We are live on ! Find out more
SHLD icon

Global X Defense Tech ETF
SHLD

136 hedge funds and large institutions have $524M invested in Global X Defense Tech ETF in 2025 Q1 according to their latest regulatory filings, with 59 funds opening new positions, 50 increasing their positions, 17 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,274% more call options, than puts

Call options by funds: $577K | Put options by funds: $42K

194% more repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 17

84% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 32

77% more capital invested

Capital invested by funds: $296M → $524M (+$228M)

24% more funds holding

Funds holding: 110 → 136 (+26)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

2.62% less ownership

Funds ownership: 44.97% → 42.34% (-2.6%)

Holders
136
Holders Change
+26
Holders Change %
+23.64%
% of All Funds
1.82%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
59
Increased
50
Reduced
17
Closed
32
Calls
$577K
Puts
$42K
Net Calls
+$535K
Net Calls Change
+$535K

Top Buyers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
+$76.7M
2
LPL Financial
LPL Financial
California
+$36.6M
3
HC
Henshaw Capital
Massachusetts
+$32.2M
4
Stifel Financial
Stifel Financial
Missouri
+$25.7M
5
Morgan Stanley
Morgan Stanley
New York
+$23.7M

Top Sellers

Rank Fund Capital Flow
1
3AM
3EDGE Asset Management
Florida
-$64.2M
2
MMH
Menora Mivtachim Holdings
Israel
-$51M
3
Jane Street
Jane Street
New York
-$9.19M
4
TC
TownSquare Capital
Utah
-$7.51M
5
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$5.58M
Name Holding Trade Value Shares
Change 		Change in
Stake
Cetera Investment Advisers
26
Cetera Investment Advisers
Illinois
$4.07M +$1.12M +26,441 +43%
PP
27
Prudential plc
United Kingdom
$3.78M -$898K -21,200 -21%
Envestnet Asset Management
28
Envestnet Asset Management
Illinois
$3.02M +$1.61M +38,042 +142%
OFA
29
Oak Family Advisors
Illinois
$2.96M +$139K +3,285 +5%
HG
30
Herbst Group
Connecticut
$2.58M +$2.35M +55,513 New
Commonwealth Equity Services
31
Commonwealth Equity Services
Massachusetts
$2.53M +$323K +7,633 +16%
OC
32
Oppenheimer & Co
New York
$2.31M +$519K +12,258 +33%
FSA
33
Financial Sense Advisors
California
$2.22M +$2.02M +47,775 New
JIR
34
James Investment Research
Ohio
$2.21M +$1.48M +34,916 +276%
Mirae Asset Global Investments
35
Mirae Asset Global Investments
South Korea
$2.19M +$424K +10,000 +27%
EFG
36
Ethos Financial Group
Pennsylvania
$2.18M – – –
KP
37
Keel Point
Alabama
$1.86M +$1.7M +40,055 New
Rockefeller Capital Management
38
Rockefeller Capital Management
New York
$1.84M +$336K +7,935 +25%
BHB
39
Bank Hapoalim BM
Israel
$1.61M +$15.3K +360 +1%
SWP
40
Stratos Wealth Partners
Ohio
$1.56M +$1.42M +33,583 New
Susquehanna International Group
41
Susquehanna International Group
Pennsylvania
$1.5M -$2.55M -60,214 -65%
NA
42
NewEdge Advisors
Louisiana
$1.31M +$1.19M +27,998 +27,183%
FAIM
43
Financial Advocates Investment Management
Washington
$1.21M +$158K +3,721 +17%
TNAM
44
Terra Nova Asset Management
New York
$1.07M +$978K +23,089 New
PFG
45
Prosperity Financial Group
California
$1.07M +$253K +5,973 +35%
WIA
46
World Investment Advisors
California
$1.07M +$482K +11,381 +98%
Citadel Advisors
47
Citadel Advisors
Florida
$1.03M +$243K +5,735 +35%
YDMI
48
Y.D. More Investments
Israel
$1.02M – – –
EDRH
49
Edmond de Rothschild Holding
Switzerland
$942K – – –
National Bank of Canada
50
National Bank of Canada
Quebec, Canada
$835K +$13.5K +318 +2%
1
2
3 4 5

SHLD Hedge Fund Activity: Q1 2025 in Review

136 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in Global X Defense Tech ETF (SHLD) for Q1 2025, worth a combined $524M — up 77% from $296M a quarter earlier.

Buyers outnumbered sellers: 59 funds opened new SHLD positions and 32 closed out — a net gain of 27 holders — while 50 added to existing stakes and 17 trimmed.

The largest buyer was Bank of America, adding an estimated $76.7M. The largest seller was 3EDGE Asset Management, exiting entirely with an estimated $64.2M sold.

  • 136 institutional investors held Global X Defense Tech ETF (SHLD) as of Q1 2025, up from 110 in Q4 2024.
  • Funds reported $524M of Global X Defense Tech ETF stock for Q1 2025, up 77% quarter-over-quarter.
  • 59 funds opened new Global X Defense Tech ETF positions in Q1 2025 and 32 closed out, a net change of +27 holders.
  • The largest Global X Defense Tech ETF buyer in Q1 2025 was Bank of America, an estimated $76.7M added.
  • The largest Global X Defense Tech ETF seller in Q1 2025 was 3EDGE Asset Management, an estimated $64.2M sold.

Based on aggregated 13F filings for Q1 2025.