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Global X Robotics & Artificial Intelligence ETF
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Overview Fund Activity

324 hedge funds and large institutions have $1.28B invested in Global X Robotics & Artificial Intelligence ETF in 2023 Q4 according to their latest regulatory filings, with 62 funds opening new positions, 105 increasing their positions, 78 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
324
Holders Change
+20
Holders Change %
+6.58%
% of All Funds
4.75%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
62
Increased
105
Reduced
78
Closed
37
Calls
$11.2M
Puts
$7.5M
Net Calls
+$3.71M
Net Calls Change
+$6.64M

Top Buyers

1
GBWM
1
Granite Bay Wealth Management
New Hampshire
$363M
2
Morgan Stanley
2
Morgan Stanley
New York
$159M
3
PCM
3
Price Capital Management
Louisiana
$22.7M
4
Barclays
4
Barclays
United Kingdom
$24.6M
5
UBS Group
5
UBS Group
Switzerland
$42.4M

Top Sellers

1
MTWSIF
1
Mivtachim The Workers Social Insurance Fund
Israel
$0
2
PS
2
Portfolio Strategies
New York
$0
3
Jane Street
3
Jane Street
New York
$0
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$11.5M
5
OCM
5
One Capital Management
California
$238K
Name Holding Trade Value Shares
Change 		Shares
Change %
VAFP
176
Vahanian & Associates Financial Planning
New York
$235K -$118K -4,130 -33%
IAS
177
Insigneo Advisory Services
Florida
$232K +$232K +8,153 New
Envestnet Portfolio Solutions
178
Envestnet Portfolio Solutions
Illinois
$228K -$81.9K -2,872 -26%
PA
179
PFG Advisors
Arizona
$228K -$2.62K -92 -1%
GIA
180
Gladstone Institutional Advisory
Florida
$226K +$226K +7,945 New
MMA
181
Miracle Mile Advisors
California
$226K +$226K +7,923 New
GWSG
182
GPS Wealth Strategies Group
Colorado
$223K -$149K -5,241 -40%
LWMG
183
Levy Wealth Management Group
Pennsylvania
$219K +$219K +7,695 New
CCM
184
Coldstream Capital Management
Washington
$219K +$219K +7,680 New
CBFP
185
Cedar Brook Financial Partners
Ohio
$216K +$216K +7,519 New
FFWA
186
FRG Family Wealth Advisors
Washington
$211K +$211K +7,410 New
KA
187
Kovack Advisors
Florida
$210K +$210K +7,358 New
Mercer Global Advisors
188
Mercer Global Advisors
Colorado
$208K +$208K +7,315 New
KWM
189
KFG Wealth Management
Indiana
$205K +$205K +7,203 New
BAWC
190
Boyce & Associates Wealth Consulting
Texas
$203K +$203K +7,108 New
Fidelity Investments
191
Fidelity Investments
Massachusetts
$200K +$120K +4,208 +150%
Kayne Anderson Rudnick Investment Management
192
Kayne Anderson Rudnick Investment Management
California
$177K – – –
BCV
193
Banque Cantonale Vaudoise
Switzerland
$176K – – –
ASN
194
Advisory Services Network
Georgia
$173K +$173K +6,065 New
SAS
195
Stelac Advisory Services
New York
$169K – – –
PIA
196
Powell Investment Advisors
Florida
$150K +$51.3K +1,800 +52%
HFM
197
Harvest Fund Management
China
$140K – – –
TWM
198
Tradition Wealth Management
Minnesota
$138K – – –
WAS
199
Winch Advisory Services
Wisconsin
$138K – – –
AF
200
Advisornet Financial
Minnesota
$137K – – –
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8
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