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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
Holders
209
Holders Change
-8
Holders Change %
-3.69%
% of All Funds
2.84%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
25
Increased
46
Reduced
68
Closed
30
Calls
$572K
Puts
$31K
Net Calls
+$541K
Net Calls Change
-$438K
Name Holding Trade Value Shares
Change
Shares
Change %
UBS Group
1
UBS Group
Switzerland
$43.1M -$3.24M -62,937 -7%
Morgan Stanley
2
Morgan Stanley
New York
$26.8M -$1.46M -28,274 -5%
FA
3
Fountainhead AM
New Jersey
$16.7M +$709K +13,769 +4%
LPL Financial
4
LPL Financial
California
$14.9M -$105K -2,035 -0.7%
Raymond James Financial
5
Raymond James Financial
Florida
$10.8M -$212K -4,112 -2%
GF
6
Gray Foundation
New York
$10.6M
BFO
7
Biltmore Family Office
North Carolina
$10.5M -$107K -2,068 -1%
Corient Private Wealth
8
Corient Private Wealth
Florida
$9.97M -$198K -3,852 -2%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$7.99M -$138K -2,677 -2%
Ameriprise
10
Ameriprise
Minnesota
$7.31M -$13.7K -266 -0.2%
PS
11
Principal Securities
Iowa
$5.66M +$63.1K +1,121 +1%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$5.43M -$31.7K -616 -0.6%
FTUS
13
Flow Traders U.S.
New York
$5.33M +$1.24M +24,055 +30%
CCM
14
Carmel Capital Management
California
$5.05M +$12.9K +250 +0.3%
Northwestern Mutual Wealth Management
15
Northwestern Mutual Wealth Management
Wisconsin
$4.94M -$36.9K -716 -0.7%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$4.69M +$81.4K +1,581 +2%
NAM
17
NTV Asset Management
West Virginia
$4.68M +$1.01M +19,515 +27%
Mercer Global Advisors
18
Mercer Global Advisors
Colorado
$4.27M +$23.1K +448 +0.5%
National Bank of Canada
19
National Bank of Canada
Quebec, Canada
$4.02M +$1.03M +20,054 +35%
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$3.91M +$85.2K +1,655 +2%
CAG
21
Crestwood Advisors Group
Massachusetts
$3.18M +$316K +6,144 +11%
SWP
22
Stratos Wealth Partners
Ohio
$3.14M -$131K -2,535 -4%
Osaic Holdings
23
Osaic Holdings
Arizona
$3.05M -$32.3K -628 -1%
Cetera Investment Advisers
24
Cetera Investment Advisers
Illinois
$3.04M +$85.8K +1,666 +3%
PWA
25
Primoris Wealth Advisors
Florida
$2.77M +$2.77M +53,700 New