Roundhill Generative AI & Technology ETF
CHAT
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.
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: 40 → 56 (+16)
5.63% more ownership
Funds ownership: 13.58% → 19.21% (+5.6%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VVP
Venture Visionary Partners
Sylvania,
Ohio
|
+$10.5M |
| 2 |
GI
Gradient Investments
Arden Hills,
Minnesota
|
+$3.19M |
| 3 |
LPL Financial
San Diego,
California
|
+$2.75M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$1.99M |
| 5 |
Jane Street
New York
|
+$1.05M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$683K |
| 2 |
AIM
Advyzon Investment Management
Lisle,
Illinois
|
-$280K |
| 3 |
GAM
Gemmer Asset Management
Walnut Creek,
California
|
-$267K |
| 4 |
VWA
Visionary Wealth Advisors
O'fallon,
Illinois
|
-$151K |
| 5 |
Simplex Trading
Chicago,
Illinois
|
-$129K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AFG
51
Albion Financial Group
Salt Lake City,
Utah
| $2.37K | +$2.73K | +68 | New |
|
|
KHC
52
Koesten Hirschmann & Crabtree
Overland Park,
Kansas
| $941 | – | – | – |
|
|
HI
53
Horizon Investments
Charlotte,
North Carolina
| $279 | -$40 | -1 | -11% |
|
54
Fidelity Investments
Boston,
Massachusetts
| $139 | +$161 | +4 | New |
|
55
Wells Fargo
San Francisco,
California
| $43 | +$40 | +1 | New |
|
|
QCG
56
Quadrant Capital Group
Cincinnati,
Ohio
| $35 | -$1.08K | -27 | -96% |
|
|
MA
57
MCF Advisors
Covington,
Kentucky
| $35 | – | – | – |
|
|
AIM
58
Advyzon Investment Management
Lisle,
Illinois
| – | -$280K | -6,924 | Closed |
|
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.