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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
EWS
76
Evergreen Wealth Solutions
Pennsylvania
$279K -$771K -12,318 -73%
MC
77
Moors & Cabot
Massachusetts
$272K -$9.39K -150 -3%
BWM
78
Brown Wealth Management
Illinois
$265K +$25.3K +404 +10%
Morgan Stanley
79
Morgan Stanley
New York
$262K +$130K +2,076 +96%
ML
80
McAdam LLC
Pennsylvania
$253K +$256K +4,088 New
BFA
81
Brown Financial Advisors
Ohio
$246K -$7.58K -121 -3%
TWP
82
Tempus Wealth Planning
California
$236K
AMBIA
83
Allen Mooney & Barnes Investment Advisors
Georgia
$229K
TI
84
Trexquant Investment
Connecticut
$221K -$47K -750 -17%
RFA
85
Rollins Financial Advisors
New York
$215K +$217K +3,472 New
PI
86
PFG Investments
New York
$209K +$212K +3,386 New
Simplex Trading
87
Simplex Trading
Illinois
$205K -$4.66M -74,390 -96%
NA
88
NewEdge Advisors
Louisiana
$179K -$63.1K -1,008 -26%
GCP
89
Gill Capital Partners
Colorado
$177K +$179K +2,861 New
NWMP
90
Noble Wealth Management PBC
Colorado
$175K +$160K +2,550 +927%
Wells Fargo
91
Wells Fargo
California
$173K +$112K +1,791 +179%
JGIA
92
Jackson Grant Investment Advisers
Connecticut
$141K
HI
93
Harbour Investments
Wisconsin
$127K -$74.4K -1,188 -37%
Group One Trading
94
Group One Trading
Illinois
$92.3K -$509K -8,123 -84%
EWM
95
Evolution Wealth Management
Florida
$84.6K
JP Morgan Chase
96
JP Morgan Chase
New York
$78.1K
VC
97
Vestor Capital
Illinois
$77K +$77.3K +1,234 +7,713%
BTI
98
Blue Trust Inc
Georgia
$76.9K +$48.4K +772 +164%
SWM
99
Spire Wealth Management
Virginia
$76.1K +$14.5K +231 +23%
Royal Bank of Canada
100
Royal Bank of Canada
Ontario, Canada
$72K

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.