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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.

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 Market Value Shares Shares
Change 		Shares
Change %
Koshinski Asset Management
1
Koshinski Asset Management
Illinois
$211M 3,755 – –
UBS Group
2
UBS Group
Switzerland
$50.6M 899,269 -17,961 -2%
Morgan Stanley
3
Morgan Stanley
New York
$30.8M 548,310 -47,299 -8%
FA
4
Fountainhead AM
New Jersey
$17.5M 311,370 +24,285 +8%
LPL Financial
5
LPL Financial
California
$16.4M 290,887 -1,492 -0.5%
Raymond James Financial
6
Raymond James Financial
Florida
$12.1M 214,392 +214,392 New
BFO
7
Biltmore Family Office
North Carolina
$11.6M 205,577 -4,389 -2%
GF
8
Gray Foundation
New York
$11.5M 205,000 – –
Corient Private Wealth
9
Corient Private Wealth
Florida
$11.1M 197,537 +5,517 +3%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$8.88M 157,883 -9,306 -6%
Ameriprise
11
Ameriprise
Minnesota
$8.01M 142,295 -3,250 -2%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$5.97M 106,095 -7,259 -6%
PS
13
Principal Securities
Iowa
$5.59M 99,447 -10,874 -10%
CCM
14
Carmel Capital Management
California
$5.5M 97,715 -250 -0.3%
Northwestern Mutual Wealth Management
15
Northwestern Mutual Wealth Management
Wisconsin
$5.44M 96,680 -473 -0.5%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$5.03M 89,488 +2,401 +3%
OIA
17
OneDigital Investment Advisors
Kansas
$4.86M 86,417 -39,096 -31%
Mercer Global Advisors
18
Mercer Global Advisors
Colorado
$4.64M 82,423 -6,253 -7%
FTUS
19
Flow Traders U.S.
New York
$4.47M 79,366 -4,027 -5%
BI
20
BFI Infinity
Switzerland
$4.24M 75,385 +75,385 New
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$4.18M 74,235 -546 -0.7%
NAM
22
NTV Asset Management
West Virginia
$4.02M 71,395 -5,269 -7%
Susquehanna International Group
23
Susquehanna International Group
Pennsylvania
$3.86M 68,572 -12,280 -15%
SWP
24
Stratos Wealth Partners
Ohio
$3.58M 63,574 -1,212 -2%
SCP
25
Silverleafe Capital Partners
Tennessee
$3.56M 63,289 +3,023 +5%
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