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Roundhill Generative AI & Technology ETF

63 hedge funds and large institutions have $50.2M invested in Roundhill Generative AI & Technology ETF in 2025 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 16 increasing their positions, 8 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

277% more call options, than puts

Call options by funds: $829K | Put options by funds: $220K

100% more repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 8

54% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 13

13% more funds holding

Funds holding: 5663 (+7)

7% more capital invested

Capital invested by funds: $46.7M → $50.2M (+$3.46M)

4.24% less ownership

Funds ownership: 19.21%14.96% (-4.2%)

Holders
63
Holders Change
+7
Holders Change %
+12.5%
% of All Funds
0.83%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
20
Increased
16
Reduced
8
Closed
13
Calls
$829K
Puts
$220K
Net Calls
+$609K
Net Calls Change
+$164K
Name Holding Trade Value Shares
Change
Change in
Stake
KIA
26
KCM Investment Advisors
California
$230K +$187K +4,707 New
Envestnet Asset Management
27
Envestnet Asset Management
Illinois
$205K -$625K -15,711 -79%
BCM
28
Brookstone Capital Management
Illinois
$202K +$165K +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 +$61.5K +1,545 New
JP Morgan Chase
33
JP Morgan Chase
New York
$63.4K +$51.7K +1,300 New
AWM
34
AE Wealth Management
Kansas
$62.6K +$28.6K +718 +127%
Royal Bank of Canada
35
Royal Bank of Canada
Ontario, Canada
$57K
SWM
36
Spire Wealth Management
Virginia
$48.8K +$39.8K +1,000 New
EWM
37
Evolution Wealth Management
Florida
$47.4K +$38.6K +971 New
LWMI
38
Legacy Wealth Management (Idaho)
Idaho
$43.6K -$12K -302 -25%
LIS
39
Legacy Investment Solutions
Idaho
$43.6K +$35.5K +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 +$23.9K +600 New
Group One Trading
43
Group One Trading
Illinois
$24.8K +$20.3K +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 -$235K -5,910 -93%
LFG
47
Larson Financial Group
Missouri
$16.2K +$13.3K +333 New
HNB
48
Huntington National Bank
Ohio
$12.2K
FWM
49
FSA Wealth Management
Massachusetts
$12.2K +$9.95K +250 New
UBS Group
50
UBS Group
Switzerland
$11.9K +$5.73K +144 +144%

CHAT Hedge Fund Activity: Q2 2025 in Review

63 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Roundhill Generative AI & Technology ETF (CHAT) for Q2 2025, worth a combined $50.2M — up 7.4% from $46.7M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new CHAT positions and 13 closed out — a net gain of 7 holders — while 16 added to existing stakes and 8 trimmed.

The largest buyer was Gradient Investments, adding an estimated $1.44M. The largest seller was Venture Visionary Partners, exiting entirely with an estimated $9.1M sold.

  • 63 institutional investors held Roundhill Generative AI & Technology ETF (CHAT) as of Q2 2025, up from 56 in Q1 2025.
  • Funds reported $50.2M of Roundhill Generative AI & Technology ETF stock for Q2 2025, up 7.4% quarter-over-quarter.
  • 20 funds opened new Roundhill Generative AI & Technology ETF positions in Q2 2025 and 13 closed out, a net change of +7 holders.
  • The largest Roundhill Generative AI & Technology ETF buyer in Q2 2025 was Gradient Investments, an estimated $1.44M added.
  • The largest Roundhill Generative AI & Technology ETF seller in Q2 2025 was Venture Visionary Partners, an estimated $9.1M sold.

Based on aggregated 13F filings for Q2 2025.