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ROBO Global Robotics & Automation Index ETF
ROBO

217 hedge funds and large institutions have $356M invested in ROBO Global Robotics & Automation Index ETF in 2024 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 28 increasing their positions, 85 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,809% more call options, than puts

Call options by funds: $439K | Put options by funds: $23K

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

0.1% less ownership

Funds ownership: 31.33% → 31.22% (-0.1%)

9% less first-time investments, than exits

New positions opened: 21 | Existing positions closed: 23

1% less funds holding

Funds holding: 220 → 217 (-3)

5% less capital invested

Capital invested by funds: $377M → $356M (-$20.6M)

67% less repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 85

Holders
217
Holders Change
-3
Holders Change %
-1.36%
% of All Funds
3.12%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
21
Increased
28
Reduced
85
Closed
23
Calls
$439K
Puts
$23K
Net Calls
+$416K
Net Calls Change
-$239K

Top Buyers

1
Fidelity International
Fidelity International
Bermuda
+$9.25M
2
FTUS
Flow Traders U.S.
New York
+$4.56M
3
SCP
Silverleafe Capital Partners
Tennessee
+$3.3M
4
IAIM
International Assets Investment Management
Florida
+$1.52M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$1.18M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$10.2M
2
Ameriprise
Ameriprise
Minnesota
-$4.1M
3
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
-$3.79M
4
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
-$3.49M
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$2.94M
Name Holding Trade Value Shares
Change 		Change in
Stake
FWM
201
FSA Wealth Management
Massachusetts
$2.51K +$2.41K +44 New
CMA
202
Cedar Mountain Advisors
Oregon
$2.28K – – –
HGA
203
Hobbs Group Advisors
South Carolina
$2.11K – – –
NS
204
NBC Securities
Alabama
$2K – – –
VWWMG
205
Vermillion & White Wealth Management Group
Pennsylvania
$1.94K – – –
CA
206
Clearstead Advisors
Ohio
$1.84K – – –
GWS
207
Glassman Wealth Services
Virginia
$1.71K – – –
BBPWM
208
Blue Bell Private Wealth Management
Pennsylvania
$856 – – –
RIL
209
Rothschild Investment LLC
Illinois
$571 – – –
TF
210
Tompkins Financial
New York
$571 – – –
Mirae Asset Global Investments
211
Mirae Asset Global Investments
South Korea
$528 +$659K +12,048 New
IAIM
212
International Assets Investment Management
Florida
$495 +$1.52M +27,794 +6,095%
CFD
213
Creative Financial Designs
Indiana
$285 – – –
MSG
214
Main Street Group
Virginia
$114 – – –
SAM
215
Smartleaf Asset Management
Massachusetts
$114 – – –
HNB
216
Huntington National Bank
Ohio
$57 – – –
SJIM
217
St. Johns Investment Management
Florida
$36 – – –
BFWM
218
Bright Futures Wealth Management
New York
– -$2.66M -51,064 Closed
OMC
219
Old Mission Capital
Illinois
– -$1.2M -21,754 Closed
CFP
220
Cascade Financial Partners
California
– -$537K -9,747 Closed
RWS
221
Resolute Wealth Strategies
Mississippi
– -$532K -9,657 Closed
AAS
222
Avantax Advisory Services
Texas
– -$477K -8,657 Closed
Marshall Wace
223
Marshall Wace
United Kingdom
– -$420K -7,629 Closed
PCA
224
Pallas Capital Advisors
Massachusetts
– -$369K -6,551 Closed
RIA
225
Realta Investment Advisors
Delaware
– -$104K -1,883 Closed
6 7 8
9
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ROBO Hedge Fund Activity: Q3 2024 in Review

217 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in ROBO Global Robotics & Automation Index ETF (ROBO) for Q3 2024, worth a combined $356M — down 5.5% from $377M a quarter earlier.

Sellers outnumbered buyers: 23 funds closed out of ROBO and 21 opened new positions — a net loss of 2 holders — while 85 trimmed existing stakes and 28 added.

The largest buyer was Fidelity International, opening a new position worth an estimated $9.25M. The largest seller was Morgan Stanley, cutting an estimated $10.2M.

  • 217 institutional investors held ROBO Global Robotics & Automation Index ETF (ROBO) as of Q3 2024, down from 220 in Q2 2024.
  • Funds reported $356M of ROBO Global Robotics & Automation Index ETF stock for Q3 2024, down 5.5% quarter-over-quarter.
  • 21 funds opened new ROBO Global Robotics & Automation Index ETF positions in Q3 2024 and 23 closed out, a net change of -2 holders.
  • The largest ROBO Global Robotics & Automation Index ETF buyer in Q3 2024 was Fidelity International, an estimated $9.25M added.
  • The largest ROBO Global Robotics & Automation Index ETF seller in Q3 2024 was Morgan Stanley, an estimated $10.2M sold.

Based on aggregated 13F filings for Q3 2024.