CHAT icon

Roundhill Generative AI & Technology ETF

106 hedge funds and large institutions have $156M invested in Roundhill Generative AI & Technology ETF in 2025 Q3 according to their latest regulatory filings, with 51 funds opening new positions, 29 increasing their positions, 6 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
106
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$10.1M
Puts
$947K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WIA
26
World Investment Advisors
California
$851K
SWM
27
SeaCrest Wealth Management
New York
$797K
KPWS
28
Kestra Private Wealth Services
Texas
$786K
Creative Planning
29
Creative Planning
Kansas
$763K
Wealth Enhancement Advisory Services
30
Wealth Enhancement Advisory Services
Minnesota
$619K
BFA
31
Beacon Financial Advisory
Ohio
$602K
EH
32
Equitable Holdings
New York
$597K
CSP
33
Cary Street Partners
Virginia
$558K
EWM
34
Endowment Wealth Management
Wisconsin
$549K
VFA
35
Valeo Financial Advisors
Indiana
$537K
Stifel Financial
36
Stifel Financial
Missouri
$534K
IAIM
37
International Assets Investment Management
Florida
$529K
ATPW
38
Ashton Thomas Private Wealth
Arizona
$429K
AF
39
Allworth Financial
California
$408K
SWP
40
Stratos Wealth Partners
Ohio
$399K
Focus Partners Wealth
41
Focus Partners Wealth
Massachusetts
$380K
WAP
42
Wealthcare Advisory Partners
Pennsylvania
$379K
BCM
43
Berbice Capital Management
New York
$351K
Wolverine Trading
44
Wolverine Trading
Illinois
$346K
TI
45
Tidal Investments
Wisconsin
$341K
GIA
46
Gladstone Institutional Advisory
Florida
$338K
BCM
47
Brookstone Capital Management
Illinois
$313K
CIS
48
Custom Index Systems
New York
$311K
SI
49
Stephens Inc
Arkansas
$295K
KIA
50
KCM Investment Advisors
California
$289K