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ROBO Global Robotics & Automation Index ETF
ROBO

Overview Fund Activity

218 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 17 funds opening new positions, 38 increasing their positions, 81 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
218
Holders Change
-10
Holders Change %
-4.39%
% of All Funds
3.17%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
17
Increased
38
Reduced
81
Closed
23
Calls
$672K
Puts
$17K
Net Calls
+$655K
Net Calls Change
-$397K

Top Buyers

1
OIA
1
OneDigital Investment Advisors
Kansas
$7.14M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$3.27M
3
Focus Partners Wealth
3
Focus Partners Wealth
Massachusetts
$4.27M
4
Bank of Montreal
4
Bank of Montreal
Ontario, Canada
$1.57M
5
BHBT
5
Burke & Herbert Bank & Trust
Virginia
$1.11M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$43.1M
2
SPC
2
Spirepoint Private Client
Florida
$1.02M
3
LPL Financial
3
LPL Financial
California
$17.3M
4
Citadel Advisors
4
Citadel Advisors
Florida
$1.59M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$10.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
Koshinski Asset Management
126
Koshinski Asset Management
Illinois
$231K -$2.94K -53 -1%
SAM
127
Summit Asset Management
Tennessee
$227K – – –
Carson Wealth (CWM LLC)
128
Carson Wealth (CWM LLC)
Nebraska
$212K -$15.7K -285 -7%
SPL
129
Smart Portfolios LLC
Washington
$208K +$208K +3,766 New
VWM
130
Vigilare Wealth Management
Arizona
$202K -$15.4K -280 -7%
DAS
131
Dynamic Advisor Solutions
Arizona
$201K +$8.32K +151 +4%
ANTB
132
AMG National Trust Bank
Colorado
$201K – – –
WAS
133
Winch Advisory Services
Wisconsin
$194K – – –
WAG
134
Wiser Advisor Group
Arizona
$186K -$8.54K -155 -4%
JPMorgan Chase & Co
135
JPMorgan Chase & Co
New York
$177K -$729K -13,225 -80%
BTI
136
Blue Trust Inc
Georgia
$175K – – –
SPIA
137
Steward Partners Investment Advisory
New York
$165K -$1.71K -31 -1%
MCM
138
Manchester Capital Management
Vermont
$143K – – –
TWC
139
TD Waterhouse Canada
Ontario, Canada
$142K – – –
HI
140
Harbour Investments
Wisconsin
$140K -$30K -545 -18%
BONH
141
Bank of New Hampshire
New Hampshire
$121K -$875K -15,874 -88%
RIA
142
Realta Investment Advisors
Delaware
$104K -$11K -200 -10%
FDCDDQ
143
Federation des caisses Desjardins du Quebec
Quebec, Canada
$96.2K -$5.46K -99 -5%
US Bancorp
144
US Bancorp
Minnesota
$95.8K -$79.3K -1,439 -45%
CAM
145
Creekmur Asset Management
Illinois
$84.6K – – –
IA
146
IFP Advisors
Florida
$77.7K +$5.51K +100 +8%
CAL
147
Capital Analysts LLC
Pennsylvania
$73K -$23.1K -418 -24%
HNB
148
Hilltop National Bank
Wyoming
$66.9K – – –
SC
149
Solstein Capital
California
$64.7K – – –
1832 Asset Management
150
1832 Asset Management
Ontario, Canada
$63.9K – – –
4 5
6
7 8