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

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$196K
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$4.01M
3
CSIA
Charles Schwab Investment Advisory
California
$187M
4
OCM
Oribel Capital Management
New York
$0
5
UCFA
United Capital Financial Advisors
Texas
$8.25M
Name Holding Trade Value Shares
Change 		Shares
Change %
OAJ
176
Ogorek Anthony Joseph
New York
$4K – – –
TFA
177
Toth Financial Advisory
Virginia
$4K – – –
CFN
178
Cordasco Financial Network
Florida
$4K – – –
OIA
179
Optimum Investment Advisors
Illinois
$4K +$4K +100 New
CPIG
180
Chicago Partners Investment Group
Illinois
$3K – – –
RWP
181
RWA Wealth Partners
Massachusetts
$3K +$3K +81 New
Northwestern Mutual Wealth Management
182
Northwestern Mutual Wealth Management
Wisconsin
$2K -$2.55K -70 -56%
SIS
183
Sound Income Strategies
Florida
$1K – – –
PG
184
Patten Group
Tennessee
$1K – – –
GWS
185
Glassman Wealth Services
Virginia
$1K – – –
MFT
186
Moisand Fitzgerald Tamayo
Florida
$1K – – –
DWM
187
Destination Wealth Management
California
$1K +$1K +29 New
RCAG
188
Rehmann Capital Advisory Group
Michigan
$1K +$1K +34 New
OCM
189
Oribel Capital Management
New York
– -$7.02M -169,800 Closed
SI
190
SCP Investment
California
– -$3.31M -80,000 Closed
PCM
191
Penserra Capital Management
California
– -$2M -48,426 Closed
AFNAS
192
American Financial Network Advisory Services
California
– -$1.75M -42,430 Closed
BFM
193
Boothbay Fund Management
New York
– -$1.26M -30,500 Closed
WCA
194
Waratah Capital Advisors
Ontario, Canada
– -$397K -9,606 Closed
CC
195
Claybrook Capital
Massachusetts
– -$289K -7,000 Closed
UWM
196
USAdvisors Wealth Management
Minnesota
– -$287K -6,950 Closed
PMG
197
ProVise Management Group
Florida
– -$248K -6,000 Closed
DWM
198
Dynasty Wealth Management
Florida
– -$216K -5,225 Closed
CA
199
Calton & Associates
Florida
– -$20K -455 Closed
SWMG
200
Signature Wealth Management Group
Georgia
– -$15K -356 Closed
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