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ROBO Global Robotics & Automation Index ETF
ROBO

Overview Fund Activity

218 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 17 funds opening new positions, 38 increasing their positions, 81 reducing their positions, and 23 closing their positions.

Holders
218
Holders Change
-10
Holders Change %
-4.39%
% of All Funds
3.17%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
17
Increased
38
Reduced
81
Closed
23
Calls
$672K
Puts
$17K
Net Calls
+$655K
Net Calls Change
-$397K

Top Buyers

1
OIA
1
OneDigital Investment Advisors
Kansas
$7.14M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$3.27M
3
Focus Partners Wealth
3
Focus Partners Wealth
Massachusetts
$4.27M
4
Bank of Montreal
4
Bank of Montreal
Ontario, Canada
$1.57M
5
BHBT
5
Burke & Herbert Bank & Trust
Virginia
$1.11M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$43.1M
2
SPC
2
Spirepoint Private Client
Florida
$1.02M
3
LPL Financial
3
LPL Financial
California
$17.3M
4
Citadel Advisors
4
Citadel Advisors
Florida
$1.59M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$10.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
D.E. Shaw & Co
51
D.E. Shaw & Co
New York
$1.08M +$1.08M +19,621 New
GWM
52
Geneos Wealth Management
Colorado
$1.08M +$171K +3,110 +19%
SWM
53
Spire Wealth Management
Virginia
$1.07M -$520K -9,435 -33%
SPC
54
Spirepoint Private Client
Florida
$1.02M -$3.98M -72,151 -80%
S4W
55
Solutions 4 Wealth
Texas
$1.01M -$1.38K -25 -0.1%
HighTower Advisors
56
HighTower Advisors
Illinois
$983K -$212K -3,830 -18%
MML Investors Services
57
MML Investors Services
Massachusetts
$948K -$980K -17,789 -51%
EH
58
Equitable Holdings
New York
$891K -$41.2K -747 -4%
CNWM
59
Clay Northam Wealth Management
California
$867K -$22K -400 -2%
SFI
60
SPC Financial Inc
Maryland
$814K -$24K -435 -3%
OC
61
Oppenheimer & Co
New York
$801K -$41.7K -757 -5%
PWMAG
62
Pinnacle Wealth Management Advisory Group
New Jersey
$795K -$10.9K -197 -1%
CG
63
Caprock Group
Idaho
$784K +$3.97K +72 +0.5%
KAS
64
Kestra Advisory Services
Texas
$774K +$105K +2,329 +16%
CAGAS
65
Capital Advisory Group Advisory Services
Minnesota
$755K +$3.25K +59 +0.4%
Bank of New York Mellon
66
Bank of New York Mellon
New York
$755K – – –
Creative Planning
67
Creative Planning
Kansas
$746K -$144K -2,612 -16%
Bessemer Group
68
Bessemer Group
New Jersey
$713K – – –
Comerica Bank
69
Comerica Bank
Texas
$705K +$49K +889 +7%
SWA
70
SFMG Wealth Advisors
Texas
$676K -$33.1K -600 -5%
AWM
71
Avior Wealth Management
Nebraska
$670K -$44.5K -807 -6%
CFCI
72
Comprehensive Financial Consultants Institutional
Indiana
$662K – – –
CCA
73
Clearwater Capital Advisors
Illinois
$622K -$17.2K -312 -3%
PWM
74
Perigon Wealth Management
California
$580K -$104K -1,882 -15%
AIFAIM
75
American Institute for Advanced Investment Management
Arizona
$567K +$59.2K +1,075 +12%
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