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ROBO Global Robotics & Automation Index ETF
ROBO

217 hedge funds and large institutions have $356M invested in ROBO Global Robotics & Automation Index ETF in 2024 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 28 increasing their positions, 85 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,809% more call options, than puts

Call options by funds: $439K | Put options by funds: $23K

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

0.1% less ownership

Funds ownership: 31.33% → 31.22% (-0.1%)

9% less first-time investments, than exits

New positions opened: 21 | Existing positions closed: 23

1% less funds holding

Funds holding: 220 → 217 (-3)

5% less capital invested

Capital invested by funds: $377M → $356M (-$20.6M)

67% less repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 85

Holders
217
Holders Change
-3
Holders Change %
-1.36%
% of All Funds
3.12%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
21
Increased
28
Reduced
85
Closed
23
Calls
$439K
Puts
$23K
Net Calls
+$416K
Net Calls Change
-$239K

Top Buyers

1
Fidelity International
Fidelity International
Bermuda
+$9.25M
2
FTUS
Flow Traders U.S.
New York
+$4.56M
3
SCP
Silverleafe Capital Partners
Tennessee
+$3.3M
4
IAIM
International Assets Investment Management
Florida
+$1.52M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$1.18M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$10.2M
2
Ameriprise
Ameriprise
Minnesota
-$4.1M
3
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
-$3.79M
4
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
-$3.49M
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$2.94M
Name Holding Trade Value Shares
Change 		Change in
Stake
PNC Financial Services Group
101
PNC Financial Services Group
Pennsylvania
$308K – – –
KCFA
102
Key Client Fiduciary Advisors
New Jersey
$306K -$16.4K -300 -5%
CT
103
Chicago Trust
Illinois
$302K – – –
William Blair & Company
104
William Blair & Company
Illinois
$301K -$10.9K -200 -4%
FSA
105
Fort Sheridan Advisors
Illinois
$298K – – –
Wealth Enhancement Advisory Services
106
Wealth Enhancement Advisory Services
Minnesota
$296K -$116K -2,129 -29%
CFG
107
Citizens Financial Group
Rhode Island
$291K – – –
CFA
108
Cahill Financial Advisors
Minnesota
$290K -$62.1K -1,135 -18%
EIP
109
Ellis Investment Partners
Pennsylvania
$287K -$1.07M -19,601 -80%
Cerity Partners
110
Cerity Partners
New York
$280K +$10.1K +185 +4%
PAG
111
Private Advisor Group
New Jersey
$276K -$2.08K -38 -0.8%
IA
112
Insight Advisors
Pennsylvania
$267K -$21.1K -385 -8%
JIC
113
Johnson Investment Counsel
Ohio
$262K – – –
NSIM
114
North Star Investment Management
Illinois
$248K – – –
WWM
115
Western Wealth Management
Colorado
$247K -$11.7K -213 -5%
WBCM
116
Wilson & Boucher Capital Management
California
$241K – – –
CAM
117
Cresset Asset Management
Illinois
$240K -$78.4K -1,433 -25%
CGA
118
Crescent Grove Advisors
Illinois
$240K -$24.9K -455 -10%
QPBE
119
Quintet Private Bank (Europe)
Luxembourg
$225K -$80.1K -1,464 -27%
NCFG
120
New Century Financial Group
New Jersey
$225K +$215K +3,938 New
SAM
121
Summit Asset Management
Tennessee
$223K -$12.2K -223 -5%
Carson Wealth (CWM LLC)
122
Carson Wealth (CWM LLC)
Nebraska
$219K – – –
ES
123
ETF Store
Kansas
$216K -$49.8K -911 -19%
SPL
124
Smart Portfolios LLC
Washington
$215K – – –
Koshinski Asset Management
125
Koshinski Asset Management
Illinois
$214K -$22K -403 -10%
3 4
5
6 7

ROBO Hedge Fund Activity: Q3 2024 in Review

217 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in ROBO Global Robotics & Automation Index ETF (ROBO) for Q3 2024, worth a combined $356M — down 5.5% from $377M a quarter earlier.

Sellers outnumbered buyers: 23 funds closed out of ROBO and 21 opened new positions — a net loss of 2 holders — while 85 trimmed existing stakes and 28 added.

The largest buyer was Fidelity International, opening a new position worth an estimated $9.25M. The largest seller was Morgan Stanley, cutting an estimated $10.2M.

  • 217 institutional investors held ROBO Global Robotics & Automation Index ETF (ROBO) as of Q3 2024, down from 220 in Q2 2024.
  • Funds reported $356M of ROBO Global Robotics & Automation Index ETF stock for Q3 2024, down 5.5% quarter-over-quarter.
  • 21 funds opened new ROBO Global Robotics & Automation Index ETF positions in Q3 2024 and 23 closed out, a net change of -2 holders.
  • The largest ROBO Global Robotics & Automation Index ETF buyer in Q3 2024 was Fidelity International, an estimated $9.25M added.
  • The largest ROBO Global Robotics & Automation Index ETF seller in Q3 2024 was Morgan Stanley, an estimated $10.2M sold.

Based on aggregated 13F filings for Q3 2024.