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Global X Robotics & Artificial Intelligence ETF

306 hedge funds and large institutions have $994M invested in Global X Robotics & Artificial Intelligence ETF in 2023 Q3 according to their latest regulatory filings, with 48 funds opening new positions, 123 increasing their positions, 72 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more repeat investments, than reductions

Existing positions increased: 123 | Existing positions reduced: 72

17% more capital invested

Capital invested by funds: $851M → $994M (+$143M)

11.75% more ownership

Funds ownership: 34.11%45.85% (+12%)

9% less first-time investments, than exits

New positions opened: 48 | Existing positions closed: 53

3% less funds holding

Funds holding: 315306 (-9)

45% less call options, than puts

Call options by funds: $3.64M | Put options by funds: $6.57M

50% less funds holding in top 10

Funds holding in top 10: 42 (-2)

Holders
306
Holders Change
-9
Holders Change %
-2.86%
% of All Funds
4.86%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
48
Increased
123
Reduced
72
Closed
53
Calls
$3.64M
Puts
$6.57M
Net Calls
-$2.93M
Net Calls Change
-$5.84M
Name Holding Trade Value Shares
Change
Change in
Stake
PFG
101
Pinnacle Financial Group
Illinois
$630K -$12.5K -464 -2%
SPC
102
Sigma Planning Corp
Michigan
$623K -$47K -1,743 -6%
Bessemer Group
103
Bessemer Group
New Jersey
$603K -$9.44K -350 -1%
EWM
104
EPG Wealth Management
Georgia
$601K +$344K +12,759 +110%
Baird Financial Group
105
Baird Financial Group
Wisconsin
$587K +$19.6K +725 +3%
RWA
106
River Wealth Advisors
Pennsylvania
$582K -$104K -3,851 -14%
OCBCO
107
Oversea-Chinese Banking Corp (OCBC)
Singapore
$581K +$635K +23,540 New
EIA
108
Edgemoor Investment Advisors
Maryland
$527K +$459 +17 +0.1%
SWP
109
Stratos Wealth Partners
Ohio
$525K +$108K +4,011 +23%
SW
110
Simplicity Wealth
New Jersey
$522K -$339K -12,548 -37%
BP
111
Ballentine Partners
Massachusetts
$513K
IWC
112
Integrated Wealth Concepts
Massachusetts
$511K +$35K +1,297 +7%
NA
113
NewEdge Advisors
Louisiana
$506K -$469K -17,370 -46%
WWM
114
Western Wealth Management
Colorado
$501K -$69.3K -2,570 -11%
BTI
115
Blue Trust Inc
Georgia
$501K +$374K +13,846 +386%
MIM
116
Macroview Investment Management
Maryland
$498K -$4.8K -178 -0.9%
3LCM
117
3D/L Capital Management
Connecticut
$485K -$1.92K -71 -0.4%
PP
118
Prudential plc
United Kingdom
$482K
CIAS
119
Capital Investment Advisory Services
North Carolina
$478K +$213K +7,876 +69%
HWM
120
HB Wealth Management
Georgia
$477K +$229K +8,494 +79%
Bank of Montreal
121
Bank of Montreal
Ontario, Canada
$474K -$808K -29,949 -62%
Marshall Wace
122
Marshall Wace
United Kingdom
$472K +$515K +19,076 New
SPIA
123
Steward Partners Investment Advisory
New York
$468K -$774K -28,703 -60%
MC
124
Moors & Cabot
Massachusetts
$466K -$17.3K -640 -3%
CA
125
CoreCap Advisors
Michigan
$438K +$80.9K +2,998 +20%