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ROBO Global Robotics & Automation Index ETF
ROBO

Overview Fund Activity

188 hedge funds and large institutions have $579M invested in ROBO Global Robotics & Automation Index ETF in 2018 Q1 according to their latest regulatory filings, with 43 funds opening new positions, 78 increasing their positions, 28 reducing their positions, and 13 closing their positions.

Holders
188
Holders Change
+30
Holders Change %
+18.99%
% of All Funds
4.31%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
43
Increased
78
Reduced
28
Closed
13
Calls
$1.04M
Puts
$3.64M
Net Calls
-$2.6M
Net Calls Change
-$2.78M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$35.9M
2
MIAN
2
Mariner Independent Advisor Network
Kansas
$15.1M
3
Bank of America
3
Bank of America
North Carolina
$11.6M
4
LJAC
4
L.J. Altfest & Co
New York
$12M
5
Wells Fargo
5
Wells Fargo
California
$18.8M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$196K
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$4.01M
3
CSIA
3
Charles Schwab Investment Advisory
California
$187M
4
OCM
4
Oribel Capital Management
New York
$0
5
UCFA
5
United Capital Financial Advisors
Texas
$8.25M
Name Market Value Shares Shares
Change 		Shares
Change %
CSIA
1
Charles Schwab Investment Advisory
California
$187M 4,468,352 -189,595 -4%
UBS Group
2
UBS Group
Switzerland
$57.9M 1,385,120 +128,867 +10%
Morgan Stanley
3
Morgan Stanley
New York
$35.9M 858,806 +475,847 +124%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$24.1M 576,339 +69,959 +14%
RJFSA
5
Raymond James Financial Services Advisors
Florida
$19.6M 467,759 +46,822 +11%
Wells Fargo
6
Wells Fargo
California
$18.8M 450,211 +169,743 +61%
MIAN
7
Mariner Independent Advisor Network
Kansas
$15.1M 360,773 +267,139 +285%
LJAC
8
L.J. Altfest & Co
New York
$12M 286,511 +188,298 +192%
Bank of America
9
Bank of America
North Carolina
$11.6M 277,735 +188,465 +211%
LPL Financial
10
LPL Financial
California
$11.5M 275,501 +83,053 +43%
Ameriprise
11
Ameriprise
Minnesota
$11M 261,974 +20,163 +8%
RTS
12
Round Table Services
New Jersey
$9.42M 225,318 +32,368 +17%
UCFA
13
United Capital Financial Advisors
Texas
$8.25M 197,241 -146,521 -43%
RJA
14
Raymond James & Associates
Florida
$7.27M 173,944 +97,440 +127%
BCM
15
Barometer Capital Management
Ontario, Canada
$7.2M 172,100 +42,900 +33%
Stifel Financial
16
Stifel Financial
Missouri
$5.77M 138,125 +18,998 +16%
JFM
17
Jackson Financial Management
California
$5.77M 137,898 -5,260 -4%
AUB
18
Atlantic Union Bankshares
Virginia
$5.17M 123,574 +123,574 New
Susquehanna International Group
19
Susquehanna International Group
Pennsylvania
$4.94M 118,153 +96,798 +453%
OC
20
Oppenheimer & Co
New York
$4.92M 117,623 +9,366 +9%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$4.75M 113,624 +4,511 +4%
JPMPWA
22
J.P. Morgan Private Wealth Advisors
California
$4.28M 102,234 +12,915 +14%
Citadel Advisors
23
Citadel Advisors
Florida
$4.16M 99,428 +99,428 New
JPMorgan Chase & Co
24
JPMorgan Chase & Co
New York
$4.01M 95,775 -213,867 -69%
MIFH
25
Migdal Insurance & Financial Holdings
Israel
$3.97M 94,820 +4,195 +5%
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