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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 %
CMA
201
Cedar Mountain Advisors
Oregon
$2.2K – – –
HGA
202
Hobbs Group Advisors
South Carolina
$2.04K +$2.04K +37 New
NS
203
NBC Securities
Alabama
$2K – – –
VWWMG
204
Vermillion & White Wealth Management Group
Pennsylvania
$1.87K +$1.87K +34 New
CA
205
Clearstead Advisors
Ohio
$1.78K +$389 +7 +28%
GWS
206
Glassman Wealth Services
Virginia
$1.65K – – –
Qube Research & Technologies (QRT)
207
Qube Research & Technologies (QRT)
United Kingdom
$1.05K -$2.76K -50 -72%
BBPWM
208
Blue Bell Private Wealth Management
Pennsylvania
$827 – – –
VAG
209
VisionPoint Advisory Group
Texas
$827 – – –
RIL
210
Rothschild Investment LLC
Illinois
$551 – – –
TF
211
Tompkins Financial
New York
$551 – – –
GI
212
Gradient Investments
Minnesota
$551 +$551 +10 New
CFD
213
Creative Financial Designs
Indiana
$276 – – –
AssetMark Inc
214
AssetMark Inc
California
$110 +$110 +2 New
MSG
215
Main Street Group
Virginia
$109 – – –
SAM
216
Smartleaf Asset Management
Massachusetts
$109 – – –
HNB
217
Huntington National Bank
Ohio
$55 -$59 – –
SJIM
218
St. Johns Investment Management
Florida
$35 – – –
ES
219
Eagle Strategies
New York
– -$855K -14,581 Closed
MC
220
Mathes Company
New York
– -$831K -14,175 Closed
GBWM
221
Granite Bay Wealth Management
New Hampshire
– -$624K -10,645 Closed
Mariner
222
Mariner
Kansas
– -$477K -8,131 Closed
SCM
223
Spreng Capital Management
Ohio
– -$400K -7,384 Closed
TGAM
224
TBH Global Asset Management
Tennessee
– -$308K -5,246 Closed
RBFC
225
Roman Butler Fullerton & Co
Missouri
– -$252K -4,714 Closed
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