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ROBO Global Robotics & Automation Index ETF

209 hedge funds and large institutions have $311M invested in ROBO Global Robotics & Automation Index ETF in 2025 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 32 increasing their positions, 65 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

11% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 27

7% more capital invested

Capital invested by funds: $292M → $311M (+$19M)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0% less funds holding

Funds holding: 210209 (-1)

1.55% less ownership

Funds ownership: 31.28%29.73% (-1.6%)

51% less repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 65

Holders
209
Holders Change
-1
Holders Change %
-0.48%
% of All Funds
2.75%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
30
Increased
32
Reduced
65
Closed
27
Calls
$1.36M
Puts
Net Calls
+$1.36M
Net Calls Change
+$822K
Name Holding Trade Value Shares
Change
Change in
Stake
UBS Group
1
UBS Group
Switzerland
$43.5M -$5.8M -108,348 -13%
Morgan Stanley
2
Morgan Stanley
New York
$29.1M -$1.75M -32,653 -6%
LPL Financial
3
LPL Financial
California
$18M +$632K +11,803 +4%
FA
4
Fountainhead AM
New Jersey
$15.7M -$3.35M -62,561 -19%
GF
5
Gray Foundation
New York
$12.3M
Raymond James Financial
6
Raymond James Financial
Florida
$12.2M -$365K -6,825 -3%
BFO
7
Biltmore Family Office
North Carolina
$12M -$117K -2,182 -1%
Corient Private Wealth
8
Corient Private Wealth
Florida
$11.4M -$202K -3,770 -2%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$9.3M +$19.1K +357 +0.2%
Ameriprise
10
Ameriprise
Minnesota
$7.72M -$687K -12,828 -9%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$5.97M -$303K -5,656 -5%
CCM
12
Carmel Capital Management
California
$5.85M -$4.01K -75 -0.1%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$5.83M +$342K +6,389 +7%
NAM
14
NTV Asset Management
West Virginia
$5.33M -$93.7K -1,750 -2%
Northwestern Mutual Wealth Management
15
Northwestern Mutual Wealth Management
Wisconsin
$5.28M -$407K -7,597 -8%
Mercer Global Advisors
16
Mercer Global Advisors
Colorado
$4.89M -$54.3K -1,014 -1%
National Bank of Canada
17
National Bank of Canada
Quebec, Canada
$4.63M -$30.3K -566 -0.7%
PS
18
Principal Securities
Iowa
$3.73M -$2.04M -38,133 -38%
CAG
19
Crestwood Advisors Group
Massachusetts
$3.53M -$145K -2,714 -4%
SWP
20
Stratos Wealth Partners
Ohio
$3.53M -$109K -2,037 -3%
Cetera Investment Advisers
21
Cetera Investment Advisers
Illinois
$3.19M -$299K -5,585 -9%
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$2.99M -$1.39M -25,900 -34%
Osaic Holdings
23
Osaic Holdings
Arizona
$2.81M -$656K -12,248 -21%
OIA
24
OneDigital Investment Advisors
Kansas
$2.75M -$114K -2,125 -4%
Jane Street
25
Jane Street
New York
$2.73M +$1.75M +32,641 +251%

ROBO Hedge Fund Activity: Q2 2025 in Review

209 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in ROBO Global Robotics & Automation Index ETF (ROBO) for Q2 2025, worth a combined $311M — up 6.5% from $292M a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new ROBO positions and 27 closed out — a net gain of 3 holders — while 32 added to existing stakes and 65 trimmed.

The largest buyer was Old Mission Capital, adding an estimated $1.83M. The largest seller was UBS Group, cutting an estimated $5.8M.

  • 209 institutional investors held ROBO Global Robotics & Automation Index ETF (ROBO) as of Q2 2025, down from 210 in Q1 2025.
  • Funds reported $311M of ROBO Global Robotics & Automation Index ETF stock for Q2 2025, up 6.5% quarter-over-quarter.
  • 30 funds opened new ROBO Global Robotics & Automation Index ETF positions in Q2 2025 and 27 closed out, a net change of +3 holders.
  • The largest ROBO Global Robotics & Automation Index ETF buyer in Q2 2025 was Old Mission Capital, an estimated $1.83M added.
  • The largest ROBO Global Robotics & Automation Index ETF seller in Q2 2025 was UBS Group, an estimated $5.8M sold.

Based on aggregated 13F filings for Q2 2025.