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First Trust Nasdaq Artificial Intelligence and Robotics ETF
ROBT

146 hedge funds and large institutions have $262M invested in First Trust Nasdaq Artificial Intelligence and Robotics ETF in 2024 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 49 increasing their positions, 38 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

155% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 11

29% more repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 38

11% more funds holding

Funds holding: 131 → 146 (+15)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

0.19% less ownership

Funds ownership: 50.11% → 49.92% (-0.19%)

6% less capital invested

Capital invested by funds: $280M → $262M (-$18M)

Holders
146
Holders Change
+15
Holders Change %
+11.45%
% of All Funds
2.11%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
28
Increased
49
Reduced
38
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
+$5.36M
2
GWP
Gateway Wealth Partners
Wisconsin
+$1.45M
3
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$1.4M
4
UBS Group
UBS Group
Switzerland
+$1.3M
5
SCP
Silverleafe Capital Partners
Tennessee
+$1.29M

Top Sellers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
-$9.87M
2
Ameriprise
Ameriprise
Minnesota
-$3.01M
3
EWM
EPG Wealth Management
Georgia
-$2.42M
4
GLA
Good Life Advisors
Pennsylvania
-$1.7M
5
RJA
Raymond James & Associates
Florida
-$1.51M
Name Holding Trade Value Shares
Change 		Change in
Stake
BFEC
26
Benjamin F. Edwards & Company
Missouri
$2.96M -$97.5K -2,276 -3%
GI
27
Gradient Investments
Minnesota
$2.63M +$994K +23,213 +60%
EWM
28
EPG Wealth Management
Georgia
$2.49M -$2.42M -56,404 Closed
Cetera Investment Advisers
29
Cetera Investment Advisers
Illinois
$2.23M -$1.19M -27,821 -35%
D.E. Shaw & Co
30
D.E. Shaw & Co
New York
$1.97M +$1.4M +32,683 +234%
SIG
31
Sargent Investment Group
Maryland
$1.88M -$184K -4,300 -9%
TC
32
TAP Consulting
Missouri
$1.88M +$85.3K +1,991 +5%
KAS
33
Kestra Advisory Services
Texas
$1.85M +$858K +20,048 +84%
Commonwealth Equity Services
34
Commonwealth Equity Services
Massachusetts
$1.78M +$83.7K +1,954 +5%
GWP
35
Gateway Wealth Partners
Wisconsin
$1.66M +$1.45M +33,754 +621%
AI
36
Atria Investments
North Carolina
$1.57M +$133K +3,105 +9%
BAM
37
Belpointe Asset Management
Nevada
$1.53M +$295K +6,888 +24%
FAM
38
Flaharty Asset Management
Florida
$1.28M -$72K -1,681 -5%
AssetMark Inc
39
AssetMark Inc
California
$1.21M +$132K +3,077 +12%
TCWM
40
Total Clarity Wealth Management
Illinois
$1.14M +$1.15M +26,824 New
PFG
41
Prosperity Financial Group
California
$1M +$161K +3,766 +19%
EH
42
Equitable Holdings
New York
$984K +$86.2K +2,014 +9%
TPA
43
Trivium Point Advisory
Connecticut
$973K +$984K +22,983 New
NA
44
NewEdge Advisors
Louisiana
$967K -$115K -2,692 -11%
OC
45
Oppenheimer & Co
New York
$947K -$14.4K -337 -1%
Citadel Advisors
46
Citadel Advisors
Florida
$923K +$934K +21,811 New
AAP
47
Arax Advisory Partners
Colorado
$700K +$52.9K +1,236 +8%
AWM
48
AE Wealth Management
Kansas
$640K -$86.2K -2,013 -12%
AWS
49
Atria Wealth Solutions
New York
$635K -$46.3K -1,082 -7%
C
50
Certuity
Florida
$625K – – –
1
2
3 4 5

ROBT Hedge Fund Activity: Q2 2024 in Review

146 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in First Trust Nasdaq Artificial Intelligence and Robotics ETF (ROBT) for Q2 2024, worth a combined $262M — down 6.4% from $280M a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new ROBT positions and 11 closed out — a net gain of 17 holders — while 49 added to existing stakes and 38 trimmed.

The largest buyer was Jane Street, opening a new position worth an estimated $5.36M. The largest seller was Bank of America, cutting an estimated $9.87M.

  • 146 institutional investors held First Trust Nasdaq Artificial Intelligence and Robotics ETF (ROBT) as of Q2 2024, up from 131 in Q1 2024.
  • Funds reported $262M of First Trust Nasdaq Artificial Intelligence and Robotics ETF stock for Q2 2024, down 6.4% quarter-over-quarter.
  • 28 funds opened new First Trust Nasdaq Artificial Intelligence and Robotics ETF positions in Q2 2024 and 11 closed out, a net change of +17 holders.
  • The largest First Trust Nasdaq Artificial Intelligence and Robotics ETF buyer in Q2 2024 was Jane Street, an estimated $5.36M added.
  • The largest First Trust Nasdaq Artificial Intelligence and Robotics ETF seller in Q2 2024 was Bank of America, an estimated $9.87M sold.

Based on aggregated 13F filings for Q2 2024.