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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.

New
Increased
Maintained
Reduced
Closed
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 %
Northwestern Mutual Wealth Management
176
Northwestern Mutual Wealth Management
Wisconsin
$2K – – –
CIBC Private Wealth Group
177
CIBC Private Wealth Group
Georgia
$1K -$64.6K -1,485 -98%
MFT
178
Moisand Fitzgerald Tamayo
Florida
$1K – – –
GWS
179
Glassman Wealth Services
Virginia
$1K – – –
SIS
180
Sound Income Strategies
Florida
$1K – – –
GI
181
Gradient Investments
Minnesota
$1K +$1K +22 New
CA
182
Crewe Advisors
Utah
$1K +$1K +25 New
BCWM
183
Bartlett & Co Wealth Management
Ohio
$120 +$120 +3 New
BCM
184
Barometer Capital Management
Ontario, Canada
– -$7.2M -172,100 Closed
MC
185
Moors & Cabot
Massachusetts
– -$2.11M -50,530 Closed
OMC
186
Old Mission Capital
Illinois
– -$1.69M -40,294 Closed
MIH
187
Meitav Investment House
Israel
– -$1.34M -31,958 Closed
DC
188
Davenport & Co
Virginia
– -$1.08M -25,906 Closed
NCM
189
Niemann Capital Management
Nevada
– -$600K -14,336 Closed
Fiera Capital (Canada)
190
Fiera Capital (Canada)
Quebec, Canada
– -$504K -12,055 Closed
SB
191
Suntrust Banks
Georgia
– -$350K -8,376 Closed
BAM
192
Belpointe Asset Management
Nevada
– -$334K -7,991 Closed
Goldman Sachs
193
Goldman Sachs
New York
– -$311K -7,437 Closed
DADC
194
D.A. Davidson & Co
Montana
– -$270K -6,450 Closed
M&T Bank
195
M&T Bank
New York
– -$243K -5,810 Closed
KWM
196
Kingsview Wealth Management
Oregon
– -$233K -5,575 Closed
MMA
197
Miracle Mile Advisors
California
– -$201K -4,800 Closed
DBT
198
Dubuque Bank & Trust
Iowa
– -$129K -3,075 Closed
NCM
199
Nelson Capital Management
California
– -$59K -1,408 Closed
MCWS
200
McKinley Carter Wealth Services
West Virginia
– -$31K -750 Closed
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