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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
LMKC
176
L.M. Kohn & Company
Ohio
$338K +$320K +10,634 New
GVAG
177
Great Valley Advisor Group
Delaware
$336K +$42.8K +1,421 +16%
PS
178
Principal Securities
Iowa
$333K +$226K +7,521 +255%
WWM
179
Western Wealth Management
Colorado
$333K +$9.78K +325 +3%
TCM
180
Triumph Capital Management
Colorado
$326K +$33.8K +1,124 +12%
DK
181
David Kennon
Florida
$325K +$308K +10,230 New
FGA
182
Fortis Group Advisors
New Jersey
$322K +$305K +10,137 New
IAIM
183
International Assets Investment Management
Florida
$319K +$51.8K +1,721 +21%
MIA
184
MMBG Investment Advisors
Florida
$318K
SP
185
SIH Partners
Delaware
$318K +$301K +10,000 New
CAM
186
Close Asset Management
United Kingdom
$318K
IAS
187
Insigneo Advisory Services
Florida
$315K +$53K +1,761 +22%
IWC
188
Integrated Wealth Concepts
Massachusetts
$313K -$319K -10,595 -52%
KCFA
189
Key Client Fiduciary Advisors
New Jersey
$313K +$36.5K +1,211 +14%
ASN
190
Advisory Services Network
Georgia
$300K +$102K +3,372 +56%
FAIM
191
Financial Advocates Investment Management
Washington
$297K -$3.37K -112 -1%
Mercer Global Advisors
192
Mercer Global Advisors
Colorado
$288K +$51.3K +1,703 +23%
KWM
193
KFG Wealth Management
Indiana
$287K +$55.2K +1,835 +25%
VPIM
194
Vanguard Personalized Indexing Management
California
$286K
CPRC
195
Consolidated Portfolio Review Corp
New York
$285K +$211 +7 +0.1%
PI
196
PFG Investments
New York
$285K +$270K +8,954 New
PCS
197
Personal CFO Solutions
New Jersey
$284K +$8.67K +288 +3%
AWM
198
Apollon Wealth Management
South Carolina
$268K +$254K +8,422 New
FFN
199
Focus Financial Network
Minnesota
$263K -$42.4K -1,410 -14%
KWA
200
Kingswood Wealth Advisors
California
$262K -$15.1K -500 -6%