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ROBO Global Robotics & Automation Index ETF
ROBO

Overview Fund Activity

211 hedge funds and large institutions have $385M invested in ROBO Global Robotics & Automation Index ETF in 2023 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 52 increasing their positions, 69 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
211
Holders Change
+12
Holders Change %
+6.03%
% of All Funds
3.38%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
35
Increased
52
Reduced
69
Closed
19
Calls
$1.84M
Puts
$1.22M
Net Calls
+$624K
Net Calls Change
+$119K

Top Buyers

1
PS
1
Portfolio Strategies
New York
$23.2M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$12.2M
3
RJA
3
Raymond James & Associates
Florida
$8.6M
4
Baird Financial Group
4
Baird Financial Group
Wisconsin
$3.11M
5
KWM
5
Kingsview Wealth Management
Oregon
$2.22M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$47.5M
2
OMC
2
Old Mission Capital
Illinois
$0
3
MIH
3
Meitav Investment House
Israel
$317K
4
LPL Financial
4
LPL Financial
California
$19.1M
5
IA
5
IFP Advisors
Florida
$554K
Name Holding Trade Value Shares
Change 		Shares
Change %
CWA
151
Clearview Wealth Advisors
Oregon
$86.4K – – –
BAM
152
Belpointe Asset Management
Nevada
$78.7K -$76.6K -1,400 -49%
NA
153
NewEdge Advisors
Louisiana
$78.4K -$38K -695 -33%
BFEC
154
Benjamin F. Edwards & Company
Missouri
$78K +$11K +201 +16%
SC
155
Solstein Capital
California
$64.3K – – –
EWM
156
Evermay Wealth Management
Virginia
$63.5K – – –
VWM
157
Venturi Wealth Management
Texas
$56.1K +$56.1K +1,026 New
AIP
158
Ahrens Investment Partners
Louisiana
$55.3K +$55.3K +1,010 New
CTC
159
Central Trust Company
Missouri
$54.7K – – –
ME
160
McIlrath & Eck
Washington
$52.2K – – –
PAI
161
Pittenger & Anderson Inc
Nebraska
$47.9K – – –
BSC
162
Brown Shipley & Co
United Kingdom
$40.7K +$40.7K +745 New
BWP
163
Baldwin Wealth Partners
Massachusetts
$35.9K – – –
HFM
164
Hartford Financial Management
Connecticut
$29.5K – – –
RFA
165
Resurgent Financial Advisors
Georgia
$29.2K +$3.89K +71 +15%
BAM
166
Bellevue Asset Management
Washington
$27.4K -$2.19K -40 -7%
Fifth Third Bancorp
167
Fifth Third Bancorp
Ohio
$27.4K +$5.47K +100 +25%
FDCDDQ
168
Federation des caisses Desjardins du Quebec
Quebec, Canada
$24.8K -$13.1K -240 -35%
AAP
169
Arax Advisory Partners
Colorado
$20.6K – – –
TFA
170
Toth Financial Advisory
Virginia
$19.7K +$19.7K +360 New
AA
171
AlphaMark Advisors
Kentucky
$19K – – –
NL
172
NVWM LLC
Pennsylvania
$18.2K – – –
CWM
173
Cranbrook Wealth Management
Michigan
$17.7K – – –
AF
174
Allworth Financial
California
$16.4K – – –
S
175
SignatureFD
Georgia
$16.4K +$11.7K +214 +252%
5 6
7
8 9