Roundhill Investments Launches Humanoid Robotics ETF with Exposure to Commercialization Plans

Roundhill Investments is launching a humanoid robotics ETF to provide exposure to companies with direct plans to commercialize robots. The ETF aims to capitalize on the growing trend of humanoid robotics and its potential applications in various industries. CEO David Mazza discusses the ETF's strategy and investment approach on Bloomberg's "ETF IQ."

Title: Roundhill Investments Launches Humanoid Robotics ETF to Capitalize on Growing Trend

July 02, 2025 - Roundhill Investments has announced the launch of a humanoid robotics ETF, aiming to provide exposure to companies with direct plans to commercialize robots. The ETF, which will focus on the growing trend of humanoid robotics, seeks to capitalize on the potential applications of these advanced machines across various industries.

David Mazza, CEO of Roundhill Investments, discussed the ETF's strategy and investment approach on Bloomberg's "ETF IQ." He explained that the ETF will target companies that are actively involved in the development and commercialization of humanoid robots. This includes firms working on both hardware and software components, as well as those that are part of the broader supply chain supporting humanoid robotics.

The ETF's launch comes at a time when humanoid robotics is gaining significant attention. According to Morgan Stanley, there could be 13 million human robots among us by 2035, rising to one billion by 2050 [1]. Goldman Sachs forecasts that the market could reach US$38 billion in value by 2035. This growth potential is driven by the technology's ability to solve key demographic challenges, such as an aging population and a shrinking workforce.

However, the development and commercial adoption of humanoids still face several challenges. These include the need for further progress in visual and auditory perception systems, cost reductions in actuators and broader hardware, improvements in battery life, and regulatory frameworks. Despite these hurdles, the technology is seen as a core part of the broader AI wave, with early types of humanoids already working in manufacturing and warehouses.

Mazza noted that the ETF will focus on companies that are at the forefront of humanoid robotics development. This includes software companies leveraging generative AI, as well as hardware providers like Lattice Semiconductor and Monolithic Power. He also mentioned that the ETF will consider companies involved in robotics supply chains, such as Harmonic Drive and NSK.

The launch of this ETF is a strategic move by Roundhill Investments to tap into the growing market of humanoid robotics. As the technology continues to evolve and gain traction, investors can expect to see significant opportunities in this space. However, it is essential to navigate the hype cycle of these new technologies to identify the winners and avoid the losers.

References
[1] https://www.janushenderson.com/en-ch/advisor/article/where-should-investors-look-today-to-capitalise-on-the-rise-of-humanoid-robots/