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Roundhill Generative AI & Technology ETF

63 hedge funds and large institutions have $49.5M 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, 9 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
63
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$829K
Puts
$220K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$13.8M
GI
2
Gradient Investments
Minnesota
$12.6M
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$3.97M
GAM
4
Gemmer Asset Management
California
$3.2M
MFS
5
Mattson Financial Services
Michigan
$2.3M
Susquehanna International Group
6
Susquehanna International Group
Pennsylvania
$1.67M
Janney Montgomery Scott
7
Janney Montgomery Scott
Pennsylvania
$1.17M
Cambridge Investment Research Advisors
8
Cambridge Investment Research Advisors
Iowa
$1.13M
Osaic Holdings
9
Osaic Holdings
Arizona
$913K
AAS
10
Avantax Advisory Services
Texas
$910K
VNA
11
Valley National Advisers
Pennsylvania
$660K
VWA
12
Visionary Wealth Advisors
Illinois
$653K
IAIM
13
International Assets Investment Management
Florida
$537K
Creative Planning
14
Creative Planning
Kansas
$536K
SWM
15
SeaCrest Wealth Management
New York
$485K
BFA
16
Beacon Financial Advisory
Ohio
$477K
Wealth Enhancement Advisory Services
17
Wealth Enhancement Advisory Services
Minnesota
$434K
EWM
18
Endowment Wealth Management
Wisconsin
$369K
Stifel Financial
19
Stifel Financial
Missouri
$366K
Marshall Wace
20
Marshall Wace
United Kingdom
$312K
Focus Partners Wealth
21
Focus Partners Wealth
Massachusetts
$301K
ATPW
22
Ashton Thomas Private Wealth
Arizona
$298K
EH
23
Equitable Holdings
New York
$277K
TI
24
Tidal Investments
Wisconsin
$255K
Cetera Investment Advisers
25
Cetera Investment Advisers
Illinois
$230K