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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 %
CSIA
1
Charles Schwab Investment Advisory
California
$172M 4,297,689 -170,663 -4%
UBS Group
2
UBS Group
Switzerland
$55.6M 1,388,934 +3,814 +0.3%
Morgan Stanley
3
Morgan Stanley
New York
$54.2M 1,356,038 +497,232 +58%
SHGA
4
Sand Hill Global Advisors
California
$35.9M 896,896 +826,888 +1,181%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$24.5M 611,269 +34,930 +6%
RJFSA
6
Raymond James Financial Services Advisors
Florida
$19.4M 485,224 +17,465 +4%
Wells Fargo
7
Wells Fargo
California
$14.5M 362,027 -88,184 -20%
LPL Financial
8
LPL Financial
California
$11.9M 296,332 +20,831 +8%
LJAC
9
L.J. Altfest & Co
New York
$11.4M 285,103 -1,408 -0.5%
Ameriprise
10
Ameriprise
Minnesota
$11.2M 280,099 +18,125 +7%
RTS
11
Round Table Services
New Jersey
$10.8M 269,574 +44,256 +20%
RJA
12
Raymond James & Associates
Florida
$8.78M 219,419 +45,475 +26%
Citadel Advisors
13
Citadel Advisors
Florida
$5.89M 147,300 +47,872 +48%
Stifel Financial
14
Stifel Financial
Missouri
$5.87M 146,548 +8,423 +6%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$5.38M 134,540 +20,916 +18%
JFM
16
Jackson Financial Management
California
$5.38M 134,456 -3,442 -2%
AUB
17
Atlantic Union Bankshares
Virginia
$5.09M 127,300 +3,726 +3%
Bank of Montreal
18
Bank of Montreal
Ontario, Canada
$5.01M 125,182 +57,530 +85%
OC
19
Oppenheimer & Co
New York
$4.56M 114,037 -3,586 -3%
JPMPWA
20
J.P. Morgan Private Wealth Advisors
California
$4.21M 105,152 +2,918 +3%
BFO
21
Biltmore Family Office
North Carolina
$4.16M 103,891 +36,531 +54%
JPMorgan Chase & Co
22
JPMorgan Chase & Co
New York
$3.98M 99,384 +3,609 +4%
MIFH
23
Migdal Insurance & Financial Holdings
Israel
$3.72M 93,020 -1,800 -2%
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$3.46M 86,445 -1,421 -2%
LTFS
25
Ladenburg Thalmann Financial Services
Florida
$3.31M 79,101 – –
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