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Roundhill Generative AI & Technology ETF
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Overview Fund Activity

40 hedge funds and large institutions have $30.6M invested in Roundhill Generative AI & Technology ETF in 2024 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 14 increasing their positions, 6 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
40
Holders Change
-4
Holders Change %
-9.09%
% of All Funds
0.53%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
14
Reduced
6
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GI
Gradient Investments
Minnesota
$5.81M
2
AAS
Avantax Advisory Services
Texas
$1.11M
3
GAM
Gemmer Asset Management
California
$2.12M
4
IAIM
International Assets Investment Management
Florida
$415K
5
WA
Waddell & Associates
Tennessee
$717K

Top Sellers

1
VVP
Venture Visionary Partners
Ohio
$0
2
Jane Street
Jane Street
New York
$612K
3
FTUS
Flow Traders U.S.
New York
$0
4
OMC
Old Mission Capital
Illinois
$0
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$1.16M
Name Holding Trade Value Shares
Change 		Shares
Change %
Morgan Stanley
26
Morgan Stanley
New York
$39.2K +$10.9K +270 +39%
IA
27
IFP Advisors
Florida
$25.9K – – –
BCMLT
28
Beacon Capital Management LLC (Tennessee)
Tennessee
$24.3K – – –
AWM
29
AE Wealth Management
Kansas
$22.9K +$22.9K +565 New
GJIA
30
Glass Jacobson Investment Advisors
Maryland
$17.9K – – –
ZRP
31
Zynergy Retirement Planning
New Jersey
$12.5K – – –
HNB
32
Huntington National Bank
Ohio
$10.2K – – –
NA
33
NewEdge Advisors
Louisiana
$8.62K +$8.62K +213 New
HGERS
34
Householder Group Estate & Retirement Specialist
Arizona
$8K – – –
AF
35
Allworth Financial
California
$7.06K +$7.06K +160 New
FDCDDQ
36
Federation des caisses Desjardins du Quebec
Quebec, Canada
$4.05K – – –
WA
37
WPG Advisers
Maryland
$3.44K +$3.44K +85 New
QCG
38
Quadrant Capital Group
Ohio
$1.13K – – –
KHC
39
Koesten Hirschmann & Crabtree
Kansas
$1.09K – – –
HI
40
Horizon Investments
North Carolina
$364 – – –
MA
41
MCF Advisors
Kentucky
$41 – – –
Wells Fargo
42
Wells Fargo
California
$18 -$17 – –
VVP
43
Venture Visionary Partners
Ohio
– -$9.01M -240,734 Closed
FTUS
44
Flow Traders U.S.
New York
– -$951K -25,421 Closed
OMC
45
Old Mission Capital
Illinois
– -$397K -10,613 Closed
Citadel Advisors
46
Citadel Advisors
Florida
– -$54.5K -1,457 Closed
UBS Group
47
UBS Group
Switzerland
– -$21.5K -575 Closed
PW
48
Paladin Wealth
Minnesota
– -$20.1K -538 Closed
PA
49
Pineridge Advisors
Missouri
– -$11.2K -300 Closed
RCM
50
Robinson Capital Management
Michigan
– -$11K -300 Closed
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