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First Trust Nasdaq Artificial Intelligence and Robotics ETF
ROBT

146 hedge funds and large institutions have $262M invested in First Trust Nasdaq Artificial Intelligence and Robotics ETF in 2024 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 49 increasing their positions, 38 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

155% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 11

29% more repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 38

11% more funds holding

Funds holding: 131 → 146 (+15)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

0.19% less ownership

Funds ownership: 50.11% → 49.92% (-0.19%)

6% less capital invested

Capital invested by funds: $280M → $262M (-$18M)

Holders
146
Holders Change
+15
Holders Change %
+11.45%
% of All Funds
2.11%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
28
Increased
49
Reduced
38
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
+$5.36M
2
GWP
Gateway Wealth Partners
Wisconsin
+$1.45M
3
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$1.4M
4
UBS Group
UBS Group
Switzerland
+$1.3M
5
SCP
Silverleafe Capital Partners
Tennessee
+$1.29M

Top Sellers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
-$9.87M
2
Ameriprise
Ameriprise
Minnesota
-$3.01M
3
EWM
EPG Wealth Management
Georgia
-$2.42M
4
GLA
Good Life Advisors
Pennsylvania
-$1.7M
5
RJA
Raymond James & Associates
Florida
-$1.51M
Name Holding Trade Value Shares
Change 		Change in
Stake
IGWM
126
ICA Group Wealth Management
Colorado
$10.4K -$61.9K -1,446 -86%
FCA
127
FinTrust Capital Advisors
South Carolina
$9.78K – – –
RWMG
128
Redwood Wealth Management Group
New Jersey
$9.53K +$9.63K +225 New
MG
129
Mather Group
Illinois
$9.05K +$8.56K +200 New
ACA
130
Aptus Capital Advisors
Alabama
$7.62K – – –
GWANC
131
Guardian Wealth Advisors (North Carolina)
North Carolina
$7.62K – – –
LFG
132
Larson Financial Group
Missouri
$7.2K +$5.14K +120 +240%
TFA
133
Toth Financial Advisory
Virginia
$6.56K – – –
AAG
134
Accordant Advisory Group
Maryland
$6.44K – – –
CMP
135
Coston McIsaac & Partners
Maine
$6K – – –
PS
136
Principal Securities
Iowa
$5.08K – – –
TRCT
137
Tower Research Capital (TRC)
New York
$5.08K +$5.14K +120 New
CTC
138
Central Trust Company
Missouri
$3.56K +$3.6K +84 New
IRC
139
Investors Research Corp
Georgia
$3.01K – – –
NFSG
140
Newbridge Financial Services Group
Florida
$2.92K – – –
CA
141
Clearstead Advisors
Ohio
$2.63K +$2.65K +62 New
AIP
142
Ameritas Investment Partners
Nebraska
$2.54K – – –
EW
143
Element Wealth
Mississippi
$2.08K – – –
CWP
144
Concord Wealth Partners
Virginia
$1.48K – – –
WWP
145
WR Wealth Planners
Missouri
$847 – – –
SFC
146
Strategic Financial Concepts
Texas
$285 +$512K +11,961 New
Fidelity Investments
147
Fidelity Investments
Massachusetts
$254 +$257 +6 New
BBPWM
148
Blue Bell Private Wealth Management
Pennsylvania
$42 – – –
CIBC Private Wealth Group
149
CIBC Private Wealth Group
Georgia
$3 – – –
Bank of Nova Scotia
150
Bank of Nova Scotia
Ontario, Canada
– -$902K -20,000 Closed
3 4 5
6
7

ROBT Hedge Fund Activity: Q2 2024 in Review

146 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in First Trust Nasdaq Artificial Intelligence and Robotics ETF (ROBT) for Q2 2024, worth a combined $262M — down 6.4% from $280M a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new ROBT positions and 11 closed out — a net gain of 17 holders — while 49 added to existing stakes and 38 trimmed.

The largest buyer was Jane Street, opening a new position worth an estimated $5.36M. The largest seller was Bank of America, cutting an estimated $9.87M.

  • 146 institutional investors held First Trust Nasdaq Artificial Intelligence and Robotics ETF (ROBT) as of Q2 2024, up from 131 in Q1 2024.
  • Funds reported $262M of First Trust Nasdaq Artificial Intelligence and Robotics ETF stock for Q2 2024, down 6.4% quarter-over-quarter.
  • 28 funds opened new First Trust Nasdaq Artificial Intelligence and Robotics ETF positions in Q2 2024 and 11 closed out, a net change of +17 holders.
  • The largest First Trust Nasdaq Artificial Intelligence and Robotics ETF buyer in Q2 2024 was Jane Street, an estimated $5.36M added.
  • The largest First Trust Nasdaq Artificial Intelligence and Robotics ETF seller in Q2 2024 was Bank of America, an estimated $9.87M sold.

Based on aggregated 13F filings for Q2 2024.