We are live on ! Find out more
ROBO icon

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
DAS
126
Dynamic Advisor Solutions
Arizona
$212K +$2.79K +51 +1%
VWM
127
Vigilare Wealth Management
Arizona
$209K -$55 -1 -0%
ANTB
128
AMG National Trust Bank
Colorado
$208K – – –
JP Morgan Chase
129
JP Morgan Chase
New York
$206K +$22.5K +411 +13%
CVA
130
Central Valley Advisors
California
$206K -$53.1K -971 -21%
MIA
131
MMBG Investment Advisors
Florida
$204K +$196K +3,580 New
FAIM
132
Financial Advocates Investment Management
Washington
$204K +$196K +3,578 New
WAS
133
Winch Advisory Services
Wisconsin
$201K – – –
SPIA
134
Steward Partners Investment Advisory
New York
$195K +$22.3K +408 +14%
BTI
135
Blue Trust Inc
Georgia
$165K – – –
WAG
136
Wiser Advisor Group
Arizona
$160K -$31.1K -568 -17%
MCM
137
Manchester Capital Management
Vermont
$148K – – –
TWC
138
TD Waterhouse Canada
Ontario, Canada
$145K – – –
WSFS
139
Wilmington Savings Fund Society
Delaware
$143K +$137K +2,500 New
HI
140
Harbour Investments
Wisconsin
$136K -$8.21K -150 -6%
BNP Paribas Financial Markets
141
BNP Paribas Financial Markets
France
$120K -$173K -3,166 -60%
US Bancorp
142
US Bancorp
Minnesota
$99.2K – – –
AA
143
AlphaMark Advisors
Kentucky
$98K +$69.7K +1,275 +287%
FDCDDQ
144
Federation des caisses Desjardins du Quebec
Quebec, Canada
$87.9K -$11.2K -205 -12%
CAM
145
Creekmur Asset Management
Illinois
$87.6K – – –
IA
146
IFP Advisors
Florida
$81.7K +$1.09K +20 +1%
HNB
147
Hilltop National Bank
Wyoming
$69.3K – – –
SC
148
Solstein Capital
California
$67.1K – – –
EWM
149
Evermay Wealth Management
Virginia
$66.2K – – –
CAL
150
Capital Analysts LLC
Pennsylvania
$65K -$10K -183 -14%
4 5
6
7 8

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.