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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
Fidelity Investments
151
Fidelity Investments
Massachusetts
$413K +$28K +913 +8%
CIBC Private Wealth Group
152
CIBC Private Wealth Group
Georgia
$409K -$3.61K -118 -0.9%
TF
153
Trek Financial
Arizona
$404K -$8.21K -268 -2%
HIC
154
Holderness Investments Company
North Carolina
$404K -$40.9K -1,334 -10%
CT
155
Coastline Trust
Rhode Island
$400K +$43.5K +1,421 +13%
LMKC
156
L.M. Kohn & Company
Ohio
$397K +$34.3K +1,121 +10%
Citadel Advisors
157
Citadel Advisors
Florida
$396K +$378K +12,330 New
AWM
158
Apollon Wealth Management
South Carolina
$380K +$18.3K +596 +5%
GIA
159
Gladstone Institutional Advisory
Florida
$378K +$40.5K +1,321 +13%
Bank of Montreal
160
Bank of Montreal
Ontario, Canada
$376K -$1.04M -33,987 -74%
WWM
161
Western Wealth Management
Colorado
$373K +$18.4K +602 +5%
SPW
162
Sonoma Private Wealth
California
$370K +$19.8K +646 +6%
D.E. Shaw & Co
163
D.E. Shaw & Co
New York
$368K -$55.5K -1,813 -14%
IA
164
Insight Advisors
Pennsylvania
$367K -$202K -6,595 -37%
SCTC
165
Sanibel Captiva Trust Company
Florida
$367K
BHPW
166
Beverly Hills Private Wealth
California
$361K -$56.7K -1,852 -14%
KCFA
167
Key Client Fiduciary Advisors
New Jersey
$348K +$11.1K +362 +3%
SPC
168
Sigma Planning Corp
Michigan
$348K -$33.7K -1,100 -9%
CIA
169
Concurrent Investment Advisors
Florida
$343K +$30.8K +1,006 +10%
KWM
170
KFG Wealth Management
Indiana
$341K +$19.4K +635 +6%
IWC
171
Integrated Wealth Concepts
Massachusetts
$337K -$5.33K -174 -2%
DK
172
David Kennon
Florida
$329K
PA
173
PFG Advisors
Arizona
$328K +$12.3K +403 +4%
MSFS
174
Main Street Financial Solutions
Pennsylvania
$324K +$61 +2 +0%
PWM
175
Perigon Wealth Management
California
$323K +$29.4K +961 +11%