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Roundhill Generative AI & Technology ETF

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: 63107 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
Royal Bank of Canada
76
Royal Bank of Canada
Ontario, Canada
$72K
AWM
77
AE Wealth Management
Kansas
$63K -$13.9K -258 -20%
SWM
78
Spire Wealth Management
Virginia
$61.5K
LWMI
79
Legacy Wealth Management (Idaho)
Idaho
$54.9K
IA
80
IFP Advisors
Florida
$50.9K +$10.1K +188 +29%
PA
81
Parallel Advisors
California
$38K +$33.2K +617 New
BTI
82
Blue Trust Inc
Georgia
$29K
GJIA
83
Glass Jacobson Investment Advisors
Maryland
$27.2K
MAM
84
Morse Asset Management
Connecticut
$26.4K +$23.1K +430 New
EWM
85
Evolution Wealth Management
Florida
$26.4K -$29.1K -542 -56%
LFG
86
Larson Financial Group
Missouri
$20.5K
RFP
87
Root Financial Partners
California
$20.3K +$17.7K +330 New
PS
88
Principal Securities
Iowa
$18.4K +$16.1K +300 New
AssetMark Inc
89
AssetMark Inc
California
$18.4K +$16.1K +299 New
HNB
90
Huntington National Bank
Ohio
$15.4K
FC
91
Financial Consulate
Maryland
$15.3K +$13.3K +248 New
ACA
92
Aptus Capital Advisors
Alabama
$14.7K +$12.8K +239 New
RBC
93
Roble Belko & Company
Pennsylvania
$13K
Bank of America
94
Bank of America
North Carolina
$12.7K
Carson Wealth (CWM LLC)
95
Carson Wealth (CWM LLC)
Nebraska
$11K +$9.83K +183 New
RJA
96
Ross\Johnson & Associates
Minnesota
$9.22K
FDCDDQ
97
Federation des caisses Desjardins du Quebec
Quebec, Canada
$8.79K +$699 +13 +10%
US Bancorp
98
US Bancorp
Minnesota
$6.15K
SA
99
Strategic Advocates
Utah
$6.15K +$5.37K +100 New
RF
100
Rossby Financial
Florida
$4.07K +$3.49K +65 New

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.