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Global X Robotics & Artificial Intelligence ETF

369 hedge funds and large institutions have $967M invested in Global X Robotics & Artificial Intelligence ETF in 2024 Q3 according to their latest regulatory filings, with 37 funds opening new positions, 126 increasing their positions, 121 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

19% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 31

4% more repeat investments, than reductions

Existing positions increased: 126 | Existing positions reduced: 121

1% more funds holding

Funds holding: 366369 (+3)

0.15% more ownership

Funds ownership: 36.51%36.65% (+0.15%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

2% less capital invested

Capital invested by funds: $992M → $967M (-$24.4M)

30% less call options, than puts

Call options by funds: $6.37M | Put options by funds: $9.06M

Holders
369
Holders Change
+3
Holders Change %
+0.82%
% of All Funds
5.3%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
37
Increased
126
Reduced
121
Closed
31
Calls
$6.37M
Puts
$9.06M
Net Calls
-$2.69M
Net Calls Change
+$2.04M
Name Holding Trade Value Shares
Change
Change in
Stake
WS
126
Wedbush Securities
California
$519K -$68.9K -2,251 -12%
MC
127
Moors & Cabot
Massachusetts
$516K -$67.4K -2,200 -12%
BFA
128
Beacon Financial Advisory
Ohio
$509K +$35.5K +1,158 +8%
RFA
129
Resurgent Financial Advisors
Georgia
$504K -$59.9K -1,956 -11%
CFD
130
Creative Financial Designs
Indiana
$500K +$20.2K +659 +4%
FFG
131
Frisch Financial Group
New York
$499K -$26.1K -852 -5%
Envestnet Portfolio Solutions
132
Envestnet Portfolio Solutions
Illinois
$496K +$6.77K +221 +1%
AIA
133
Ally Invest Advisors
North Carolina
$493K +$38.6K +1,262 +9%
GWM
134
Greenwich Wealth Management
Connecticut
$491K
HAS
135
HBW Advisory Services
California
$474K -$70.4K -2,300 -14%
SWM
136
Spire Wealth Management
Virginia
$472K -$1.19M -38,712 -73%
AWA
137
Arkadios Wealth Advisors
Georgia
$472K +$449K +14,677 New
LSIA
138
LaSalle St. Investment Advisors
Illinois
$467K +$445K +14,543 New
TIM
139
Tortoise Investment Management
New York
$462K +$71.1K +2,322 +19%
OL
140
Owen LaRue
Kentucky
$455K -$140K -4,570 -24%
KFGK
141
Keystone Financial Group (Kentucky)
Kentucky
$450K +$429K +13,995 New
GM
142
GeoWealth Management
Illinois
$447K -$62.9K -2,054 -13%
KPWS
143
Kestra Private Wealth Services
Texas
$445K +$17K +556 +4%
CC
144
Callan Capital
California
$443K
ASN
145
Advisory Services Network
Georgia
$442K
PIA
146
Perennial Investment Advisors
California
$439K +$32.6K +1,064 +8%
WAM
147
WNY Asset Management
New York
$432K +$74.3K +2,425 +22%
S
148
SignatureFD
Georgia
$431K -$27.9K -911 -6%
OCPWS
149
One Charles Private Wealth Services
Massachusetts
$426K -$4.9K -160 -1%
LFAS
150
Level Four Advisory Services
Texas
$419K -$92.8K -3,031 -19%