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Global X Robotics & Artificial Intelligence ETF

363 hedge funds and large institutions have $1.08B invested in Global X Robotics & Artificial Intelligence ETF in 2024 Q1 according to their latest regulatory filings, with 68 funds opening new positions, 135 increasing their positions, 77 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

172% more first-time investments, than exits

New positions opened: 68 | Existing positions closed: 25

75% more repeat investments, than reductions

Existing positions increased: 135 | Existing positions reduced: 77

12% more funds holding

Funds holding: 325363 (+38)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

15.39% less ownership

Funds ownership: 53.24%37.85% (-15%)

15% less capital invested

Capital invested by funds: $1.28B → $1.08B (-$198M)

37% less call options, than puts

Call options by funds: $9.61M | Put options by funds: $15.2M

Holders
363
Holders Change
+38
Holders Change %
+11.69%
% of All Funds
5.23%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
68
Increased
135
Reduced
77
Closed
25
Calls
$9.61M
Puts
$15.2M
Net Calls
-$5.61M
Net Calls Change
-$9.32M
Name Holding Trade Value Shares
Change
Change in
Stake
OL
151
Owen LaRue
Kentucky
$446K +$67.7K +2,250 +19%
KFGK
152
Keystone Financial Group (Kentucky)
Kentucky
$445K -$7.55K -251 -2%
CFD
153
Creative Financial Designs
Indiana
$445K +$60.3K +2,003 +17%
OCPWS
154
One Charles Private Wealth Services
Massachusetts
$440K -$12.4K -412 -3%
RFA
155
Resurgent Financial Advisors
Georgia
$439K +$143K +4,754 +53%
PSCM
156
Per Stirling Capital Management
Texas
$419K +$396K +13,162 New
ET
157
Equitable Trust
Tennessee
$405K
CAG
158
Csenge Advisory Group
Florida
$402K +$380K +12,627 New
AIA
159
Ally Invest Advisors
North Carolina
$394K +$94.6K +3,144 +34%
CIBC Private Wealth Group
160
CIBC Private Wealth Group
Georgia
$390K
SPC
161
Sigma Planning Corp
Michigan
$386K +$365K +12,136 New
BFA
162
Beacon Financial Advisory
Ohio
$384K +$93.3K +3,098 +35%
Fidelity Investments
163
Fidelity Investments
Massachusetts
$381K +$149K +4,944 +70%
GIA
164
Gladstone Institutional Advisory
Florida
$380K +$120K +3,995 +50%
TF
165
Trek Financial
Arizona
$379K +$69.2K +2,299 +24%
SPW
166
Sonoma Private Wealth
California
$365K +$345K +11,465 New
CA
167
Continuum Advisory
Idaho
$363K +$17.8K +591 +5%
SCTC
168
Sanibel Captiva Trust Company
Florida
$363K +$30.1K +1,000 +10%
WCM
169
WealthBridge Capital Management
Ohio
$360K -$21.3K -708 -6%
Lido Advisors
170
Lido Advisors
California
$359K +$340K +11,292 New
SC
171
Sierra Capital
Florida
$355K
GWSG
172
GPS Wealth Strategies Group
Colorado
$352K +$97.9K +3,251 +42%
CT
173
Coastline Trust
Rhode Island
$351K +$332K +11,025 New
Toronto Dominion Bank
174
Toronto Dominion Bank
Ontario, Canada
$350K
MSFS
175
Main Street Financial Solutions
Pennsylvania
$345K -$542 -18 -0.2%