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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
RBC
51
Roble Belko & Company
Pennsylvania
$11K +$8.6K +216 New
Bank of America
52
Bank of America
North Carolina
$10K +$796 +20 +11%
AF
53
Allworth Financial
California
$7.8K
RJA
54
Ross\Johnson & Associates
Minnesota
$7.32K
FDCDDQ
55
Federation des caisses Desjardins du Quebec
Quebec, Canada
$6.34K
US Bancorp
56
US Bancorp
Minnesota
$4.88K +$3.98K +100 New
WA
57
WPG Advisers
Maryland
$4.15K
AFG
58
Albion Financial Group
Utah
$3.32K
AAG
59
Armstrong Advisory Group
Massachusetts
$2.73K +$2.23K +56 New
KHC
60
Koesten Hirschmann & Crabtree
Kansas
$1.32K
HI
61
Horizon Investments
North Carolina
$390
MA
62
MCF Advisors
Kentucky
$49
GRP
63
Global Retirement Partners
California
$49 +$40 +1 New
Wells Fargo
64
Wells Fargo
California
$30
VVP
65
Venture Visionary Partners
Ohio
-$9.1M -261,056 Closed
Jane Street
66
Jane Street
New York
-$1.44M -41,273 Closed
OMC
67
Old Mission Capital
Illinois
-$909K -26,085 Closed
FTUS
68
Flow Traders U.S.
New York
-$829K -23,798 Closed
WA
69
Waddell & Associates
Tennessee
-$626K -17,961 Closed
Citadel Advisors
70
Citadel Advisors
Florida
-$520K -13,060 Closed
Simplex Trading
71
Simplex Trading
Illinois
-$107K -3,083 Closed
PNC Financial Services Group
72
PNC Financial Services Group
Pennsylvania
-$27.9K -800 Closed
Bank of Montreal
73
Bank of Montreal
Ontario, Canada
-$19K -544 Closed
ZRP
74
Zynergy Retirement Planning
New Jersey
-$13.5K -334 Closed
SIM
75
Synergy Investment Management
Florida
-$10.1K -290 Closed

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.