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ROBO Global Robotics & Automation Index ETF
ROBO

Overview Fund Activity

211 hedge funds and large institutions have $406M invested in ROBO Global Robotics & Automation Index ETF in 2023 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 55 increasing their positions, 57 reducing their positions, and 27 closing their positions.

Holders
211
Holders Change
-11
Holders Change %
-4.95%
% of All Funds
3.36%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
20
Increased
55
Reduced
57
Closed
27
Calls
$750K
Puts
$660K
Net Calls
+$90K
Net Calls Change
-$970K

Top Buyers

1
CS
1
Credit Suisse
Switzerland
$16.4M
2
GBWM
2
Granite Bay Wealth Management
New Hampshire
$14.5M
3
Morgan Stanley
3
Morgan Stanley
New York
$55.3M
4
Wealth Enhancement Advisory Services
4
Wealth Enhancement Advisory Services
Minnesota
$6.87M
5
Jane Street
5
Jane Street
New York
$5.75M

Top Sellers

1
PS
1
Portfolio Strategies
New York
$11.5M
2
Wells Fargo
2
Wells Fargo
California
$753K
3
BCM
3
BlueCrest Capital Management
Jersey
$0
4
EC
4
EdgeRock Capital
Colorado
$0
5
KWM
5
Kingsview Wealth Management
Oregon
$204K
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$55.3M 1,098,777 +155,096 +16%
UBS Group
2
UBS Group
Switzerland
$53.2M 1,056,191 -27,540 -3%
LPL Financial
3
LPL Financial
California
$19.2M 382,135 +32,021 +9%
CS
4
Credit Suisse
Switzerland
$16.4M 92 +92 New
GBWM
5
Granite Bay Wealth Management
New Hampshire
$14.5M 263,508 +263,508 New
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$12.3M 244,643 -41,164 -14%
FA
7
Fountainhead AM
New Jersey
$11.5M 228,678 +6,694 +3%
PS
8
Portfolio Strategies
New York
$11.5M 227,702 -174,789 -43%
Corient Private Wealth
9
Corient Private Wealth
Florida
$10.4M 206,436 -1,690 -0.8%
BFO
10
Biltmore Family Office
North Carolina
$10.2M 202,903 -3,010 -1%
RJA
11
Raymond James & Associates
Florida
$9.52M 189,113 +21,338 +13%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$9.33M 185,285 +3,821 +2%
Ameriprise
13
Ameriprise
Minnesota
$8.8M 175,014 +10,602 +6%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$8.24M 163,639 +11,959 +8%
Wealth Enhancement Advisory Services
15
Wealth Enhancement Advisory Services
Minnesota
$6.87M 136,478 +136,478 New
Jane Street
16
Jane Street
New York
$5.75M 114,167 +114,167 New
Mercer Global Advisors
17
Mercer Global Advisors
Colorado
$5.17M 102,721 +1,803 +2%
CCM
18
Carmel Capital Management
California
$4.84M 96,010 -150 -0.2%
Osaic Holdings
19
Osaic Holdings
Arizona
$4.67M 92,707 +26,321 +40%
NAM
20
NTV Asset Management
West Virginia
$4.63M 91,911 -2,104 -2%
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$4.61M 91,498 +17,878 +24%
CAPTRUST Financial Advisors
22
CAPTRUST Financial Advisors
North Carolina
$4.55M 90,285 +45,687 +102%
Northwestern Mutual Wealth Management
23
Northwestern Mutual Wealth Management
Wisconsin
$4.37M 86,761 -684 -0.8%
CAN
24
Cetera Advisor Networks
California
$4.02M 79,829 +2,598 +3%
Citigroup
25
Citigroup
New York
$3.71M 73,753 +2,240 +3%
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