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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
IA
101
IFP Advisors
Florida
$63.3K
ASN
102
Advisory Services Network
Georgia
$58.4K +$59.2K +945 New
GWM
103
Geneos Wealth Management
Colorado
$57K -$37.6K -600 -39%
LWMI
104
Legacy Wealth Management (Idaho)
Idaho
$56.8K
Barclays
105
Barclays
United Kingdom
$49.5K -$50.1K -800 -50%
CA
106
Clearstead Advisors
Ohio
$39.6K +$5.32K +85 +15%
PA
107
Parallel Advisors
California
$39.2K
FDCDDQ
108
Federation des caisses Desjardins du Quebec
Quebec, Canada
$38.5K +$30K +479 +335%
PTC
109
Private Trust Company
Ohio
$33.6K +$34K +543 New
Bank of Montreal
110
Bank of Montreal
Ontario, Canada
$31.3K +$31.7K +506 New
CB
111
CNB Bank
Pennsylvania
$30.1K +$30.4K +486 New
GJIA
112
Glass Jacobson Investment Advisors
Maryland
$27.3K
MAM
113
Morse Asset Management
Connecticut
$26.6K
HNB
114
Huntington National Bank
Ohio
$21.7K
LFG
115
Larson Financial Group
Missouri
$20.6K
EWA
116
EverSource Wealth Advisors
Alabama
$18.6K
AssetMark Inc
117
AssetMark Inc
California
$18.5K
SIM
118
Synergy Investment Management
Florida
$17.9K +$18.2K +290 New
ACA
119
Aptus Capital Advisors
Alabama
$17.8K +$3.07K +49 +21%
VFM
120
Vision Financial Markets
Connecticut
$16.9K
FC
121
Financial Consulate
Maryland
$15.3K
RBC
122
Roble Belko & Company
Pennsylvania
$13K
GWP
123
Gen-Wealth Partners
Michigan
$12.6K
TCM
124
Triumph Capital Management
Colorado
$12.5K
IAAG
125
Innovative Asset Advisors Group
Connecticut
$12.4K +$12.5K +200 New

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.