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First Trust Nasdaq Artificial Intelligence and Robotics ETF

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: 125137 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$31.7M -$2.96M -72,203 -9%
Bank of America
2
Bank of America
North Carolina
$17.9M +$222K +5,417 +1%
Morgan Stanley
3
Morgan Stanley
New York
$16.6M +$8.09M +197,203 +118%
Wells Fargo
4
Wells Fargo
California
$15.3M -$2.74M -66,773 -17%
RJA
5
Raymond James & Associates
Florida
$12.6M +$6.11M +148,893 +116%
MMEA
6
Main Management ETF Advisors
California
$12.4M -$20.5M -499,150 -65%
Ameriprise
7
Ameriprise
Minnesota
$11.7M +$1.74M +42,413 +20%
Baird Financial Group
8
Baird Financial Group
Wisconsin
$11M +$9.72M +237,007 +4,620%
GLA
9
Good Life Advisors
Pennsylvania
$9.45M +$739 +18 +0%
Osaic Holdings
10
Osaic Holdings
Arizona
$6.86M -$89.2K -2,173 -1%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$6.8M +$475K +11,568 +8%
Truist Financial
12
Truist Financial
North Carolina
$6.52M +$898K +21,880 +18%
RJFSA
13
Raymond James Financial Services Advisors
Florida
$6.33M -$316K -7,690 -5%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$5.95M +$1.17M +28,608 +28%
Mariner
15
Mariner
Kansas
$5.11M -$1.31M -31,885 -22%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$4.57M -$894K -21,800 -18%
SWAG
17
Spectrum Wealth Advisory Group
California
$4.21M +$3.8M +92,541 New
SA
18
SFI Advisors
New Jersey
$4.16M +$899K +21,922 +32%
Stifel Financial
19
Stifel Financial
Missouri
$3.74M +$276K +6,720 +9%
BFO
20
Biltmore Family Office
North Carolina
$3.69M +$1.62M +39,421 +95%
Janney Montgomery Scott
21
Janney Montgomery Scott
Pennsylvania
$3.09M -$81.2K -1,979 -3%
BFEC
22
Benjamin F. Edwards & Company
Missouri
$3.08M -$217K -5,277 -7%
RIG
23
RiverFront Investment Group
Virginia
$2.7M -$111K -2,698 -4%
AWM
24
AE Wealth Management
Kansas
$2.69M +$639K +15,574 +35%
EWM
25
EPG Wealth Management
Georgia
$2.49M +$603K +14,693 +35%

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.