We are live on ! Find out more
ROBT icon

First Trust Nasdaq Artificial Intelligence and Robotics ETF
ROBT

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: 77 → 80 (+3)

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-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
–

Top Buyers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
+$6.58M
2
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
+$3.16M
3
KAS
Kestra Advisory Services
Texas
+$2.66M
4
LPL Financial
LPL Financial
California
+$1.82M
5
Citadel Advisors
Citadel Advisors
Florida
+$778K

Top Sellers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
-$1.06M
2
JWCA
J.W. Cole Advisors
Florida
-$476K
3
CAN
Cetera Advisor Networks
California
-$470K
4
MIFH
Migdal Insurance & Financial Holdings
Israel
-$286K
5
T
TRUADVICE
Florida
-$207K
Name Holding Trade Value Shares
Change 		Change in
Stake
SPIA
51
Steward Partners Investment Advisory
New York
$162K +$6.44K +118 +4%
JPLA
52
Joseph P. Lucia & Associates
New York
$148K +$136K +2,490 +940%
BWM
53
BerganKDV Wealth Management
Minnesota
$129K – – –
SFPG
54
Stonebridge Financial Planning Group
Florida
$129K +$106K +1,945 +648%
1832 Asset Management
55
1832 Asset Management
Ontario, Canada
$118K – – –
AWA
56
Arkadios Wealth Advisors
Georgia
$95K -$3.55K -65 -4%
FRA
57
Front Row Advisors
California
$87K – – –
Bank Julius Baer & Co
58
Bank Julius Baer & Co
Switzerland
$81K +$491 +9 +0.6%
PVH
59
Psagot Value Holdings
Israel
$78K – – –
KTC
60
Kistler-Tiffany Companies
Pennsylvania
$46K – – –
UBS Group
61
UBS Group
Switzerland
$34K +$32.7K +599 +1,762%
COCM
62
Charter Oak Capital Management
New Hampshire
$33K – – –
CWA
63
Clearview Wealth Advisors
Oregon
$33K +$4.42K +81 +15%
DSC
64
Duncker Streett & Co
Missouri
$27K – – –
ADL
65
Asset Dedication LLC
California
$20K +$4.8K +88 +31%
IBOK
66
Independence Bank of Kentucky
Kentucky
$16K – – –
1IA
67
1834 Investment Advisors
Wisconsin
$15K – – –
FCM
68
Firestone Capital Management
Florida
$15K – – –
Fidelity Investments
69
Fidelity Investments
Massachusetts
$13K – – –
CAAS
70
Capital Asset Advisory Services
Michigan
$12K -$55 -1 -0.5%
HWM
71
Holloway Wealth Management
Florida
$10K – – –
TCWA
72
Ten Capital Wealth Advisors
Washington
$10K – – –
TF
73
TimeScale Financial
Massachusetts
$10K – – –
GRP
74
Global Retirement Partners
California
$7K – – –
GWSG
75
GPS Wealth Strategies Group
Colorado
$7K – – –
1 2
3
4

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.