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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 %
HF
101
HRT Financial
New York
$290K +$290K +5,159 New
CFG
102
Citizens Financial Group
Rhode Island
$287K – – –
CFA
103
Cahill Financial Advisors
Minnesota
$286K +$56 +1 +0%
EIP
104
Ellis Investment Partners
Pennsylvania
$285K +$2.03K +36 +0.7%
Comerica Bank
105
Comerica Bank
Texas
$285K -$98.3K -1,747 -26%
FFA
106
Farther Finance Advisors
California
$267K -$182K -3,234 -41%
Wealth Enhancement Advisory Services
107
Wealth Enhancement Advisory Services
Minnesota
$266K -$26.6K -472 -9%
Barclays
108
Barclays
United Kingdom
$259K -$107K -1,902 -29%
JIC
109
Johnson Investment Counsel
Ohio
$259K +$56 +1 +0%
NSIM
110
North Star Investment Management
Illinois
$245K – – –
CGA
111
Crescent Grove Advisors
Illinois
$237K – – –
M
112
MATAURO
New York
$230K +$230K +4,088 New
NCFG
113
New Century Financial Group
New Jersey
$225K – – –
DAS
114
Dynamic Advisor Solutions
Arizona
$224K +$15.1K +269 +7%
PNC Financial Services Group
115
PNC Financial Services Group
Pennsylvania
$223K -$80.9K -1,438 -27%
PWM
116
Perigon Wealth Management
California
$221K -$325K -5,660 -60%
IA
117
Insight Advisors
Pennsylvania
$221K -$42.7K -758 -16%
SAM
118
Summit Asset Management
Tennessee
$219K – – –
CCA
119
Clearwater Capital Advisors
Illinois
$215K -$366K -6,504 -63%
WBCM
120
Wilson & Boucher Capital Management
California
$212K -$25.3K -450 -11%
WWM
121
Western Wealth Management
Colorado
$208K -$35.7K -634 -15%
SPL
122
Smart Portfolios LLC
Washington
$207K -$4.84K -86 -2%
VWM
123
Vigilare Wealth Management
Arizona
$206K +$56 +1 +0%
FAIM
124
Financial Advocates Investment Management
Washington
$205K +$3.71K +66 +2%
Carson Wealth (CWM LLC)
125
Carson Wealth (CWM LLC)
Nebraska
$204K -$12.7K -225 -6%
3 4
5
6 7