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Global X Defense Tech ETF
SHLD

Overview Fund Activity

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
Holders
88
Holders Change
+46
Holders Change %
+109.52%
% of All Funds
1.27%
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

1
3AM
3EDGE Asset Management
Florida
$57.2M
2
MMH
Menora Mivtachim Holdings
Israel
$171M
3
TC
TownSquare Capital
Utah
$7.57M
4
BCI
Brinker Capital Investments
Pennsylvania
$5.71M
5
OPS
Orion Portfolio Solutions
Nebraska
$5.71M

Top Sellers

1
CI
CPR Investments
Michigan
$704K
2
Jane Street
Jane Street
New York
$4.98M
3
Millennium Management
Millennium Management
New York
$0
4
Wells Fargo
Wells Fargo
California
$341K
5
DWM
Diversify Wealth Management
Utah
$283K
Name Holding Trade Value Shares
Change 		Shares
Change %
BHB
26
Bank Hapoalim BM
Israel
$1.35M +$3.91K +105 +0.3%
Envestnet Asset Management
27
Envestnet Asset Management
Illinois
$1.08M +$608K +16,327 +128%
Cerity Partners
28
Cerity Partners
New York
$1.08M +$1.08M +28,887 New
AWA
29
Arete Wealth Advisors
Illinois
$929K +$929K +25,078 New
Rockefeller Capital Management
30
Rockefeller Capital Management
New York
$876K +$876K +23,531 New
Royal Bank of Canada
31
Royal Bank of Canada
Ontario, Canada
$784K +$780K +20,929 +19,379%
PCG
32
Prosperity Consulting Group
Maryland
$750K +$750K +20,142 New
Commonwealth Equity Services
33
Commonwealth Equity Services
Massachusetts
$705K +$705K +18,928 New
CI
34
CPR Investments
Michigan
$704K -$814K -21,860 -54%
National Bank of Canada
35
National Bank of Canada
Quebec, Canada
$668K -$18.4K -493 -3%
WIA
36
World Investment Advisors
California
$667K +$667K +17,904 New
PFG
37
Prosperity Financial Group
California
$640K +$640K +17,197 New
Wealth Enhancement Advisory Services
38
Wealth Enhancement Advisory Services
Minnesota
$621K +$621K +16,679 New
OP
39
ORG Partners
Indiana
$583K +$583K +15,667 New
Stifel Financial
40
Stifel Financial
Missouri
$515K -$40.9K -1,099 -7%
AWS
41
Atria Wealth Solutions
New York
$432K +$432K +11,616 New
GS
42
GTS Securities
New York
$407K +$407K +10,923 New
MOS
43
MGO One Seven
Ohio
$387K +$387K +10,396 New
SB
44
Strategic Blueprint
Georgia
$372K +$372K +9,988 New
JIR
45
James Investment Research
Ohio
$362K +$86.4K +2,320 +31%
NG
46
Norden Group
Utah
$356K +$356K +9,554 New
VFO
47
Virtus Family Office
Texas
$356K – – –
Wells Fargo
48
Wells Fargo
California
$341K -$156K -4,202 -31%
MTIM
49
Marathon Trading Investment Management
Pennsylvania
$313K – – –
DWM
50
Diversify Wealth Management
Utah
$283K -$55.7K -1,454 -16%
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