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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 %
PAI
151
Pittenger & Anderson Inc
Nebraska
$49.2K – – –
BCWM
152
Bartlett & Co Wealth Management
Ohio
$45K -$5.63K -100 -11%
OC
153
Oarsman Capital
Wisconsin
$43.9K +$11.3K +200 +34%
UBP
154
Union Bancaire Privee
Switzerland
$39.4K +$39.4K +699 New
SS
155
SBI Securities
Japan
$38.3K +$38.3K +681 New
PP
156
PFS Partners
New Jersey
$33.8K – – –
VNA
157
Valley National Advisers
Pennsylvania
$30K -$1.66K -30 -5%
BAM
158
Bellevue Asset Management
Washington
$29.1K +$113 +2 +0.4%
FGA
159
Fortis Group Advisors
New Jersey
$28.2K – – –
GA
160
GoalVest Advisory
New York
$27.6K – – –
AF
161
Allworth Financial
California
$24.2K +$6.09K +101 +34%
BONH
162
Bank of New Hampshire
New Hampshire
$23.9K -$36.7K -653 -61%
KB
163
Kimelman & Baird
New York
$22.6K – – –
AAP
164
Arax Advisory Partners
Colorado
$21.4K +$169 +3 +0.8%
TFA
165
Toth Financial Advisory
Virginia
$20.3K – – –
LFASL
166
Lugano Financial Advisors SA (LFA)
Switzerland
$20.3K +$20.3K +360 New
NBT
167
Northwest Bank & Trust
Iowa
$18.7K – – –
NWMP
168
Noble Wealth Management PBC
Colorado
$18.6K +$18.6K +330 New
CWM
169
Cranbrook Wealth Management
Michigan
$18.2K – – –
PSFG
170
Park Square Financial Group
Georgia
$17.9K +$17.9K +319 New
EWP
171
Elevation Wealth Partners
California
$16.9K +$16.9K +300 New
SIM
172
Synergy Investment Management
Florida
$16.9K +$16.9K +300 New
WT
173
Washington Trust
Rhode Island
$16.7K +$7.65K +136 +84%
CIBC Private Wealth Group
174
CIBC Private Wealth Group
Georgia
$14.1K – – –
CAL
175
Capital Analysts LLC
Pennsylvania
$14K -$48.3K -883 -78%
5 6
7
8 9