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Global X Robotics & Artificial Intelligence ETF

385 hedge funds and large institutions have $949M invested in Global X Robotics & Artificial Intelligence ETF in 2024 Q4 according to their latest regulatory filings, with 58 funds opening new positions, 130 increasing their positions, 97 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

53% more first-time investments, than exits

New positions opened: 58 | Existing positions closed: 38

34% more repeat investments, than reductions

Existing positions increased: 130 | Existing positions reduced: 97

4% more funds holding

Funds holding: 369385 (+16)

0.05% more ownership

Funds ownership: 36.65%36.71% (+0.05%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

2% less capital invested

Capital invested by funds: $967M → $949M (-$18.6M)

19% less call options, than puts

Call options by funds: $7.47M | Put options by funds: $9.27M

Holders
385
Holders Change
+16
Holders Change %
+4.34%
% 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
58
Increased
130
Reduced
97
Closed
38
Calls
$7.47M
Puts
$9.27M
Net Calls
-$1.8M
Net Calls Change
+$892K
Name Holding Trade Value Shares
Change
Change in
Stake
SW
176
Simplicity Wealth
New Jersey
$339K -$204K -6,254 -37%
PWM
177
PBMares Wealth Management
Virginia
$334K +$112K +3,450 +49%
SPC
178
Sigma Planning Corp
Michigan
$333K -$12.3K -376 -3%
PIA
179
Perennial Investment Advisors
California
$331K -$107K -3,296 -24%
PWM
180
Perigon Wealth Management
California
$327K
DK
181
David Kennon
Florida
$327K
CB
182
Commerce Bank
Missouri
$327K +$39.2K +1,203 +13%
MSFS
183
Main Street Financial Solutions
Pennsylvania
$325K +$2.93K +90 +0.9%
HIC
184
Holderness Investments Company
North Carolina
$325K -$77.9K -2,390 -19%
EFS
185
Essex Financial Services
Connecticut
$323K
CAM
186
Close Asset Management
United Kingdom
$320K
MIA
187
MMBG Investment Advisors
Florida
$320K
VWA
188
Visionary Wealth Advisors
Illinois
$317K +$21.5K +661 +7%
EIA
189
Edgemoor Investment Advisors
Maryland
$314K -$375K -11,500 -54%
NW
190
NewEdge Wealth
Pennsylvania
$314K +$5.05K +155 +2%
IAS
191
Insigneo Advisory Services
Florida
$313K -$6.52K -200 -2%
FGA
192
Fortis Group Advisors
New Jersey
$309K +$35.1K +1,077 +13%
PI
193
PFG Investments
New York
$299K -$1.63K -50 -0.5%
GVAG
194
Great Valley Advisor Group
Delaware
$295K +$17.8K +546 +6%
ATC
195
Advantage Trust Company
Kansas
$294K +$30.5K +935 +11%
VPIM
196
Vanguard Personalized Indexing Management
California
$288K
CA
197
Continuum Advisory
Idaho
$284K
Mercer Global Advisors
198
Mercer Global Advisors
Colorado
$278K -$36.1K -1,109 -11%
KA
199
Kovack Advisors
Florida
$276K +$1.96K +60 +0.7%
FAIM
200
Financial Advocates Investment Management
Washington
$269K -$15.5K -477 -5%

BOTZ Hedge Fund Activity: Q4 2024 in Review

385 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Global X Robotics & Artificial Intelligence ETF (BOTZ) for Q4 2024, worth a combined $949M — down 1.9% from $967M a quarter earlier.

Buyers outnumbered sellers: 58 funds opened new BOTZ positions and 38 closed out — a net gain of 20 holders — while 130 added to existing stakes and 97 trimmed.

The largest buyer was LPL Financial, adding an estimated $9.44M. The largest seller was Nan Shan Life Insurance, exiting entirely with an estimated $13.6M sold.

  • 385 institutional investors held Global X Robotics & Artificial Intelligence ETF (BOTZ) as of Q4 2024, up from 369 in Q3 2024.
  • Funds reported $949M of Global X Robotics & Artificial Intelligence ETF stock for Q4 2024, down 1.9% quarter-over-quarter.
  • 58 funds opened new Global X Robotics & Artificial Intelligence ETF positions in Q4 2024 and 38 closed out, a net change of +20 holders.
  • The largest Global X Robotics & Artificial Intelligence ETF buyer in Q4 2024 was LPL Financial, an estimated $9.44M added.
  • The largest Global X Robotics & Artificial Intelligence ETF seller in Q4 2024 was Nan Shan Life Insurance, an estimated $13.6M sold.

Based on aggregated 13F filings for Q4 2024.