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ROBO Global Robotics & Automation Index ETF
ROBO

Overview Fund Activity

217 hedge funds and large institutions have $536M invested in ROBO Global Robotics & Automation Index ETF in 2024 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 43 increasing their positions, 80 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
217
Holders Change
+1
Holders Change %
+0.46%
% of All Funds
2.89%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
30
Increased
43
Reduced
80
Closed
27
Calls
$1.01M
Puts
$28K
Net Calls
+$979K
Net Calls Change
+$563K

Top Buyers

1
OMC
1
Old Mission Capital
Illinois
$2.06M
2
Focus Partners Wealth
2
Focus Partners Wealth
Massachusetts
$2.1M
3
FA
3
Fountainhead AM
New Jersey
$17.5M
4
IAA
4
Independent Advisor Alliance
North Carolina
$990K
5
Wells Fargo
5
Wells Fargo
California
$629K

Top Sellers

1
Fidelity International
1
Fidelity International
Bermuda
$0
2
Jane Street
2
Jane Street
New York
$0
3
CAPTRUST Financial Advisors
3
CAPTRUST Financial Advisors
North Carolina
$1.2M
4
Morgan Stanley
4
Morgan Stanley
New York
$30.8M
5
OIA
5
OneDigital Investment Advisors
Kansas
$4.86M
Name Holding Trade Value Shares
Change 		Shares
Change %
PAG
226
Private Advisor Group
New Jersey
– -$276K -4,836 Closed
ES
227
ETF Store
Kansas
– -$216K -3,783 Closed
ANTB
228
AMG National Trust Bank
Colorado
– -$208K -3,651 Closed
CVA
229
Central Valley Advisors
California
– -$206K -3,613 Closed
MIA
230
MMBG Investment Advisors
Florida
– -$204K -3,580 Closed
ATC
231
Adirondack Trust Company
New York
– -$51.4K -900 Closed
ACA
232
Atlas Capital Advisors
Wyoming
– -$31.7K -556 Closed
AWM
233
Activest Wealth Management
Florida
– -$15.4K -270 Closed
HGERS
234
Householder Group Estate & Retirement Specialist
Arizona
– -$11K -200 Closed
GJWM
235
Gilliland Jeter Wealth Management
Arkansas
– -$11.4K -200 Closed
ATS
236
Ashton Thomas Securities
New York
– -$11.4K -200 Closed
CPA
237
Capital Performance Advisors
California
– -$7.93K -139 Closed
LC
238
Lindbrook Capital
California
– -$6.85K -120 Closed
CFB
239
Cullen/Frost Bankers
Texas
– -$4.91K -86 Closed
NFA
240
Northwest Financial Advisors
Virginia
– -$3.82K -67 Closed
NC
241
NewSquare Capital
Pennsylvania
– -$2.85K -50 Closed
HGA
242
Hobbs Group Advisors
South Carolina
– -$2.11K -37 Closed
NS
243
NBC Securities
Alabama
– -$2K -37 Closed
RIL
244
Rothschild Investment LLC
Illinois
– -$571 -10 Closed
6 7 8 9
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