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First Trust Nasdaq Artificial Intelligence and Robotics ETF
ROBT

137 hedge funds and large institutions have $255M invested in First Trust Nasdaq Artificial Intelligence and Robotics ETF in 2023 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 44 increasing their positions, 41 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

109% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 11

26% more capital invested

Capital invested by funds: $203M → $255M (+$52.2M)

10% more funds holding

Funds holding: 125 → 137 (+12)

7% more repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 41

3.02% less ownership

Funds ownership: 54.92% → 51.9% (-3%)

Holders
137
Holders Change
+12
Holders Change %
+9.6%
% of All Funds
2%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.03%
New
23
Increased
44
Reduced
41
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Baird Financial Group
Baird Financial Group
Wisconsin
+$9.72M
2
Morgan Stanley
Morgan Stanley
New York
+$8.09M
3
RJA
Raymond James & Associates
Florida
+$6.11M
4
SWAG
Spectrum Wealth Advisory Group
California
+$3.8M
5
Ameriprise
Ameriprise
Minnesota
+$1.74M

Top Sellers

Rank Fund Capital Flow
1
MMEA
Main Management ETF Advisors
California
-$20.5M
2
DADC
D.A. Davidson & Co
Montana
-$4.58M
3
TAM
TCP Asset Management
Ohio
-$3.55M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$2.99M
5
LPL Financial
LPL Financial
California
-$2.96M
Name Holding Trade Value Shares
Change 		Change in
Stake
TFA
126
Toth Financial Advisory
Virginia
$7.06K – – –
Simplex Trading
127
Simplex Trading
Illinois
$6K +$5.91K +144 New
PS
128
Principal Securities
Iowa
$5.46K +$4.92K +120 New
TRCT
129
Tower Research Capital (TRC)
New York
$5.28K +$4.76K +116 New
BBPWM
130
Blue Bell Private Wealth Management
Pennsylvania
$4.14K – – –
NFSG
131
Newbridge Financial Services Group
Florida
$3.14K – – –
AIP
132
Ameritas Investment Partners
Nebraska
$2.73K – – –
LFG
133
Larson Financial Group
Missouri
$2.28K -$4.31K -105 -68%
EW
134
Element Wealth
Mississippi
$2.23K – – –
PTC
135
Private Trust Company
Ohio
$2.05K – – –
CWP
136
Concord Wealth Partners
Virginia
$1.59K – – –
AWM
137
Abound Wealth Management
Tennessee
$683 +$615 +15 New
VWM
138
Valley Wealth Managers
New Jersey
$273 – – –
Susquehanna International Group
139
Susquehanna International Group
Pennsylvania
– -$2.99M -73,773 Closed
KWM
140
Kingsview Wealth Management
Oregon
– -$967K -23,875 Closed
Creative Planning
141
Creative Planning
Kansas
– -$34.5K -852 Closed
CCM
142
Chilton Capital Management
Texas
– -$18.9K -467 Closed
RIA
143
Realta Investment Advisors
Delaware
– -$13.7K -300 Closed
GWS
144
Glassman Wealth Services
Virginia
– -$8.72K -215 Closed
US Bancorp
145
US Bancorp
Minnesota
– -$4.86K -120 Closed
CSPIA
146
Cary Street Partners Investment Advisory
Virginia
– -$4.82K -119 Closed
SHIM
147
Stone House Investment Management
Pennsylvania
– -$2.44K -60 Closed
AWM
148
Avior Wealth Management
Nebraska
– -$648 -16 Closed
HWP
149
Hibernia Wealth Partners
Louisiana
– -$487 -12 Closed
2 3 4 5
6

ROBT Hedge Fund Activity: Q4 2023 in Review

137 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in First Trust Nasdaq Artificial Intelligence and Robotics ETF (ROBT) for Q4 2023, worth a combined $255M — up 26% from $203M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new ROBT positions and 11 closed out — a net gain of 12 holders — while 44 added to existing stakes and 41 trimmed.

The largest buyer was Baird Financial Group, adding an estimated $9.72M. The largest seller was Main Management ETF Advisors, cutting an estimated $20.5M.

  • 137 institutional investors held First Trust Nasdaq Artificial Intelligence and Robotics ETF (ROBT) as of Q4 2023, up from 125 in Q3 2023.
  • Funds reported $255M of First Trust Nasdaq Artificial Intelligence and Robotics ETF stock for Q4 2023, up 26% quarter-over-quarter.
  • 23 funds opened new First Trust Nasdaq Artificial Intelligence and Robotics ETF positions in Q4 2023 and 11 closed out, a net change of +12 holders.
  • The largest First Trust Nasdaq Artificial Intelligence and Robotics ETF buyer in Q4 2023 was Baird Financial Group, an estimated $9.72M added.
  • The largest First Trust Nasdaq Artificial Intelligence and Robotics ETF seller in Q4 2023 was Main Management ETF Advisors, an estimated $20.5M sold.

Based on aggregated 13F filings for Q4 2023.