$15.8K -275 -6%
FCM
134
Family Capital Management
Michigan
$241K – – –
Mariner
135
Mariner
Kansas
$238K -$70.3K -1,226 -23%
SAM
136
Summit Asset Management
Tennessee
$237K – – –
MFA
137
Mayflower Financial Advisors
Massachusetts
$235K +$235K +4,094 New
Carson Wealth (CWM LLC)
138
Carson Wealth (CWM LLC)
Nebraska
$229K -$39.4K -686 -15%
VWM
139
Vigilare Wealth Management
Arizona
$226K -$5.33K -93 -2%
Pathstone Holdings
140
Pathstone Holdings
New Jersey
$220K +$220K +3,837 New
GLA
141
Good Life Advisors
Pennsylvania
$217K -$72.9K -1,272 -25%
KIA
142
Kraematon Investment Advisors
Massachusetts
$215K -$56.8K -991 -21%
PPP
143
Private Portfolio Partners
New Jersey
$215K +$215K +3,753 New
ANTB
144
AMG National Trust Bank
Colorado
$209K +$209K +3,651 New
MIA
145
MMBG Investment Advisors
Florida
$205K -$172K -3,000 -46%
RBFC
146
Roman Butler Fullerton & Co
Missouri
$204K +$204K +3,634 New
Truist Financial
147
Truist Financial
North Carolina
$203K +$203K +3,538 New
WAS
148
Winch Advisory Services
Wisconsin
$202K – – –
CGA
149
Crescent Grove Advisors
Illinois
$201K +$201K +3,516 New
WAG
150
Wiser Advisor Group
Arizona
$201K +$201K +3,515 New
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6
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