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Global X Defense Tech ETF

252 hedge funds and large institutions have $1.17B invested in Global X Defense Tech ETF in 2025 Q2 according to their latest regulatory filings, with 127 funds opening new positions, 87 increasing their positions, 24 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,055% more first-time investments, than exits

New positions opened: 127 | Existing positions closed: 11

500% more funds holding in top 10

Funds holding in top 10: 16 (+5)

428% more call options, than puts

Call options by funds: $9.28M | Put options by funds: $1.76M

263% more repeat investments, than reductions

Existing positions increased: 87 | Existing positions reduced: 24

124% more capital invested

Capital invested by funds: $524M → $1.17B (+$649M)

85% more funds holding

Funds holding: 136252 (+116)

1.1% less ownership

Funds ownership: 42.34%41.24% (-1.1%)

Holders
252
Holders Change
+116
Holders Change %
+85.29%
% of All Funds
3.32%
Holding in Top 10
6
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+500%
% of All Funds
0.08%
New
127
Increased
87
Reduced
24
Closed
11
Calls
$9.28M
Puts
$1.76M
Net Calls
+$7.52M
Net Calls Change
+$6.99M
Name Holding Trade Value Shares
Change
Change in
Stake
AF
226
Allworth Financial
California
$14.5K
SWM
227
Spire Wealth Management
Virginia
$12.1K +$10.7K +200 New
S
228
SignatureFD
Georgia
$10.1K +$6.07K +113 +209%
TRCT
229
Tower Research Capital (TRC)
New York
$10K +$8.92K +166 New
NWM
230
Nova Wealth Management
Florida
$9.16K +$8.17K +152 New
RIL
231
Rothschild Investment LLC
Illinois
$9.04K
CTA
232
Colonial Trust Advisors
South Carolina
$9.04K +$8.06K +150 New
NECFA
233
New England Capital Financial Advisors
Connecticut
$7.95K +$7.09K +132 New
FNWA
234
Financial Network Wealth Advisors
Utah
$7.77K
DJSG
235
D.J. St. Germain
Massachusetts
$7.38K +$6.56K +122 New
HIM
236
Hillsdale Investment Management
Ontario, Canada
$7.23K +$4.03K +75 +167%
CA
237
Clearstead Advisors
Ohio
$6.03K +$5.37K +100 New
PNC Financial Services Group
238
PNC Financial Services Group
Pennsylvania
$6.03K +$5.37K +100 New
VFM
239
Vision Financial Markets
Connecticut
$6.03K +$5.37K +100 New
HFS
240
Hantz Financial Services
Michigan
$6K +$5.43K +101 New
PB
241
Pinnacle Bancorp
Nebraska
$4.76K +$4.25K +79 New
NFSG
242
Newbridge Financial Services Group
Florida
$4.54K +$4.03K +75 New
APW
243
Aventura Private Wealth
Florida
$4.22K
CA
244
CoreCap Advisors
Michigan
$3.92K +$537 +10 +18%
CGA
245
Channing Global Advisors
Florida
$2.95K
BWL
246
Bogart Wealth LLC
Virginia
$2.71K +$2.42K +45 New
TPWA
247
Twin Peaks Wealth Advisors
California
$2.67K +$2.31K +43 New
IMC
248
Investment Management Corporation
Virginia
$2.11K +$1.88K +35 New
HCM
249
Hollencrest Capital Management
California
$1.51K
WCM
250
Westend Capital Management
California
$1.51K +$1.34K +25 New

SHLD Hedge Fund Activity: Q2 2025 in Review

252 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Global X Defense Tech ETF (SHLD) for Q2 2025, worth a combined $1.17B — up 124% from $524M a quarter earlier.

Buyers outnumbered sellers: 127 funds opened new SHLD positions and 11 closed out — a net gain of 116 holders — while 87 added to existing stakes and 24 trimmed.

The largest buyer was Bank of America, adding an estimated $80.6M. The largest seller was Raymond James Financial, cutting an estimated $29.5M.

  • 252 institutional investors held Global X Defense Tech ETF (SHLD) as of Q2 2025, up from 136 in Q1 2025.
  • Funds reported $1.17B of Global X Defense Tech ETF stock for Q2 2025, up 124% quarter-over-quarter.
  • 127 funds opened new Global X Defense Tech ETF positions in Q2 2025 and 11 closed out, a net change of +116 holders.
  • The largest Global X Defense Tech ETF buyer in Q2 2025 was Bank of America, an estimated $80.6M added.
  • The largest Global X Defense Tech ETF seller in Q2 2025 was Raymond James Financial, an estimated $29.5M sold.

Based on aggregated 13F filings for Q2 2025.