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ROBO Global Robotics & Automation Index ETF

220 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 18 funds opening new positions, 38 increasing their positions, 81 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

3,853% more call options, than puts

Call options by funds: $672K | Put options by funds: $17K

0.12% less ownership

Funds ownership: 31.44%31.33% (-0.12%)

4% less funds holding

Funds holding: 229220 (-9)

12% less capital invested

Capital invested by funds: $426M → $377M (-$49.5M)

22% less first-time investments, than exits

New positions opened: 18 | Existing positions closed: 23

50% less funds holding in top 10

Funds holding in top 10: 42 (-2)

53% less repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 81

Holders
220
Holders Change
-9
Holders Change %
-3.93%
% of All Funds
3.18%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
18
Increased
38
Reduced
81
Closed
23
Calls
$672K
Puts
$17K
Net Calls
+$655K
Net Calls Change
-$397K
Name Holding Trade Value Shares
Change
Change in
Stake
UBS Group
1
UBS Group
Switzerland
$51.8M -$1.16M -20,742 -2%
Morgan Stanley
2
Morgan Stanley
New York
$43.1M -$4.98M -89,273 -10%
LPL Financial
3
LPL Financial
California
$17.3M -$2.26M -40,507 -11%
FA
4
Fountainhead AM
New Jersey
$14.7M +$450K +8,074 +3%
Ameriprise
5
Ameriprise
Minnesota
$12.1M -$524K -9,407 -4%
BFO
6
Biltmore Family Office
North Carolina
$11.5M -$97.2K -1,743 -0.8%
GF
7
Gray Foundation
New York
$11.3M
Corient Private Wealth
8
Corient Private Wealth
Florida
$11.1M -$109K -1,952 -1%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$10.3M -$1.19M -21,393 -10%
RJA
10
Raymond James & Associates
Florida
$9.62M -$84.4K -1,514 -0.9%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$9.21M -$843K -15,115 -8%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$7.72M -$813K -14,577 -9%
OIA
13
OneDigital Investment Advisors
Kansas
$7.14M +$5.51M +98,853 +321%
CAPTRUST Financial Advisors
14
CAPTRUST Financial Advisors
North Carolina
$6.79M +$96.1K +1,724 +1%
Cetera Investment Advisers
15
Cetera Investment Advisers
Illinois
$6.69M -$153K -2,737 -2%
PS
16
Principal Securities
Iowa
$6.23M +$82.7K +1,484 +1%
Mercer Global Advisors
17
Mercer Global Advisors
Colorado
$5.72M +$68K +1,219 +1%
CCM
18
Carmel Capital Management
California
$5.46M +$10K +180 +0.2%
Northwestern Mutual Wealth Management
19
Northwestern Mutual Wealth Management
Wisconsin
$5.45M +$382K +6,855 +7%
NAM
20
NTV Asset Management
West Virginia
$4.79M -$69.3K -1,243 -1%
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$4.45M -$369K -6,623 -8%
Focus Partners Wealth
22
Focus Partners Wealth
Massachusetts
$4.27M +$2.05M +36,682 +90%
Citigroup
23
Citigroup
New York
$3.94M -$670K -12,010 -14%
Jane Street
24
Jane Street
New York
$3.89M -$1.03M -18,500 -21%
Osaic Holdings
25
Osaic Holdings
Arizona
$3.88M -$220K -3,941 -5%

ROBO Hedge Fund Activity: Q2 2024 in Review

220 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in ROBO Global Robotics & Automation Index ETF (ROBO) for Q2 2024, worth a combined $377M — down 12% from $426M a quarter earlier.

Sellers outnumbered buyers: 23 funds closed out of ROBO and 18 opened new positions — a net loss of 5 holders — while 81 trimmed existing stakes and 38 added.

The largest buyer was OneDigital Investment Advisors, adding an estimated $5.51M. The largest seller was Morgan Stanley, cutting an estimated $4.98M.

  • 220 institutional investors held ROBO Global Robotics & Automation Index ETF (ROBO) as of Q2 2024, down from 229 in Q1 2024.
  • Funds reported $377M of ROBO Global Robotics & Automation Index ETF stock for Q2 2024, down 12% quarter-over-quarter.
  • 18 funds opened new ROBO Global Robotics & Automation Index ETF positions in Q2 2024 and 23 closed out, a net change of -5 holders.
  • The largest ROBO Global Robotics & Automation Index ETF buyer in Q2 2024 was OneDigital Investment Advisors, an estimated $5.51M added.
  • The largest ROBO Global Robotics & Automation Index ETF seller in Q2 2024 was Morgan Stanley, an estimated $4.98M sold.

Based on aggregated 13F filings for Q2 2024.