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Roundhill Generative AI & Technology ETF

63 hedge funds and large institutions have $49.5M invested in Roundhill Generative AI & Technology ETF in 2025 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 15 increasing their positions, 9 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
63
Holders Change
+7
Holders Change %
+12.5%
% of All Funds
0.84%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
20
Increased
15
Reduced
9
Closed
13
Calls
$829K
Puts
$220K
Net Calls
+$609K
Net Calls Change
+$164K
Name Holding Trade Value Shares
Change
Shares
Change %
LPL Financial
1
LPL Financial
California
$13.8M +$1.77M +36,213 +15%
GI
2
Gradient Investments
Minnesota
$12.6M +$1.77M +36,213 +16%
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$3.97M -$1.55M -31,687 -28%
GAM
4
Gemmer Asset Management
California
$3.2M +$973K +19,946 +44%
MFS
5
Mattson Financial Services
Michigan
$2.3M +$200K +4,096 +9%
Susquehanna International Group
6
Susquehanna International Group
Pennsylvania
$1.67M -$2.15M -44,009 -56%
Janney Montgomery Scott
7
Janney Montgomery Scott
Pennsylvania
$1.17M +$862K +17,659 +284%
Cambridge Investment Research Advisors
8
Cambridge Investment Research Advisors
Iowa
$1.13M +$807K +16,557 +249%
Osaic Holdings
9
Osaic Holdings
Arizona
$913K -$395K -9,601 -30%
AAS
10
Avantax Advisory Services
Texas
$910K -$486K -9,965 -35%
VNA
11
Valley National Advisers
Pennsylvania
$660K -$22.8K -468 -3%
VWA
12
Visionary Wealth Advisors
Illinois
$653K +$247K +5,055 +61%
IAIM
13
International Assets Investment Management
Florida
$537K +$8.29K +170 +2%
Creative Planning
14
Creative Planning
Kansas
$536K +$191K +3,915 +55%
SWM
15
SeaCrest Wealth Management
New York
$485K +$127K +2,600 +35%
BFA
16
Beacon Financial Advisory
Ohio
$477K
Wealth Enhancement Advisory Services
17
Wealth Enhancement Advisory Services
Minnesota
$434K +$2.88K +59 +0.7%
EWM
18
Endowment Wealth Management
Wisconsin
$369K +$69.2K +1,419 +23%
Stifel Financial
19
Stifel Financial
Missouri
$366K -$266K -5,451 -42%
Marshall Wace
20
Marshall Wace
United Kingdom
$312K +$312K +6,400 New
Focus Partners Wealth
21
Focus Partners Wealth
Massachusetts
$301K
ATPW
22
Ashton Thomas Private Wealth
Arizona
$298K +$298K +6,113 New
EH
23
Equitable Holdings
New York
$277K +$277K +5,682 New
TI
24
Tidal Investments
Wisconsin
$255K +$255K +5,223 New
Cetera Investment Advisers
25
Cetera Investment Advisers
Illinois
$230K +$230K +4,720 New