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Global X Artificial Intelligence & Technology ETF
AIQ

287 hedge funds and large institutions have $943M invested in Global X Artificial Intelligence & Technology ETF in 2024 Q3 according to their latest regulatory filings, with 48 funds opening new positions, 131 increasing their positions, 60 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

118% more repeat investments, than reductions

Existing positions increased: 131 | Existing positions reduced: 60

109% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 23

50% more funds holding in top 10

Funds holding in top 10: 2 → 3 (+1)

27% more call options, than puts

Call options by funds: $1.67M | Put options by funds: $1.32M

15% more capital invested

Capital invested by funds: $823M → $943M (+$120M)

9% more funds holding

Funds holding: 264 → 287 (+23)

1.82% more ownership

Funds ownership: 40.29% → 42.11% (+1.8%)

Holders
287
Holders Change
+23
Holders Change %
+8.71%
% of All Funds
4.12%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
48
Increased
131
Reduced
60
Closed
23
Calls
$1.67M
Puts
$1.32M
Net Calls
+$353K
Net Calls Change
+$788K

Top Buyers

1
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$49.3M
2
Bank of America
Bank of America
North Carolina
+$14.6M
3
Morgan Stanley
Morgan Stanley
New York
+$12.5M
4
UBS Group
UBS Group
Switzerland
+$7.56M
5
JP Morgan Chase
JP Morgan Chase
New York
+$6.92M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$18.2M
2
MMEA
Main Management ETF Advisors
California
-$14.5M
3
SFC
Strategic Financial Concepts
Texas
-$10.3M
4
MML Investors Services
MML Investors Services
Massachusetts
-$6.45M
5
LPL Financial
LPL Financial
California
-$3.78M
Name Holding Trade Value Shares
Change 		Change in
Stake
Bank of America
1
Bank of America
North Carolina
$198M +$14.6M +414,811 +8%
LPL Financial
2
LPL Financial
California
$71.4M -$3.78M -107,609 -5%
UBS Group
3
UBS Group
Switzerland
$68.8M +$7.56M +215,309 +13%
Morgan Stanley
4
Morgan Stanley
New York
$64.8M +$12.5M +355,193 +26%
Bank of Montreal
5
Bank of Montreal
Ontario, Canada
$52.3M +$49.3M +1,404,074 New
JP Morgan Chase
6
JP Morgan Chase
New York
$36.5M +$6.92M +197,191 +25%
Daiwa Securities Group
7
Daiwa Securities Group
Japan
$28.4M – – –
Wealth Enhancement Advisory Services
8
Wealth Enhancement Advisory Services
Minnesota
$28.2M +$1.5M +42,661 +6%
VWM
9
Valley Wealth Managers
New Jersey
$20.6M +$141K +4,015 +0.7%
Rockefeller Capital Management
10
Rockefeller Capital Management
New York
$20.2M +$801K +22,823 +4%
KAS
11
Kestra Advisory Services
Texas
$17.4M +$282K +8,032 +2%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$16.6M +$2.88M +81,974 +22%
PCP
13
Proficio Capital Partners
Massachusetts
$15.6M +$710K +20,220 +5%
BSG
14
Black Swift Group
Colorado
$13.1M -$139K -3,948 -1%
RJA
15
Raymond James & Associates
Florida
$11.7M +$3.79M +107,990 +52%
Cetera Investment Advisers
16
Cetera Investment Advisers
Illinois
$9.72M +$1.09M +30,925 +13%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$9.25M +$136K +3,872 +2%
PIN
18
Prudent Investors Network
California
$9.19M +$336K +9,563 +4%
Wells Fargo
19
Wells Fargo
California
$8.96M +$1.94M +55,229 +30%
Northwestern Mutual Wealth Management
20
Northwestern Mutual Wealth Management
Wisconsin
$6.8M +$612K +17,430 +11%
ACS
21
Archford Capital Strategies
Illinois
$6.77M +$260K +7,396 +4%
MML Investors Services
22
MML Investors Services
Massachusetts
$6.58M -$6.45M -183,662 -51%
AWMT
23
AAFMAA Wealth Management & Trust
North Carolina
$6.37M +$3.87M +110,317 +181%
Mirae Asset Global Investments
24
Mirae Asset Global Investments
South Korea
$6.16M -$740K -21,074 -11%
CG
25
Clarus Group
Texas
$5.81M +$257K +7,324 +5%
1
2 3 4 5

AIQ Hedge Fund Activity: Q3 2024 in Review

287 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Global X Artificial Intelligence & Technology ETF (AIQ) for Q3 2024, worth a combined $943M — up 15% from $823M a quarter earlier.

Buyers outnumbered sellers: 48 funds opened new AIQ positions and 23 closed out — a net gain of 25 holders — while 131 added to existing stakes and 60 trimmed.

The largest buyer was Bank of Montreal, opening a new position worth an estimated $49.3M. The largest seller was Envestnet Asset Management, cutting an estimated $18.2M.

  • 287 institutional investors held Global X Artificial Intelligence & Technology ETF (AIQ) as of Q3 2024, up from 264 in Q2 2024.
  • Funds reported $943M of Global X Artificial Intelligence & Technology ETF stock for Q3 2024, up 15% quarter-over-quarter.
  • 48 funds opened new Global X Artificial Intelligence & Technology ETF positions in Q3 2024 and 23 closed out, a net change of +25 holders.
  • The largest Global X Artificial Intelligence & Technology ETF buyer in Q3 2024 was Bank of Montreal, an estimated $49.3M added.
  • The largest Global X Artificial Intelligence & Technology ETF seller in Q3 2024 was Envestnet Asset Management, an estimated $18.2M sold.

Based on aggregated 13F filings for Q3 2024.