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ROBO Global Robotics & Automation Index ETF
ROBO

Overview Fund Activity

228 hedge funds and large institutions have $426M invested in ROBO Global Robotics & Automation Index ETF in 2024 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 63 increasing their positions, 72 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
228
Holders Change
-6
Holders Change %
-2.56%
% of All Funds
3.31%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
24
Increased
63
Reduced
72
Closed
26
Calls
$1.29M
Puts
$240K
Net Calls
+$1.05M
Net Calls Change
-$496K

Top Buyers

1
Cetera Investment Advisers
1
Cetera Investment Advisers
Illinois
$7.28M
2
Jane Street
2
Jane Street
New York
$5.22M
3
Ameriprise
3
Ameriprise
Minnesota
$13.5M
4
UBS Group
4
UBS Group
Switzerland
$56.3M
5
Citadel Advisors
5
Citadel Advisors
Florida
$3.3M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$51.1M
2
GBWM
2
Granite Bay Wealth Management
New Hampshire
$624K
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$246K
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$12.2M
5
PWM
5
Purus Wealth Management
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
AAG
126
Accordant Advisory Group
Maryland
$274K +$274K +4,676 New
CGA
127
Crescent Grove Advisors
Illinois
$273K +$67.3K +1,147 +33%
MCCP
128
Mission Creek Capital Partners
California
$270K -$16.4K -280 -6%
WWM
129
Western Wealth Management
Colorado
$269K – – –
JIC
130
Johnson Investment Counsel
Ohio
$269K +$3.52K +60 +1%
WE
131
Wealth Effects
Massachusetts
$260K – – –
NSIM
132
North Star Investment Management
Illinois
$255K – – –
RBFC
133
Roman Butler Fullerton & Co
Missouri
$252K +$57.8K +1,080 +30%
AWM
134
Axxcess Wealth Management
California
$249K -$395K -6,733 -61%
WBCM
135
Wilson & Boucher Capital Management
California
$248K – – –
Koshinski Asset Management
136
Koshinski Asset Management
Illinois
$247K -$44.9K -766 -15%
Susquehanna International Group
137
Susquehanna International Group
Pennsylvania
$246K -$6.68M -113,894 -96%
Carson Wealth (CWM LLC)
138
Carson Wealth (CWM LLC)
Nebraska
$242K +$8.09K +138 +3%
SAM
139
Summit Asset Management
Tennessee
$242K -$1.23K -21 -0.5%
VWM
140
Vigilare Wealth Management
Arizona
$231K – – –
Pathstone Holdings
141
Pathstone Holdings
New Jersey
$225K +$59 +1 +0%
ANTB
142
AMG National Trust Bank
Colorado
$214K – – –
MIA
143
MMBG Investment Advisors
Florida
$210K – – –
WAS
144
Winch Advisory Services
Wisconsin
$207K +$59 +1 +0%
WAG
145
Wiser Advisor Group
Arizona
$207K +$587 +10 +0.3%
DAS
146
Dynamic Advisor Solutions
Arizona
$206K +$206K +3,505 New
PPP
147
Private Portfolio Partners
New Jersey
$202K -$17.7K -301 -8%
Bank of Montreal
148
Bank of Montreal
Ontario, Canada
$201K -$73.3K -1,241 -27%
EWA
149
Exencial Wealth Advisors
Oklahoma
$200K +$200K +3,418 New
US Bancorp
150
US Bancorp
Minnesota
$186K -$74.5K -1,271 -29%
4 5
6
7 8