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Global X Defense Tech ETF
SHLD

88 hedge funds and large institutions have $352M invested in Global X Defense Tech ETF in 2024 Q3 according to their latest regulatory filings, with 49 funds opening new positions, 19 increasing their positions, 7 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,533% more first-time investments, than exits

New positions opened: 49 | Existing positions closed: 3

171% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 7

110% more funds holding

Funds holding: 42 → 88 (+46)

107% more capital invested

Capital invested by funds: $170M → $352M (+$182M)

1.42% less ownership

Funds ownership: 66.11% → 64.69% (-1.4%)

Holders
88
Holders Change
+46
Holders Change %
+109.52%
% of All Funds
1.26%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
49
Increased
19
Reduced
7
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
3AM
3EDGE Asset Management
Florida
+$54.6M
2
MMH
Menora Mivtachim Holdings
Israel
+$27.7M
3
TC
TownSquare Capital
Utah
+$7.23M
4
BCI
Brinker Capital Investments
Pennsylvania
+$5.46M
5
OPS
Orion Portfolio Solutions
Nebraska
+$5.46M

Top Sellers

Rank Fund Capital Flow
1
CI
CPR Investments
Michigan
-$778K
2
Jane Street
Jane Street
New York
-$335K
3
Millennium Management
Millennium Management
New York
-$313K
4
Wells Fargo
Wells Fargo
California
-$149K
5
DWM
Diversify Wealth Management
Utah
-$51.7K
Name Holding Trade Value Shares
Change 		Change in
Stake
BHB
26
Bank Hapoalim BM
Israel
$1.35M +$3.73K +105 +0.3%
Envestnet Asset Management
27
Envestnet Asset Management
Illinois
$1.08M +$581K +16,327 +128%
Cerity Partners
28
Cerity Partners
New York
$1.08M +$1.03M +28,887 New
AWA
29
Arete Wealth Advisors
Illinois
$929K +$892K +25,078 New
Rockefeller Capital Management
30
Rockefeller Capital Management
New York
$876K +$837K +23,531 New
Royal Bank of Canada
31
Royal Bank of Canada
Ontario, Canada
$784K +$744K +20,929 +19,379%
PCG
32
Prosperity Consulting Group
Maryland
$750K +$717K +20,142 New
Commonwealth Equity Services
33
Commonwealth Equity Services
Massachusetts
$705K +$673K +18,928 New
CI
34
CPR Investments
Michigan
$704K -$778K -21,860 -54%
National Bank of Canada
35
National Bank of Canada
Quebec, Canada
$668K -$17.5K -493 -3%
WIA
36
World Investment Advisors
California
$667K +$637K +17,904 New
PFG
37
Prosperity Financial Group
California
$640K +$612K +17,197 New
Wealth Enhancement Advisory Services
38
Wealth Enhancement Advisory Services
Minnesota
$621K +$593K +16,679 New
OP
39
ORG Partners
Indiana
$583K +$557K +15,667 New
Stifel Financial
40
Stifel Financial
Missouri
$515K -$39.1K -1,099 -7%
AWS
41
Atria Wealth Solutions
New York
$432K +$413K +11,616 New
GS
42
GTS Securities
New York
$407K +$389K +10,923 New
MOS
43
MGO One Seven
Ohio
$387K +$370K +10,396 New
SB
44
Strategic Blueprint
Georgia
$372K +$355K +9,988 New
JIR
45
James Investment Research
Ohio
$362K +$82.5K +2,320 +31%
NG
46
Norden Group
Utah
$356K +$340K +9,554 New
VFO
47
Virtus Family Office
Texas
$356K – – –
Wells Fargo
48
Wells Fargo
California
$341K -$149K -4,202 -31%
MTIM
49
Marathon Trading Investment Management
Pennsylvania
$313K – – –
DWM
50
Diversify Wealth Management
Utah
$283K -$51.7K -1,454 -16%
1
2
3 4

SHLD Hedge Fund Activity: Q3 2024 in Review

88 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Global X Defense Tech ETF (SHLD) for Q3 2024, worth a combined $352M — up 107% from $170M a quarter earlier.

Buyers outnumbered sellers: 49 funds opened new SHLD positions and 3 closed out — a net gain of 46 holders — while 19 added to existing stakes and 7 trimmed.

The largest buyer was 3EDGE Asset Management, opening a new position worth an estimated $54.6M. The largest seller was CPR Investments, cutting an estimated $778K.

  • 88 institutional investors held Global X Defense Tech ETF (SHLD) as of Q3 2024, up from 42 in Q2 2024.
  • Funds reported $352M of Global X Defense Tech ETF stock for Q3 2024, up 107% quarter-over-quarter.
  • 49 funds opened new Global X Defense Tech ETF positions in Q3 2024 and 3 closed out, a net change of +46 holders.
  • The largest Global X Defense Tech ETF buyer in Q3 2024 was 3EDGE Asset Management, an estimated $54.6M added.
  • The largest Global X Defense Tech ETF seller in Q3 2024 was CPR Investments, an estimated $778K sold.

Based on aggregated 13F filings for Q3 2024.