We are live on ! Find out more
CHAT icon

Roundhill Generative AI & Technology ETF

148 hedge funds and large institutions have $213M invested in Roundhill Generative AI & Technology ETF in 2026 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 54 increasing their positions, 30 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

108% more call options, than puts

Call options by funds: $6.19M | Put options by funds: $2.98M

80% more repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 30

72% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 18

6% more funds holding

Funds holding: 139148 (+9)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% less capital invested

Capital invested by funds: $214M → $213M (-$860K)

0.82% less ownership

Funds ownership: 21.51%20.69% (-0.82%)

Holders
148
Holders Change
+9
Holders Change %
+6.47%
% of All Funds
1.82%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
31
Increased
54
Reduced
30
Closed
18
Calls
$6.19M
Puts
$2.98M
Net Calls
+$3.21M
Net Calls Change
-$23.2M
Name Holding Trade Value Shares
Change
Change in
Stake
MCM
1
Mainstay Capital Management
Michigan
$61.7M +$2.54M +40,603 +4%
LPL Financial
2
LPL Financial
California
$33.3M +$1.06M +16,996 +3%
GI
3
Gradient Investments
Minnesota
$22.8M +$671K +10,711 +3%
Mirae Asset Global Investments
4
Mirae Asset Global Investments
South Korea
$5.81M +$5.89M +94,000 New
Citadel Advisors
5
Citadel Advisors
Florida
$4.88M -$2.72M -43,456 -36%
Janney Montgomery Scott
6
Janney Montgomery Scott
Pennsylvania
$4.49M +$598K +9,552 +15%
QWM
7
Quadcap Wealth Management
Texas
$4.33M +$268K +4,277 +7%
Jane Street
8
Jane Street
New York
$4.01M -$799K -12,760 -16%
Osaic Holdings
9
Osaic Holdings
Arizona
$3.95M +$227K +3,628 +6%
MFS
10
Mattson Financial Services
Michigan
$3.55M +$60.4K +965 +2%
SF
11
Summit Financial
New Jersey
$3.31M -$85.3K -1,362 -2%
LSIA
12
LaSalle St. Investment Advisors
Illinois
$3.28M +$3.32M +52,993 New
GAM
13
Gemmer Asset Management
California
$2.73M -$1.54M -24,563 -36%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$2.37M -$3.38M -54,008 -59%
GS
15
GTS Securities
New York
$2.13M +$1.81M +28,971 +531%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$1.93M -$1.74M -27,788 -47%
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$1.84M +$550K +8,780 +42%
FTUS
18
Flow Traders U.S.
New York
$1.82M +$1.84M +29,437 New
BCM
19
Berbice Capital Management
New York
$1.68M +$1.02M +16,343 +151%
UW
20
Unique Wealth
Florida
$1.58M +$134K +2,147 +9%
VI
21
VectorGlobal IAG
Florida
$1.49M +$1.51M +24,041 New
SIM
22
Seaview Investment Managers
Florida
$1.35M +$104K +1,666 +8%
VWA
23
Visionary Wealth Advisors
Illinois
$1.34M +$1.69K +27 +0.1%
VVP
24
Venture Visionary Partners
Ohio
$1.25M -$60.3K -962 -5%
VNA
25
Valley National Advisers
Pennsylvania
$1.25M

CHAT Hedge Fund Activity: Q1 2026 in Review

148 of the 8,128 institutional investors tracked by Wall St. Rank reported a position in Roundhill Generative AI & Technology ETF (CHAT) for Q1 2026, worth a combined $213M — down 0.4% from $214M a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new CHAT positions and 18 closed out — a net gain of 13 holders — while 54 added to existing stakes and 30 trimmed.

The largest buyer was Mirae Asset Global Investments, opening a new position worth an estimated $5.89M. The largest seller was Kingsview Wealth Management, exiting entirely with an estimated $6.44M sold.

  • 148 institutional investors held Roundhill Generative AI & Technology ETF (CHAT) as of Q1 2026, up from 139 in Q4 2025.
  • Funds reported $213M of Roundhill Generative AI & Technology ETF stock for Q1 2026, down 0.4% quarter-over-quarter.
  • 31 funds opened new Roundhill Generative AI & Technology ETF positions in Q1 2026 and 18 closed out, a net change of +13 holders.
  • The largest Roundhill Generative AI & Technology ETF buyer in Q1 2026 was Mirae Asset Global Investments, an estimated $5.89M added.
  • The largest Roundhill Generative AI & Technology ETF seller in Q1 2026 was Kingsview Wealth Management, an estimated $6.44M sold.

Based on aggregated 13F filings for Q1 2026.