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Roundhill Generative AI & Technology ETF
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Overview Fund Activity

62 hedge funds and large institutions have $47.9M invested in Roundhill Generative AI & Technology ETF in 2025 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 15 increasing their positions, 8 reducing their positions, and 12 closing their positions.

Holders
62
Holders Change
+6
Holders Change %
+10.71%
% of All Funds
0.83%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
20
Increased
15
Reduced
8
Closed
12
Calls
$556K
Puts
$220K
Net Calls
+$336K
Net Calls Change
-$109K

Top Buyers

1
GI
1
Gradient Investments
Minnesota
$12.6M
2
LPL Financial
2
LPL Financial
California
$13.8M
3
GAM
3
Gemmer Asset Management
California
$3.2M
4
Janney Montgomery Scott
4
Janney Montgomery Scott
Pennsylvania
$1.17M
5
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$1.13M

Top Sellers

1
VVP
1
Venture Visionary Partners
Ohio
$0
2
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$3.97M
3
Jane Street
3
Jane Street
New York
$0
4
OMC
4
Old Mission Capital
Illinois
$0
5
FTUS
5
Flow Traders U.S.
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
LPL Financial
1
LPL Financial
California
$13.8M 282,650 +36,213 +15%
GI
2
Gradient Investments
Minnesota
$12.6M 259,180 +36,213 +16%
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$3.97M 81,318 -31,687 -28%
GAM
4
Gemmer Asset Management
California
$3.2M 65,613 +19,946 +44%
MFS
5
Mattson Financial Services
Michigan
$2.3M 47,226 +4,096 +9%
Janney Montgomery Scott
6
Janney Montgomery Scott
Pennsylvania
$1.17M 23,876 +17,659 +284%
Cambridge Investment Research Advisors
7
Cambridge Investment Research Advisors
Iowa
$1.13M 23,214 +16,557 +249%
Osaic Holdings
8
Osaic Holdings
Arizona
$913K 22,189 -9,601 -30%
AAS
9
Avantax Advisory Services
Texas
$910K 18,658 -9,965 -35%
VNA
10
Valley National Advisers
Pennsylvania
$660K 13,546 -468 -3%
VWA
11
Visionary Wealth Advisors
Illinois
$653K 13,393 +5,055 +61%
IAIM
12
International Assets Investment Management
Florida
$537K 11,017 +170 +2%
Creative Planning
13
Creative Planning
Kansas
$536K 10,984 +3,915 +55%
SWM
14
SeaCrest Wealth Management
New York
$485K 9,950 +2,600 +35%
BFA
15
Beacon Financial Advisory
Ohio
$477K 9,782 – –
Wealth Enhancement Advisory Services
16
Wealth Enhancement Advisory Services
Minnesota
$434K 8,908 +59 +0.7%
EWM
17
Endowment Wealth Management
Wisconsin
$369K 7,571 +1,419 +23%
Stifel Financial
18
Stifel Financial
Missouri
$366K 7,513 -5,451 -42%
Marshall Wace
19
Marshall Wace
United Kingdom
$312K 6,400 +6,400 New
Focus Partners Wealth
20
Focus Partners Wealth
Massachusetts
$301K 6,180 – –
ATPW
21
Ashton Thomas Private Wealth
Arizona
$298K 6,113 +6,113 New
EH
22
Equitable Holdings
New York
$277K 5,682 +5,682 New
TI
23
Tidal Investments
Wisconsin
$255K 5,223 +5,223 New
Cetera Investment Advisers
24
Cetera Investment Advisers
Illinois
$230K 4,720 +4,720 New
KIA
25
KCM Investment Advisors
California
$230K 4,707 +4,707 New
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