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Global X Defense Tech ETF
SHLD

42 hedge funds and large institutions have $170M invested in Global X Defense Tech ETF in 2024 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 7 increasing their positions, 0 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,700% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 1

1,220% more capital invested

Capital invested by funds: $12.9M → $170M (+$157M)

180% more funds holding

Funds holding: 15 → 42 (+27)

31.8% more ownership

Funds ownership: 34.31% → 66.11% (+32%)

Holders
42
Holders Change
+27
Holders Change %
+180%
% of All Funds
0.61%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
28
Increased
7
Reduced
–
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
MMH
Menora Mivtachim Holdings
Israel
+$127M
2
MTWSIF
Mivtachim The Workers Social Insurance Fund
Israel
+$14.9M
3
Jane Street
Jane Street
New York
+$3.78M
4
SHJ
Sharkey, Howes & Javer
Colorado
+$1.53M
5
CI
CPR Investments
Michigan
+$1.35M

Top Sellers

Rank Fund Capital Flow
1
Citadel Advisors
Citadel Advisors
Florida
-$632K
Name Holding Trade Value Shares
Change 		Change in
Stake
Brown Advisory
26
Brown Advisory
Maryland
$211K +$211K +6,356 New
CFP
27
Cascade Financial Partners
California
$209K – – –
DAS
28
Diversify Advisory Services
Utah
$208K +$208K +6,265 New
CFGS
29
Concourse Financial Group Securities
Alabama
$204K +$204K +6,143 New
FDCDDQ
30
Federation des caisses Desjardins du Quebec
Quebec, Canada
$33.1K +$33.2K +1,000 New
LTI
31
Laffer Tengler Investments
Tennessee
$31.9K +$32K +963 New
FPB
32
First PREMIER Bank
South Dakota
$22K +$21.6K +650 New
SPIA
33
Steward Partners Investment Advisory
New York
$16K – – –
PA
34
Parallel Advisors
California
$11K +$11K +332 New
RIL
35
Rothschild Investment LLC
Illinois
$4.97K +$4.98K +150 New
Royal Bank of Canada
36
Royal Bank of Canada
Ontario, Canada
$4K +$3.59K +108 New
VWM
37
Venturi Wealth Management
Texas
$3.45K +$1.63K +49 +89%
GIM
38
Gold Investment Management
Alberta, Canada
$2.38K – – –
FNWA
39
Financial Network Wealth Advisors
Utah
$2.04K +$1.96K +59 New
YDMI
40
Y.D. More Investments
Israel
$1.97K +$741K +22,300 New
CIBC Private Wealth Group
41
CIBC Private Wealth Group
Georgia
$1.67K – – –
NS
42
NBC Securities
Alabama
$1K – – –
Citadel Advisors
43
Citadel Advisors
Florida
– -$632K -19,051 Closed
1
2

SHLD Hedge Fund Activity: Q2 2024 in Review

42 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Global X Defense Tech ETF (SHLD) for Q2 2024, worth a combined $170M — up 1,220% from $12.9M a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new SHLD positions and 1 closed out — a net gain of 27 holders — while 7 added to existing stakes and 0 trimmed.

The largest buyer was Menora Mivtachim Holdings, opening a new position worth an estimated $127M. The largest seller was Citadel Advisors, exiting entirely with an estimated $632K sold.

  • 42 institutional investors held Global X Defense Tech ETF (SHLD) as of Q2 2024, up from 15 in Q1 2024.
  • Funds reported $170M of Global X Defense Tech ETF stock for Q2 2024, up 1,220% quarter-over-quarter.
  • 28 funds opened new Global X Defense Tech ETF positions in Q2 2024 and 1 closed out, a net change of +27 holders.
  • The largest Global X Defense Tech ETF buyer in Q2 2024 was Menora Mivtachim Holdings, an estimated $127M added.
  • The largest Global X Defense Tech ETF seller in Q2 2024 was Citadel Advisors, an estimated $632K sold.

Based on aggregated 13F filings for Q2 2024.