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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
WWM
26
WJ Wealth Management
Arizona
$8.75M +$7.81M +145,268 New
UBS Group
27
UBS Group
Switzerland
$8.57M -$3.94M -73,363 -34%
PF
28
Phoenix Financial
Israel
$8.38M +$458K +8,530 +7%
Citadel Advisors
29
Citadel Advisors
Florida
$8.26M +$6.18M +115,027 +521%
Envestnet Asset Management
30
Envestnet Asset Management
Illinois
$7.49M +$3.2M +59,458 +92%
SMF
31
Sterling Manor Financial
New York
$7.42M -$1.35M -25,110 -17%
RAM
32
Riggs Asset Management
Pennsylvania
$7.21M +$6.43M +119,643 New
Commonwealth Equity Services
33
Commonwealth Equity Services
Massachusetts
$6.27M +$2.68M +49,801 +92%
PCP
34
Proficio Capital Partners
Massachusetts
$6.07M +$5.41M +100,694 New
VWM
35
Valley Wealth Managers
New Jersey
$5.93M -$560K -10,411 -10%
SWP
36
Stratos Wealth Partners
Ohio
$5.74M +$3.32M +61,727 +184%
QWM
37
Quadcap Wealth Management
Texas
$5.58M -$428K -7,959 -8%
SHJ
38
Sharkey, Howes & Javer
Colorado
$5.58M +$212K +3,942 +4%
FS
39
Financially Speaking
Colorado
$5.34M +$4.76M +88,580 New
MFG
40
Merit Financial Group
Georgia
$4.78M -$4.61M -85,717 -52%
Renaissance Technologies
41
Renaissance Technologies
New York
$4.63M +$4.13M +76,897 New
PP
42
Prudential plc
United Kingdom
$4.51M -$339K -6,300 -8%
SWM
43
StoneCrest Wealth Management
Arizona
$4.5M +$4.01M +74,645 New
JIR
44
James Investment Research
Ohio
$4.46M +$1.42M +26,473 +56%
SPIA
45
Steward Partners Investment Advisory
New York
$4.33M +$3.42M +63,566 +773%
FSA
46
Financial Sense Advisors
California
$4.01M +$1.01M +18,841 +39%
OC
47
Oppenheimer & Co
New York
$3.74M +$677K +12,595 +25%
HG
48
Herbst Group
Connecticut
$3.53M +$164K +3,049 +5%
EFG
49
Ethos Financial Group
Pennsylvania
$3.35M -$140K -2,610 -4%
BAM
50
Belpointe Asset Management
Nevada
$3.18M +$2.45M +45,625 +644%

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.