Roundhill Generative AI & Technology ETF
CHAT
27 hedge funds and large institutions have $15.8M invested in Roundhill Generative AI & Technology ETF in 2024 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 7 increasing their positions, 4 reducing their positions, and 1 closing their positions.
1,100% more first-time investments, than exits
New positions opened: 12 | Existing positions closed: 1
258% more call options, than puts
Call options by funds: $548K | Put options by funds: $153K
217% more capital invested
Capital invested by funds: $4.98M → $15.8M (+$10.8M)
75% more repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 4
69% more funds holding
Funds holding: 16 → 27 (+11)
4.4% more ownership
Funds ownership: 7.76% → 12.16% (+4.4%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$2.77M |
| 2 |
GI
Gradient Investments
Arden Hills,
Minnesota
|
+$1.78M |
| 3 |
WWM
WJ Wealth Management
Glendale,
Arizona
|
+$1.62M |
| 4 |
Jane Street
New York
|
+$1.03M |
| 5 |
GAM
Gemmer Asset Management
Walnut Creek,
California
|
+$826K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$398K |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$82.8K |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
-$35.9K |
| 4 |
RFG
RFP Financial Group
Atlanta,
Georgia
|
-$14.3K |
| 5 |
Simplex Trading
Chicago,
Illinois
|
-$4K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
HI
26
Horizon Investments
Charlotte,
North Carolina
| $641 | – | – | – |
|
27
CIBC Private Wealth Group
Atlanta,
Georgia
| $107 | +$101 | +3 | New |
|
|
28
Simplex Trading
Chicago,
Illinois
| – | -$4K | -148 | Closed |
|
CHAT Hedge Fund Activity: Q1 2024 in Review
27 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Roundhill Generative AI & Technology ETF (CHAT) for Q1 2024, worth a combined $15.8M — up 217% from $4.98M a quarter earlier.
Buyers outnumbered sellers: 12 funds opened new CHAT positions and 1 closed out — a net gain of 11 holders — while 7 added to existing stakes and 4 trimmed.
The largest buyer was LPL Financial, adding an estimated $2.77M. The largest seller was Susquehanna International Group, cutting an estimated $398K.
- 27 institutional investors held Roundhill Generative AI & Technology ETF (CHAT) as of Q1 2024, up from 16 in Q4 2023.
- Funds reported $15.8M of Roundhill Generative AI & Technology ETF stock for Q1 2024, up 217% quarter-over-quarter.
- 12 funds opened new Roundhill Generative AI & Technology ETF positions in Q1 2024 and 1 closed out, a net change of +11 holders.
- The largest Roundhill Generative AI & Technology ETF buyer in Q1 2024 was LPL Financial, an estimated $2.77M added.
- The largest Roundhill Generative AI & Technology ETF seller in Q1 2024 was Susquehanna International Group, an estimated $398K sold.
Based on aggregated 13F filings for Q1 2024.