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Roundhill Generative AI & Technology ETF

56 hedge funds and large institutions have $46.7M invested in Roundhill Generative AI & Technology ETF in 2025 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 17 increasing their positions, 8 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
56
Holders Change
+16
Holders Change %
+40%
% of All Funds
0.76%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
18
Increased
17
Reduced
8
Closed
1
Calls
$574K
Puts
$129K
Net Calls
+$445K
Net Calls Change
+$445K
Name Holding Trade Value Shares
Change
Shares
Change %
VVP
1
Venture Visionary Partners
Ohio
$9.1M +$9.1M +261,056 New
LPL Financial
2
LPL Financial
California
$8.59M +$2.39M +68,522 +39%
GI
3
Gradient Investments
Minnesota
$7.77M +$2.76M +79,300 +55%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$3.94M -$592K -16,984 -13%
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$2.73M +$1.73M +49,610 +173%
GAM
6
Gemmer Asset Management
California
$1.59M -$232K -6,649 -13%
MFS
7
Mattson Financial Services
Michigan
$1.5M +$819K +23,510 +120%
Jane Street
8
Jane Street
New York
$1.44M +$912K +26,159 +173%
Osaic Holdings
9
Osaic Holdings
Arizona
$1.11M +$357K +10,230 +47%
AAS
10
Avantax Advisory Services
Texas
$998K +$40.9K +1,173 +4%
OMC
11
Old Mission Capital
Illinois
$909K +$909K +26,085 New
FTUS
12
Flow Traders U.S.
New York
$829K +$829K +23,798 New
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$694K +$89.7K +2,573 +15%
WA
14
Waddell & Associates
Tennessee
$626K +$8.43K +242 +1%
VNA
15
Valley National Advisers
Pennsylvania
$488K +$3.41K +98 +0.7%
Citadel Advisors
16
Citadel Advisors
Florida
$455K +$455K +13,060 New
Stifel Financial
17
Stifel Financial
Missouri
$452K +$452K +12,964 New
IAIM
18
International Assets Investment Management
Florida
$378K +$23.2K +665 +7%
BFA
19
Beacon Financial Advisory
Ohio
$341K
Wealth Enhancement Advisory Services
20
Wealth Enhancement Advisory Services
Minnesota
$308K -$69.7K -2,000 -18%
VWA
21
Visionary Wealth Advisors
Illinois
$291K -$131K -3,745 -31%
SWM
22
SeaCrest Wealth Management
New York
$256K -$48.8K -1,400 -16%
Creative Planning
23
Creative Planning
Kansas
$246K +$3.97K +114 +2%
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$232K +$232K +6,657 New
NA
25
NewEdge Advisors
Louisiana
$221K +$213K +6,125 +2,876%