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ROBO Global Robotics & Automation Index ETF
ROBO

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: 229 → 220 (-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: 4 → 2 (-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

Top Buyers

1
OIA
OneDigital Investment Advisors
Kansas
+$5.51M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$3.08M
3
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
+$2.05M
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$1.36M
5
BHBT
Burke & Herbert Bank & Trust
Virginia
+$1.12M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$4.98M
2
SPC
Spirepoint Private Client
Florida
-$4.02M
3
LPL Financial
LPL Financial
California
-$2.26M
4
Citadel Advisors
Citadel Advisors
Florida
-$1.52M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$1.19M
Name Holding Trade Value Shares
Change 		Change in
Stake
GEA
201
Glen Eagle Advisors
New Jersey
$3.31K – – –
AIM
202
Anchor Investment Management
South Carolina
$2.75K – – –
CMA
203
Cedar Mountain Advisors
Oregon
$2.2K – – –
HGA
204
Hobbs Group Advisors
South Carolina
$2.04K +$2.06K +37 New
NS
205
NBC Securities
Alabama
$2K – – –
VWWMG
206
Vermillion & White Wealth Management Group
Pennsylvania
$1.87K +$1.9K +34 New
CA
207
Clearstead Advisors
Ohio
$1.78K +$390 +7 +28%
GWS
208
Glassman Wealth Services
Virginia
$1.65K – – –
Qube Research & Technologies (QRT)
209
Qube Research & Technologies (QRT)
United Kingdom
$1.05K -$2.79K -50 -72%
BBPWM
210
Blue Bell Private Wealth Management
Pennsylvania
$827 – – –
VAG
211
VisionPoint Advisory Group
Texas
$827 – – –
RIL
212
Rothschild Investment LLC
Illinois
$551 – – –
TF
213
Tompkins Financial
New York
$551 – – –
GI
214
Gradient Investments
Minnesota
$551 +$558 +10 New
CFD
215
Creative Financial Designs
Indiana
$276 – – –
AssetMark Inc
216
AssetMark Inc
California
$110 +$112 +2 New
MSG
217
Main Street Group
Virginia
$109 – – –
SAM
218
Smartleaf Asset Management
Massachusetts
$109 – – –
HNB
219
Huntington National Bank
Ohio
$55 – – –
SJIM
220
St. Johns Investment Management
Florida
$35 – – –
ES
221
Eagle Strategies
New York
– -$855K -14,581 Closed
MC
222
Mathes Company
New York
– -$831K -14,175 Closed
GBWM
223
Granite Bay Wealth Management
New Hampshire
– -$624K -10,645 Closed
Mariner
224
Mariner
Kansas
– -$477K -8,131 Closed
SCM
225
Spreng Capital Management
Ohio
– -$400K -7,384 Closed
6 7 8
9
10

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.