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Roundhill Generative AI & Technology ETF
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107 hedge funds and large institutions have $198M invested in Roundhill Generative AI & Technology ETF in 2025 Q3 according to their latest regulatory filings, with 52 funds opening new positions, 29 increasing their positions, 6 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

967% more call options, than puts

Call options by funds: $10.1M | Put options by funds: $947K

767% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 6

383% more repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 6

294% more capital invested

Capital invested by funds: $50.2M → $198M (+$148M)

70% more funds holding

Funds holding: 63 → 107 (+44)

12.29% more ownership

Funds ownership: 14.96% → 27.25% (+12%)

Holders
107
Holders Change
+44
Holders Change %
+69.84%
% of All Funds
1.4%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
52
Increased
29
Reduced
6
Closed
6
Calls
$10.1M
Puts
$947K
Net Calls
+$9.16M
Net Calls Change
+$8.55M

Top Buyers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
+$32.8M
2
MCM
Mainstay Capital Management
Michigan
+$32.6M
3
PCM
Price Capital Management
Louisiana
+$6.89M
4
Simplex Trading
Simplex Trading
Illinois
+$4.51M
5
NWM
NRI Wealth Management
California
+$3.91M

Top Sellers

Rank Fund Capital Flow
1
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$311K
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$279K
3
Marshall Wace
Marshall Wace
United Kingdom
-$94.8K
4
Raymond James Financial
Raymond James Financial
Florida
-$75.4K
5
BCMLT
Beacon Capital Management LLC (Tennessee)
Tennessee
-$29.3K
Name Holding Trade Value Shares
Change 		Change in
Stake
Group One Trading
26
Group One Trading
Illinois
$889K +$749K +13,939 +2,739%
SCP
27
Sivia Capital Partners
California
$885K +$773K +14,390 New
WIA
28
World Investment Advisors
California
$851K +$744K +13,841 New
SWM
29
SeaCrest Wealth Management
New York
$797K +$123K +2,295 +23%
KPWS
30
Kestra Private Wealth Services
Texas
$786K +$687K +12,786 New
Creative Planning
31
Creative Planning
Kansas
$763K +$76K +1,415 +13%
Wealth Enhancement Advisory Services
32
Wealth Enhancement Advisory Services
Minnesota
$619K +$43.8K +815 +9%
BFA
33
Beacon Financial Advisory
Ohio
$602K – – –
EH
34
Equitable Holdings
New York
$597K +$216K +4,020 +71%
CSP
35
Cary Street Partners
Virginia
$558K +$488K +9,080 New
EWM
36
Endowment Wealth Management
Wisconsin
$549K +$72.6K +1,351 +18%
VFA
37
Valeo Financial Advisors
Indiana
$537K +$469K +8,736 New
Stifel Financial
38
Stifel Financial
Missouri
$534K +$63K +1,173 +16%
IAIM
39
International Assets Investment Management
Florida
$529K – – –
ATPW
40
Ashton Thomas Private Wealth
Arizona
$429K +$46.5K +865 +14%
AF
41
Allworth Financial
California
$408K +$348K +6,471 +4,044%
SWP
42
Stratos Wealth Partners
Ohio
$399K +$349K +6,489 New
Focus Partners Wealth
43
Focus Partners Wealth
Massachusetts
$380K -$161 -3 -0%
WAP
44
Wealthcare Advisory Partners
Pennsylvania
$379K +$331K +6,160 New
BCM
45
Berbice Capital Management
New York
$351K +$307K +5,715 New
Wolverine Trading
46
Wolverine Trading
Illinois
$346K +$305K +5,674 New
TI
47
Tidal Investments
Wisconsin
$341K +$17.1K +319 +6%
GIA
48
Gladstone Institutional Advisory
Florida
$338K +$295K +5,493 New
BCM
49
Brookstone Capital Management
Illinois
$313K +$50.6K +941 +23%
CIS
50
Custom Index Systems
New York
$311K +$272K +5,062 New
1
2
3 4 5

CHAT Hedge Fund Activity: Q3 2025 in Review

107 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in Roundhill Generative AI & Technology ETF (CHAT) for Q3 2025, worth a combined $198M — up 294% from $50.2M a quarter earlier.

Buyers outnumbered sellers: 52 funds opened new CHAT positions and 6 closed out — a net gain of 46 holders — while 29 added to existing stakes and 6 trimmed.

The largest buyer was Jane Street, opening a new position worth an estimated $32.8M. The largest seller was Cambridge Investment Research Advisors, cutting an estimated $311K.

  • 107 institutional investors held Roundhill Generative AI & Technology ETF (CHAT) as of Q3 2025, up from 63 in Q2 2025.
  • Funds reported $198M of Roundhill Generative AI & Technology ETF stock for Q3 2025, up 294% quarter-over-quarter.
  • 52 funds opened new Roundhill Generative AI & Technology ETF positions in Q3 2025 and 6 closed out, a net change of +46 holders.
  • The largest Roundhill Generative AI & Technology ETF buyer in Q3 2025 was Jane Street, an estimated $32.8M added.
  • The largest Roundhill Generative AI & Technology ETF seller in Q3 2025 was Cambridge Investment Research Advisors, an estimated $311K sold.

Based on aggregated 13F filings for Q3 2025.