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ROBO Global Robotics & Automation Index ETF

222 hedge funds and large institutions have $345M invested in ROBO Global Robotics & Automation Index ETF in 2025 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 53 increasing their positions, 55 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

163% more call options, than puts

Call options by funds: $879K | Put options by funds: $334K

88% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 17

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

11% more capital invested

Capital invested by funds: $311M → $345M (+$33.4M)

6% more funds holding

Funds holding: 209222 (+13)

0.29% more ownership

Funds ownership: 29.73%30.02% (+0.29%)

4% less repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 55

Holders
222
Holders Change
+13
Holders Change %
+6.22%
% of All Funds
2.91%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
32
Increased
53
Reduced
55
Closed
17
Calls
$879K
Puts
$334K
Net Calls
+$545K
Net Calls Change
-$818K
Name Holding Trade Value Shares
Change
Change in
Stake
UBS Group
1
UBS Group
Switzerland
$44M -$3.62M -57,241 -8%
Morgan Stanley
2
Morgan Stanley
New York
$33.7M +$1.65M +26,119 +5%
LPL Financial
3
LPL Financial
California
$21.5M +$1.76M +27,805 +9%
Raymond James Financial
4
Raymond James Financial
Florida
$13.5M +$153K +2,424 +1%
GF
5
Gray Foundation
New York
$13.4M
BFO
6
Biltmore Family Office
North Carolina
$13.2M +$11.4K +180 +0.1%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$12.6M +$2.35M +37,209 +24%
Corient Private Wealth
8
Corient Private Wealth
Florida
$12.2M -$287K -4,530 -2%
MLCM
9
M & L Capital Management
United Kingdom
$11.7M +$11.3M +178,560 New
AAG
10
Armstrong Advisory Group
Massachusetts
$10.2M +$9.87M +156,078 New
Ameriprise
11
Ameriprise
Minnesota
$8.14M -$323K -5,109 -4%
CCM
12
Carmel Capital Management
California
$6.43M +$15.8K +250 +0.3%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$6.05M -$473K -7,478 -7%
NAM
14
NTV Asset Management
West Virginia
$5.75M -$94.9K -1,500 -2%
Northwestern Mutual Wealth Management
15
Northwestern Mutual Wealth Management
Wisconsin
$5.66M -$128K -2,025 -2%
National Bank of Canada
16
National Bank of Canada
Quebec, Canada
$5.56M +$458K +7,240 +9%
Mercer Global Advisors
17
Mercer Global Advisors
Colorado
$4.4M -$930K -14,701 -18%
PS
18
Principal Securities
Iowa
$4.12M +$24.2K +382 +0.6%
CAG
19
Crestwood Advisors Group
Massachusetts
$3.86M -$6.01K -95 -0.2%
SWP
20
Stratos Wealth Partners
Ohio
$3.8M -$69.4K -1,098 -2%
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$3.73M +$436K +6,886 +14%
Cetera Investment Advisers
22
Cetera Investment Advisers
Illinois
$3.71M +$198K +3,138 +6%
SG Americas Securities
23
SG Americas Securities
New York
$3.28M +$3.16M +50,000 New
Osaic Holdings
24
Osaic Holdings
Arizona
$3.18M +$157K +2,486 +5%
OIA
25
OneDigital Investment Advisors
Kansas
$3.02M

ROBO Hedge Fund Activity: Q3 2025 in Review

222 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in ROBO Global Robotics & Automation Index ETF (ROBO) for Q3 2025, worth a combined $345M — up 11% from $311M a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new ROBO positions and 17 closed out — a net gain of 15 holders — while 53 added to existing stakes and 55 trimmed.

The largest buyer was M & L Capital Management, opening a new position worth an estimated $11.3M. The largest seller was Fountainhead AM, cutting an estimated $14.7M.

  • 222 institutional investors held ROBO Global Robotics & Automation Index ETF (ROBO) as of Q3 2025, up from 209 in Q2 2025.
  • Funds reported $345M of ROBO Global Robotics & Automation Index ETF stock for Q3 2025, up 11% quarter-over-quarter.
  • 32 funds opened new ROBO Global Robotics & Automation Index ETF positions in Q3 2025 and 17 closed out, a net change of +15 holders.
  • The largest ROBO Global Robotics & Automation Index ETF buyer in Q3 2025 was M & L Capital Management, an estimated $11.3M added.
  • The largest ROBO Global Robotics & Automation Index ETF seller in Q3 2025 was Fountainhead AM, an estimated $14.7M sold.

Based on aggregated 13F filings for Q3 2025.