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Roundhill Generative AI & Technology ETF

56 hedge funds and large institutions have $46.7M invested in Roundhill Generative AI & Technology ETF in 2025 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 17 increasing their positions, 8 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,700% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 1

345% more call options, than puts

Call options by funds: $574K | Put options by funds: $129K

113% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 8

53% more capital invested

Capital invested by funds: $30.6M → $46.7M (+$16.1M)

40% more funds holding

Funds holding: 4056 (+16)

5.63% more ownership

Funds ownership: 13.58%19.21% (+5.6%)

Holders
56
Holders Change
+16
Holders Change %
+40%
% of All Funds
0.75%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
18
Increased
17
Reduced
8
Closed
1
Calls
$574K
Puts
$129K
Net Calls
+$445K
Net Calls Change
+$445K
Name Holding Trade Value Shares
Change
Change in
Stake
Janney Montgomery Scott
26
Janney Montgomery Scott
Pennsylvania
$217K +$28.1K +700 +13%
Focus Partners Wealth
27
Focus Partners Wealth
Massachusetts
$215K
EWM
28
Endowment Wealth Management
Wisconsin
$214K +$247K +6,152 New
Simplex Trading
29
Simplex Trading
Illinois
$107K -$129K -3,218 -51%
JGIA
30
Jackson Grant Investment Advisers
Connecticut
$79.4K
HI
31
Harbour Investments
Wisconsin
$74.5K +$37.2K +925 +76%
Morgan Stanley
32
Morgan Stanley
New York
$56.5K +$26.1K +650 +67%
LWMI
33
Legacy Wealth Management (Idaho)
Idaho
$41.6K +$48K +1,195 New
Royal Bank of Canada
34
Royal Bank of Canada
Ontario, Canada
$41K
PNC Financial Services Group
35
PNC Financial Services Group
Pennsylvania
$27.9K +$32.2K +800 New
IA
36
IFP Advisors
Florida
$22.3K
BCMLT
37
Beacon Capital Management LLC (Tennessee)
Tennessee
$20.9K
AWM
38
AE Wealth Management
Kansas
$19.7K
Bank of Montreal
39
Bank of Montreal
Ontario, Canada
$19K +$21.9K +544 New
GJIA
40
Glass Jacobson Investment Advisors
Maryland
$17.9K
BTI
41
Blue Trust Inc
Georgia
$16.4K +$19K +472 New
ZRP
42
Zynergy Retirement Planning
New Jersey
$13.5K
SIM
43
Synergy Investment Management
Florida
$10.1K +$11.7K +290 New
HNB
44
Huntington National Bank
Ohio
$8.75K
Bank of America
45
Bank of America
North Carolina
$6.48K +$7.47K +186 New
AF
46
Allworth Financial
California
$5.64K
RJA
47
Ross\Johnson & Associates
Minnesota
$5.23K +$6.03K +150 New
FDCDDQ
48
Federation des caisses Desjardins du Quebec
Quebec, Canada
$4.53K +$1.21K +30 +30%
UBS Group
49
UBS Group
Switzerland
$3.48K +$4.02K +100 New
WA
50
WPG Advisers
Maryland
$2.96K

CHAT Hedge Fund Activity: Q1 2025 in Review

56 of the 7,460 institutional investors tracked by Wall St. Rank reported a position in Roundhill Generative AI & Technology ETF (CHAT) for Q1 2025, worth a combined $46.7M — up 53% from $30.6M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new CHAT positions and 1 closed out — a net gain of 17 holders — while 17 added to existing stakes and 8 trimmed.

The largest buyer was Venture Visionary Partners, opening a new position worth an estimated $10.5M. The largest seller was Commonwealth Equity Services, cutting an estimated $683K.

  • 56 institutional investors held Roundhill Generative AI & Technology ETF (CHAT) as of Q1 2025, up from 40 in Q4 2024.
  • Funds reported $46.7M of Roundhill Generative AI & Technology ETF stock for Q1 2025, up 53% quarter-over-quarter.
  • 18 funds opened new Roundhill Generative AI & Technology ETF positions in Q1 2025 and 1 closed out, a net change of +17 holders.
  • The largest Roundhill Generative AI & Technology ETF buyer in Q1 2025 was Venture Visionary Partners, an estimated $10.5M added.
  • The largest Roundhill Generative AI & Technology ETF seller in Q1 2025 was Commonwealth Equity Services, an estimated $683K sold.

Based on aggregated 13F filings for Q1 2025.