Roundhill Generative AI & Technology ETF
CHAT
16 hedge funds and large institutions have $4.98M invested in Roundhill Generative AI & Technology ETF in 2023 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 1 increasing their positions, 6 reducing their positions, and 4 closing their positions.
74% more call options, than puts
Call options by funds: $59K | Put options by funds: $34K
0% more funds holding
Funds holding: 16 → 16 (0)
0% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 4
2.89% less ownership
Funds ownership: 10.65% → 7.76% (-2.9%)
27% less capital invested
Capital invested by funds: $6.83M → $4.98M (-$1.85M)
83% less repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 6
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WWM
WJ Wealth Management
Glendale,
Arizona
|
+$393K |
| 2 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$301K |
| 3 |
LPL Financial
San Diego,
California
|
+$199K |
| 4 |
VWA
Visionary Wealth Advisors
O'fallon,
Illinois
|
+$34.8K |
| 5 |
BCMLT
Beacon Capital Management LLC (Tennessee)
Franklin,
Tennessee
|
+$17.1K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.11M |
| 2 |
FTUS
Flow Traders U.S.
New York
|
-$666K |
| 3 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$609K |
| 4 |
Jane Street
New York
|
-$385K |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$242K |
CHAT Hedge Fund Activity: Q4 2023 in Review
16 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Roundhill Generative AI & Technology ETF (CHAT) for Q4 2023, worth a combined $4.98M — down 27% from $6.83M a quarter earlier.
Fund positioning in CHAT was balanced in Q4 2023: 4 funds opened new positions, 4 closed out, 1 added to existing stakes and 6 trimmed.
The largest buyer was WJ Wealth Management, opening a new position worth an estimated $393K. The largest seller was Susquehanna International Group, cutting an estimated $1.11M.
- 16 institutional investors held Roundhill Generative AI & Technology ETF (CHAT) as of Q4 2023, unchanged from Q3 2023.
- Funds reported $4.98M of Roundhill Generative AI & Technology ETF stock for Q4 2023, down 27% quarter-over-quarter.
- 4 funds opened new Roundhill Generative AI & Technology ETF positions in Q4 2023 and 4 closed out, a net change of 0 holders.
- The largest Roundhill Generative AI & Technology ETF buyer in Q4 2023 was WJ Wealth Management, an estimated $393K added.
- The largest Roundhill Generative AI & Technology ETF seller in Q4 2023 was Susquehanna International Group, an estimated $1.11M sold.
Based on aggregated 13F filings for Q4 2023.