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Roundhill Generative AI & Technology ETF
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Overview Fund Activity

27 hedge funds and large institutions have $15.8M invested in Roundhill Generative AI & Technology ETF in 2024 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 7 increasing their positions, 4 reducing their positions, and 1 closing their positions.

Holders
27
Holders Change
+11
Holders Change %
+68.75%
% of All Funds
0.39%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
12
Increased
7
Reduced
4
Closed
1
Calls
$548K
Puts
$153K
Net Calls
+$395K
Net Calls Change
+$370K

Top Buyers

1
LPL Financial
1
LPL Financial
California
$3.17M
2
GI
2
Gradient Investments
Minnesota
$1.87M
3
WWM
3
WJ Wealth Management
Arizona
$2.19M
4
Jane Street
4
Jane Street
New York
$3.19M
5
GAM
5
Gemmer Asset Management
California
$870K

Top Sellers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$954K
2
Citadel Advisors
2
Citadel Advisors
Florida
$67.4K
3
Osaic Holdings
3
Osaic Holdings
Arizona
$153K
4
RFG
4
RFP Financial Group
Georgia
$42.9K
5
Simplex Trading
5
Simplex Trading
Illinois
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Jane Street
1
Jane Street
New York
$3.19M 89,652 +30,493 +52%
LPL Financial
2
LPL Financial
California
$3.17M 89,018 +82,059 +1,179%
WWM
3
WJ Wealth Management
Arizona
$2.19M 61,657 +47,898 +348%
GI
4
Gradient Investments
Minnesota
$1.87M 52,637 +52,637 New
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$954K 26,798 -11,787 -31%
GAM
6
Gemmer Asset Management
California
$870K 24,443 +24,443 New
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$868K 24,386 +13,845 +131%
AWS
8
Atria Wealth Solutions
New York
$626K 17,585 +17,585 New
BFA
9
Beacon Financial Advisory
Ohio
$347K 9,755 +1,200 +14%
VWA
10
Visionary Wealth Advisors
Illinois
$343K 9,628 +400 +4%
SWM
11
SeaCrest Wealth Management
New York
$287K 8,075 +8,075 New
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$230K 6,452 +6,452 New
Wealth Enhancement Advisory Services
13
Wealth Enhancement Advisory Services
Minnesota
$212K 5,957 +5,957 New
VNA
14
Valley National Advisers
Pennsylvania
$205K 5,774 +5,774 New
Osaic Holdings
15
Osaic Holdings
Arizona
$153K 4,296 -1,061 -20%
Citadel Advisors
16
Citadel Advisors
Florida
$67.4K 1,895 -2,448 -56%
HI
17
Harbour Investments
Wisconsin
$43.2K 1,213 – –
RFG
18
RFP Financial Group
Georgia
$42.9K 1,206 -424 -26%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$42K 1,167 +528 +83%
IA
20
IFP Advisors
Florida
$22.8K 640 – –
BCMLT
21
Beacon Capital Management LLC (Tennessee)
Tennessee
$21.4K 600 – –
MSFP
22
Mark Sheptoff Financial Planning
Connecticut
$10.7K 300 +300 New
National Bank of Canada
23
National Bank of Canada
Quebec, Canada
$10.3K 300 +300 New
RCM
24
Robinson Capital Management
Michigan
$9.98K 300 +300 New
FDCDDQ
25
Federation des caisses Desjardins du Quebec
Quebec, Canada
$3.56K 100 +100 New
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