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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
LPL Financial
California
$67.4M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$17.4M
3
Vontobel Holding
Vontobel Holding
Switzerland
$6.78M
4
MWM
Modern Wealth Management
Kansas
$4.5M
5
Wells Fargo
Wells Fargo
California
$35.4M

Top Sellers

1
NSLI
Nan Shan Life Insurance
Taiwan
$0
2
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$26.9M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$7.77M
4
FA
Fiduciary Alliance
South Carolina
$3.07M
5
UBS Group
UBS Group
Switzerland
$52.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
CL
201
Choreo LLC
Illinois
$263K +$21.4K +671 +9%
GT
202
Glenmede Trust
Pennsylvania
$263K +$58.9K +1,845 +29%
Lido Advisors
203
Lido Advisors
California
$262K +$10.9K +341 +4%
SI
204
Stephens Inc
Arkansas
$257K +$30.8K +965 +14%
VPF
205
Vantage Point Financial
Illinois
$256K +$256K +8,001 New
CCM
206
Coldstream Capital Management
Washington
$254K +$8.75K +274 +4%
ICM
207
IMS Capital Management
Oregon
$253K +$3.83K +120 +2%
Comerica Bank
208
Comerica Bank
Texas
$249K -$19.7K -616 -7%
BWM
209
BCS Wealth Management
Tennessee
$247K – – –
IWC
210
Integrated Wealth Concepts
Massachusetts
$247K -$88.3K -2,764 -26%
AI
211
Axos Invest
Nevada
$245K -$13.9K -434 -5%
EWM
212
Endowment Wealth Management
Wisconsin
$241K +$241K +7,532 New
VA
213
Valmark Advisers
Ohio
$238K +$17.6K +550 +8%
JC
214
JB Capital
Connecticut
$238K +$238K +7,443 New
FFWA
215
FRG Family Wealth Advisors
Washington
$237K – – –
EWA
216
Exencial Wealth Advisors
Oklahoma
$236K +$5.53K +173 +2%
BAWC
217
Boyce & Associates Wealth Consulting
Texas
$227K – – –
PVI
218
Pine Valley Investments
New Jersey
$227K -$128 -4 -0.1%
IWM
219
IMG Wealth Management
Florida
$224K +$224K +7,008 New
AIM
220
Advyzon Investment Management
Illinois
$221K +$221K +6,920 New
OIA
221
OneDigital Investment Advisors
Kansas
$219K +$12.5K +390 +6%
IA
222
Insight Advisors
Pennsylvania
$218K -$149K -4,622 -41%
RWB
223
RMR Wealth Builders
New Jersey
$218K -$5.27K -165 -2%
APW
224
Aurora Private Wealth
New Jersey
$218K -$5.61K -176 -3%
WA
225
Wealth Alliance
New York
$215K -$2.27K -71 -1%
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