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Roundhill Generative AI & Technology ETF

148 hedge funds and large institutions have $213M invested in Roundhill Generative AI & Technology ETF in 2026 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 54 increasing their positions, 30 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

108% more call options, than puts

Call options by funds: $6.19M | Put options by funds: $2.98M

80% more repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 30

72% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 18

6% more funds holding

Funds holding: 139148 (+9)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% less capital invested

Capital invested by funds: $214M → $213M (-$860K)

0.82% less ownership

Funds ownership: 21.51%20.69% (-0.82%)

Holders
148
Holders Change
+9
Holders Change %
+6.47%
% of All Funds
1.82%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
31
Increased
54
Reduced
30
Closed
18
Calls
$6.19M
Puts
$2.98M
Net Calls
+$3.21M
Net Calls Change
-$23.2M
Name Holding Trade Value Shares
Change
Change in
Stake
Mariner
51
Mariner
Kansas
$495K +$228K +3,642 +83%
Focus Partners Wealth
52
Focus Partners Wealth
Massachusetts
$464K +$75.2K +1,201 +19%
AAG
53
Armstrong Advisory Group
Massachusetts
$453K +$204K +3,263 +80%
Wealth Enhancement Advisory Services
54
Wealth Enhancement Advisory Services
Minnesota
$452K -$399K -6,373 -47%
MA
55
MCF Advisors
Kentucky
$450K +$456K +7,281 +728,100%
SCP
56
Sivia Capital Partners
California
$445K
UCFA
57
United Capital Financial Advisors
Texas
$444K +$115K +1,840 +34%
VFA
58
Valeo Financial Advisors
Indiana
$422K -$322K -5,149 -43%
Raymond James Financial
59
Raymond James Financial
Florida
$412K +$74.2K +1,184 +22%
BCM
60
Brookstone Capital Management
Illinois
$409K +$53.7K +857 +15%
ATPW
61
Ashton Thomas Private Wealth
Arizona
$403K -$42.4K -677 -9%
WAP
62
Wealthcare Advisory Partners
Pennsylvania
$393K +$3.13K +50 +0.8%
RWM
63
Ritholtz Wealth Management
New York
$380K +$385K +6,141 New
KAS
64
Kestra Advisory Services
Texas
$374K +$42.6K +680 +13%
GIA
65
Gladstone Institutional Advisory
Florida
$362K -$3.63K -58 -1%
PW
66
Paladin Wealth
Minnesota
$358K +$80.4K +1,284 +29%
FFA
67
Farther Finance Advisors
California
$355K +$4.82K +77 +1%
SAI
68
Savvy Advisors Inc
New York
$349K +$353K +5,641 New
SI
69
Stephens Inc
Arkansas
$323K +$62.6K +1,000 +24%
VPWA
70
Vestia Personal Wealth Advisors
Indiana
$318K +$322K +5,149 New
Rockefeller Capital Management
71
Rockefeller Capital Management
New York
$304K +$89.1K +1,422 +41%
KIA
72
KCM Investment Advisors
California
$297K +$5.64K +90 +2%
RWA
73
Redhawk Wealth Advisors
Minnesota
$294K +$298K +4,758 New
IWC
74
Integrated Wealth Concepts
Massachusetts
$282K +$56.1K +895 +24%
JWM
75
Jackson Wealth Management
Florida
$279K

CHAT Hedge Fund Activity: Q1 2026 in Review

148 of the 8,128 institutional investors tracked by Wall St. Rank reported a position in Roundhill Generative AI & Technology ETF (CHAT) for Q1 2026, worth a combined $213M — down 0.4% from $214M a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new CHAT positions and 18 closed out — a net gain of 13 holders — while 54 added to existing stakes and 30 trimmed.

The largest buyer was Mirae Asset Global Investments, opening a new position worth an estimated $5.89M. The largest seller was Kingsview Wealth Management, exiting entirely with an estimated $6.44M sold.

  • 148 institutional investors held Roundhill Generative AI & Technology ETF (CHAT) as of Q1 2026, up from 139 in Q4 2025.
  • Funds reported $213M of Roundhill Generative AI & Technology ETF stock for Q1 2026, down 0.4% quarter-over-quarter.
  • 31 funds opened new Roundhill Generative AI & Technology ETF positions in Q1 2026 and 18 closed out, a net change of +13 holders.
  • The largest Roundhill Generative AI & Technology ETF buyer in Q1 2026 was Mirae Asset Global Investments, an estimated $5.89M added.
  • The largest Roundhill Generative AI & Technology ETF seller in Q1 2026 was Kingsview Wealth Management, an estimated $6.44M sold.

Based on aggregated 13F filings for Q1 2026.