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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
SI
51
Stephens Inc
Arkansas
$295K +$257K +4,792 New
KIA
52
KCM Investment Advisors
California
$289K – – –
Marshall Wace
53
Marshall Wace
United Kingdom
$285K -$94.8K -1,764 -28%
GS
54
GTS Securities
New York
$263K +$230K +4,282 New
WANY
55
Wealthspire Advisors (New York)
New York
$258K +$225K +4,190 New
IWC
56
Integrated Wealth Concepts
Massachusetts
$255K +$223K +4,145 New
BW
57
BXM Wealth
Colorado
$238K +$208K +3,875 New
BFA
58
Brown Financial Advisors
Ohio
$237K +$207K +3,858 New
TWP
59
Tempus Wealth Planning
California
$235K +$205K +3,815 New
Rockefeller Capital Management
60
Rockefeller Capital Management
New York
$227K +$198K +3,690 New
D.E. Shaw & Co
61
D.E. Shaw & Co
New York
$226K +$197K +3,667 New
TI
62
Trexquant Investment
Connecticut
$220K +$192K +3,575 New
JWM
63
Jackson Wealth Management
Florida
$214K +$187K +3,482 New
BWM
64
Brown Wealth Management
Illinois
$210K +$183K +3,411 New
NA
65
NewEdge Advisors
Louisiana
$209K +$160K +2,969 +694%
PI
66
PFG Investments
New York
$207K +$181K +3,368 New
AIM
67
Advyzon Investment Management
Illinois
$201K +$175K +3,266 New
HI
68
Harbour Investments
Wisconsin
$164K +$28.5K +531 +25%
JGIA
69
Jackson Grant Investment Advisers
Connecticut
$140K – – –
Morgan Stanley
70
Morgan Stanley
New York
$126K +$23.3K +433 +27%
GWM
71
Geneos Wealth Management
Colorado
$107K +$60.9K +1,134 +189%
CFD
72
Creative Financial Designs
Indiana
$101K +$87.9K +1,635 New
CWM
73
Cranbrook Wealth Management
Michigan
$94K +$82.1K +1,528 New
JP Morgan Chase
74
JP Morgan Chase
New York
$80K – – –
ASN
75
Advisory Services Network
Georgia
$73.4K +$64.1K +1,193 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.