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First Trust Nasdaq Artificial Intelligence and Robotics ETF

103 hedge funds and large institutions have $183M invested in First Trust Nasdaq Artificial Intelligence and Robotics ETF in 2023 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 37 increasing their positions, 17 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

118% more repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 17

100% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 14

64% more capital invested

Capital invested by funds: $111M → $183M (+$71.7M)

14% more funds holding

Funds holding: 90103 (+13)

0.65% more ownership

Funds ownership: 47.89%48.54% (+0.65%)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
103
Holders Change
+13
Holders Change %
+14.44%
% of All Funds
1.62%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
28
Increased
37
Reduced
17
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KW
51
KWB Wealth
California
$407K +$382K +8,920 New
AWM
52
AE Wealth Management
Kansas
$405K +$8.64K +202 +2%
CA
53
Cetera Advisors
Colorado
$392K +$367K +8,577 New
Bessemer Group
54
Bessemer Group
New Jersey
$358K
FHC
55
First Heartland Consultants
Missouri
$319K +$299K +6,988 New
AAS
56
Avantax Advisory Services
Texas
$295K +$277K +6,470 New
CIAS
57
Capital Investment Advisory Services
North Carolina
$288K +$513 +12 +0.2%
JWCA
58
J.W. Cole Advisors
Florida
$259K +$242K +5,661 New
SOS
59
Silver Oak Securities
Tennessee
$257K +$14.9K +349 +7%
EFS
60
Essex Financial Services
Connecticut
$255K +$239K +5,574 New
Baird Financial Group
61
Baird Financial Group
Wisconsin
$250K -$14.8K -347 -6%
GI
62
Gradient Investments
Minnesota
$239K +$141K +3,292 +170%
APW
63
Aurora Private Wealth
New Jersey
$238K +$223K +5,215 New
ECA
64
Elevated Capital Advisors
Utah
$233K +$218K +5,094 New
WIP
65
WealthCare Investment Partners
Rhode Island
$218K -$12.9K -301 -6%
Cetera Investment Advisers
66
Cetera Investment Advisers
Illinois
$218K +$205K +4,782 New
HSA
67
HBK Sorce Advisory
Pennsylvania
$204K +$191K +4,470 New
BPA
68
Beacon Pointe Advisors
California
$203K +$190K +4,450 New
PWA
69
Peterson Wealth Advisors
Utah
$201K +$188K +4,400 New
UBS Group
70
UBS Group
Switzerland
$141K +$52.5K +1,227 +66%
MM
71
Main Management
California
$120K -$3.08K -72 -3%
IA
72
IFP Advisors
Florida
$119K -$105K -2,458 -49%
1832 Asset Management
73
1832 Asset Management
Ontario, Canada
$99.2K
Simplex Trading
74
Simplex Trading
Illinois
$91K +$63.5K +1,483 +286%
HI
75
Harbour Investments
Wisconsin
$82.8K +$7.02K +164 +10%

ROBT Hedge Fund Activity: Q2 2023 in Review

103 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in First Trust Nasdaq Artificial Intelligence and Robotics ETF (ROBT) for Q2 2023, worth a combined $183M — up 64% from $111M a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new ROBT positions and 14 closed out — a net gain of 14 holders — while 37 added to existing stakes and 17 trimmed.

The largest buyer was LPL Financial, adding an estimated $12.6M. The largest seller was J. Arnold Wealth Management, exiting entirely with an estimated $10.7M sold.

  • 103 institutional investors held First Trust Nasdaq Artificial Intelligence and Robotics ETF (ROBT) as of Q2 2023, up from 90 in Q1 2023.
  • Funds reported $183M of First Trust Nasdaq Artificial Intelligence and Robotics ETF stock for Q2 2023, up 64% quarter-over-quarter.
  • 28 funds opened new First Trust Nasdaq Artificial Intelligence and Robotics ETF positions in Q2 2023 and 14 closed out, a net change of +14 holders.
  • The largest First Trust Nasdaq Artificial Intelligence and Robotics ETF buyer in Q2 2023 was LPL Financial, an estimated $12.6M added.
  • The largest First Trust Nasdaq Artificial Intelligence and Robotics ETF seller in Q2 2023 was J. Arnold Wealth Management, an estimated $10.7M sold.

Based on aggregated 13F filings for Q2 2023.