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First Trust Nasdaq Artificial Intelligence and Robotics ETF

146 hedge funds and large institutions have $203M invested in First Trust Nasdaq Artificial Intelligence and Robotics ETF in 2024 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 37 increasing their positions, 46 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 18

7% more funds holding

Funds holding: 137146 (+9)

2.11% less ownership

Funds ownership: 47.94%45.84% (-2.1%)

6% less capital invested

Capital invested by funds: $217M → $203M (-$13.2M)

20% less repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 46

Holders
146
Holders Change
+9
Holders Change %
+6.57%
% of All Funds
1.92%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
30
Increased
37
Reduced
46
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BCI
51
Brinker Capital Investments
Pennsylvania
$367K +$370K +8,140 New
OPS
52
Orion Portfolio Solutions
Nebraska
$367K +$370K +8,140 New
Bessemer Group
53
Bessemer Group
New Jersey
$353K
CIAS
54
Capital Investment Advisory Services
North Carolina
$348K +$39.8K +876 +13%
KDA
55
Kraft Davis & Associates
Missouri
$328K +$311K +6,851 New
KWM
56
KFG Wealth Management
Indiana
$310K +$6.31K +139 +2%
LFAS
57
Level Four Advisory Services
Texas
$304K +$20.9K +459 +7%
VCM
58
Vivaldi Capital Management
Illinois
$297K +$57K +1,255 +25%
KA
59
Kovack Advisors
Florida
$290K +$22.1K +486 +8%
GCP
60
GSA Capital Partners
United Kingdom
$279K +$282K +6,203 New
WWM
61
Western Wealth Management
Colorado
$274K -$17.9K -395 -6%
PWS
62
Proactive Wealth Strategies
Georgia
$271K +$8.54K +188 +3%
PWP
63
Pursue Wealth Partners
California
$270K
IFG
64
Independent Financial Group
California
$268K -$4.54K -100 -2%
PAG
65
Private Advisor Group
New Jersey
$259K +$37.1K +817 +17%
SWP
66
Stratos Wealth Partners
Ohio
$255K -$15.2K -335 -6%
D.E. Shaw & Co
67
D.E. Shaw & Co
New York
$247K -$660K -14,539 -73%
SWAG
68
Spectrum Wealth Advisory Group
California
$246K -$713K -15,694 -74%
SF
69
Synovus Financial
Georgia
$234K +$9.13K +201 +4%
CSA
70
Cottage Street Advisors
Massachusetts
$229K -$29.8K -656 -11%
IA
71
IFG Advisory
Georgia
$229K +$231K +5,085 New
PWA
72
Peterson Wealth Advisors
Utah
$223K +$1.09K +24 +0.5%
DADC
73
D.A. Davidson & Co
Montana
$221K -$863 -19 -0.4%
JWCA
74
J.W. Cole Advisors
Florida
$215K +$954 +21 +0.4%
TPWA
75
Twin Peaks Wealth Advisors
California
$208K +$210K +4,614 New

ROBT Hedge Fund Activity: Q4 2024 in Review

146 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in First Trust Nasdaq Artificial Intelligence and Robotics ETF (ROBT) for Q4 2024, worth a combined $203M — down 6.1% from $217M a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new ROBT positions and 18 closed out — a net gain of 12 holders — while 37 added to existing stakes and 46 trimmed.

The largest buyer was Gradient Investments, adding an estimated $1.73M. The largest seller was Slocum, Gordon & Co, cutting an estimated $7.86M.

  • 146 institutional investors held First Trust Nasdaq Artificial Intelligence and Robotics ETF (ROBT) as of Q4 2024, up from 137 in Q3 2024.
  • Funds reported $203M of First Trust Nasdaq Artificial Intelligence and Robotics ETF stock for Q4 2024, down 6.1% quarter-over-quarter.
  • 30 funds opened new First Trust Nasdaq Artificial Intelligence and Robotics ETF positions in Q4 2024 and 18 closed out, a net change of +12 holders.
  • The largest First Trust Nasdaq Artificial Intelligence and Robotics ETF buyer in Q4 2024 was Gradient Investments, an estimated $1.73M added.
  • The largest First Trust Nasdaq Artificial Intelligence and Robotics ETF seller in Q4 2024 was Slocum, Gordon & Co, an estimated $7.86M sold.

Based on aggregated 13F filings for Q4 2024.