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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 %
MIFH
176
Migdal Insurance & Financial Holdings
Israel
$13K – – –
NWWA
177
New Wave Wealth Advisors
Arkansas
$12.4K +$12.4K +220 New
CP
178
Castleview Partners
Texas
$12.2K +$56 +1 +0.5%
VWM
179
Valley Wealth Managers
New Jersey
$11.7K -$2.13M -37,866 -99%
TRCT
180
Tower Research Capital (TRC)
New York
$11.6K – – –
FWA
181
Flagship Wealth Advisors
Massachusetts
$10.6K +$10.6K +188 New
Group One Trading
182
Group One Trading
Illinois
$9.17K +$9.17K +163 New
LFG
183
Larson Financial Group
Missouri
$8.89K – – –
PP
184
Pacifica Partners
Canada
$8.87K – – –
NFSG
185
Newbridge Financial Services Group
Florida
$8.49K +$8.49K +151 New
Simplex Trading
186
Simplex Trading
Illinois
$8K -$2.68K -51 -25%
WTA
187
Washington Trust Advisors
Massachusetts
$7.65K +$7.65K +136 New
WWA
188
Wingate Wealth Advisors
Massachusetts
$7.54K +$7.54K +134 New
ACM
189
Anfield Capital Management
California
$7.48K – – –
WWM
190
Wolff Wiese Magana
California
$7.03K -$4.73K -84 -40%
SSB
191
Sandy Spring Bank
Maryland
$6.93K – – –
BLC
192
Brown, Lisle/Cummings
Rhode Island
$6.58K – – –
SIS
193
Sound Income Strategies
Florida
$5.63K – – –
WIM
194
Westside Investment Management
California
$5.63K +$5.63K +100 New
CBT
195
Crews Bank & Trust
Florida
$5.63K +$5.63K +100 New
NWM
196
Nova Wealth Management
Florida
$5.18K +$5.18K +92 New
S
197
SignatureFD
Georgia
$4.78K – – –
TCM
198
TD Capital Management
Tennessee
$4.51K – – –
TC
199
Trust Company
Kansas
$4.47K – – –
MCM
200
Mainstream Capital Management
California
$3.71K +$3.71K +66 New
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