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Global X Robotics & Artificial Intelligence ETF

366 hedge funds and large institutions have $992M invested in Global X Robotics & Artificial Intelligence ETF in 2024 Q2 according to their latest regulatory filings, with 45 funds opening new positions, 126 increasing their positions, 87 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

45% more repeat investments, than reductions

Existing positions increased: 126 | Existing positions reduced: 87

18% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 38

1% more funds holding

Funds holding: 363366 (+3)

1.34% less ownership

Funds ownership: 37.85%36.51% (-1.3%)

8% less capital invested

Capital invested by funds: $1.08B → $992M (-$90.2M)

34% less call options, than puts

Call options by funds: $9.02M | Put options by funds: $13.8M

67% less funds holding in top 10

Funds holding in top 10: 31 (-2)

Holders
366
Holders Change
+3
Holders Change %
+0.83%
% of All Funds
5.29%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.01%
New
45
Increased
126
Reduced
87
Closed
38
Calls
$9.02M
Puts
$13.8M
Net Calls
-$4.73M
Net Calls Change
+$887K
Name Holding Trade Value Shares
Change
Change in
Stake
LWMG
201
Levy Wealth Management Group
Pennsylvania
$242K +$4.87K +158 +2%
FGA
202
Fortis Group Advisors
New Jersey
$240K -$72.9K -2,365 -23%
ICM
203
IMS Capital Management
Oregon
$238K +$40.3K +1,309 +20%
SI
204
Stephens Inc
Arkansas
$238K +$8.72K +283 +4%
CPP
205
Capasso Planning Partners
South Carolina
$237K +$237K +7,685 New
CCM
206
Coldstream Capital Management
Washington
$237K
WIA
207
World Investment Advisors
California
$233K +$233K +7,558 New
IAS
208
Insigneo Advisory Services
Florida
$233K -$46K -1,491 -15%
RWB
209
RMR Wealth Builders
New Jersey
$231K +$23.6K +767 +11%
EWA
210
Exencial Wealth Advisors
Oklahoma
$229K -$16.6K -539 -7%
TPW
211
Transatlantique Private Wealth
New York
$228K +$228K +7,388 New
ATC
212
Advantage Trust Company
Kansas
$226K +$143K +4,643 +173%
BAWC
213
Boyce & Associates Wealth Consulting
Texas
$219K
PVI
214
Pine Valley Investments
New Jersey
$219K
APW
215
Aurora Private Wealth
New Jersey
$219K
Goldman Sachs
216
Goldman Sachs
New York
$216K
PWM
217
PBMares Wealth Management
Virginia
$216K
CL
218
Choreo LLC
Illinois
$215K +$215K +6,983 New
FHA
219
Flagship Harbor Advisors
Massachusetts
$213K -$7.52K -244 -3%
FFWA
220
FRG Family Wealth Advisors
Washington
$209K
CFO
221
Callan Family Office
Pennsylvania
$209K +$209K +6,770 New
PP
222
Patten & Patten
Tennessee
$202K
NFG
223
Nations Financial Group
Iowa
$200K -$2.93K -95 -1%
SAS
224
Stelac Advisory Services
New York
$183K
HFM
225
Harvest Fund Management
China
$167K