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Global X Robotics & Artificial Intelligence ETF

366 hedge funds and large institutions have $992M invested in Global X Robotics & Artificial Intelligence ETF in 2024 Q2 according to their latest regulatory filings, with 45 funds opening new positions, 126 increasing their positions, 87 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

45% more repeat investments, than reductions

Existing positions increased: 126 | Existing positions reduced: 87

18% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 38

1% more funds holding

Funds holding: 363366 (+3)

1.34% less ownership

Funds ownership: 37.85%36.51% (-1.3%)

8% less capital invested

Capital invested by funds: $1.08B → $992M (-$90.2M)

34% less call options, than puts

Call options by funds: $9.02M | Put options by funds: $13.8M

67% less funds holding in top 10

Funds holding in top 10: 31 (-2)

Holders
366
Holders Change
+3
Holders Change %
+0.83%
% of All Funds
5.29%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.01%
New
45
Increased
126
Reduced
87
Closed
38
Calls
$9.02M
Puts
$13.8M
Net Calls
-$4.73M
Net Calls Change
+$887K
Name Holding Trade Value Shares
Change
Change in
Stake
SPIA
126
Steward Partners Investment Advisory
New York
$537K -$925 -30 -0.2%
HAS
127
HBW Advisory Services
California
$525K -$79.5K -2,578 -13%
FFG
128
Frisch Financial Group
New York
$505K +$71.5K +2,320 +17%
MFA
129
Mayflower Financial Advisors
Massachusetts
$504K +$26K +844 +5%
LFAS
130
Level Four Advisory Services
Texas
$500K +$500K +16,217 New
GM
131
GeoWealth Management
Illinois
$492K -$8.85K -287 -2%
GWM
132
Greenwich Wealth Management
Connecticut
$472K
Envestnet Portfolio Solutions
133
Envestnet Portfolio Solutions
Illinois
$469K -$262K -8,510 -36%
Corient Private Wealth
134
Corient Private Wealth
Florida
$460K +$11K +356 +2%
CFD
135
Creative Financial Designs
Indiana
$459K +$27.9K +904 +6%
FTUS
136
Flow Traders U.S.
New York
$458K +$458K +14,850 New
BFA
137
Beacon Financial Advisory
Ohio
$453K +$80.1K +2,599 +22%
ASN
138
Advisory Services Network
Georgia
$442K +$151K +4,893 +52%
S
139
SignatureFD
Georgia
$442K
AIA
140
Ally Invest Advisors
North Carolina
$434K +$51.5K +1,671 +13%
HIC
141
Holderness Investments Company
North Carolina
$428K -$40.1K -1,300 -9%
CC
142
Callan Capital
California
$425K -$18K -584 -4%
OCPWS
143
One Charles Private Wealth Services
Massachusetts
$414K -$12.7K -413 -3%
KPWS
144
Kestra Private Wealth Services
Texas
$410K +$409K +13,276 New
D.E. Shaw & Co
145
D.E. Shaw & Co
New York
$409K +$409K +13,270 New
BHPW
146
Beverly Hills Private Wealth
California
$403K -$35.5K -1,152 -8%
CIBC Private Wealth Group
147
CIBC Private Wealth Group
Georgia
$403K +$16K +520 +4%
Jones Financial Companies
148
Jones Financial Companies
Missouri
$401K +$314K +10,185 +363%
TF
149
Trek Financial
Arizona
$396K +$27.8K +902 +8%
RWA
150
River Wealth Advisors
Pennsylvania
$393K -$121K -3,919 -24%