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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
AAS
201
Ameritas Advisory Services
Nebraska
$2.47K +$2.14K +25 New
RFG
202
REAP Financial Group
Texas
$2.37K +$2.05K +24 New
National Bank of Canada
203
National Bank of Canada
Quebec, Canada
$1.97K +$1.71K +20 New
S
204
SignatureFD
Georgia
$1.57K
BL
205
BFSG LLC
California
$1.48K +$1.28K +15 New
TWC
206
TD Waterhouse Canada
Ontario, Canada
$1.12K +$1.03K +12 New
HI
207
Horizon Investments
North Carolina
$789 -$684 -8 -50%
PMFA
208
Plante Moran Financial Advisors
Michigan
$592 +$513 +6 New
FFA
209
Frazier Financial Advisors
Ohio
$494
VC
210
Vestor Capital
Illinois
$355 +$53K +620 +50%
SPIA
211
Steward Partners Investment Advisory
New York
$188 +$171 +2 New
Jane Street
212
Jane Street
New York
-$5.54M -64,791 Closed
GS
213
GTS Securities
Florida
-$2.13M -34,430 Closed
FTUS
214
Flow Traders U.S.
New York
-$1.82M -29,437 Closed
KPWS
215
Kestra Private Wealth Services
Texas
-$803K -12,978 Closed
TI
216
Trexquant Investment
Connecticut
-$221K -3,567 Closed
ASN
217
Advisory Services Network
Georgia
-$58.4K -945 Closed
LWMI
218
Legacy Wealth Management (Idaho)
Idaho
-$56.8K -918 Closed
IAAG
219
Innovative Asset Advisors Group
Connecticut
-$12.4K -200 Closed
FFL
220
Financial Freedom LLC
Ohio
-$9.98K -161 Closed
RFP
221
Root Financial Partners
California
-$5.01K -81 Closed
TC
222
Truvestments Capital
Florida
-$1.24K -20 Closed

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.