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ROBO Global Robotics & Automation Index ETF
ROBO

Overview Fund Activity

211 hedge funds and large institutions have $385M invested in ROBO Global Robotics & Automation Index ETF in 2023 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 52 increasing their positions, 69 reducing their positions, and 19 closing their positions.

Holders
211
Holders Change
+12
Holders Change %
+6.03%
% of All Funds
3.38%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
35
Increased
52
Reduced
69
Closed
19
Calls
$1.84M
Puts
$1.22M
Net Calls
+$624K
Net Calls Change
+$119K

Top Buyers

1
PS
1
Portfolio Strategies
New York
$23.2M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$12.2M
3
RJA
3
Raymond James & Associates
Florida
$8.6M
4
Baird Financial Group
4
Baird Financial Group
Wisconsin
$3.11M
5
KWM
5
Kingsview Wealth Management
Oregon
$2.22M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$47.5M
2
OMC
2
Old Mission Capital
Illinois
$0
3
MIH
3
Meitav Investment House
Israel
$317K
4
LPL Financial
4
LPL Financial
California
$19.1M
5
IA
5
IFP Advisors
Florida
$554K
Name Market Value Shares Shares
Change 		Shares
Change %
UBS Group
1
UBS Group
Switzerland
$50.4M 921,119 +18,443 +2%
Morgan Stanley
2
Morgan Stanley
New York
$47.5M 868,749 -457,055 -34%
PS
3
Portfolio Strategies
New York
$23.2M 423,392 +423,392 New
LPL Financial
4
LPL Financial
California
$19.1M 348,162 -26,501 -7%
Wells Fargo
5
Wells Fargo
California
$13.2M 241,314 -3,880 -2%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$12.6M 231,130 -9,537 -4%
Osaic Holdings
7
Osaic Holdings
Arizona
$12.2M 227,748 +173,131 +317%
FA
8
Fountainhead AM
New Jersey
$11.9M 216,958 +5,279 +2%
Corient Private Wealth
9
Corient Private Wealth
Florida
$11.6M 211,814 +14,534 +7%
BFO
10
Biltmore Family Office
North Carolina
$11.2M 203,936 -13,436 -6%
Ameriprise
11
Ameriprise
Minnesota
$9.92M 180,994 -9,507 -5%
RJA
12
Raymond James & Associates
Florida
$8.6M 157,114 +55,681 +55%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$8.15M 148,951 -1,966 -1%
Mercer Global Advisors
14
Mercer Global Advisors
Colorado
$6.26M 114,387 -5,766 -5%
NAM
15
NTV Asset Management
West Virginia
$4.8M 87,715 +21,724 +33%
Northwestern Mutual Wealth Management
16
Northwestern Mutual Wealth Management
Wisconsin
$4.64M 84,823 -570 -0.7%
CCM
17
Carmel Capital Management
California
$4.62M 84,485 +950 +1%
CAN
18
Cetera Advisor Networks
California
$4.1M 74,869 +395 +0.5%
Stifel Financial
19
Stifel Financial
Missouri
$3.97M 72,504 -422 -0.6%
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$3.96M 72,385 -1,458 -2%
Citigroup
21
Citigroup
New York
$3.49M 63,713 +91 +0.1%
RJFSA
22
Raymond James Financial Services Advisors
Florida
$3.18M 58,197 -3,907 -6%
BPA
23
Beacon Pointe Advisors
California
$3.18M 58,111 -6,776 -10%
PA
24
Pinnacle Associates
New York
$3.12M 56,986 -1,934 -3%
Baird Financial Group
25
Baird Financial Group
Wisconsin
$3.11M 56,760 +43,446 +326%
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