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ROBO Global Robotics & Automation Index ETF
ROBO

Overview Fund Activity

208 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 29 funds opening new positions, 32 increasing their positions, 65 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
208
Holders Change
-1
Holders Change %
-0.48%
% of All Funds
2.79%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
29
Increased
32
Reduced
65
Closed
27
Calls
$1.36M
Puts
–
Net Calls
+$1.36M
Net Calls Change
+$822K

Top Buyers

1
OMC
Old Mission Capital
Illinois
$2.52M
2
Jane Street
Jane Street
New York
$2.73M
3
SF
Summit Financial
New Jersey
$1.83M
4
RFW
Rainier Family Wealth
Washington
$1.39M
5
LPL Financial
LPL Financial
California
$18M

Top Sellers

1
UBS Group
UBS Group
Switzerland
$43.5M
2
FTUS
Flow Traders U.S.
New York
$2.07M
3
FA
Fountainhead AM
New Jersey
$15.7M
4
PWA
Primoris Wealth Advisors
Florida
$0
5
PS
Principal Securities
Iowa
$3.73M
Name Holding Trade Value Shares
Change 		Shares
Change %
UBS Group
1
UBS Group
Switzerland
$43.5M -$6.48M -108,348 -13%
Morgan Stanley
2
Morgan Stanley
New York
$29.1M -$1.95M -32,653 -6%
LPL Financial
3
LPL Financial
California
$18M +$706K +11,803 +4%
FA
4
Fountainhead AM
New Jersey
$15.7M -$3.74M -62,561 -19%
GF
5
Gray Foundation
New York
$12.3M – – –
Raymond James Financial
6
Raymond James Financial
Florida
$12.2M -$408K -6,825 -3%
BFO
7
Biltmore Family Office
North Carolina
$12M -$130K -2,182 -1%
Corient Private Wealth
8
Corient Private Wealth
Florida
$11.4M -$225K -3,770 -2%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$9.3M +$21.3K +357 +0.2%
Ameriprise
10
Ameriprise
Minnesota
$7.72M -$767K -12,828 -9%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$5.97M -$338K -5,656 -5%
CCM
12
Carmel Capital Management
California
$5.85M -$4.48K -75 -0.1%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$5.83M +$382K +6,389 +7%
NAM
14
NTV Asset Management
West Virginia
$5.33M -$105K -1,750 -2%
Northwestern Mutual Wealth Management
15
Northwestern Mutual Wealth Management
Wisconsin
$5.28M -$454K -7,597 -8%
Mercer Global Advisors
16
Mercer Global Advisors
Colorado
$4.89M -$60.6K -1,014 -1%
National Bank of Canada
17
National Bank of Canada
Quebec, Canada
$4.63M -$33.8K -566 -0.7%
PS
18
Principal Securities
Iowa
$3.73M -$2.28M -38,133 -38%
CAG
19
Crestwood Advisors Group
Massachusetts
$3.53M -$162K -2,714 -4%
SWP
20
Stratos Wealth Partners
Ohio
$3.53M -$122K -2,037 -3%
Cetera Investment Advisers
21
Cetera Investment Advisers
Illinois
$3.19M -$334K -5,585 -9%
Osaic Holdings
22
Osaic Holdings
Arizona
$3.09M -$267K -4,704 -8%
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
$2.99M -$1.55M -25,900 -34%
OIA
24
OneDigital Investment Advisors
Kansas
$2.75M -$127K -2,125 -4%
Jane Street
25
Jane Street
New York
$2.73M +$1.95M +32,641 +251%
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