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ROBO Global Robotics & Automation Index ETF
ROBO

220 hedge funds and large institutions have $377M invested in ROBO Global Robotics & Automation Index ETF in 2024 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 38 increasing their positions, 81 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

3,853% more call options, than puts

Call options by funds: $672K | Put options by funds: $17K

0.12% less ownership

Funds ownership: 31.44% → 31.33% (-0.12%)

4% less funds holding

Funds holding: 229 → 220 (-9)

12% less capital invested

Capital invested by funds: $426M → $377M (-$49.5M)

22% less first-time investments, than exits

New positions opened: 18 | Existing positions closed: 23

50% less funds holding in top 10

Funds holding in top 10: 4 → 2 (-2)

53% less repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 81

Holders
220
Holders Change
-9
Holders Change %
-3.93%
% of All Funds
3.18%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
18
Increased
38
Reduced
81
Closed
23
Calls
$672K
Puts
$17K
Net Calls
+$655K
Net Calls Change
-$397K

Top Buyers

1
OIA
OneDigital Investment Advisors
Kansas
+$5.51M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$3.08M
3
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
+$2.05M
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$1.36M
5
BHBT
Burke & Herbert Bank & Trust
Virginia
+$1.12M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$4.98M
2
SPC
Spirepoint Private Client
Florida
-$4.02M
3
LPL Financial
LPL Financial
California
-$2.26M
4
Citadel Advisors
Citadel Advisors
Florida
-$1.52M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$1.19M
Name Holding Trade Value Shares
Change 		Change in
Stake
SWP
26
Stratos Wealth Partners
Ohio
$3.61M +$5.46K +98 +0.1%
Stifel Financial
27
Stifel Financial
Missouri
$3.59M +$48.2K +865 +1%
GVAG
28
Great Valley Advisor Group
Delaware
$3.45M +$294K +5,271 +9%
Susquehanna International Group
29
Susquehanna International Group
Pennsylvania
$3.27M +$3.08M +55,173 +1,315%
National Bank of Canada
30
National Bank of Canada
Quebec, Canada
$3.11M +$124K +2,223 +4%
CAG
31
Crestwood Advisors Group
Massachusetts
$3.08M +$49K +879 +2%
PA
32
Pinnacle Associates
New York
$2.96M -$3.35K -60 -0.1%
BFWM
33
Bright Futures Wealth Management
New York
$2.66M +$204K +3,668 +8%
RJFSA
34
Raymond James Financial Services Advisors
Florida
$2.62M -$57K -1,022 -2%
BPA
35
Beacon Pointe Advisors
California
$2.6M -$127K -2,277 -5%
PSF
36
Pacific Sun Financial
California
$2.36M -$44K -790 -2%
HI
37
Humankind Investments
New York
$2.29M – – –
UWM
38
USAdvisors Wealth Management
Minnesota
$2.25M +$162K +2,897 +8%
VWM
39
Valley Wealth Managers
New Jersey
$2.08M -$722K -12,958 -26%
AWS
40
Atria Wealth Solutions
New York
$1.62M +$20.9K +375 +1%
Citadel Advisors
41
Citadel Advisors
Florida
$1.59M -$1.52M -27,320 -49%
Bank of Montreal
42
Bank of Montreal
Ontario, Canada
$1.57M +$1.36M +24,408 +716%
RIA
43
RPG Investment Advisory
California
$1.41M +$83.5K +1,498 +6%
BO
44
Bank OZK
Arkansas
$1.36M – – –
EIP
45
Ellis Investment Partners
Pennsylvania
$1.36M -$76.8K -1,377 -5%
SCM
46
SOL Capital Management
Maryland
$1.25M -$66.1K -1,185 -5%
MSFS
47
Main Street Financial Solutions
Pennsylvania
$1.21M +$9.7K +174 +0.8%
OMC
48
Old Mission Capital
Illinois
$1.2M +$456K +8,178 +60%
CFMC
49
Curbstone Financial Management Corp
New Hampshire
$1.15M +$11.2K +200 +1%
BHBT
50
Burke & Herbert Bank & Trust
Virginia
$1.11M +$1.12M +20,166 New
1
2
3 4 5

ROBO Hedge Fund Activity: Q2 2024 in Review

220 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in ROBO Global Robotics & Automation Index ETF (ROBO) for Q2 2024, worth a combined $377M — down 12% from $426M a quarter earlier.

Sellers outnumbered buyers: 23 funds closed out of ROBO and 18 opened new positions — a net loss of 5 holders — while 81 trimmed existing stakes and 38 added.

The largest buyer was OneDigital Investment Advisors, adding an estimated $5.51M. The largest seller was Morgan Stanley, cutting an estimated $4.98M.

  • 220 institutional investors held ROBO Global Robotics & Automation Index ETF (ROBO) as of Q2 2024, down from 229 in Q1 2024.
  • Funds reported $377M of ROBO Global Robotics & Automation Index ETF stock for Q2 2024, down 12% quarter-over-quarter.
  • 18 funds opened new ROBO Global Robotics & Automation Index ETF positions in Q2 2024 and 23 closed out, a net change of -5 holders.
  • The largest ROBO Global Robotics & Automation Index ETF buyer in Q2 2024 was OneDigital Investment Advisors, an estimated $5.51M added.
  • The largest ROBO Global Robotics & Automation Index ETF seller in Q2 2024 was Morgan Stanley, an estimated $4.98M sold.

Based on aggregated 13F filings for Q2 2024.