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First Trust Nasdaq Artificial Intelligence and Robotics ETF
ROBT

90 hedge funds and large institutions have $111M invested in First Trust Nasdaq Artificial Intelligence and Robotics ETF in 2023 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 23 increasing their positions, 23 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

257% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 7

49% more capital invested

Capital invested by funds: $74.8M → $111M (+$36.4M)

25% more funds holding

Funds holding: 72 → 90 (+18)

3.88% more ownership

Funds ownership: 44.01% → 47.89% (+3.9%)

0% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 23

Holders
90
Holders Change
+18
Holders Change %
+25%
% of All Funds
1.43%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
25
Increased
23
Reduced
23
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
MMEA
Main Management ETF Advisors
California
+$8.25M
2
FTUS
Flow Traders U.S.
New York
+$3.05M
3
Wells Fargo
Wells Fargo
California
+$2.97M
4
LPL Financial
LPL Financial
California
+$2.95M
5
Morgan Stanley
Morgan Stanley
New York
+$2.87M

Top Sellers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
-$2.47M
2
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
-$2.39M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$2.38M
4
Bank of America
Bank of America
North Carolina
-$1.94M
5
AI
Atria Investments
North Carolina
-$992K
Name Holding Trade Value Shares
Change 		Change in
Stake
IBOK
76
Independence Bank of Kentucky
Kentucky
$12.8K – – –
TF
77
TimeScale Financial
Massachusetts
$7.96K +$40 +1 +0.5%
LFG
78
Larson Financial Group
Missouri
$6.39K – – –
Fidelity Investments
79
Fidelity Investments
Massachusetts
$4.86K – – –
US Bancorp
80
US Bancorp
Minnesota
$4.78K +$4.53K +112 New
BBPWM
81
Blue Bell Private Wealth Management
Pennsylvania
$3.88K – – –
SHIM
82
Stone House Investment Management
Pennsylvania
$2.56K +$2.42K +60 New
EW
83
Element Wealth
Mississippi
$2.09K – – –
PTC
84
Private Trust Company
Ohio
$1.92K – – –
Commonwealth Equity Services
85
Commonwealth Equity Services
Massachusetts
$959 +$189K +4,688 +26%
Bank of Montreal
86
Bank of Montreal
Ontario, Canada
$783 +$606 +15 New
CFD
87
Creative Financial Designs
Indiana
$770 – – –
AWM
88
Avior Wealth Management
Nebraska
$682 +$647 +16 New
VWM
89
Valley Wealth Managers
New Jersey
$256 – – –
ACA
90
Aptus Capital Advisors
Alabama
$213 – – –
GWANC
91
Guardian Wealth Advisors (North Carolina)
North Carolina
$213 – – –
Cetera Investment Advisers
92
Cetera Investment Advisers
Illinois
– -$2.39M -66,923 Closed
Citadel Advisors
93
Citadel Advisors
Florida
– -$920K -25,764 Closed
OMC
94
Old Mission Capital
Illinois
– -$426K -11,919 Closed
HSA
95
HBK Sorce Advisory
Pennsylvania
– -$312K -8,746 Closed
MCC
96
Money Concepts Capital
Florida
– -$98.4K -2,755 Closed
Rockefeller Capital Management
97
Rockefeller Capital Management
New York
– -$41K -1,153 Closed
TRCT
98
Tower Research Capital (TRC)
New York
– -$10K -286 Closed
1 2 3
4

ROBT Hedge Fund Activity: Q1 2023 in Review

90 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in First Trust Nasdaq Artificial Intelligence and Robotics ETF (ROBT) for Q1 2023, worth a combined $111M — up 49% from $74.8M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new ROBT positions and 7 closed out — a net gain of 18 holders — while 23 added to existing stakes and 23 trimmed.

The largest buyer was Main Management ETF Advisors, opening a new position worth an estimated $8.25M. The largest seller was Jane Street, cutting an estimated $2.47M.

  • 90 institutional investors held First Trust Nasdaq Artificial Intelligence and Robotics ETF (ROBT) as of Q1 2023, up from 72 in Q4 2022.
  • Funds reported $111M of First Trust Nasdaq Artificial Intelligence and Robotics ETF stock for Q1 2023, up 49% quarter-over-quarter.
  • 25 funds opened new First Trust Nasdaq Artificial Intelligence and Robotics ETF positions in Q1 2023 and 7 closed out, a net change of +18 holders.
  • The largest First Trust Nasdaq Artificial Intelligence and Robotics ETF buyer in Q1 2023 was Main Management ETF Advisors, an estimated $8.25M added.
  • The largest First Trust Nasdaq Artificial Intelligence and Robotics ETF seller in Q1 2023 was Jane Street, an estimated $2.47M sold.

Based on aggregated 13F filings for Q1 2023.