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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
FC
176
Financial Consulate
Maryland
$24.5K
SA
177
Strategic Advocates
Utah
$24.3K +$10.3K +120 +95%
AG
178
AmeriFlex Group
Nevada
$24.2K +$21K +245 New
RBC
179
Roble Belko & Company
Pennsylvania
$21K
GWP
180
Gen-Wealth Partners
Michigan
$20.1K
TCM
181
Triumph Capital Management
Colorado
$20K
AAP
182
Arax Advisory Partners
Colorado
$18.8K +$16.3K +191 New
RDFA
183
Ritter Daniher Financial Advisory
Ohio
$16.5K +$513 +6 +4%
Russell Investments Group
184
Russell Investments Group
United Kingdom
$15.5K +$13.4K +157 New
RJA
185
Ross\Johnson & Associates
Minnesota
$14.8K
MCA
186
McGuire Capital Advisors
Oklahoma
$13.9K +$4.96K +58 +70%
Northwestern Mutual Wealth Management
187
Northwestern Mutual Wealth Management
Wisconsin
$13K -$2.99K -35 -21%
US Bancorp
188
US Bancorp
Minnesota
$9.87K
CVM
189
Cheviot Value Management
California
$9.87K +$8.55K +100 New
ATC
190
Adirondack Trust Company
New York
$7.7K
HIA
191
Highland Investment Advisors
Florida
$6.91K +$5.99K +70 New
RF
192
Rossby Financial
Florida
$6.41K
NF
193
Napier Financial
Massachusetts
$6.32K
HFS
194
Hantz Financial Services
Michigan
$5K
SWP
195
Strategic Wealth Partners
Ohio
$3.75K +$1.71K +20 +111%
PNC Financial Services Group
196
PNC Financial Services Group
Pennsylvania
$3.35K
CA
197
CoreCap Advisors
Michigan
$3.06K +$2.65K +31 New
ECA
198
Elevated Capital Advisors
Utah
$3.04K
APFP
199
Action Point Financial Planning
Michigan
$3.04K +$2.65K +31 New
AA
200
Ancora Advisors
Ohio
$2.66K +$513 +6 +29%

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.