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Roundhill Generative AI & Technology ETF

106 hedge funds and large institutions have $156M invested in Roundhill Generative AI & Technology ETF in 2025 Q3 according to their latest regulatory filings, with 51 funds opening new positions, 29 increasing their positions, 6 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
106
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$10.1M
Puts
$947K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SWM
76
Spire Wealth Management
Virginia
$61.5K
LWMI
77
Legacy Wealth Management (Idaho)
Idaho
$54.9K
IA
78
IFP Advisors
Florida
$50.9K
PA
79
Parallel Advisors
California
$38K
BTI
80
Blue Trust Inc
Georgia
$29K
GJIA
81
Glass Jacobson Investment Advisors
Maryland
$27.2K
MAM
82
Morse Asset Management
Connecticut
$26.4K
EWM
83
Evolution Wealth Management
Florida
$26.4K
LFG
84
Larson Financial Group
Missouri
$20.5K
RFP
85
Root Financial Partners
California
$20.3K
PS
86
Principal Securities
Iowa
$18.4K
AssetMark Inc
87
AssetMark Inc
California
$18.4K
HNB
88
Huntington National Bank
Ohio
$15.4K
FC
89
Financial Consulate
Maryland
$15.3K
ACA
90
Aptus Capital Advisors
Alabama
$14.7K
RBC
91
Roble Belko & Company
Pennsylvania
$13K
Bank of America
92
Bank of America
North Carolina
$12.7K
Carson Wealth (CWM LLC)
93
Carson Wealth (CWM LLC)
Nebraska
$11K
RJA
94
Ross\Johnson & Associates
Minnesota
$9.22K
FDCDDQ
95
Federation des caisses Desjardins du Quebec
Quebec, Canada
$8.79K
US Bancorp
96
US Bancorp
Minnesota
$6.15K
SA
97
Strategic Advocates
Utah
$6.15K
TCM
98
Triumph Capital Management
Colorado
$6.15K
RF
99
Rossby Financial
Florida
$4.07K
AAG
100
Armstrong Advisory Group
Massachusetts
$3.44K