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First Trust Nasdaq Artificial Intelligence and Robotics ETF

36 hedge funds and large institutions have $45.2M invested in First Trust Nasdaq Artificial Intelligence and Robotics ETF in 2020 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 21 increasing their positions, 3 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

600% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 3

150% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 2

112% more capital invested

Capital invested by funds: $21.3M → $45.2M (+$23.9M)

11.36% more ownership

Funds ownership: 29.73%41.09% (+11%)

9% more funds holding

Funds holding: 3336 (+3)

Holders
36
Holders Change
+3
Holders Change %
+9.09%
% of All Funds
0.74%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
21
Reduced
3
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$6.55M +$4.42M +136,681 +303%
Bank of America
2
Bank of America
North Carolina
$6.53M +$2.53M +78,225 +76%
LPL Financial
3
LPL Financial
California
$5.34M +$522K +16,155 +12%
Osaic Holdings
4
Osaic Holdings
Arizona
$3.51M +$17.8K +549 +0.6%
BFEC
5
Benjamin F. Edwards & Company
Missouri
$3.3M +$930K +28,757 +46%
Janney Montgomery Scott
6
Janney Montgomery Scott
Pennsylvania
$2.84M +$952K +29,454 +60%
SIG
7
Sargent Investment Group
Maryland
$2.48M +$102K +3,140 +5%
FAAS
8
First Allied Advisory Services
California
$2.19M +$1.97M +60,933 New
Citadel Advisors
9
Citadel Advisors
Florida
$1.73M +$1.52M +47,096 New
RJA
10
Raymond James & Associates
Florida
$1.33M +$120K +3,716 +11%
Jane Street
11
Jane Street
New York
$1.31M +$1.18M +36,344 New
YIA
12
YHB Investment Advisors
Connecticut
$1.21M +$462K +14,285 +60%
RJFSA
13
Raymond James Financial Services Advisors
Florida
$1.05M +$504K +15,577 +115%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$1.01M +$168K +5,196 +23%
PFA
15
Plotkin Financial Advisors
Maryland
$797K -$39.8K -1,230 -5%
Stifel Financial
16
Stifel Financial
Missouri
$598K +$85.3K +2,637 +19%
CAN
17
Cetera Advisor Networks
California
$593K +$7.31K +226 +1%
PAG
18
Private Advisor Group
New Jersey
$493K +$155K +4,786 +54%
Carson Wealth (CWM LLC)
19
Carson Wealth (CWM LLC)
Nebraska
$461K
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$383K +$83.8K +2,593 +32%
MIFH
21
Migdal Insurance & Financial Holdings
Israel
$235K +$51.9K +1,605 +33%
CIAS
22
Capital Investment Advisory Services
North Carolina
$228K
IA
23
IFP Advisors
Florida
$204K +$50.1K +1,550 +38%
Citigroup
24
Citigroup
New York
$176K +$28K +867 +22%
Bessemer Group
25
Bessemer Group
New Jersey
$175K

ROBT Hedge Fund Activity: Q2 2020 in Review

36 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in First Trust Nasdaq Artificial Intelligence and Robotics ETF (ROBT) for Q2 2020, worth a combined $45.2M — up 112% from $21.3M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new ROBT positions and 2 closed out — a net gain of 3 holders — while 21 added to existing stakes and 3 trimmed.

The largest buyer was Royal Bank of Canada, adding an estimated $4.42M. The largest seller was Gladstone Institutional Advisory, exiting entirely with an estimated $211K sold.

  • 36 institutional investors held First Trust Nasdaq Artificial Intelligence and Robotics ETF (ROBT) as of Q2 2020, up from 33 in Q1 2020.
  • Funds reported $45.2M of First Trust Nasdaq Artificial Intelligence and Robotics ETF stock for Q2 2020, up 112% quarter-over-quarter.
  • 5 funds opened new First Trust Nasdaq Artificial Intelligence and Robotics ETF positions in Q2 2020 and 2 closed out, a net change of +3 holders.
  • The largest First Trust Nasdaq Artificial Intelligence and Robotics ETF buyer in Q2 2020 was Royal Bank of Canada, an estimated $4.42M added.
  • The largest First Trust Nasdaq Artificial Intelligence and Robotics ETF seller in Q2 2020 was Gladstone Institutional Advisory, an estimated $211K sold.

Based on aggregated 13F filings for Q2 2020.