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ROBO Global Robotics & Automation Index ETF
ROBO

Overview Fund Activity

224 hedge funds and large institutions have $445M invested in ROBO Global Robotics & Automation Index ETF in 2022 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 79 increasing their positions, 71 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
224
Holders Change
-29
Holders Change %
-11.46%
% of All Funds
3.54%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
18
Increased
79
Reduced
71
Closed
44
Calls
$297K
Puts
$618K
Net Calls
-$321K
Net Calls Change
-$623K

Top Buyers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$4.97M
2
IIA
2
Integral Investment Advisors
California
$2.23M
3
RJA
3
Raymond James & Associates
Florida
$7.1M
4
AFS
4
AFG Fiduciary Services
Massachusetts
$1.18M
5
Stifel Financial
5
Stifel Financial
Missouri
$4.16M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$90.8M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$13M
3
UBS Group
3
UBS Group
Switzerland
$79.9M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$2.5M
5
BCM
5
BlueCrest Capital Management
Jersey
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
WAS
151
Winch Advisory Services
Wisconsin
$213K -$116 -2 -0.1%
LJAC
152
L.J. Altfest & Co
New York
$212K -$12.8K -220 -6%
UCFA
153
United Capital Financial Advisors
Texas
$210K -$2.8K -48 -1%
CS
154
Credit Suisse
Switzerland
$210K – – –
Carson Wealth (CWM LLC)
155
Carson Wealth (CWM LLC)
Nebraska
$208K -$18K -308 -8%
PFS
156
Prospera Financial Services
Texas
$191K -$18K -309 -9%
LC
157
Lindbrook Capital
California
$182K -$2.63K -45 -1%
GRP
158
Global Retirement Partners
California
$178K +$178K +3,711 New
TWC
159
TD Waterhouse Canada
Ontario, Canada
$148K -$1.81K -31 -1%
BDWM
160
Brewin Dolphin Wealth Management
Ireland
$137K – – –
CWA
161
Core Wealth Advisors
Florida
$125K +$35.9K +615 +40%
CAPTRUST Financial Advisors
162
CAPTRUST Financial Advisors
North Carolina
$100K -$109K -1,881 -52%
BW
163
Bison Wealth
Georgia
$89K +$20.2K +345 +29%
SIAP
164
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$88K +$1.46K +25 +2%
First Manhattan
165
First Manhattan
New York
$84K – – –
T
166
TCWP
Ohio
$82K +$82K +1,415 New
CWA
167
Clearview Wealth Advisors
Oregon
$80K +$3.99K +68 +5%
CAL
168
Capital Analysts LLC
Pennsylvania
$76K -$5.85K -100 -7%
BFEC
169
Benjamin F. Edwards & Company
Missouri
$71K +$4.12K +71 +6%
SC
170
Solstein Capital
California
$68K – – –
EWM
171
Evermay Wealth Management
Virginia
$68K – – –
FPS
172
Fieldpoint Private Securities
Connecticut
$67K – – –
CTC
173
Central Trust Company
Missouri
$58K +$58K +1,000 New
Koshinski Asset Management
174
Koshinski Asset Management
Illinois
$56K -$35.8K -615 -39%
AIP
175
Ahrens Investment Partners
Louisiana
$53K – – –
5 6
7
8 9