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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 %
Osaic Holdings
26
Osaic Holdings
Arizona
$3.36M -$159K -2,833 -5%
National Bank of Canada
27
National Bank of Canada
Quebec, Canada
$3.27M +$287K +5,104 +10%
Cetera Investment Advisers
28
Cetera Investment Advisers
Illinois
$3.23M -$10.6K -189 -0.3%
CAG
29
Crestwood Advisors Group
Massachusetts
$3.13M -$21.4K -380 -0.7%
PA
30
Pinnacle Associates
New York
$2.78M -$357K -6,338 -11%
Citigroup
31
Citigroup
New York
$2.7M -$617K -10,965 -19%
BPA
32
Beacon Pointe Advisors
California
$2.55M -$43.3K -770 -2%
HI
33
Humankind Investments
New York
$2.33M – – –
PSF
34
Pacific Sun Financial
California
$2.23M -$34.8K -618 -2%
Focus Partners Wealth
35
Focus Partners Wealth
Massachusetts
$2.1M +$1.64M +29,108 +354%
OMC
36
Old Mission Capital
Illinois
$2.06M +$2.06M +36,633 New
RIA
37
RPG Investment Advisory
California
$1.47M +$21.7K +386 +2%
BO
38
Bank OZK
Arkansas
$1.37M -$22.8K -405 -2%
Stifel Financial
39
Stifel Financial
Missouri
$1.33M -$1.82M -32,320 -58%
MSFS
40
Main Street Financial Solutions
Pennsylvania
$1.23M -$12.4K -221 -1%
HP
41
Hancock Prospecting
Australia
$1.23M +$1.23M +21,793 New
CAPTRUST Financial Advisors
42
CAPTRUST Financial Advisors
North Carolina
$1.2M -$4.08M -72,559 -77%
Citadel Advisors
43
Citadel Advisors
Florida
$1.18M +$86.9K +1,545 +8%
CFMC
44
Curbstone Financial Management Corp
New Hampshire
$1.17M – – –
GWM
45
Geneos Wealth Management
Colorado
$1.1M – – –
BHBT
46
Burke & Herbert Bank & Trust
Virginia
$1.01M – – –
IAA
47
Independent Advisor Alliance
North Carolina
$990K +$990K +17,590 New
S4W
48
Solutions 4 Wealth
Texas
$983K +$3.54K +63 +0.4%
PP
49
Prudential plc
United Kingdom
$981K +$405K +7,200 +70%
GVAG
50
Great Valley Advisor Group
Delaware
$949K -$349K -6,199 -27%
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