BOTZ icon

Global X Robotics & Artificial Intelligence ETF
BOTZ

Overview Fund Activity

324 hedge funds and large institutions have $1.28B invested in Global X Robotics & Artificial Intelligence ETF in 2023 Q4 according to their latest regulatory filings, with 62 funds opening new positions, 105 increasing their positions, 78 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
324
Holders Change
+20
Holders Change %
+6.58%
% of All Funds
4.75%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
62
Increased
105
Reduced
78
Closed
37
Calls
$11.2M
Puts
$7.5M
Net Calls
+$3.71M
Net Calls Change
+$6.64M

Top Buyers

1
GBWM
1
Granite Bay Wealth Management
New Hampshire
$363M
2
Morgan Stanley
2
Morgan Stanley
New York
$159M
3
PCM
3
Price Capital Management
Louisiana
$22.7M
4
Barclays
4
Barclays
United Kingdom
$24.6M
5
UBS Group
5
UBS Group
Switzerland
$42.4M

Top Sellers

1
MTWSIF
1
Mivtachim The Workers Social Insurance Fund
Israel
$0
2
PS
2
Portfolio Strategies
New York
$0
3
Jane Street
3
Jane Street
New York
$0
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$11.5M
5
OCM
5
One Capital Management
California
$238K
Name Holding Trade Value Shares
Change 		Shares
Change %
HIC
126
Holderness Investments Company
North Carolina
$445K +$445K +15,620 New
BHPW
127
Beverly Hills Private Wealth
California
$445K +$55.3K +1,941 +14%
GWM
128
Greenwich Wealth Management
Connecticut
$436K – – –
IWM
129
IHT Wealth Management
Illinois
$433K -$52.4K -1,838 -11%
S
130
SignatureFD
Georgia
$412K -$171 -6 -0%
FFG
131
Frisch Financial Group
New York
$408K -$57 -2 -0%
OCPWS
132
One Charles Private Wealth Services
Massachusetts
$406K -$34.4K -1,207 -8%
KFGK
133
Keystone Financial Group (Kentucky)
Kentucky
$406K +$6.27K +220 +2%
Janney Montgomery Scott
134
Janney Montgomery Scott
Pennsylvania
$397K -$15K -528 -4%
PWA
135
Phoenix Wealth Advisors
North Carolina
$380K +$32.2K +1,162 +9%
Comerica Bank
136
Comerica Bank
Texas
$378K +$44K +1,543 +13%
SC
137
Scotia Capital
Ontario, Canada
$368K +$4.59K +161 +1%
ET
138
Equitable Trust
Tennessee
$363K -$2.28K -80 -0.6%
AA
139
Ancora Advisors
Ohio
$353K -$3.73K -131 -1%
CIBC Private Wealth Group
140
CIBC Private Wealth Group
Georgia
$351K +$100K +3,522 +40%
Corient Private Wealth
141
Corient Private Wealth
Florida
$350K -$132K -4,627 -27%
MFA
142
Mayflower Financial Advisors
Massachusetts
$350K +$41.4K +1,452 +13%
WCM
143
WealthBridge Capital Management
Ohio
$342K +$39.2K +1,374 +13%
CFD
144
Creative Financial Designs
Indiana
$341K +$100K +3,511 +41%
OL
145
Owen LaRue
Kentucky
$336K -$88.4K -3,100 -21%
HI
146
Harbour Investments
Wisconsin
$323K +$104K +3,666 +48%
SC
147
Sierra Capital
Florida
$318K – – –
CA
148
Continuum Advisory
Idaho
$314K -$111K -3,906 -26%
Toronto Dominion Bank
149
Toronto Dominion Bank
Ontario, Canada
$314K – – –
MSFS
150
Main Street Financial Solutions
Pennsylvania
$310K -$5.13K -180 -2%
4 5
6
7 8