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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
KIA
26
KCM Investment Advisors
California
$230K
Envestnet Asset Management
27
Envestnet Asset Management
Illinois
$205K
BCM
28
Brookstone Capital Management
Illinois
$202K
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
JPMorgan Chase & Co
33
JPMorgan Chase & Co
New York
$63.4K
AWM
34
AE Wealth Management
Kansas
$62.6K
Royal Bank of Canada
35
Royal Bank of Canada
Ontario, Canada
$57K
SWM
36
Spire Wealth Management
Virginia
$48.8K
EWM
37
Evolution Wealth Management
Florida
$47.4K
LWMI
38
Legacy Wealth Management (Idaho)
Idaho
$43.6K
LIS
39
Legacy Investment Solutions
Idaho
$43.6K
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
Group One Trading
43
Group One Trading
Illinois
$24.8K
BTI
44
Blue Trust Inc
Georgia
$23K
GJIA
45
Glass Jacobson Investment Advisors
Maryland
$21.6K
NA
46
NewEdge Advisors
Louisiana
$20.9K
LFG
47
Larson Financial Group
Missouri
$16.2K
HNB
48
Huntington National Bank
Ohio
$12.2K
FWM
49
FSA Wealth Management
Massachusetts
$12.2K
UBS Group
50
UBS Group
Switzerland
$11.9K