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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.

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 Market Value Shares Shares
Change 		Shares
Change %
KF
201
Krilogy Financial
Missouri
– – -732 Closed
PFGIA
202
Patriot Financial Group Insurance Agency
Massachusetts
– – -561 Closed
MGIA
203
Moneta Group Investment Advisors
Missouri
– – -390 Closed
CCA
204
Clearwater Capital Advisors
Illinois
– – -359 Closed
CIM
205
Contravisory Investment Management
Massachusetts
– – -249 Closed
GT
206
Glenmede Trust
Pennsylvania
– – -230 Closed
SQA
207
Simon Quick Advisors
New Jersey
– – -200 Closed
ASN
208
Advisory Services Network
Georgia
– – -160 Closed
TFA
209
Toth Financial Advisory
Virginia
– – -100 Closed
RCAG
210
Rehmann Capital Advisory Group
Michigan
– – -34 Closed
DWM
211
Destination Wealth Management
California
– – -29 Closed
Parallax Volatility Advisers
212
Parallax Volatility Advisers
California
$0 1 – –
BC
213
Bartlett & Co
Ohio
$0 3 +3 New
PFBT
214
Parkside Financial Bank & Trust
Missouri
$0 11 +11 New
5 6 7 8
9