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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 %
EWM
151
Evermay Wealth Management
Virginia
$63.9K – – –
ATPW
152
Ashton Thomas Private Wealth
Arizona
$63.2K +$63.2K +1,147 New
NA
153
NewEdge Advisors
Louisiana
$60K -$336K -6,088 -85%
Kayne Anderson Rudnick Investment Management
154
Kayne Anderson Rudnick Investment Management
California
$58.3K – – –
CTC
155
Central Trust Company
Missouri
$55.1K – – –
ME
156
McIlrath & Eck
Washington
$52.6K – – –
BCWM
157
Bartlett & Co Wealth Management
Ohio
$49.6K – – –
ATC
158
Adirondack Trust Company
New York
$49.6K +$49.6K +900 New
PAI
159
Pittenger & Anderson Inc
Nebraska
$48.2K – – –
VNA
160
Valley National Advisers
Pennsylvania
$48K -$9.13K -167 -16%
FLPIM
161
F.L. Putnam Investment Management
Massachusetts
$35.4K +$35.4K +643 New
PP
162
PFS Partners
New Jersey
$33.1K – – –
BFEC
163
Benjamin F. Edwards & Company
Missouri
$31K – – –
BAM
164
Bellevue Asset Management
Washington
$28.4K – – –
FGA
165
Fortis Group Advisors
New Jersey
$27.7K – – –
IAIM
166
International Assets Investment Management
Florida
$25.1K -$14.1K -255 -36%
MIFH
167
Migdal Insurance & Financial Holdings
Israel
$25K -$959K -17,193 -97%
AA
168
AlphaMark Advisors
Kentucky
$25K +$7.87K +140 +46%
KB
169
Kimelman & Baird
New York
$22.1K +$22.1K +401 New
AAP
170
Arax Advisory Partners
Colorado
$20.8K – – –
TFA
171
Toth Financial Advisory
Virginia
$19.8K – – –
NBT
172
Northwest Bank & Trust
Iowa
$17.9K – – –
CWM
173
Cranbrook Wealth Management
Michigan
$17.8K – – –
AF
174
Allworth Financial
California
$16.8K -$12.2K -218 -42%
CIBC Private Wealth Group
175
CIBC Private Wealth Group
Georgia
$13.8K – – –
5 6
7
8 9