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ROBO Global Robotics & Automation Index ETF
ROBO

Overview Fund Activity

211 hedge funds and large institutions have $406M invested in ROBO Global Robotics & Automation Index ETF in 2023 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 55 increasing their positions, 57 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
211
Holders Change
-11
Holders Change %
-4.95%
% of All Funds
3.36%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
20
Increased
55
Reduced
57
Closed
27
Calls
$750K
Puts
$660K
Net Calls
+$90K
Net Calls Change
-$970K

Top Buyers

1
CS
Credit Suisse
Switzerland
$16.4M
2
GBWM
Granite Bay Wealth Management
New Hampshire
$14.5M
3
Morgan Stanley
Morgan Stanley
New York
$55.3M
4
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$6.87M
5
Jane Street
Jane Street
New York
$5.75M

Top Sellers

1
PS
Portfolio Strategies
New York
$11.5M
2
Wells Fargo
Wells Fargo
California
$753K
3
BCM
BlueCrest Capital Management
Jersey
$0
4
EC
EdgeRock Capital
Colorado
$0
5
KWM
Kingsview Wealth Management
Oregon
$204K
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank Julius Baer & Co
176
Bank Julius Baer & Co
Switzerland
$10K +$312 +6 +3%
GRP
177
Global Retirement Partners
California
$9.88K – – –
IWP
178
IAG Wealth Partners
Wisconsin
$9.47K – – –
VWM
179
Venturi Wealth Management
Texas
$8.91K -$14.8K -294 -62%
WT
180
Washington Trust
Rhode Island
$8.11K – – –
TFGT
181
TS Financial Group (TSFG)
Illinois
$8K – – –
PP
182
Pacifica Partners
Canada
$7.77K – – –
NFSG
183
Newbridge Financial Services Group
Florida
$7.55K – – –
WWM
184
Wolff Wiese Magana
California
$6.3K – – –
SSB
185
Sandy Spring Bank
Maryland
$6.2K – – –
CAM
186
Close Asset Management
United Kingdom
$6K – – –
SIS
187
Sound Income Strategies
Florida
$5.69K – – –
CFGS
188
Concourse Financial Group Securities
Alabama
$5.69K – – –
BCWM
189
Bartlett & Co Wealth Management
Ohio
$5.04K – – –
CHA
190
Carmichael Hill & Associates
Maryland
$5.04K – – –
BC
191
Bartlett & Co
Ohio
$5K – – –
CSPIA
192
Cary Street Partners Investment Advisory
Virginia
$4.78K +$4.78K +95 New
SHIM
193
Stone House Investment Management
Pennsylvania
$4.38K – – –
S
194
SignatureFD
Georgia
$4.28K – – –
TCM
195
TD Capital Management
Tennessee
$4.04K – – –
TC
196
Trust Company
Kansas
$4K – – –
JPMorgan Chase & Co
197
JPMorgan Chase & Co
New York
$3.37K -$37.8K -750 -92%
GEA
198
Glen Eagle Advisors
New Jersey
$3.02K – – –
AIM
199
Anchor Investment Management
South Carolina
$2.52K +$2.52K +50 New
CMA
200
Cedar Mountain Advisors
Oregon
$2.01K – – –
6 7
8
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