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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 %
GWS
201
Glassman Wealth Services
Virginia
$1.51K – – –
GI
202
Gradient Investments
Minnesota
$1.11K – – –
NS
203
NBC Securities
Alabama
$1K +$1K +37 New
BBPWM
204
Blue Bell Private Wealth Management
Pennsylvania
$755 – – –
HI
205
Horizon Investments
North Carolina
$705 +$705 +14 New
LFG
206
Larson Financial Group
Missouri
$655 – – –
TF
207
Tompkins Financial
New York
$504 – – –
CFD
208
Creative Financial Designs
Indiana
$252 – – –
HNB
209
Huntington National Bank
Ohio
$50 -$59 – –
SN
210
Sittner & Nelson
Oregon
$50 – – –
SJIM
211
St. Johns Investment Management
Florida
$32 – – –
BCM
212
BlueCrest Capital Management
Jersey
– -$3.46M -59,076 Closed
EC
213
EdgeRock Capital
Colorado
– -$2.79M -47,704 Closed
SIM
214
Seaview Investment Managers
Florida
– -$1.94M -33,108 Closed
Renaissance Technologies
215
Renaissance Technologies
New York
– -$1.31M -22,299 Closed
MFA
216
Mayflower Financial Advisors
Massachusetts
– -$992K -16,936 Closed
Rockefeller Capital Management
217
Rockefeller Capital Management
New York
– -$479K -8,185 Closed
AP
218
Americana Partners
Texas
– -$468K -8,000 Closed
AWM
219
AE Wealth Management
Kansas
– -$352K -6,011 Closed
CF
220
Centaurus Financial
California
– -$304K -5,190 Closed
EWA
221
Exencial Wealth Advisors
Oklahoma
– -$282K -4,812 Closed
BCM
222
Barometer Capital Management
Ontario, Canada
– -$246K -4,200 Closed
Truist Financial
223
Truist Financial
North Carolina
– -$241K -4,119 Closed
TSS
224
Two Sigma Securities
New York
– -$237K -4,044 Closed
SCM
225
Spreng Capital Management
Ohio
– -$231K -3,937 Closed
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