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ROBO Global Robotics & Automation Index ETF
ROBO

Overview Fund Activity

199 hedge funds and large institutions have $333M invested in ROBO Global Robotics & Automation Index ETF in 2022 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 29 increasing their positions, 83 reducing their positions, and 17 closing their positions.

Holders
199
Holders Change
+12
Holders Change %
+6.42%
% of All Funds
3.21%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
32
Increased
29
Reduced
83
Closed
17
Calls
$2.76M
Puts
$2.26M
Net Calls
+$505K
Net Calls Change
+$120K

Top Buyers

1
Corient Private Wealth
1
Corient Private Wealth
Florida
$9.14M
2
OMC
2
Old Mission Capital
Illinois
$3.62M
3
BPA
3
Beacon Pointe Advisors
California
$3.01M
4
CAN
4
Cetera Advisor Networks
California
$3.45M
5
Mariner
5
Mariner
Kansas
$2.66M

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$41.8M
2
Morgan Stanley
2
Morgan Stanley
New York
$61.4M
3
Jane Street
3
Jane Street
New York
$1.36M
4
Bank of Montreal
4
Bank of Montreal
Ontario, Canada
$199K
5
BFO
5
Biltmore Family Office
North Carolina
$10.1M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$61.4M 1,325,804 -257,826 -16%
UBS Group
2
UBS Group
Switzerland
$41.8M 902,676 -289,607 -24%
LPL Financial
3
LPL Financial
California
$17.4M 374,663 +603 +0.2%
Wells Fargo
4
Wells Fargo
California
$11.4M 245,194 +14,794 +6%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$11.2M 240,667 -4,871 -2%
BFO
6
Biltmore Family Office
North Carolina
$10.1M 217,372 -31,902 -13%
FA
7
Fountainhead AM
New Jersey
$9.81M 211,679 +3,350 +2%
Corient Private Wealth
8
Corient Private Wealth
Florida
$9.14M 197,280 +197,280 New
GG
9
Gofen & Glossberg
Illinois
$9.13M 197,080 -1 -0%
Ameriprise
10
Ameriprise
Minnesota
$8.85M 190,501 -18,787 -9%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$7.56M 163,155 -10,506 -6%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$6.99M 150,917 -837 -0.6%
Mercer Global Advisors
13
Mercer Global Advisors
Colorado
$5.57M 120,153 -1,654 -1%
RJA
14
Raymond James & Associates
Florida
$4.7M 101,433 -6,875 -6%
Northwestern Mutual Wealth Management
15
Northwestern Mutual Wealth Management
Wisconsin
$3.96M 85,393 +20,279 +31%
CCM
16
Carmel Capital Management
California
$3.87M 83,535 +800 +1%
OMC
17
Old Mission Capital
Illinois
$3.62M 78,085 +78,085 New
CAN
18
Cetera Advisor Networks
California
$3.45M 74,474 +63,272 +565%
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$3.42M 73,843 -4,098 -5%
Stifel Financial
20
Stifel Financial
Missouri
$3.38M 72,926 -1,956 -3%
NAM
21
NTV Asset Management
West Virginia
$3.06M 65,991 -1,950 -3%
BPA
22
Beacon Pointe Advisors
California
$3.01M 64,887 +64,887 New
Citigroup
23
Citigroup
New York
$2.95M 63,622 -997 -2%
RJFSA
24
Raymond James Financial Services Advisors
Florida
$2.88M 62,104 -25,874 -29%
PA
25
Pinnacle Associates
New York
$2.73M 58,920 -10,010 -15%
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