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ROBO Global Robotics & Automation Index ETF

220 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 18 funds opening new positions, 38 increasing their positions, 81 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

3,853% more call options, than puts

Call options by funds: $672K | Put options by funds: $17K

0.12% less ownership

Funds ownership: 31.44%31.33% (-0.12%)

4% less funds holding

Funds holding: 229220 (-9)

12% less capital invested

Capital invested by funds: $426M → $377M (-$49.5M)

22% less first-time investments, than exits

New positions opened: 18 | Existing positions closed: 23

50% less funds holding in top 10

Funds holding in top 10: 42 (-2)

53% less repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 81

Holders
220
Holders Change
-9
Holders Change %
-3.93%
% of All Funds
3.18%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
18
Increased
38
Reduced
81
Closed
23
Calls
$672K
Puts
$17K
Net Calls
+$655K
Net Calls Change
-$397K
Name Holding Trade Value Shares
Change
Change in
Stake
EWM
151
Evermay Wealth Management
Virginia
$63.9K
ATPW
152
Ashton Thomas Private Wealth
Arizona
$63.2K +$63.9K +1,147 New
NA
153
NewEdge Advisors
Louisiana
$60K -$339K -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 +$50.2K +900 New
PAI
159
Pittenger & Anderson Inc
Nebraska
$48.2K
VNA
160
Valley National Advisers
Pennsylvania
$48K -$9.31K -167 -16%
FLPIM
161
F.L. Putnam Investment Management
Massachusetts
$35.4K +$35.8K +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
RF
166
Robinswood Financial
Washington
$27.6K +$27.9K +501 New
IAIM
167
International Assets Investment Management
Florida
$25.1K -$14.2K -255 -36%
MIFH
168
Migdal Insurance & Financial Holdings
Israel
$25K -$959K -17,193 -97%
AA
169
AlphaMark Advisors
Kentucky
$25K +$7.8K +140 +46%
KB
170
Kimelman & Baird
New York
$22.1K +$22.4K +401 New
CAM
171
Chesapeake Asset Management
New York
$20.9K
AAP
172
Arax Advisory Partners
Colorado
$20.8K
TFA
173
Toth Financial Advisory
Virginia
$19.8K
NBT
174
Northwest Bank & Trust
Iowa
$17.9K
CWM
175
Cranbrook Wealth Management
Michigan
$17.8K

ROBO Hedge Fund Activity: Q2 2024 in Review

220 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in ROBO Global Robotics & Automation Index ETF (ROBO) for Q2 2024, worth a combined $377M — down 12% from $426M a quarter earlier.

Sellers outnumbered buyers: 23 funds closed out of ROBO and 18 opened new positions — a net loss of 5 holders — while 81 trimmed existing stakes and 38 added.

The largest buyer was OneDigital Investment Advisors, adding an estimated $5.51M. The largest seller was Morgan Stanley, cutting an estimated $4.98M.

  • 220 institutional investors held ROBO Global Robotics & Automation Index ETF (ROBO) as of Q2 2024, down from 229 in Q1 2024.
  • Funds reported $377M of ROBO Global Robotics & Automation Index ETF stock for Q2 2024, down 12% quarter-over-quarter.
  • 18 funds opened new ROBO Global Robotics & Automation Index ETF positions in Q2 2024 and 23 closed out, a net change of -5 holders.
  • The largest ROBO Global Robotics & Automation Index ETF buyer in Q2 2024 was OneDigital Investment Advisors, an estimated $5.51M added.
  • The largest ROBO Global Robotics & Automation Index ETF seller in Q2 2024 was Morgan Stanley, an estimated $4.98M sold.

Based on aggregated 13F filings for Q2 2024.