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ROBO Global Robotics & Automation Index ETF
ROBO

Overview Fund Activity

222 hedge funds and large institutions have $433M invested in ROBO Global Robotics & Automation Index ETF in 2023 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 70 increasing their positions, 57 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
222
Holders Change
+11
Holders Change %
+5.21%
% of All Funds
3.5%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
28
Increased
70
Reduced
57
Closed
14
Calls
$1.7M
Puts
$638K
Net Calls
+$1.06M
Net Calls Change
+$436K

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$63.5M
2
Morgan Stanley
2
Morgan Stanley
New York
$55.3M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$16.7M
4
CAPTRUST Financial Advisors
4
CAPTRUST Financial Advisors
North Carolina
$2.61M
5
BCM
5
BlueCrest Capital Management
Jersey
$3.46M

Top Sellers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$3.88M
2
Wells Fargo
2
Wells Fargo
California
$8.67M
3
Mariner
3
Mariner
Kansas
$0
4
AWM
4
AE Wealth Management
Kansas
$352K
5
Jane Street
5
Jane Street
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Koshinski Asset Management
151
Koshinski Asset Management
Illinois
$201K +$201K +3,430 New
Citadel Advisors
152
Citadel Advisors
Florida
$196K -$25.9K -443 -12%
SPIA
153
Steward Partners Investment Advisory
New York
$182K +$24.4K +417 +15%
BTI
154
Blue Trust Inc
Georgia
$174K -$1.92K -35 -1%
TWC
155
TD Waterhouse Canada
Ontario, Canada
$153K -$9.15K -155 -6%
MCM
156
Manchester Capital Management
Vermont
$141K +$141K +2,400 New
LC
157
Lindbrook Capital
California
$124K – – –
RIA
158
Realta Investment Advisors
Delaware
$119K +$119K +2,033 New
CWA
159
Clearview Wealth Advisors
Oregon
$92.5K +$59 +1 +0.1%
BFEC
160
Benjamin F. Edwards & Company
Missouri
$83K – – –
IA
161
IFP Advisors
Florida
$75.5K -$702K -11,985 -90%
NA
162
NewEdge Advisors
Louisiana
$71.6K -$12.3K -210 -15%
SC
163
Solstein Capital
California
$68.8K – – –
EWM
164
Evermay Wealth Management
Virginia
$67.9K – – –
1832 Asset Management
165
1832 Asset Management
Ontario, Canada
$67.9K +$67.9K +1,160 New
CTC
166
Central Trust Company
Missouri
$58.6K – – –
ME
167
McIlrath & Eck
Washington
$55.9K – – –
DZ Bank
168
DZ Bank
Germany
$53.3K +$53.3K +905 New
PAI
169
Pittenger & Anderson Inc
Nebraska
$51.2K – – –
JPMorgan Chase & Co
170
JPMorgan Chase & Co
New York
$47.8K -$533K -9,101 -92%
Kayne Anderson Rudnick Investment Management
171
Kayne Anderson Rudnick Investment Management
California
$40.6K +$40.6K +693 New
BWP
172
Baldwin Wealth Partners
Massachusetts
$38.4K – – –
RFA
173
Resurgent Financial Advisors
Georgia
$33K +$1.76K +30 +6%
HFM
174
Hartford Financial Management
Connecticut
$31.6K – – –
BAM
175
Bellevue Asset Management
Washington
$30.2K +$820 +14 +3%
5 6
7
8 9