Form 13-F position report

GLOBAL X FDSROBOTICS & ARTIFIC

Reported by MORGAN STANLEY

BOTZ CUSIP 37954Y715 Manager CIK 0000895421

Reported 3,210,110 shares, up 220,817 (7.4%) from the prior quarter.

Reported value 4.1%; share count 7.4% vs. the prior quarter.

Added
% of reported 13F value < 0.01% This manager · Q2 2024
Shares 3,210,110 Quarter-end amount reported
Reported value $99,031,914 Fair value at quarter end
Consecutive quarters held 29 Through Q2 2024

Reported position value by quarter

Reported position value by quarter

Each bar is a Form 13-F quarter-end snapshot. It does not show trades made within the quarter.

Reported position value by quarter
Date Holding Value
2021-09-30 85459000
2021-12-31 89515000
2022-03-31 60033000
2022-06-30 35612000
2022-09-30 26687000
2022-12-31 34098575
2023-03-31 43133455
2023-06-30 70744397
2023-09-30 71566081
2023-12-31 79664532
2024-03-31 95089435
2024-06-30 99031914
2024-09-30 91055788
2024-12-31 91985956
2025-03-31 85580362
2025-06-30 101821513
2025-09-30 119185750
2025-12-31 130208076
2026-03-31 147377005
2026-06-30 196488405

Quarterly position history

How this manager's reported quarter-end position changed over time.

20 quarters
Quarterly reported position history for GLOBAL X FDSROBOTICS & ARTIFIC held by MORGAN STANLEY.
Quarter Activity Shares Change % of reported 13F Reported value Filed Source filing
Q2 2026 Added 5,178,924 +742,531 (16.7%) 0.01% $196,488,405 2026-08-13
Q1 2026 Added 4,436,393 +842,465 (23.4%) < 0.01% $147,377,005 2026-05-15
Q4 2025 Added 3,593,928 +229,951 (6.8%) < 0.01% $130,208,076 2026-02-13
Q3 2025 Added 3,363,977 +245,402 (7.9%) < 0.01% $119,185,750 2025-11-14
Q2 2025 Added 3,118,575 +111,536 (3.7%) < 0.01% $101,821,513 2025-08-15
Q1 2025 Added 3,007,039 +127,980 (4.4%) < 0.01% $85,580,362 2025-05-15
Q4 2024 Added 2,879,059 +46,843 (1.7%) < 0.01% $91,985,956 2025-02-14
Q3 2024 Reduced 2,832,216 -377,894 (-11.8%) < 0.01% $91,055,788 2024-11-14
Q2 2024 Added 3,210,110 +220,817 (7.4%) < 0.01% $99,031,914 2024-08-14
Q1 2024 Added 2,989,293 +194,047 (6.9%) < 0.01% $95,089,435 2024-05-15
Q4 2023 Reduced 2,795,246 -99,821 (-3.4%) < 0.01% $79,664,532 2024-02-13
Q3 2023 Added 2,895,067 +433,537 (17.6%) < 0.01% $71,566,081 2023-11-15
Q2 2023 Added 2,461,530 +770,023 (45.5%) < 0.01% $70,744,397 2023-08-14
Q1 2023 Added 1,691,507 +32,209 (1.9%) < 0.01% $43,133,455 2023-05-15
Q4 2022 Added 1,659,298 +183,214 (12.4%) < 0.01% $34,098,575 2023-02-14
Q3 2022 Reduced 1,476,084 -276,479 (-15.8%) < 0.01% $26,687,000 2022-11-14
Q2 2022 Reduced 1,752,563 -316,823 (-15.3%) < 0.01% $35,612,000 2022-08-15
Q1 2022 Reduced 2,069,386 -421,301 (-16.9%) < 0.01% $60,033,000 2022-05-13
Q4 2021 Added 2,490,687 +153,854 (6.6%) 0.01% $89,515,000 2022-02-14
Q3 2021 Reduced 2,336,833 -3,290 (-0.1%) 0.01% $85,459,000 2021-11-15
Five years are shown. A free account unlocks the complete reported history. Unlock full history

Who else reported the position

408 managers reported GLOBAL X FDSROBOTICS & ARTIFIC for Q2 2024.

Managers reporting GLOBAL X FDSROBOTICS & ARTIFIC in Q2 2024.
Manager Activity Shares Change % of reported 13F Reported value Tenure
Bank of America Corporation Added 6,531,997 +135,132 0.02% $201,512,117 31 qtrs
MORGAN STANLEY This report Added 3,210,110 +220,817 < 0.01% $99,031,914 29 qtrs
LPL Financial LLC Added 1,849,302 +123,624 0.03% $57,050,978 30 qtrs
UBS Group AG Reduced 1,620,742 -223,033 0.01% $49,999,890 31 qtrs
Citigroup Inc Added 1,143,163 +55,031 0.02% $35,266,580 28 qtrs
COMMONWEALTH EQUITY SERVICES LLC Added 1,110,315 +221,297 0.05% $34,253,000 27 qtrs
AMERIPRISE FINANCIAL INC Added 1,095,521 +199,432 < 0.01% $33,791,197 20 qtrs
WELLS FARGO & COMPANY MN Reduced 924,682 -11,273 < 0.01% $28,526,457 28 qtrs
JPMorgan Chase & Co Reduced 905,613 -66,533 < 0.01% $27,938,133 27 qtrs
PNC FINANCIAL SERVICES GROUP INC Reduced 879,960 -192,224 0.02% $27,146,772 28 qtrs
Premium adds each manager's conviction percentile across reporting peers.
Filing details and methodology As reported
Report period
June 30, 2024
Filed
August 14, 2024
Filing type
13F-HR
Position type
RBTCS ARTFL INTE

Voting authority reported

Sole
136,256
Shared
0
None
3,073,854

“None” means the manager reported no voting authority for those shares on non-routine matters. It does not disclose why and is not evidence of securities lending.

Form 13-F is a delayed quarter-end snapshot of disclosed long Section 13(f) securities. It can be filed up to 45 days after quarter end, excludes short positions and most non-U.S. securities, and does not reveal intra-quarter trading. For options, reported shares and value describe the underlying-share exposure; strike, expiry, premium, and written positions are not disclosed.