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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 %
SPC
51
Spirepoint Private Client
Florida
$905K -$26.2K -466 -3%
CNWM
52
Clay Northam Wealth Management
California
$846K -$49.3K -875 -6%
HighTower Advisors
53
HighTower Advisors
Illinois
$845K -$58.8K -1,046 -7%
SFI
54
SPC Financial Inc
Maryland
$843K +$2.25K +40 +0.3%
MML Investors Services
55
MML Investors Services
Massachusetts
$786K +$8.49K +151 +1%
PWMAG
56
Pinnacle Wealth Management Advisory Group
New Jersey
$782K -$30K -534 -4%
SCM
57
SOL Capital Management
Maryland
$763K -$180K -3,205 -19%
EH
58
Equitable Holdings
New York
$751K -$92.4K -1,642 -11%
Bank of New York Mellon
59
Bank of New York Mellon
New York
$747K -$23.8K -423 -3%
Bessemer Group
60
Bessemer Group
New Jersey
$728K – – –
Creative Planning
61
Creative Planning
Kansas
$698K -$15.4K -273 -2%
UWM
62
USAdvisors Wealth Management
Minnesota
$679K -$1.72M -30,630 -72%
CG
63
Caprock Group
Idaho
$664K -$107K -1,909 -14%
KAS
64
Kestra Advisory Services
Texas
$637K -$157K -2,792 -20%
Wells Fargo
65
Wells Fargo
California
$629K +$601K +10,690 +2,164%
SWM
66
Spire Wealth Management
Virginia
$587K -$37.3K -663 -6%
IWM
67
IHT Wealth Management
Illinois
$571K -$151K -2,677 -21%
OC
68
Oppenheimer & Co
New York
$562K +$35.3K +627 +7%
JJBC
69
James J. Burns & Company
New York
$546K +$36.9K +656 +7%
OS
70
Objectivity Squared
South Carolina
$544K +$2.98K +53 +0.6%
JIC
71
Joel Isaacson & Co
New York
$535K +$2.76K +49 +0.5%
C
72
Certuity
Florida
$521K +$521K +9,266 New
SC
73
Scotia Capital
Ontario, Canada
$509K +$50.1K +891 +11%
PCG
74
Prosperity Consulting Group
Maryland
$487K +$66K +1,173 +16%
AF
75
Advisornet Financial
Minnesota
$475K -$92.1K -1,637 -16%
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3
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