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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 %
WAS
126
Winch Advisory Services
Wisconsin
$199K +$619 +11 +0.3%
WSFS
127
Wilmington Savings Fund Society
Delaware
$192K +$51K +906 +36%
WAG
128
Wiser Advisor Group
Arizona
$178K +$20K +356 +13%
BTI
129
Blue Trust Inc
Georgia
$168K – – –
SPIA
130
Steward Partners Investment Advisory
New York
$167K -$24.9K -443 -13%
AA
131
AlphaMark Advisors
Kentucky
$152K +$55K +975 +57%
TWC
132
TD Waterhouse Canada
Ontario, Canada
$147K +$1.69K +30 +1%
MCM
133
Manchester Capital Management
Vermont
$146K – – –
JPMorgan Chase & Co
134
JPMorgan Chase & Co
New York
$139K -$64K -1,137 -31%
HI
135
Harbour Investments
Wisconsin
$134K -$225 -4 -0.2%
BT
136
Banque Transatlantique
France
$129K +$129K +2,310 New
QPBE
137
Quintet Private Bank (Europe)
Luxembourg
$107K -$115K -2,050 -52%
US Bancorp
138
US Bancorp
Minnesota
$97.8K – – –
BNP Paribas Financial Markets
139
BNP Paribas Financial Markets
France
$88.6K -$29.9K -532 -25%
FDCDDQ
140
Federation des caisses Desjardins du Quebec
Quebec, Canada
$86.9K +$281 +5 +0.3%
CAM
141
Creekmur Asset Management
Illinois
$86.8K +$450 +8 +0.5%
IA
142
IFP Advisors
Florida
$80.5K – – –
MCM
143
MAI Capital Management
Ohio
$73.9K +$73.9K +1,314 New
PWA
144
Physician Wealth Advisors
Utah
$70.3K +$70.3K +1,250 New
HNB
145
Hilltop National Bank
Wyoming
$68.3K – – –
SC
146
Solstein Capital
California
$66.1K – – –
EWM
147
Evermay Wealth Management
Virginia
$56.8K -$8.44K -150 -13%
CTC
148
Central Trust Company
Missouri
$56.3K – – –
ME
149
McIlrath & Eck
Washington
$53.7K – – –
NA
150
NewEdge Advisors
Louisiana
$52.3K -$3.38K -60 -6%
4 5
6
7 8