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ROBO Global Robotics & Automation Index ETF

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: 229220 (-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: 42 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
D.E. Shaw & Co
51
D.E. Shaw & Co
New York
$1.08M +$1.09M +19,621 New
GWM
52
Geneos Wealth Management
Colorado
$1.08M +$173K +3,110 +19%
SWM
53
Spire Wealth Management
Virginia
$1.07M -$526K -9,435 -33%
SPC
54
Spirepoint Private Client
Florida
$1.02M -$4.02M -72,151 -80%
S4W
55
Solutions 4 Wealth
Texas
$1.01M -$1.39K -25 -0.1%
HighTower Advisors
56
HighTower Advisors
Illinois
$983K -$214K -3,830 -18%
MML Investors Services
57
MML Investors Services
Massachusetts
$948K -$992K -17,789 -51%
EH
58
Equitable Holdings
New York
$891K -$41.6K -747 -4%
CNWM
59
Clay Northam Wealth Management
California
$867K -$22.3K -400 -2%
SFI
60
SPC Financial Inc
Maryland
$814K -$24.3K -435 -3%
OC
61
Oppenheimer & Co
New York
$801K -$42.2K -757 -5%
PWMAG
62
Pinnacle Wealth Management Advisory Group
New Jersey
$795K -$11K -197 -1%
CG
63
Caprock Group
Idaho
$784K +$4.01K +72 +0.5%
KAS
64
Kestra Advisory Services
Texas
$774K +$130K +2,329 +16%
CAGAS
65
Capital Advisory Group Advisory Services
Minnesota
$755K +$3.29K +59 +0.4%
Bank of New York Mellon
66
Bank of New York Mellon
New York
$755K
Creative Planning
67
Creative Planning
Kansas
$746K -$146K -2,612 -16%
Bessemer Group
68
Bessemer Group
New Jersey
$713K
Comerica Bank
69
Comerica Bank
Texas
$705K +$49.6K +889 +7%
SWA
70
SFMG Wealth Advisors
Texas
$676K -$33.5K -600 -5%
AWM
71
Avior Wealth Management
Nebraska
$670K -$45K -807 -6%
CFCI
72
Comprehensive Financial Consultants Institutional
Indiana
$662K
CCA
73
Clearwater Capital Advisors
Illinois
$622K -$17.4K -312 -3%
PWM
74
Perigon Wealth Management
California
$580K -$105K -1,882 -15%
AIFAIM
75
American Institute for Advanced Investment Management
Arizona
$567K +$59.9K +1,075 +12%

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.