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ROBO Global Robotics & Automation Index ETF
ROBO

Overview Fund Activity

218 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 17 funds opening new positions, 38 increasing their positions, 81 reducing their positions, and 23 closing their positions.

Holders
218
Holders Change
-10
Holders Change %
-4.39%
% of All Funds
3.17%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
17
Increased
38
Reduced
81
Closed
23
Calls
$672K
Puts
$17K
Net Calls
+$655K
Net Calls Change
-$397K

Top Buyers

1
OIA
1
OneDigital Investment Advisors
Kansas
$7.14M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$3.27M
3
Focus Partners Wealth
3
Focus Partners Wealth
Massachusetts
$4.27M
4
Bank of Montreal
4
Bank of Montreal
Ontario, Canada
$1.57M
5
BHBT
5
Burke & Herbert Bank & Trust
Virginia
$1.11M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$43.1M
2
SPC
2
Spirepoint Private Client
Florida
$1.02M
3
LPL Financial
3
LPL Financial
California
$17.3M
4
Citadel Advisors
4
Citadel Advisors
Florida
$1.59M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$10.3M
Name Market Value Shares Shares
Change 		Shares
Change %
UBS Group
1
UBS Group
Switzerland
$51.8M 940,078 -20,742 -2%
Morgan Stanley
2
Morgan Stanley
New York
$43.1M 782,867 -89,273 -10%
LPL Financial
3
LPL Financial
California
$17.3M 313,822 -40,507 -11%
FA
4
Fountainhead AM
New Jersey
$14.7M 266,089 +8,074 +3%
Ameriprise
5
Ameriprise
Minnesota
$12.1M 220,484 -9,407 -4%
BFO
6
Biltmore Family Office
North Carolina
$11.5M 209,549 -1,743 -0.8%
GF
7
Gray Foundation
New York
$11.3M 205,000 – –
Corient Private Wealth
8
Corient Private Wealth
Florida
$11.1M 201,324 -1,952 -1%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$10.3M 187,253 -21,393 -10%
RJA
10
Raymond James & Associates
Florida
$9.62M 174,540 -1,514 -0.9%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$9.21M 167,064 -15,115 -8%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$7.72M 140,082 -14,577 -9%
OIA
13
OneDigital Investment Advisors
Kansas
$7.14M 129,654 +98,853 +321%
CAPTRUST Financial Advisors
14
CAPTRUST Financial Advisors
North Carolina
$6.79M 123,140 +1,724 +1%
Cetera Investment Advisers
15
Cetera Investment Advisers
Illinois
$6.69M 121,397 -2,737 -2%
PS
16
Principal Securities
Iowa
$6.23M 113,072 +1,484 +1%
Mercer Global Advisors
17
Mercer Global Advisors
Colorado
$5.72M 103,788 +1,219 +1%
CCM
18
Carmel Capital Management
California
$5.46M 99,040 +180 +0.2%
Northwestern Mutual Wealth Management
19
Northwestern Mutual Wealth Management
Wisconsin
$5.45M 98,881 +6,855 +7%
NAM
20
NTV Asset Management
West Virginia
$4.79M 87,012 -1,243 -1%
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$4.45M 80,763 -6,623 -8%
Focus Partners Wealth
22
Focus Partners Wealth
Massachusetts
$4.27M 77,552 +36,682 +90%
Citigroup
23
Citigroup
New York
$3.94M 71,420 -12,010 -14%
Jane Street
24
Jane Street
New York
$3.89M 70,567 -18,500 -21%
Osaic Holdings
25
Osaic Holdings
Arizona
$3.88M 70,439 -3,941 -5%
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