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.
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)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
+$5.36M |
| 2 |
GWP
Gateway Wealth Partners
Appleton,
Wisconsin
|
+$1.45M |
| 3 |
D.E. Shaw & Co
New York
|
+$1.4M |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$1.3M |
| 5 |
SCP
Silverleafe Capital Partners
Germantown,
Tennessee
|
+$1.29M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$9.87M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
-$3.01M |
| 3 |
EWM
EPG Wealth Management
Atlanta,
Georgia
|
-$2.42M |
| 4 |
GLA
Good Life Advisors
Reading,
Pennsylvania
|
-$1.7M |
| 5 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$1.51M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
151
Goldman Sachs
New York
| – | -$667K | -14,750 | Closed |
|
|
GIA
152
Gladstone Institutional Advisory
Palm Beach Gardens,
Florida
| – | -$310K | -6,855 | Closed |
|
|
TAM
153
TCP Asset Management
Columbus,
Ohio
| – | -$255K | -5,626 | Closed |
|
|
HSA
154
HBK Sorce Advisory
Erie,
Pennsylvania
| – | -$212K | -4,697 | Closed |
|
|
NSIM
155
North Star Investment Management
Chicago,
Illinois
| – | -$70.1K | -1,550 | Closed |
|
|
MIFH
156
Migdal Insurance & Financial Holdings
Petach Tikva,
Israel
| – | -$52K | -1,144 | Closed |
|
157
JP Morgan Chase
New York
| – | -$10.5K | -233 | Closed |
|
|
HI
158
Horizon Investments
Charlotte,
North Carolina
| – | -$271 | -6 | Closed |
|
|
VWM
159
Valley Wealth Managers
Paramus,
New Jersey
| – | -$271 | -6 | Closed |
|
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.