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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 %
OS
76
Objectivity Squared
South Carolina
$564K – – –
IWM
77
IHT Wealth Management
Illinois
$544K -$154K -2,789 -22%
CFP
78
Cascade Financial Partners
California
$537K – – –
RWS
79
Resolute Wealth Strategies
Mississippi
$532K – – –
JIC
80
Joel Isaacson & Co
New York
$521K – – –
Baird Financial Group
81
Baird Financial Group
Wisconsin
$507K -$3.53K -64 -0.7%
MIC
82
Means Investment Company
Maine
$497K -$624K -11,332 -56%
AF
83
Advisornet Financial
Minnesota
$494K – – –
Bank of America
84
Bank of America
North Carolina
$491K -$26.4K -479 -5%
FA
85
Fiduciary Alliance
South Carolina
$479K -$21.8K -397 -4%
AAS
86
Avantax Advisory Services
Texas
$477K -$4.96K -90 -1%
FFL
87
Financial Freedom LLC
Ohio
$453K – – –
FFA
88
Farther Finance Advisors
California
$443K +$25.6K +469 +6%
GWM
89
Greenwich Wealth Management
Connecticut
$437K – – –
JJBC
90
James J. Burns & Company
New York
$436K +$436K +7,916 New
SC
91
Scotia Capital
Ontario, Canada
$426K +$45.4K +824 +12%
Marshall Wace
92
Marshall Wace
United Kingdom
$420K +$420K +7,629 New
CP
93
Creekside Partners
California
$410K +$410K +7,438 New
Wealth Enhancement Advisory Services
94
Wealth Enhancement Advisory Services
Minnesota
$403K -$303K -5,501 -43%
Thrivent Financial for Lutherans
95
Thrivent Financial for Lutherans
Minnesota
$394K -$14.2K -258 -3%
Vontobel Holding
96
Vontobel Holding
Switzerland
$371K – – –
PCA
97
Pallas Capital Advisors
Massachusetts
$369K -$111K -1,978 -23%
Barclays
98
Barclays
United Kingdom
$359K – – –
Fidelity Investments
99
Fidelity Investments
Massachusetts
$348K -$128K -2,327 -27%
FFA
100
First Foundation Advisors
California
$345K – – –
2 3
4
5 6