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Global X Robotics & Artificial Intelligence ETF

197 hedge funds and large institutions have $733M invested in Global X Robotics & Artificial Intelligence ETF in 2020 Q3 according to their latest regulatory filings, with 45 funds opening new positions, 82 increasing their positions, 32 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

156% more repeat investments, than reductions

Existing positions increased: 82 | Existing positions reduced: 32

100% more funds holding in top 10

Funds holding in top 10: 1 β†’ 2 (+1)

71% more call options, than puts

Call options by funds: $3.67M | Put options by funds: $2.14M

55% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 29

37% more capital invested

Capital invested by funds: $534M β†’ $733M (+$199M)

8% more funds holding

Funds holding: 182 β†’ 197 (+15)

4.72% more ownership

Funds ownership: 35.95% β†’ 40.67% (+4.7%)

Holders
197
Holders Change
+15
Holders Change %
+8.24%
% of All Funds
3.97%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
45
Increased
82
Reduced
32
Closed
29
Calls
$3.67M
Puts
$2.14M
Net Calls
+$1.53M
Net Calls Change
+$1.48M
Name Holding Trade Value Shares
Change
Change in
Stake
HGWM
151
Harvest Group Wealth Management
Massachusetts
$25K – – –
VCM
152
Vigilant Capital Management
Maine
$25K +$24K +909 New
TWA
153
TCI Wealth Advisors
Arizona
$22K – – –
Fidelity Investments
154
Fidelity Investments
Massachusetts
$22K +$17.6K +666 +569%
BW
155
Bison Wealth
Georgia
$22K +$21K +796 New
PVH
156
Psagot Value Holdings
Israel
$21K – – –
PGAM
157
Princeton Global Asset Management
New Jersey
$20K – – –
POIA
158
Pin Oak Investment Advisors
Texas
$17K +$15.8K +600 New
FWM
159
Focused Wealth Management
New York
$16K – – –
BAM
160
Bellevue Asset Management
Washington
$14K – – –
TCM
161
TD Capital Management
Tennessee
$14K +$26 +1 +0.2%
First Manhattan
162
First Manhattan
New York
$13K – – –
RFA
163
Reilly Financial Advisors
California
$13K – – –
PCWA
164
Pacific Capital Wealth Advisors
California
$13K +$12.1K +460 New
BWA
165
Burt Wealth Advisors
Maryland
$12K – – –
GAM
166
Gemmer Asset Management
California
$11K – – –
WEC
167
Winslow Evans & Crocker
Massachusetts
$10K – – –
WAS
168
Winch Advisory Services
Wisconsin
$10K +$26 +1 +0.3%
TFA
169
Toth Financial Advisory
Virginia
$10K +$5.98K +227 +197%
MFT
170
Moisand Fitzgerald Tamayo
Florida
$10K +$9.75K +370 New
PP
171
Pacifica Partners
Canada
$8K – – –
SWM
172
Sugarloaf Wealth Management
Georgia
$8K – – –
PFO
173
Pathstone Family Office
New Jersey
$7K – – –
IA
174
IFP Advisors
Florida
$7K +$738 +28 +14%
AA
175
Advisory Alpha
Michigan
$7K +$6.59K +250 New