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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
PP
101
Prudential plc
United Kingdom
$343K -$368K -6,600 -51%
CFA
102
Cahill Financial Advisors
Minnesota
$342K -$73.6K -1,320 -18%
QPBE
103
Quintet Private Bank (Europe)
Luxembourg
$341K -$85K -1,525 -22%
MA
104
Mutual Advisors
Nebraska
$333K +$15.5K +278 +5%
EWA
105
EP Wealth Advisors
California
$321K -$114K -2,050 -26%
CVA
106
Central Valley Advisors
California
$314K -$7.03K -126 -3%
KCFA
107
Key Client Fiduciary Advisors
New Jersey
$312K
AG
108
AlTi Global
New York
$312K +$316K +5,665 New
CAM
109
Cresset Asset Management
Illinois
$311K -$18.5K -331 -6%
PGFC
110
Peapack-Gladstone Financial Corp
New Jersey
$303K
William Blair & Company
111
William Blair & Company
Illinois
$302K +$17.8K +320 +6%
PNC Financial Services Group
112
PNC Financial Services Group
Pennsylvania
$298K -$17.8K -320 -6%
CT
113
Chicago Trust
Illinois
$292K
BNP Paribas Financial Markets
114
BNP Paribas Financial Markets
France
$291K +$211K +3,778 +253%
FSA
115
Fort Sheridan Advisors
Illinois
$288K
CFG
116
Citizens Financial Group
Rhode Island
$281K
IA
117
Insight Advisors
Pennsylvania
$279K
PAG
118
Private Advisor Group
New Jersey
$269K -$100K -1,800 -27%
Cerity Partners
119
Cerity Partners
New York
$261K -$16.7K -300 -6%
ES
120
ETF Store
Kansas
$259K -$1.08M -19,384 -81%
CGA
121
Crescent Grove Advisors
Illinois
$257K
JIC
122
Johnson Investment Counsel
Ohio
$253K
WWM
123
Western Wealth Management
Colorado
$251K -$2.56K -46 -1%
NSIM
124
North Star Investment Management
Illinois
$240K
WBCM
125
Wilson & Boucher Capital Management
California
$233K

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.