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First Trust Nasdaq Artificial Intelligence and Robotics ETF
ROBT

54 hedge funds and large institutions have $76.7M invested in First Trust Nasdaq Artificial Intelligence and Robotics ETF in 2020 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 16 increasing their positions, 12 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

167% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 6

57% more capital invested

Capital invested by funds: $48.9M → $76.7M (+$27.8M)

33% more repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 12

20% more funds holding

Funds holding: 45 → 54 (+9)

0.87% more ownership

Funds ownership: 40.44% → 41.31% (+0.87%)

Holders
54
Holders Change
+9
Holders Change %
+20%
% of All Funds
0.96%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
16
Increased
16
Reduced
12
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
DADC
D.A. Davidson & Co
Montana
+$7.91M
2
Citadel Advisors
Citadel Advisors
Florida
+$2.98M
3
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$2.88M
4
SIG
Sargent Investment Group
Maryland
+$955K
5
LPL Financial
LPL Financial
California
+$859K

Top Sellers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
-$1.6M
2
PAG
Private Advisor Group
New Jersey
-$627K
3
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
-$540K
4
MIFH
Migdal Insurance & Financial Holdings
Israel
-$527K
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$395K
Name Holding Trade Value Shares
Change 		Change in
Stake
CIAS
26
Capital Investment Advisory Services
North Carolina
$373K – – –
FTUS
27
Flow Traders U.S.
New York
$364K +$321K +7,250 New
IA
28
IFP Advisors
Florida
$291K +$10.6K +240 +4%
Bessemer Group
29
Bessemer Group
New Jersey
$243K – – –
FHA
30
Flagship Harbor Advisors
Massachusetts
$231K +$173K +3,910 +559%
IA
31
IFG Advisory
Georgia
$217K +$192K +4,329 New
Rockefeller Capital Management
32
Rockefeller Capital Management
New York
$211K +$177 +4 +0.1%
GWM
33
Geneos Wealth Management
Colorado
$209K +$177K +4,000 New
SPIA
34
Steward Partners Investment Advisory
New York
$120K – – –
ASN
35
Advisory Services Network
Georgia
$80K -$44 -1 -0.1%
AWA
36
Arkadios Wealth Advisors
Georgia
$77K +$44 +1 +0.1%
Bank Julius Baer & Co
37
Bank Julius Baer & Co
Switzerland
$76K +$133 +3 +0.2%
FRA
38
Front Row Advisors
California
$58K +$43.6K +983 +546%
VFA
39
Valeo Financial Advisors
Indiana
$52K +$46K +1,038 New
Citigroup
40
Citigroup
New York
$38K -$151K -3,400 -82%
CWA
41
Clearview Wealth Advisors
Oregon
$27K +$23.6K +532 New
COCM
42
Charter Oak Capital Management
New Hampshire
$25K +$22.2K +500 New
DSC
43
Duncker Streett & Co
Missouri
$25K +$22.2K +500 New
DWMG
44
DB Wealth Management Group
California
$24K +$21K +474 New
KTC
45
Kistler-Tiffany Companies
Pennsylvania
$22K – – –
IBOK
46
Independence Bank of Kentucky
Kentucky
$15K – – –
ADL
47
Asset Dedication LLC
California
$14K – – –
TF
48
TimeScale Financial
Massachusetts
$9K +$8.25K +186 New
CAAS
49
Capital Asset Advisory Services
Michigan
$8K +$709 +16 +11%
FCH
50
Freestone Capital Holdings
Washington
$5.47K – – –
1
2
3

ROBT Hedge Fund Activity: Q4 2020 in Review

54 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in First Trust Nasdaq Artificial Intelligence and Robotics ETF (ROBT) for Q4 2020, worth a combined $76.7M — up 57% from $48.9M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new ROBT positions and 6 closed out — a net gain of 10 holders — while 16 added to existing stakes and 12 trimmed.

The largest buyer was D.A. Davidson & Co, opening a new position worth an estimated $7.91M. The largest seller was Jane Street, cutting an estimated $1.6M.

  • 54 institutional investors held First Trust Nasdaq Artificial Intelligence and Robotics ETF (ROBT) as of Q4 2020, up from 45 in Q3 2020.
  • Funds reported $76.7M of First Trust Nasdaq Artificial Intelligence and Robotics ETF stock for Q4 2020, up 57% quarter-over-quarter.
  • 16 funds opened new First Trust Nasdaq Artificial Intelligence and Robotics ETF positions in Q4 2020 and 6 closed out, a net change of +10 holders.
  • The largest First Trust Nasdaq Artificial Intelligence and Robotics ETF buyer in Q4 2020 was D.A. Davidson & Co, an estimated $7.91M added.
  • The largest First Trust Nasdaq Artificial Intelligence and Robotics ETF seller in Q4 2020 was Jane Street, an estimated $1.6M sold.

Based on aggregated 13F filings for Q4 2020.