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ROBO Global Robotics & Automation Index ETF
ROBO

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: 229 → 220 (-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: 4 → 2 (-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

Top Buyers

1
OIA
OneDigital Investment Advisors
Kansas
+$5.51M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$3.08M
3
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
+$2.05M
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$1.36M
5
BHBT
Burke & Herbert Bank & Trust
Virginia
+$1.12M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$4.98M
2
SPC
Spirepoint Private Client
Florida
-$4.02M
3
LPL Financial
LPL Financial
California
-$2.26M
4
Citadel Advisors
Citadel Advisors
Florida
-$1.52M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$1.19M
Name Holding Trade Value Shares
Change 		Change in
Stake
OS
76
Objectivity Squared
South Carolina
$564K – – –
IWM
77
IHT Wealth Management
Illinois
$544K -$155K -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 -$3.57K -64 -0.7%
MIC
82
Means Investment Company
Maine
$497K -$632K -11,332 -56%
AF
83
Advisornet Financial
Minnesota
$494K – – –
Bank of America
84
Bank of America
North Carolina
$491K -$26.7K -479 -5%
FA
85
Fiduciary Alliance
South Carolina
$479K -$22.1K -397 -4%
AAS
86
Avantax Advisory Services
Texas
$477K -$5.02K -90 -1%
FFL
87
Financial Freedom LLC
Ohio
$453K – – –
FFA
88
Farther Finance Advisors
California
$443K +$26.1K +469 +6%
GWM
89
Greenwich Wealth Management
Connecticut
$437K – – –
JJBC
90
James J. Burns & Company
New York
$436K +$441K +7,916 New
SC
91
Scotia Capital
Ontario, Canada
$426K +$45.9K +824 +12%
Marshall Wace
92
Marshall Wace
United Kingdom
$420K +$425K +7,629 New
CP
93
Creekside Partners
California
$410K +$415K +7,438 New
Wealth Enhancement Advisory Services
94
Wealth Enhancement Advisory Services
Minnesota
$403K -$307K -5,501 -43%
Thrivent Financial for Lutherans
95
Thrivent Financial for Lutherans
Minnesota
$394K -$14.4K -258 -3%
Vontobel Holding
96
Vontobel Holding
Switzerland
$371K – – –
PCA
97
Pallas Capital Advisors
Massachusetts
$369K -$110K -1,978 -23%
Barclays
98
Barclays
United Kingdom
$359K – – –
Fidelity Investments
99
Fidelity Investments
Massachusetts
$348K -$130K -2,327 -27%
FFA
100
First Foundation Advisors
California
$345K – – –
2 3
4
5 6

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.