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Roundhill Generative AI & Technology ETF

210 hedge funds and large institutions have $429M invested in Roundhill Generative AI & Technology ETF in 2026 Q2 according to their latest regulatory filings, with 81 funds opening new positions, 66 increasing their positions, 27 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

636% more first-time investments, than exits

New positions opened: 81 | Existing positions closed: 11

144% more repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 27

101% more capital invested

Capital invested by funds: $213M → $429M (+$216M)

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

54% more call options, than puts

Call options by funds: $13.5M | Put options by funds: $8.78M

42% more funds holding

Funds holding: 148210 (+62)

0.69% less ownership

Funds ownership: 20.69%20% (-0.69%)

Holders
210
Holders Change
+62
Holders Change %
+41.89%
% of All Funds
2.54%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.02%
New
81
Increased
66
Reduced
27
Closed
11
Calls
$13.5M
Puts
$8.78M
Net Calls
+$4.73M
Net Calls Change
+$1.52M
Name Holding Trade Value Shares
Change
Change in
Stake
BTI
151
Blue Trust Inc
Georgia
$123K
SWM
152
Spire Wealth Management
Virginia
$121K
IA
153
IFP Advisors
Florida
$117K +$13.9K +163 +16%
CCWM
154
Cassaday & Co Wealth Management
Virginia
$116K +$101K +1,178 New
GWM
155
Geneos Wealth Management
Colorado
$80.2K -$9.32K -109 -12%
Barclays
156
Barclays
United Kingdom
$78.9K
Bank of Montreal
157
Bank of Montreal
Ontario, Canada
$65.1K +$13.2K +154 +30%
CA
158
Clearstead Advisors
Ohio
$64.6K +$1.28K +15 +2%
SEP
159
Signature Equity Partners
Ohio
$62.7K +$54.3K +635 New
PA
160
Parallel Advisors
California
$62.5K
EWA
161
EverSource Wealth Advisors
Alabama
$56.1K +$23K +269 +90%
EWM
162
Evermay Wealth Management
Virginia
$53.8K +$46.6K +545 New
MAS
163
MPWM Advisory Solutions
Georgia
$49.3K +$42.8K +500 New
PTC
164
Private Trust Company
Ohio
$46.3K -$6.33K -74 -14%
FDCDDQ
165
Federation des caisses Desjardins du Quebec
Quebec, Canada
$45.6K -$13.7K -160 -26%
GJIA
166
Glass Jacobson Investment Advisors
Maryland
$43.6K
MAM
167
Morse Asset Management
Connecticut
$42.4K
ACA
168
Aptus Capital Advisors
Alabama
$41.2K +$11.1K +130 +45%
HNB
169
Huntington National Bank
Ohio
$34.6K
LFG
170
Larson Financial Group
Missouri
$32.9K
CB
171
CNB Bank
Pennsylvania
$31.5K -$14.3K -167 -34%
IA
172
IFG Advisory
Georgia
$30.5K +$26.4K +309 New
AssetMark Inc
173
AssetMark Inc
California
$29.5K
SIM
174
Synergy Investment Management
Florida
$28.6K
VFM
175
Vision Financial Markets
Connecticut
$25.6K

CHAT Hedge Fund Activity: Q2 2026 in Review

210 of the 8,263 institutional investors tracked by Wall St. Rank reported a position in Roundhill Generative AI & Technology ETF (CHAT) for Q2 2026, worth a combined $429M — up 101% from $213M a quarter earlier.

Buyers outnumbered sellers: 81 funds opened new CHAT positions and 11 closed out — a net gain of 70 holders — while 66 added to existing stakes and 27 trimmed.

The largest buyer was Old Mission Capital, adding an estimated $11.2M. The largest seller was Gradient Investments, cutting an estimated $7.6M.

  • 210 institutional investors held Roundhill Generative AI & Technology ETF (CHAT) as of Q2 2026, up from 148 in Q1 2026.
  • Funds reported $429M of Roundhill Generative AI & Technology ETF stock for Q2 2026, up 101% quarter-over-quarter.
  • 81 funds opened new Roundhill Generative AI & Technology ETF positions in Q2 2026 and 11 closed out, a net change of +70 holders.
  • The largest Roundhill Generative AI & Technology ETF buyer in Q2 2026 was Old Mission Capital, an estimated $11.2M added.
  • The largest Roundhill Generative AI & Technology ETF seller in Q2 2026 was Gradient Investments, an estimated $7.6M sold.

Based on aggregated 13F filings for Q2 2026.