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First Trust Nasdaq Artificial Intelligence and Robotics ETF

80 hedge funds and large institutions have $119M invested in First Trust Nasdaq Artificial Intelligence and Robotics ETF in 2021 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 38 increasing their positions, 9 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

322% more repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 9

80% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 5

17% more capital invested

Capital invested by funds: $102M → $119M (+$16.9M)

3.92% more ownership

Funds ownership: 41.74%45.66% (+3.9%)

4% more funds holding

Funds holding: 7780 (+3)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
80
Holders Change
+3
Holders Change %
+3.9%
% of All Funds
1.4%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
9
Increased
38
Reduced
9
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
26
Morgan Stanley
New York
$805K +$473K +8,663 +137%
Citadel Advisors
27
Citadel Advisors
Florida
$762K +$778K +14,259 New
MSFS
28
Main Street Financial Solutions
Pennsylvania
$742K -$10.8K -198 -1%
MW
29
MBL Wealth
North Carolina
$696K +$707K +12,965 New
PFA
30
Plotkin Financial Advisors
Maryland
$663K
Wells Fargo
31
Wells Fargo
California
$631K +$636K +11,665 +12,961%
CAN
32
Cetera Advisor Networks
California
$508K -$470K -8,621 -48%
GIA
33
Gladstone Institutional Advisory
Florida
$438K +$39.3K +720 +10%
Bessemer Group
34
Bessemer Group
New Jersey
$421K
IA
35
IFP Advisors
Florida
$395K +$27.5K +504 +7%
CIAS
36
Capital Investment Advisory Services
North Carolina
$363K
Envestnet Asset Management
37
Envestnet Asset Management
Illinois
$337K +$12.8K +234 +4%
MML Investors Services
38
MML Investors Services
Massachusetts
$320K +$4.53K +83 +1%
WS
39
Wedbush Securities
California
$302K +$48K +880 +19%
Truist Financial
40
Truist Financial
North Carolina
$298K +$20.5K +376 +7%
IA
41
IFG Advisory
Georgia
$287K +$57.2K +1,048 +24%
Baird Financial Group
42
Baird Financial Group
Wisconsin
$253K +$258K +4,722 New
Rockefeller Capital Management
43
Rockefeller Capital Management
New York
$239K -$5.02K -92 -2%
PWA
44
Peterson Wealth Advisors
Utah
$236K
HSA
45
HBK Sorce Advisory
Pennsylvania
$234K +$7.91K +145 +3%
FTUS
46
Flow Traders U.S.
New York
$217K +$222K +4,062 New
GWM
47
Geneos Wealth Management
Colorado
$214K
HighTower Advisors
48
HighTower Advisors
Illinois
$212K +$216K +3,950 New
KPWS
49
Kestra Private Wealth Services
Texas
$201K +$204K +3,742 New
Citigroup
50
Citigroup
New York
$166K -$168K -3,076 -50%

ROBT Hedge Fund Activity: Q3 2021 in Review

80 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in First Trust Nasdaq Artificial Intelligence and Robotics ETF (ROBT) for Q3 2021, worth a combined $119M — up 17% from $102M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new ROBT positions and 5 closed out — a net gain of 4 holders — while 38 added to existing stakes and 9 trimmed.

The largest buyer was Jane Street, adding an estimated $6.58M. The largest seller was Bank of America, cutting an estimated $1.06M.

  • 80 institutional investors held First Trust Nasdaq Artificial Intelligence and Robotics ETF (ROBT) as of Q3 2021, up from 77 in Q2 2021.
  • Funds reported $119M of First Trust Nasdaq Artificial Intelligence and Robotics ETF stock for Q3 2021, up 17% quarter-over-quarter.
  • 9 funds opened new First Trust Nasdaq Artificial Intelligence and Robotics ETF positions in Q3 2021 and 5 closed out, a net change of +4 holders.
  • The largest First Trust Nasdaq Artificial Intelligence and Robotics ETF buyer in Q3 2021 was Jane Street, an estimated $6.58M added.
  • The largest First Trust Nasdaq Artificial Intelligence and Robotics ETF seller in Q3 2021 was Bank of America, an estimated $1.06M sold.

Based on aggregated 13F filings for Q3 2021.