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ROBO Global Robotics & Automation Index ETF
ROBO

Overview Fund Activity

234 hedge funds and large institutions have $502M invested in ROBO Global Robotics & Automation Index ETF in 2023 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 52 increasing their positions, 77 reducing their positions, and 13 closing their positions.

Holders
234
Holders Change
+23
Holders Change %
+10.9%
% of All Funds
3.43%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
38
Increased
52
Reduced
77
Closed
13
Calls
$1.62M
Puts
$74K
Net Calls
+$1.55M
Net Calls Change
+$1.46M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$115M
2
GBWM
2
Granite Bay Wealth Management
New Hampshire
$39M
3
GF
3
Gray Foundation
New York
$11.7M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$6.77M
5
PS
5
Principal Securities
Iowa
$6.12M

Top Sellers

1
CS
1
Credit Suisse
Switzerland
$0
2
PS
2
Portfolio Strategies
New York
$0
3
UBS Group
3
UBS Group
Switzerland
$52.9M
4
Wealth Enhancement Advisory Services
4
Wealth Enhancement Advisory Services
Minnesota
$640K
5
Jane Street
5
Jane Street
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$115M 2,009,484 +910,707 +83%
UBS Group
2
UBS Group
Switzerland
$52.9M 922,777 -133,414 -13%
GBWM
3
Granite Bay Wealth Management
New Hampshire
$39M 757,626 +494,118 +188%
LPL Financial
4
LPL Financial
California
$21.2M 370,351 -11,784 -3%
FA
5
Fountainhead AM
New Jersey
$14.1M 245,441 +16,763 +7%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$13.8M 241,149 -3,494 -1%
Corient Private Wealth
7
Corient Private Wealth
Florida
$11.9M 207,170 +734 +0.4%
GF
8
Gray Foundation
New York
$11.7M 205,000 +205,000 New
BFO
9
Biltmore Family Office
North Carolina
$11.2M 195,609 -7,294 -4%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$10.3M 179,059 -6,226 -3%
Ameriprise
11
Ameriprise
Minnesota
$10M 176,754 +1,740 +1%
RJA
12
Raymond James & Associates
Florida
$9.63M 167,977 -21,136 -11%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$9.03M 157,581 -6,058 -4%
Susquehanna International Group
14
Susquehanna International Group
Pennsylvania
$6.77M 118,090 +118,090 New
CAPTRUST Financial Advisors
15
CAPTRUST Financial Advisors
North Carolina
$6.73M 117,444 +27,159 +30%
PS
16
Principal Securities
Iowa
$6.12M 106,879 +106,879 New
Mercer Global Advisors
17
Mercer Global Advisors
Colorado
$5.81M 101,313 -1,408 -1%
CCM
18
Carmel Capital Management
California
$5.63M 98,210 +2,200 +2%
Osaic Holdings
19
Osaic Holdings
Arizona
$5.5M 95,939 +3,232 +3%
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$5.34M 93,195 +1,697 +2%
NAM
21
NTV Asset Management
West Virginia
$5.16M 90,011 -1,900 -2%
Northwestern Mutual Wealth Management
22
Northwestern Mutual Wealth Management
Wisconsin
$5.08M 88,655 +1,894 +2%
CAN
23
Cetera Advisor Networks
California
$4.64M 80,915 +1,086 +1%
Citigroup
24
Citigroup
New York
$4.32M 75,386 +1,633 +2%
SWP
25
Stratos Wealth Partners
Ohio
$3.85M 67,203 -3,502 -5%
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