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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 %
PWM
176
PBMares Wealth Management
Virginia
$334K +$110K +3,450 +49%
SPC
177
Sigma Planning Corp
Michigan
$333K -$12K -376 -3%
PIA
178
Perennial Investment Advisors
California
$331K -$105K -3,296 -24%
PWM
179
Perigon Wealth Management
California
$327K – – –
DK
180
David Kennon
Florida
$327K – – –
CB
181
Commerce Bank
Missouri
$327K +$38.4K +1,203 +13%
MSFS
182
Main Street Financial Solutions
Pennsylvania
$325K +$2.88K +90 +0.9%
HIC
183
Holderness Investments Company
North Carolina
$325K -$76.4K -2,390 -19%
EFS
184
Essex Financial Services
Connecticut
$323K – – –
CAM
185
Close Asset Management
United Kingdom
$320K – – –
MIA
186
MMBG Investment Advisors
Florida
$320K – – –
VWA
187
Visionary Wealth Advisors
Illinois
$317K +$21.1K +661 +7%
EIA
188
Edgemoor Investment Advisors
Maryland
$314K -$367K -11,500 -54%
NW
189
NewEdge Wealth
Pennsylvania
$314K +$4.95K +155 +2%
IAS
190
Insigneo Advisory Services
Florida
$313K -$6.39K -200 -2%
FGA
191
Fortis Group Advisors
New Jersey
$309K +$34.4K +1,077 +13%
PI
192
PFG Investments
New York
$299K -$1.6K -50 -0.5%
GVAG
193
Great Valley Advisor Group
Delaware
$295K +$17.4K +546 +6%
ATC
194
Advantage Trust Company
Kansas
$294K +$29.9K +935 +11%
VPIM
195
Vanguard Personalized Indexing Management
California
$288K – – –
CA
196
Continuum Advisory
Idaho
$284K – – –
Mercer Global Advisors
197
Mercer Global Advisors
Colorado
$278K -$35.4K -1,109 -11%
KA
198
Kovack Advisors
Florida
$276K +$1.92K +60 +0.7%
FAIM
199
Financial Advocates Investment Management
Washington
$269K -$15.2K -477 -5%
SG
200
StoneX Group
New York
$268K -$18.2K -570 -6%
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