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ROBO Global Robotics & Automation Index ETF
ROBO

Overview Fund Activity

188 hedge funds and large institutions have $579M invested in ROBO Global Robotics & Automation Index ETF in 2018 Q1 according to their latest regulatory filings, with 43 funds opening new positions, 78 increasing their positions, 28 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
188
Holders Change
+30
Holders Change %
+18.99%
% of All Funds
4.31%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
43
Increased
78
Reduced
28
Closed
13
Calls
$1.04M
Puts
$3.64M
Net Calls
-$2.6M
Net Calls Change
-$2.78M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$35.9M
2
MIAN
2
Mariner Independent Advisor Network
Kansas
$15.1M
3
Bank of America
3
Bank of America
North Carolina
$11.6M
4
LJAC
4
L.J. Altfest & Co
New York
$12M
5
Wells Fargo
5
Wells Fargo
California
$18.8M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$196K
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$4.01M
3
CSIA
3
Charles Schwab Investment Advisory
California
$187M
4
OCM
4
Oribel Capital Management
New York
$0
5
UCFA
5
United Capital Financial Advisors
Texas
$8.25M
Name Holding Trade Value Shares
Change 		Shares
Change %
HNB
151
Huntington National Bank
Ohio
$19K – – –
SEI Investments
152
SEI Investments
Pennsylvania
$17K -$7.18K -168 -30%
Fifth Third Bancorp
153
Fifth Third Bancorp
Ohio
$17K – – –
UBS AM
154
UBS AM
Illinois
$16.7K +$16.7K +400 New
MGIA
155
Moneta Group Investment Advisors
Missouri
$16K – – –
CCA
156
Clearwater Capital Advisors
Illinois
$15K +$15K +359 New
KPCM
157
Kings Point Capital Management
New York
$14K – – –
NC
158
NewSquare Capital
Pennsylvania
$13K – – –
KCPG
159
Kavar Capital Partners Group
Kansas
$11K +$11K +268 New
CIM
160
Contravisory Investment Management
Massachusetts
$10K – – –
RIA
161
RPG Investment Advisory
California
$10K – – –
AC
162
Avestar Capital
New York
$10K – – –
GT
163
Glenmede Trust
Pennsylvania
$9K – – –
BFC
164
Bedel Financial Consulting
Indiana
$9K +$9K +223 New
TC
165
Trust Company
Kansas
$8K – – –
PMFA
166
Plante Moran Financial Advisors
Michigan
$8K – – –
YWP
167
YorkBridge Wealth Partners
New York
$8K – – –
WAS
168
Winch Advisory Services
Wisconsin
$8K +$6.86K +168 +600%
SQA
169
Simon Quick Advisors
New Jersey
$8K +$8K +200 New
ASN
170
Advisory Services Network
Georgia
$7K -$787K -17,983 -99%
GFP
171
Gryphon Financial Partners
Ohio
$7K +$4.46K +105 +175%
SBL
172
Sargent Bickham Lagudis
Colorado
$5K – – –
CAM
173
Close Asset Management
United Kingdom
$5K +$5K +125 New
WIM
174
Westside Investment Management
California
$4.1K +$4.1K +100 New
CFN
175
Cordasco Financial Network
Florida
$4K – – –
5 6
7
8 9