ROBO icon

ROBO Global Robotics & Automation Index ETF

209 hedge funds and large institutions have $292M invested in ROBO Global Robotics & Automation Index ETF in 2025 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 46 increasing their positions, 68 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

less ownership

Funds ownership:

less funds holding

Funds holding:

less first-time investments, than exits

New positions opened: | Existing positions closed:

32% less repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 68

46% less capital invested

Capital invested by funds: $536M → $292M (-$245M)

50% less funds holding in top 10

Funds holding in top 10: 42 (-2)

Holders
209
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$572K
Puts
$31K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CA
201
Clearstead Advisors
Ohio
$1.67K
GWS
202
Glassman Wealth Services
Virginia
$1.54K
NS
203
NBC Securities
Alabama
$1K
BBPWM
204
Blue Bell Private Wealth Management
Pennsylvania
$773
TF
205
Tompkins Financial
New York
$515
CFD
206
Creative Financial Designs
Indiana
$258
MSG
207
Main Street Group
Virginia
$103
CA
208
Continuum Advisory
Idaho
$103
HNB
209
Huntington National Bank
Ohio
$52
SJIM
210
St. Johns Investment Management
Florida
$33
IAA
211
Independent Advisor Alliance
North Carolina
SPC
212
Spirepoint Private Client
Florida
SWA
213
SFMG Wealth Advisors
Texas
MIC
214
Means Investment Company
Maine
FA
215
Fiduciary Alliance
South Carolina
EWA
216
EP Wealth Advisors
California
Wealth Enhancement Advisory Services
217
Wealth Enhancement Advisory Services
Minnesota
CGA
218
Crescent Grove Advisors
Illinois
DAS
219
Dynamic Advisor Solutions
Arizona
NCFG
220
New Century Financial Group
New Jersey
IA
221
Insight Advisors
Pennsylvania
PWM
222
Perigon Wealth Management
California
CCA
223
Clearwater Capital Advisors
Illinois
WBCM
224
Wilson & Boucher Capital Management
California
Koshinski Asset Management
225
Koshinski Asset Management
Illinois