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Global X Robotics & Artificial Intelligence ETF

306 hedge funds and large institutions have $994M invested in Global X Robotics & Artificial Intelligence ETF in 2023 Q3 according to their latest regulatory filings, with 48 funds opening new positions, 123 increasing their positions, 72 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more repeat investments, than reductions

Existing positions increased: 123 | Existing positions reduced: 72

17% more capital invested

Capital invested by funds: $851M → $994M (+$143M)

11.75% more ownership

Funds ownership: 34.11%45.85% (+12%)

9% less first-time investments, than exits

New positions opened: 48 | Existing positions closed: 53

3% less funds holding

Funds holding: 315306 (-9)

45% less call options, than puts

Call options by funds: $3.64M | Put options by funds: $6.57M

50% less funds holding in top 10

Funds holding in top 10: 42 (-2)

Holders
306
Holders Change
-9
Holders Change %
-2.86%
% of All Funds
4.86%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
48
Increased
123
Reduced
72
Closed
53
Calls
$3.64M
Puts
$6.57M
Net Calls
-$2.93M
Net Calls Change
-$5.84M
Name Holding Trade Value Shares
Change
Change in
Stake
IP
151
Ignite Planners
California
$323K -$19.6K -726 -5%
GWSG
152
GPS Wealth Strategies Group
Colorado
$323K +$352K +13,055 New
ET
153
Equitable Trust
Tennessee
$317K
LCM
154
Lattice Capital Management
Washington
$315K
SC
155
Scotia Capital
Ontario, Canada
$315K -$3.72K -138 -1%
PWA
156
Phoenix Wealth Advisors
North Carolina
$310K +$5.18K +192 +2%
AA
157
Ancora Advisors
Ohio
$309K -$729 -27 -0.2%
VAFP
158
Vahanian & Associates Financial Planning
New York
$306K +$334K +12,385 New
GM
159
GeoWealth Management
Illinois
$306K +$30.4K +1,125 +10%
HAS
160
HBW Advisory Services
California
$292K +$5.88K +218 +2%
Comerica Bank
161
Comerica Bank
Texas
$290K +$316K +11,726 New
MA
162
Mutual Advisors
Nebraska
$279K +$6.23K +231 +2%
SC
163
Sierra Capital
Florida
$276K
SS
164
Sunbelt Securities
Texas
$273K -$3.18K -118 -1%
MSFS
165
Main Street Financial Solutions
Pennsylvania
$273K -$2.91K -108 -1%
SIS
166
Strategic Investment Solutions
Illinois
$272K +$268K +9,920 +6,200%
Toronto Dominion Bank
167
Toronto Dominion Bank
Ontario, Canada
$272K
Envestnet Portfolio Solutions
168
Envestnet Portfolio Solutions
Illinois
$269K +$294K +10,885 New
MFA
169
Mayflower Financial Advisors
Massachusetts
$268K -$8.66K -321 -3%
TCM
170
Triumph Capital Management
Colorado
$266K +$26K +965 +10%
WCM
171
WealthBridge Capital Management
Ohio
$263K +$287K +10,640 New
PCS
172
Personal CFO Solutions
New Jersey
$263K +$27 +1 +0%
FFN
173
Focus Financial Network
Minnesota
$261K +$10.1K +376 +4%
CLOS
174
Compagnie Lombard Odier SCmA
Switzerland
$247K
MIA
175
MMBG Investment Advisors
Florida
$247K