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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 %
FDW
201
Fourth Dimension Wealth
Ohio
$3.6K +$3.6K +64 New
CA
202
CoreCap Advisors
Michigan
$3.38K – – –
GEA
203
Glen Eagle Advisors
New Jersey
$3.38K – – –
MA
204
Modus Advisors
Minnesota
$3.09K +$3.09K +55 New
AIM
205
Anchor Investment Management
South Carolina
$2.81K – – –
FWM
206
FSA Wealth Management
Massachusetts
$2.49K – – –
CMA
207
Cedar Mountain Advisors
Oregon
$2.26K – – –
VWWMG
208
Vermillion & White Wealth Management Group
Pennsylvania
$1.91K – – –
CA
209
Clearstead Advisors
Ohio
$1.83K – – –
GWS
210
Glassman Wealth Services
Virginia
$1.69K – – –
BBPWM
211
Blue Bell Private Wealth Management
Pennsylvania
$844 – – –
TF
212
Tompkins Financial
New York
$563 – – –
CFD
213
Creative Financial Designs
Indiana
$281 – – –
MSG
214
Main Street Group
Virginia
$113 – – –
SAM
215
Smartleaf Asset Management
Massachusetts
$112 – – –
HNB
216
Huntington National Bank
Ohio
$56 -$57 – –
SJIM
217
St. Johns Investment Management
Florida
$36 – – –
Fidelity International
218
Fidelity International
Bermuda
– -$9.65M -169,166 Closed
Jane Street
219
Jane Street
New York
– -$4.62M -81,016 Closed
IAIM
220
International Assets Investment Management
Florida
– -$495 -28,250 Closed
CAGAS
221
Capital Advisory Group Advisory Services
Minnesota
– -$772K -13,534 Closed
Mirae Asset Global Investments
222
Mirae Asset Global Investments
South Korea
– -$528 -12,048 Closed
Bank of Montreal
223
Bank of Montreal
Ontario, Canada
– -$415K -7,242 Closed
AIFAIM
224
American Institute for Advanced Investment Management
Arizona
– -$329K -5,773 Closed
Cerity Partners
225
Cerity Partners
New York
– -$280K -4,913 Closed
6 7 8
9
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