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ROBO Global Robotics & Automation Index ETF
ROBO

Overview Fund Activity

185 hedge funds and large institutions have $572M invested in ROBO Global Robotics & Automation Index ETF in 2018 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 66 increasing their positions, 43 reducing their positions, and 28 closing their positions.

Holders
185
Holders Change
-3
Holders Change %
-1.6%
% of All Funds
4.24%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
25
Increased
66
Reduced
43
Closed
28
Calls
$1.16M
Puts
$2.05M
Net Calls
-$894K
Net Calls Change
+$1.7M

Top Buyers

1
SHGA
1
Sand Hill Global Advisors
California
$35.9M
2
Morgan Stanley
2
Morgan Stanley
New York
$54.2M
3
SPL
3
Smart Portfolios LLC
Washington
$2.94M
4
HSBC Holdings
4
HSBC Holdings
United Kingdom
$2.75M
5
Bank of Montreal
5
Bank of Montreal
Ontario, Canada
$5.01M

Top Sellers

1
MIAN
1
Mariner Independent Advisor Network
Kansas
$755K
2
Bank of America
2
Bank of America
North Carolina
$1.52M
3
UCFA
3
United Capital Financial Advisors
Texas
$380K
4
BCM
4
Barometer Capital Management
Ontario, Canada
$0
5
CSIA
5
Charles Schwab Investment Advisory
California
$172M
Name Holding Trade Value Shares
Change 		Shares
Change %
WT
151
Washington Trust
Rhode Island
$10K +$10K +250 New
UBS AM
152
UBS AM
Illinois
$9.88K -$6.12K -153 -38%
AC
153
Avestar Capital
New York
$9K – – –
BWA
154
Burt Wealth Advisors
Maryland
$9K +$9K +237 New
WIM
155
Westside Investment Management
California
$8.05K +$4.02K +100 +100%
SEI Investments
156
SEI Investments
Pennsylvania
$8K -$8.58K -206 -52%
YWP
157
YorkBridge Wealth Partners
New York
$8K – – –
TC
158
Trust Company
Kansas
$8K – – –
PMFA
159
Plante Moran Financial Advisors
Michigan
$8K – – –
WAS
160
Winch Advisory Services
Wisconsin
$8K – – –
RFC
161
Regions Financial Corp
Alabama
$8K +$8K +200 New
GFP
162
Gryphon Financial Partners
Ohio
$7K – – –
FHA
163
Flagship Harbor Advisors
Massachusetts
$6K +$6K +163 New
SBL
164
Sargent Bickham Lagudis
Colorado
$5K – – –
CAM
165
Close Asset Management
United Kingdom
$5K – – –
PGA
166
Premia Global Advisors
Florida
$5K +$5K +125 New
CFN
167
Cordasco Financial Network
Florida
$4K – – –
GBBWRPM
168
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$4K – – –
OAJ
169
Ogorek Anthony Joseph
New York
$4K – – –
OIA
170
Optimum Investment Advisors
Illinois
$4K – – –
TRCT
171
Tower Research Capital (TRC)
New York
$4K +$4K +100 New
RWP
172
RWA Wealth Partners
Massachusetts
$3K – – –
RWA
173
River Wealth Advisors
Pennsylvania
$3K +$3K +76 New
WA
174
WP Advisors
California
$3K +$3K +86 New
Northwestern Mutual Wealth Management
175
Northwestern Mutual Wealth Management
Wisconsin
$2K – – –
5 6
7
8 9