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Global X Robotics & Artificial Intelligence ETF
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Overview Fund Activity

381 hedge funds and large institutions have $947M invested in Global X Robotics & Artificial Intelligence ETF in 2024 Q4 according to their latest regulatory filings, with 55 funds opening new positions, 129 increasing their positions, 97 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
381
Holders Change
+13
Holders Change %
+3.53%
% of All Funds
5.07%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
55
Increased
129
Reduced
97
Closed
38
Calls
$7.47M
Puts
$9.27M
Net Calls
-$1.8M
Net Calls Change
+$892K

Top Buyers

1
LPL Financial
1
LPL Financial
California
$67.4M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$17.4M
3
Vontobel Holding
3
Vontobel Holding
Switzerland
$6.78M
4
MWM
4
Modern Wealth Management
Kansas
$4.5M
5
Wells Fargo
5
Wells Fargo
California
$35.4M

Top Sellers

1
NSLI
1
Nan Shan Life Insurance
Taiwan
$0
2
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$26.9M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$7.77M
4
FA
4
Fiduciary Alliance
South Carolina
$3.07M
5
UBS Group
5
UBS Group
Switzerland
$52.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
WAM
151
WNY Asset Management
New York
$444K +$14.9K +465 +3%
OCPWS
152
One Charles Private Wealth Services
Massachusetts
$438K +$14.4K +450 +3%
S
153
SignatureFD
Georgia
$429K – – –
CG
154
Caprock Group
Idaho
$428K +$428K +13,382 New
GIA
155
Gladstone Institutional Advisory
Florida
$425K +$49.7K +1,555 +13%
CC
156
Callan Capital
California
$420K -$21K -657 -5%
TF
157
Trek Financial
Arizona
$407K +$6.26K +196 +2%
CIBC Private Wealth Group
158
CIBC Private Wealth Group
Georgia
$403K -$8.91K -275 -2%
CT
159
Coastline Trust
Rhode Island
$398K – – –
AWM
160
Apollon Wealth Management
South Carolina
$381K +$3.2K +100 +0.8%
GM
161
GeoWealth Management
Illinois
$377K -$66.7K -2,087 -15%
Goldman Sachs
162
Goldman Sachs
New York
$372K +$149K +4,658 +67%
LMKC
163
L.M. Kohn & Company
Ohio
$371K -$24.3K -762 -6%
WCP
164
Wealthcare Capital Partners
Pennsylvania
$367K +$367K +11,477 New
SCTC
165
Sanibel Captiva Trust Company
Florida
$364K – – –
TPW
166
Transatlantique Private Wealth
New York
$359K +$108K +3,387 +43%
OSAM
167
O'Shaughnessy Asset Management
Connecticut
$358K +$322K +10,087 +911%
BHPW
168
Beverly Hills Private Wealth
California
$357K -$958 -30 -0.3%
OL
169
Owen LaRue
Kentucky
$356K -$95.8K -3,000 -21%
Bank of Montreal
170
Bank of Montreal
Ontario, Canada
$345K -$30.2K -944 -8%
KCFA
171
Key Client Fiduciary Advisors
New Jersey
$343K -$3.04K -95 -0.9%
KWM
172
KFG Wealth Management
Indiana
$343K +$4.35K +136 +1%
Focus Partners Wealth
173
Focus Partners Wealth
Massachusetts
$340K +$340K +10,636 New
PA
174
PFG Advisors
Arizona
$339K +$12.6K +393 +4%
SW
175
Simplicity Wealth
New Jersey
$339K -$200K -6,254 -37%
5 6
7
8 9