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Global X Robotics & Artificial Intelligence ETF

284 hedge funds and large institutions have $1.02B invested in Global X Robotics & Artificial Intelligence ETF in 2021 Q3 according to their latest regulatory filings, with 40 funds opening new positions, 101 increasing their positions, 71 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

47% more call options, than puts

Call options by funds: $4.55M | Put options by funds: $3.1M

42% more repeat investments, than reductions

Existing positions increased: 101 | Existing positions reduced: 71

33% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 30

1% more funds holding

Funds holding: 280284 (+4)

4% more capital invested

Capital invested by funds: $986M → $1.02B (+$37M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.87% less ownership

Funds ownership: 37.91%37.04% (-0.87%)

Holders
284
Holders Change
+4
Holders Change %
+1.43%
% of All Funds
4.97%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
40
Increased
101
Reduced
71
Closed
30
Calls
$4.55M
Puts
$3.1M
Net Calls
+$1.45M
Net Calls Change
+$767K
Name Holding Trade Value Shares
Change
Change in
Stake
EWA
151
Exencial Wealth Advisors
Oklahoma
$306K +$300K +8,368 New
VAM
152
Verity Asset Management
North Carolina
$305K +$299K +8,327 New
PHS
153
Pekin Hardy Strauss
Illinois
$304K +$79.5K +2,215 +36%
Rockefeller Capital Management
154
Rockefeller Capital Management
New York
$301K +$61.5K +1,713 +26%
GAG
155
GM Advisory Group
New York
$299K
AWM
156
Avitas Wealth Management
California
$297K -$3.59K -100 -1%
CIAS
157
Capital Investment Advisory Services
North Carolina
$297K +$21.7K +605 +8%
CST
158
Charles Schwab Trust
Nevada
$293K
CAM
159
Close Asset Management
United Kingdom
$293K
MM
160
Main Management
California
$290K -$517K -14,392 -64%
AC
161
Avestar Capital
New York
$287K
FFWA
162
FRG Family Wealth Advisors
Washington
$286K
Truist Financial
163
Truist Financial
North Carolina
$285K -$2.55K -71 -0.9%
DC
164
Davenport & Co
Virginia
$280K +$7.18K +200 +3%
ANTB
165
AMG National Trust Bank
Colorado
$265K
KeyBank National Association
166
KeyBank National Association
Ohio
$262K +$50.9K +1,418 +25%
Lido Advisors
167
Lido Advisors
California
$260K +$42.3K +1,178 +20%
CWC
168
Carolinas Wealth Consulting
North Carolina
$255K +$825 +23 +0.3%
CFA
169
Carroll Financial Associates
North Carolina
$254K -$1K -28 -0.4%
WAP
170
Wealthcare Advisory Partners
Pennsylvania
$238K -$5.74K -160 -2%
CCM
171
Coldstream Capital Management
Washington
$236K -$100K -2,788 -25%
YAVAPFMC
172
Yahav Achim Ve Achayot - Provident Funds Management Company
Israel
$236K +$231K +6,449 New
IWM
173
IHT Wealth Management
Illinois
$235K +$230K +6,416 New
PPP
174
Private Portfolio Partners
New Jersey
$229K -$12.2K -340 -5%
VI
175
Vestcor Inc
New Brunswick, Canada
$227K