First Trust Nasdaq Artificial Intelligence and Robotics ETF
ROBT
24 hedge funds and large institutions have $15.6M invested in First Trust Nasdaq Artificial Intelligence and Robotics ETF in 2019 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 10 increasing their positions, 2 reducing their positions, and 6 closing their positions.
400% more repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 2
93% more capital invested
Capital invested by funds: $8.06M → $15.6M (+$7.5M)
17% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 6
8.46% more ownership
Funds ownership: 21.49% → 29.95% (+8.5%)
0% more funds holding
Funds holding: 24 → 24 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$2.16M |
| 2 |
LPL Financial
San Diego,
California
|
+$1.4M |
| 3 |
AG
Advisor Group
Phoenix,
Arizona
|
+$1.01M |
| 4 |
Stifel Financial
St. Louis,
Missouri
|
+$572K |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
+$525K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CAN
Cetera Advisor Networks
El Segundo,
California
|
-$378K |
| 2 |
CA
Cetera Advisors
Denver,
Colorado
|
-$55K |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$45K |
| 4 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$31.2K |
| 5 |
CWA
Clarus Wealth Advisors
Peoria,
Arizona
|
-$23K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CWA
26
Clarus Wealth Advisors
Peoria,
Arizona
| – | -$23K | -725 | Closed |
|
|
AIM
27
Advantage Investment Management
Cedar Rapids,
Iowa
| – | -$3K | -100 | Closed |
|
28
Morgan Stanley
New York
| – | -$3K | -100 | Closed |
|
|
QCIG
29
Quad-Cities Investment Group
Davenport,
Iowa
| – | +$325 | +10 | New |
|
ROBT Hedge Fund Activity: Q2 2019 in Review
24 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in First Trust Nasdaq Artificial Intelligence and Robotics ETF (ROBT) for Q2 2019, worth a combined $15.6M — up 93% from $8.06M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new ROBT positions and 6 closed out — a net gain of 1 holder — while 10 added to existing stakes and 2 trimmed.
The largest buyer was Raymond James Financial Services Advisors, opening a new position worth an estimated $2.16M. The largest seller was Cetera Advisor Networks, exiting entirely with an estimated $378K sold.
- 24 institutional investors held First Trust Nasdaq Artificial Intelligence and Robotics ETF (ROBT) as of Q2 2019, unchanged from Q1 2019.
- Funds reported $15.6M of First Trust Nasdaq Artificial Intelligence and Robotics ETF stock for Q2 2019, up 93% quarter-over-quarter.
- 7 funds opened new First Trust Nasdaq Artificial Intelligence and Robotics ETF positions in Q2 2019 and 6 closed out, a net change of +1 holder.
- The largest First Trust Nasdaq Artificial Intelligence and Robotics ETF buyer in Q2 2019 was Raymond James Financial Services Advisors, an estimated $2.16M added.
- The largest First Trust Nasdaq Artificial Intelligence and Robotics ETF seller in Q2 2019 was Cetera Advisor Networks, an estimated $378K sold.
Based on aggregated 13F filings for Q2 2019.