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Global X Robotics & Artificial Intelligence ETF

306 hedge funds and large institutions have $994M invested in Global X Robotics & Artificial Intelligence ETF in 2023 Q3 according to their latest regulatory filings, with 48 funds opening new positions, 123 increasing their positions, 72 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more repeat investments, than reductions

Existing positions increased: 123 | Existing positions reduced: 72

17% more capital invested

Capital invested by funds: $851M → $994M (+$143M)

11.75% more ownership

Funds ownership: 34.11%45.85% (+12%)

9% less first-time investments, than exits

New positions opened: 48 | Existing positions closed: 53

3% less funds holding

Funds holding: 315306 (-9)

45% less call options, than puts

Call options by funds: $3.64M | Put options by funds: $6.57M

50% less funds holding in top 10

Funds holding in top 10: 42 (-2)

Holders
306
Holders Change
-9
Holders Change %
-2.86%
% of All Funds
4.86%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
48
Increased
123
Reduced
72
Closed
53
Calls
$3.64M
Puts
$6.57M
Net Calls
-$2.93M
Net Calls Change
-$5.84M
Name Holding Trade Value Shares
Change
Change in
Stake
GBWM
1
Granite Bay Wealth Management
New Hampshire
$282M +$280M +10,389,797 +8,863%
Bank of America
2
Bank of America
North Carolina
$133M +$26.5M +982,380 +22%
Morgan Stanley
3
Morgan Stanley
New York
$71.6M +$11.7M +433,537 +18%
LPL Financial
4
LPL Financial
California
$42.2M +$9.66M +358,039 +27%
PNC Financial Services Group
5
PNC Financial Services Group
Pennsylvania
$32.2M -$340K -12,606 -1%
JP Morgan Chase
6
JP Morgan Chase
New York
$25.5M +$9.85M +365,147 +55%
UBS Group
7
UBS Group
Switzerland
$24.5M +$8.68M +321,718 +48%
MTWSIF
8
Mivtachim The Workers Social Insurance Fund
Israel
$18.8M +$958K +35,500 +5%
Wells Fargo
9
Wells Fargo
California
$18.7M -$92.9K -3,444 -0.5%
Citigroup
10
Citigroup
New York
$16.9M +$233K +8,649 +1%
Fisher Asset Management
11
Fisher Asset Management
Washington
$16.3M +$13K +483 +0.1%
PS
12
Portfolio Strategies
New York
$15.4M -$18.3M -678,621 -52%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$14.9M +$909K +33,705 +6%
Jane Street
14
Jane Street
New York
$13.8M -$31.4M -1,162,511 -68%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$13.4M +$7.66M +283,998 +110%
Rafferty Asset Management
16
Rafferty Asset Management
New York
$13.1M -$7.49M -277,655 -34%
Osaic Holdings
17
Osaic Holdings
Arizona
$11.1M +$974K +36,110 +9%
CCA
18
Clearwater Capital Advisors
Illinois
$8.53M -$701K -25,991 -7%
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$8.49M -$13.2M -487,888 -59%
Mirae Asset Global Investments
20
Mirae Asset Global Investments
South Korea
$8.15M -$7.71M -285,680 -46%
Barclays
21
Barclays
United Kingdom
$8.08M +$880K +32,601 +11%
RJFSA
22
Raymond James Financial Services Advisors
Florida
$7.6M -$1.7M -63,147 -17%
SCM
23
SOL Capital Management
Maryland
$7.09M -$38.8K -1,438 -0.5%
KAS
24
Kestra Advisory Services
Texas
$5.92M +$1.52M +56,486 +31%
MML Investors Services
25
MML Investors Services
Massachusetts
$5.83M -$2.01M -74,566 -24%