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NATO

Themes Transatlantic Defense ETF

20 hedge funds and large institutions have $7.89M invested in Themes Transatlantic Defense ETF in 2025 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 6 increasing their positions, 6 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

93% more capital invested

Capital invested by funds: $4.09M → $7.89M (+$3.8M)

54% more funds holding

Funds holding: 1320 (+7)

5.84% more ownership

Funds ownership: 7.3%13.14% (+5.8%)

0% more repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 6

Holders
20
Holders Change
+7
Holders Change %
+53.85%
% of All Funds
0.24%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
6
Reduced
6
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$1.35M +$1.33M +35,199 New
PS
2
Principal Securities
Iowa
$978K +$31.1K +826 +3%
Carson Wealth (CWM LLC)
3
Carson Wealth (CWM LLC)
Nebraska
$892K +$14.7K +391 +2%
Jane Street
4
Jane Street
New York
$860K +$431K +11,445 +104%
SWM
5
SHP Wealth Management
Massachusetts
$766K +$754K +20,017 New
Citadel Advisors
6
Citadel Advisors
Florida
$545K +$537K +14,244 New
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$470K +$463K +12,289 New
NA
8
Nautilus Advisors
California
$326K +$9.42K +250 +3%
Truist Financial
9
Truist Financial
North Carolina
$289K +$285K +7,556 New
FDCDDQ
10
Federation des caisses Desjardins du Quebec
Quebec, Canada
$243K -$57.3K -1,522 -19%
HighTower Advisors
11
HighTower Advisors
Illinois
$235K -$13.6K -362 -6%
VWA
12
Visionary Wealth Advisors
Illinois
$203K +$200K +5,318 New
FSA
13
Financial Sense Advisors
California
$201K -$198K -5,244 -50%
SPIA
14
Steward Partners Investment Advisory
New York
$191K -$9.42K -250 -5%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$94K -$13.1K -347 -12%
National Bank of Canada
16
National Bank of Canada
Quebec, Canada
$92K +$5.65K +150 +7%
UBS Group
17
UBS Group
Switzerland
$86.6K +$85.3K +2,263 New
BCV
18
Banque Cantonale Vaudoise
Switzerland
$62K -$14.4K -382 -19%
MDA
19
Minot DeBlois Advisors
Massachusetts
$5.74K
CA
20
Clearstead Advisors
Ohio
$4.8K +$38 +1 +0.8%

NATO Hedge Fund Activity: Q4 2025 in Review

20 of the 8,232 institutional investors tracked by Wall St. Rank reported a position in Themes Transatlantic Defense ETF (NATO) for Q4 2025, worth a combined $7.89M — up 93% from $4.09M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new NATO positions and 0 closed out — a net gain of 7 holders — while 6 added to existing stakes and 6 trimmed.

The largest buyer was Susquehanna International Group, opening a new position worth an estimated $1.33M. The largest seller was Financial Sense Advisors, cutting an estimated $198K.

  • 20 institutional investors held Themes Transatlantic Defense ETF (NATO) as of Q4 2025, up from 13 in Q3 2025.
  • Funds reported $7.89M of Themes Transatlantic Defense ETF stock for Q4 2025, up 93% quarter-over-quarter.
  • 7 funds opened new Themes Transatlantic Defense ETF positions in Q4 2025 and 0 closed out, a net change of +7 holders.
  • The largest Themes Transatlantic Defense ETF buyer in Q4 2025 was Susquehanna International Group, an estimated $1.33M added.
  • The largest Themes Transatlantic Defense ETF seller in Q4 2025 was Financial Sense Advisors, an estimated $198K sold.

Based on aggregated 13F filings for Q4 2025.