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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
MCM
1
Mainstay Capital Management
Michigan
$98M -$395K -4,621 -0.5%
LPL Financial
2
LPL Financial
California
$65.9M +$11.1M +129,347 +24%
GI
3
Gradient Investments
Minnesota
$27.6M -$7.6M -88,872 -24%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$16.1M +$10.7M +124,932 +327%
OMC
5
Old Mission Capital
Illinois
$14.1M +$11.2M +131,282 +1,097%
Susquehanna International Group
6
Susquehanna International Group
Pennsylvania
$10M +$8.69M +101,534 New
Mirae Asset Global Investments
7
Mirae Asset Global Investments
South Korea
$9.87M +$513K +6,000 +6%
Janney Montgomery Scott
8
Janney Montgomery Scott
Pennsylvania
$8.17M +$865K +10,111 +14%
BCM
9
Berbice Capital Management
New York
$7.88M +$4.51M +52,665 +194%
SF
10
Summit Financial
New Jersey
$7.71M +$2.11M +24,701 +46%
QC
11
Quadrature Capital
United Kingdom
$7.6M +$6.59M +76,986 New
GAM
12
Gemmer Asset Management
California
$6.98M +$2.28M +26,602 +60%
QWM
13
Quadcap Wealth Management
Texas
$6.84M -$61.8K -723 -1%
LSIA
14
LaSalle St. Investment Advisors
Illinois
$6.41M +$1.02M +11,975 +23%
Osaic Holdings
15
Osaic Holdings
Arizona
$6M -$263K -3,078 -5%
MGIA
16
Moneta Group Investment Advisors
Missouri
$5.47M +$4.74M +55,467 New
IAS
17
Insigneo Advisory Services
Florida
$4.91M +$4.25M +49,719 New
BCM
18
Brookstone Capital Management
Illinois
$4.17M +$3.05M +35,646 +539%
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$3.71M +$665K +7,771 +26%
MCC
20
Money Concepts Capital
Florida
$3.58M +$1.59M +18,564 +105%
MOS
21
MGO One Seven
Ohio
$3.46M +$1.4M +16,389 +88%
UBS Group
22
UBS Group
Switzerland
$3.41M +$1.79M +20,948 +154%
MFS
23
Mattson Financial Services
Michigan
$3.4M -$1.43M -16,699 -29%
Envestnet Asset Management
24
Envestnet Asset Management
Illinois
$3.03M -$51K -596 -2%
UW
25
Unique Wealth
Florida
$2.91M +$343K +4,007 +16%

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.