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ROBO Global Artificial Intelligence ETF

36 hedge funds and large institutions have $78.8M invested in ROBO Global Artificial Intelligence ETF in 2024 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 14 increasing their positions, 3 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

367% more repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 3

28% more capital invested

Capital invested by funds: $61.5M → $78.8M (+$17.3M)

14% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 7

3% more funds holding

Funds holding: 3536 (+1)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

3.56% less ownership

Funds ownership: 47.93%44.37% (-3.6%)

Holders
36
Holders Change
+1
Holders Change %
+2.86%
% of All Funds
0.52%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
8
Increased
14
Reduced
3
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PS
1
Portfolio Strategies
New York
$49.5M +$1.25M +29,312 +3%
UBS Group
2
UBS Group
Switzerland
$18.8M +$9.86M +230,537 +118%
KWM
3
Kingsview Wealth Management
Oregon
$2.28M +$442K +10,327 +25%
LPL Financial
4
LPL Financial
California
$1.72M +$440K +10,282 +36%
Citadel Advisors
5
Citadel Advisors
Florida
$1.5M +$1.46M +34,069 New
BPA
6
Beacon Pointe Advisors
California
$1M +$284K +6,630 +41%
CRWM
7
Castle Rock Wealth Management
California
$868K +$894K +20,913 New
RJA
8
Raymond James & Associates
Florida
$862K +$16.9K +395 +2%
Cambridge Investment Research Advisors
9
Cambridge Investment Research Advisors
Iowa
$522K +$75.4K +1,764 +18%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$307K +$87.8K +2,054 +42%
Morgan Stanley
11
Morgan Stanley
New York
$282K +$149K +3,478 +119%
Osaic Holdings
12
Osaic Holdings
Arizona
$240K +$13.1K +306 +6%
Thrivent Financial for Lutherans
13
Thrivent Financial for Lutherans
Minnesota
$214K +$207K +4,852 New
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$109K -$42.9K -1,003 -29%
LC
15
Lindbrook Capital
California
$85.6K +$83K +1,940 New
National Bank of Canada
16
National Bank of Canada
Quebec, Canada
$71.9K +$25.7K +600 +50%
VNA
17
Valley National Advisers
Pennsylvania
$53K
PGAM
18
Princeton Global Asset Management
New Jersey
$48.5K +$21.4K +500 +83%
HI
19
Harbour Investments
Wisconsin
$43.7K
US Bancorp
20
US Bancorp
Minnesota
$41.3K +$24.6K +576 +160%
Citigroup
21
Citigroup
New York
$39.7K
CFD
22
Creative Financial Designs
Indiana
$37.5K +$15K +350 +70%
Bank of Montreal
23
Bank of Montreal
Ontario, Canada
$31K
SPIA
24
Steward Partners Investment Advisory
New York
$27.2K
NSIM
25
North Star Investment Management
Illinois
$26.5K +$25.7K +600 New

THNQ Hedge Fund Activity: Q1 2024 in Review

36 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in ROBO Global Artificial Intelligence ETF (THNQ) for Q1 2024, worth a combined $78.8M — up 28% from $61.5M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new THNQ positions and 7 closed out — a net gain of 1 holder — while 14 added to existing stakes and 3 trimmed.

The largest buyer was UBS Group, adding an estimated $9.86M. The largest seller was Jane Street, exiting entirely with an estimated $1.53M sold.

  • 36 institutional investors held ROBO Global Artificial Intelligence ETF (THNQ) as of Q1 2024, up from 35 in Q4 2023.
  • Funds reported $78.8M of ROBO Global Artificial Intelligence ETF stock for Q1 2024, up 28% quarter-over-quarter.
  • 8 funds opened new ROBO Global Artificial Intelligence ETF positions in Q1 2024 and 7 closed out, a net change of +1 holder.
  • The largest ROBO Global Artificial Intelligence ETF buyer in Q1 2024 was UBS Group, an estimated $9.86M added.
  • The largest ROBO Global Artificial Intelligence ETF seller in Q1 2024 was Jane Street, an estimated $1.53M sold.

Based on aggregated 13F filings for Q1 2024.