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ROBO Global Robotics & Automation Index ETF

210 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 26 funds opening new positions, 46 increasing their positions, 68 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,745% more call options, than puts

Call options by funds: $572K | Put options by funds: $31K

0.24% less ownership

Funds ownership: 31.52%31.28% (-0.24%)

4% less funds holding

Funds holding: 218210 (-8)

16% less first-time investments, than exits

New positions opened: 26 | Existing positions closed: 31

32% less repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 68

46% less capital invested

Capital invested by funds: $536M → $292M (-$244M)

50% less funds holding in top 10

Funds holding in top 10: 42 (-2)

Holders
210
Holders Change
-8
Holders Change %
-3.67%
% of All Funds
2.82%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
26
Increased
46
Reduced
68
Closed
31
Calls
$572K
Puts
$31K
Net Calls
+$541K
Net Calls Change
-$438K
Name Holding Trade Value Shares
Change
Change in
Stake
VWWMG
201
Vermillion & White Wealth Management Group
Pennsylvania
$1.75K
CA
202
Clearstead Advisors
Ohio
$1.67K
GWS
203
Glassman Wealth Services
Virginia
$1.54K
NS
204
NBC Securities
Alabama
$1K +$2.12K +37 New
BBPWM
205
Blue Bell Private Wealth Management
Pennsylvania
$773
TF
206
Tompkins Financial
New York
$515
CFD
207
Creative Financial Designs
Indiana
$258
MSG
208
Main Street Group
Virginia
$103
CA
209
Continuum Advisory
Idaho
$103 +$115 +2 New
HNB
210
Huntington National Bank
Ohio
$52
SJIM
211
St. Johns Investment Management
Florida
$33
IAA
212
Independent Advisor Alliance
North Carolina
-$990K -17,590 Closed
SPC
213
Spirepoint Private Client
Florida
-$905K -16,089 Closed
SWA
214
SFMG Wealth Advisors
Texas
-$433K -7,701 Closed
MIC
215
Means Investment Company
Maine
-$403K -7,159 Closed
FA
216
Fiduciary Alliance
South Carolina
-$366K -6,511 Closed
EWA
217
EP Wealth Advisors
California
-$356K -6,336 Closed
Wealth Enhancement Advisory Services
218
Wealth Enhancement Advisory Services
Minnesota
-$266K -4,721 Closed
CGA
219
Crescent Grove Advisors
Illinois
-$237K -4,208 Closed
DAS
220
Dynamic Advisor Solutions
Arizona
-$224K -3,976 Closed
NCFG
221
New Century Financial Group
New Jersey
-$225K -3,938 Closed
IA
222
Insight Advisors
Pennsylvania
-$221K -3,928 Closed
PWM
223
Perigon Wealth Management
California
-$221K -3,847 Closed
CCA
224
Clearwater Capital Advisors
Illinois
-$215K -3,818 Closed
WBCM
225
Wilson & Boucher Capital Management
California
-$212K -3,775 Closed

ROBO Hedge Fund Activity: Q1 2025 in Review

210 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in ROBO Global Robotics & Automation Index ETF (ROBO) for Q1 2025, worth a combined $292M — down 46% from $536M a quarter earlier.

Sellers outnumbered buyers: 31 funds closed out of ROBO and 26 opened new positions — a net loss of 5 holders — while 68 trimmed existing stakes and 46 added.

The largest buyer was Primoris Wealth Advisors, opening a new position worth an estimated $3.08M. The largest seller was Koshinski Asset Management, exiting entirely with an estimated $211M sold.

  • 210 institutional investors held ROBO Global Robotics & Automation Index ETF (ROBO) as of Q1 2025, down from 218 in Q4 2024.
  • Funds reported $292M of ROBO Global Robotics & Automation Index ETF stock for Q1 2025, down 46% quarter-over-quarter.
  • 26 funds opened new ROBO Global Robotics & Automation Index ETF positions in Q1 2025 and 31 closed out, a net change of -5 holders.
  • The largest ROBO Global Robotics & Automation Index ETF buyer in Q1 2025 was Primoris Wealth Advisors, an estimated $3.08M added.
  • The largest ROBO Global Robotics & Automation Index ETF seller in Q1 2025 was Koshinski Asset Management, an estimated $211M sold.

Based on aggregated 13F filings for Q1 2025.