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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
Bank of America
1
Bank of America
North Carolina
$202M +$4.17M +135,132 +2%
Morgan Stanley
2
Morgan Stanley
New York
$99M +$6.81M +220,817 +7%
LPL Financial
3
LPL Financial
California
$57.1M +$3.81M +123,624 +7%
UBS Group
4
UBS Group
Switzerland
$50M -$6.87M -223,033 -12%
Citigroup
5
Citigroup
New York
$35.3M +$1.7M +55,031 +5%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$34.3M +$6.82M +221,297 +25%
Ameriprise
7
Ameriprise
Minnesota
$33.8M +$6.15M +199,432 +22%
Wells Fargo
8
Wells Fargo
California
$28.5M -$347K -11,273 -1%
JP Morgan Chase
9
JP Morgan Chase
New York
$27.9M -$2.05M -66,533 -7%
PNC Financial Services Group
10
PNC Financial Services Group
Pennsylvania
$27.1M -$5.93M -192,224 -18%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$15.6M +$2.59M +84,038 +20%
Rafferty Asset Management
12
Rafferty Asset Management
New York
$15.5M -$4.65M -151,019 -23%
RJFSA
13
Raymond James Financial Services Advisors
Florida
$15.2M +$1.68M +54,377 +12%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$14.6M -$20.8M -673,972 -59%
Mirae Asset Global Investments
15
Mirae Asset Global Investments
South Korea
$14.4M -$9.02M -292,688 -38%
Cetera Investment Advisers
16
Cetera Investment Advisers
Illinois
$13.5M -$3.89M -126,171 -22%
GBWM
17
Granite Bay Wealth Management
New Hampshire
$12.2M +$4.22M +136,993 +53%
NSLI
18
Nan Shan Life Insurance
Taiwan
$12M +$10.7M +347,000 +807%
Osaic Holdings
19
Osaic Holdings
Arizona
$11.5M -$4.22M -136,759 -27%
CCA
20
Clearwater Capital Advisors
Illinois
$9.98M -$120K -3,883 -1%
KAS
21
Kestra Advisory Services
Texas
$9.57M +$1.18M +38,191 +14%
RJA
22
Raymond James & Associates
Florida
$8.34M +$2.37M +76,773 +40%
SCM
23
SOL Capital Management
Maryland
$8.34M -$91.7K -2,976 -1%
MML Investors Services
24
MML Investors Services
Massachusetts
$8.25M -$2.82M -91,406 -25%
RPGK
25
Retirement Planning Group (Kansas)
Kansas
$8.24M +$8.23M +267,156 New