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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 12 closing their positions.

Holders
63
Holders Change
+7
Holders Change %
+12.5%
% of All Funds
0.85%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
20
Increased
15
Reduced
9
Closed
12
Calls
$829K
Puts
$220K
Net Calls
+$609K
Net Calls Change
+$164K
Name Holding Trade Value Shares
Change
Shares
Change %
KIA
26
KCM Investment Advisors
California
$230K +$230K +4,707 New
Envestnet Asset Management
27
Envestnet Asset Management
Illinois
$205K -$766K -15,711 -79%
BCM
28
Brookstone Capital Management
Illinois
$202K +$202K +4,142 New
JGIA
29
Jackson Grant Investment Advisers
Connecticut
$111K
HI
30
Harbour Investments
Wisconsin
$104K
Morgan Stanley
31
Morgan Stanley
New York
$79K
Raymond James Financial
32
Raymond James Financial
Florida
$75.4K +$75.4K +1,545 New
JPMorgan Chase & Co
33
JPMorgan Chase & Co
New York
$63.4K +$63.4K +1,300 New
AWM
34
AE Wealth Management
Kansas
$62.6K +$35K +718 +127%
Royal Bank of Canada
35
Royal Bank of Canada
Ontario, Canada
$57K
SWM
36
Spire Wealth Management
Virginia
$48.8K +$48.8K +1,000 New
EWM
37
Evolution Wealth Management
Florida
$47.4K +$47.4K +971 New
LWMI
38
Legacy Wealth Management (Idaho)
Idaho
$43.6K -$14.7K -302 -25%
LIS
39
Legacy Investment Solutions
Idaho
$43.6K +$43.6K +893 New
IA
40
IFP Advisors
Florida
$31.2K
BCMLT
41
Beacon Capital Management LLC (Tennessee)
Tennessee
$29.3K
GWM
42
Geneos Wealth Management
Colorado
$29.3K +$29.3K +600 New
Group One Trading
43
Group One Trading
Illinois
$24.8K +$24.8K +509 New
BTI
44
Blue Trust Inc
Georgia
$23K
GJIA
45
Glass Jacobson Investment Advisors
Maryland
$21.6K
NA
46
NewEdge Advisors
Louisiana
$20.9K -$288K -5,910 -93%
LFG
47
Larson Financial Group
Missouri
$16.2K +$16.2K +333 New
HNB
48
Huntington National Bank
Ohio
$12.2K -$8.75K
FWM
49
FSA Wealth Management
Massachusetts
$12.2K +$12.2K +250 New
UBS Group
50
UBS Group
Switzerland
$11.9K +$7.02K +144 +144%