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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 %
FFL
76
Financial Freedom LLC
Ohio
$457K -$5.34K -95 -1%
Bank of America
77
Bank of America
North Carolina
$457K -$22.4K -398 -5%
AWM
78
Avior Wealth Management
Nebraska
$456K -$78.9K -1,403 -15%
GWM
79
Greenwich Wealth Management
Connecticut
$447K – – –
CFCI
80
Comprehensive Financial Consultants Institutional
Indiana
$445K -$86.1K -1,530 -16%
Baird Financial Group
81
Baird Financial Group
Wisconsin
$444K -$102K -1,814 -19%
SWA
82
SFMG Wealth Advisors
Texas
$433K -$248K -4,412 -36%
CAM
83
Cresset Asset Management
Illinois
$432K +$195K +3,473 +82%
D.E. Shaw & Co
84
D.E. Shaw & Co
New York
$431K -$39.4K -701 -8%
Fidelity Investments
85
Fidelity Investments
Massachusetts
$424K +$24.4K +434 +6%
Thrivent Financial for Lutherans
86
Thrivent Financial for Lutherans
Minnesota
$410K -$3.38K -58 -0.8%
MIC
87
Means Investment Company
Maine
$403K -$51K -907 -11%
CP
88
Creekside Partners
California
$400K -$5.79K -103 -1%
Vontobel Holding
89
Vontobel Holding
Switzerland
$379K – – –
FA
90
Fiduciary Alliance
South Carolina
$366K +$3.66K +65 +1%
EWA
91
EP Wealth Advisors
California
$356K +$28.9K +513 +9%
FFA
92
First Foundation Advisors
California
$352K – – –
MA
93
Mutual Advisors
Nebraska
$331K +$2.59K +45 +0.8%
AWS
94
Atria Wealth Solutions
New York
$322K -$227K -4,017 -41%
AG
95
AlTi Global
New York
$319K – – –
PGFC
96
Peapack-Gladstone Financial Corp
New Jersey
$309K – – –
KCFA
97
Key Client Fiduciary Advisors
New Jersey
$302K – – –
CT
98
Chicago Trust
Illinois
$298K – – –
William Blair & Company
99
William Blair & Company
Illinois
$297K – – –
FSA
100
Fort Sheridan Advisors
Illinois
$294K – – –
2 3
4
5 6