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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 %
WAM
176
WFA Asset Management
Wisconsin
$11.1K – – –
TRCT
177
Tower Research Capital (TRC)
New York
$11K – – –
HGERS
178
Householder Group Estate & Retirement Specialist
Arizona
$11K +$11K +200 New
TF
179
Tompkins Financial
New York
$10.7K – – –
GRP
180
Global Retirement Partners
California
$10.7K -$187K -3,510 -95%
IAIM
181
International Assets Investment Management
Florida
$10.4K +$10.4K +190 New
IWP
182
IAG Wealth Partners
Wisconsin
$10.3K – – –
Bank Julius Baer & Co
183
Bank Julius Baer & Co
Switzerland
$10K – – –
Commonwealth Equity Services
184
Commonwealth Equity Services
Massachusetts
$9.86K +$933 +17,048 +10%
WT
185
Washington Trust
Rhode Island
$8.81K – – –
PP
186
Pacifica Partners
Canada
$8.27K – – –
NFSG
187
Newbridge Financial Services Group
Florida
$8.21K +$8.21K +150 New
TFGT
188
TS Financial Group (TSFG)
Illinois
$8K – – –
CAM
189
Close Asset Management
United Kingdom
$7K – – –
WWM
190
Wolff Wiese Magana
California
$6.84K – – –
SSB
191
Sandy Spring Bank
Maryland
$6.74K – – –
CFGS
192
Concourse Financial Group Securities
Alabama
$6.18K – – –
SIS
193
Sound Income Strategies
Florida
$6.18K – – –
AWM
194
Accel Wealth Management
Iowa
$6.02K – – –
Simplex Trading
195
Simplex Trading
Illinois
$6K +$6K +119 New
RWM
196
Ruedi Wealth Management
Illinois
$5.57K – – –
BCWM
197
Bartlett & Co Wealth Management
Ohio
$5.47K – – –
BC
198
Bartlett & Co
Ohio
$5K – – –
TCM
199
TD Capital Management
Tennessee
$4.39K – – –
TC
200
Trust Company
Kansas
$4.35K – – –
6 7
8
9 10