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ROBO Global Robotics & Automation Index ETF
ROBO

Overview Fund Activity

222 hedge funds and large institutions have $433M invested in ROBO Global Robotics & Automation Index ETF in 2023 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 70 increasing their positions, 57 reducing their positions, and 14 closing their positions.

Holders
222
Holders Change
+11
Holders Change %
+5.21%
% of All Funds
3.5%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
28
Increased
70
Reduced
57
Closed
14
Calls
$1.7M
Puts
$638K
Net Calls
+$1.06M
Net Calls Change
+$436K

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$63.5M
2
Morgan Stanley
2
Morgan Stanley
New York
$55.3M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$16.7M
4
CAPTRUST Financial Advisors
4
CAPTRUST Financial Advisors
North Carolina
$2.61M
5
BCM
5
BlueCrest Capital Management
Jersey
$3.46M

Top Sellers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$3.88M
2
Wells Fargo
2
Wells Fargo
California
$8.67M
3
Mariner
3
Mariner
Kansas
$0
4
AWM
4
AE Wealth Management
Kansas
$352K
5
Jane Street
5
Jane Street
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
UBS Group
1
UBS Group
Switzerland
$63.5M 1,083,731 +162,612 +18%
Morgan Stanley
2
Morgan Stanley
New York
$55.3M 943,681 +74,932 +9%
PS
3
Portfolio Strategies
New York
$23.6M 402,491 -20,901 -5%
LPL Financial
4
LPL Financial
California
$20.5M 350,114 +1,952 +0.6%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$16.7M 285,807 +54,677 +24%
FA
6
Fountainhead AM
New Jersey
$13M 221,984 +5,026 +2%
Corient Private Wealth
7
Corient Private Wealth
Florida
$12.2M 208,126 -3,688 -2%
BFO
8
Biltmore Family Office
North Carolina
$12.1M 205,913 +1,977 +1%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$10.6M 181,464 +1,261 +0.7%
Ameriprise
10
Ameriprise
Minnesota
$9.88M 164,412 -16,582 -9%
RJA
11
Raymond James & Associates
Florida
$9.82M 167,775 +10,661 +7%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$8.88M 151,680 +2,729 +2%
Wells Fargo
13
Wells Fargo
California
$8.67M 147,975 -93,339 -39%
Mercer Global Advisors
14
Mercer Global Advisors
Colorado
$5.91M 100,918 -13,469 -12%
CCM
15
Carmel Capital Management
California
$5.63M 96,160 +11,675 +14%
NAM
16
NTV Asset Management
West Virginia
$5.51M 94,015 +6,300 +7%
Northwestern Mutual Wealth Management
17
Northwestern Mutual Wealth Management
Wisconsin
$5.12M 87,445 +2,622 +3%
CAN
18
Cetera Advisor Networks
California
$4.52M 77,231 +2,362 +3%
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$4.31M 73,620 +1,235 +2%
Citigroup
20
Citigroup
New York
$4.19M 71,513 +7,800 +12%
Stifel Financial
21
Stifel Financial
Missouri
$3.92M 67,006 -5,498 -8%
Osaic Holdings
22
Osaic Holdings
Arizona
$3.88M 66,386 -161,362 -71%
Bank of Montreal
23
Bank of Montreal
Ontario, Canada
$3.69M 62,221 +41,602 +202%
BCM
24
BlueCrest Capital Management
Jersey
$3.46M 59,076 +43,599 +282%
PA
25
Pinnacle Associates
New York
$3.41M 58,301 +1,315 +2%
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